The Sender Profiles feature is an integral part of the TextPeak Inbox tool.

They act as aliases for groups of senders (phone numbers or IDs) within specific channels such as SMS, WhatsApp, or Telegram and simplify the messaging process for agents by allowing them to select a profile without needing to know the actual sender details.

In the Sender Profiles view, Inbox admins or managers (provided they hold the corresponding Inbox role permissions) can create and manage sender profiles.

To access the Sender Profiles tab options:

1. In your browser, log in to TextPeak with manager access privileges.
2. In the main TextPeak menu, select the Inbox tab.
3. Click Settings at the bottom left and navigate to the Sender profiles tab.

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IMPORTANT

Inbox agents have no access to the Settings > Sender Profiles page and can manage conversations only where they can view the name of the sender profile, not the senders it contains.

Here, you can view a table with existing sender profiles and add new ones.

The table organizes all information about sender profiles in the following columns: Name, Stream, Senders, and Actions.

Creating Sender Profiles

To create a new sender profile:

1. Click Create Sender Profile.

2. In the pop-up window that appears, give a name to your new sender profile, then click to select the stream and senders from the drop-down menus.

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NOTE

You cannot assign the same sender to multiple sender profiles.

3. Click Create.
4. Once created, a sender profile is automatically assigned to one of the supported platforms: SMS, WhatsApp, or Telegram with a corresponding label.

Managing Sender Profiles

To edit an existing sender profile:

1. Click the pencil button next to the profile record.
2. In the Edit sender profile dialog, update the profile data.

3. Click Save.
4. Alternatively, to remove the sender profile, click the bin button.
5. In the pop-up window that appears, confirm you want to delete this sender profile from your team.

6. Click BACK TO SETTINGS to navigate back to the inbox settings menu.