Creating Two Way SMS Channels (PBX)

Learn how to set up two-way SMS channels in PBX Cloud to send and receive messages seamlessly from a single platform.

Creating Two Way SMS Channel:

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NOTE

The Messaging Inbox provides handling and message viewing of the Two Way SMS channel

To create a Two Way SMS channel:

  1. Go to Settings > Messaging Channels
**Settings > Messaging Channels** tab

Settings > Messaging Channels tab

  1. Click Add New Channel
  2. From the Type drop-down list, select SMS
  3. Provide a dedicated channel name to present the business logic messages you send through this channel
  4. For the Channel Type field, select Two way SMS
Creating New Transactional Channel

Creating a new Two-Way SMS Channel

  1. Click Create

A new channel is created and added to the Messaging Channels table with the following information on all existing channels:

ColumnDescription
Channel TypeA messaging channel type:

- SMS/Two way SMS
- SMS/Transactional
- Whatsup Business
NameA messaging channel name
ActiveModify the channel status by enabling (Active) or disabling (Not Active) it
Actions- Add Event - opens the New Event page
- Edit Channel - opens the Edit Communication Channel page
- Delete Channel - opens the popup window to confirm or cancel the action
New Transactional Channel

New Transactional Channel

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NOTE

If you have issues configuring your channel, please click here to request assistance and our support team will be happy to help you configure your first business channel.

Adding New Two-Way Event

To add a new event for your channel, in the New Event for SMS Channel wizard, fill in the necessary information to complete each step.

Step 1: Channel Settings

Start by entering channel details: ​

  • Default Sender ID - select your allowed sender from the drop-down list or use search.

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NOTE

If you have issues with selecting the correct Sender ID, please click here to request assistance and our support team will be happy to help you configure your first channel event.

  • Active- set the channel status by enabling (Active) or disabling (Not Active) it.
Screenshot of the Channel Settings section

Channel Settings section

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NOTE

The GLOBAL desk (team) name is the default team to which conversations are assigned when messages are sent/received without relation to agents.

Step 2: Message Content

Enter event data:

  • Event name - create a meaningful name to present the action/reason for the message
  • Body - the message content to send to your audience
  • Available variables - Used on dialer only
  • Is Public - enables agents to use the event to connect with the lead while on a call. Used on dialer only
  • Limit amount of the SMS per same call (mandatory) - define how many times the agent triggers the event by sending an event body message to the caller on the same call. This setting is defined to prevent spamming your audience. Used on dialer only
Setting message content

Setting message content

Step 3: Creating Event

Finally, click Create. The new event will appear on the list of existing events in your messaging channel.

To view the list, click the + button next to Channel Type.

Screenshot of the messaging channel with the list of existing events

Messaging channel with the list of existing events