1. Home
  2. Knowledge Base
  3. Relay
  4. Organizations
  5. Set up SMS Integration for your Teams
  1. Home
  2. Knowledge Base
  3. Third-party Integrations
  4. Set up SMS Integration for your Teams

What is SMS Integration?

SMS integration allows your support Teams to communicate with merchants via SMS. You may also add Bots to the SMS channel.

How do I set up SMS Integration?

  1. Go to Organizations → Teams on the left navigation panel. 
  2. Search for your Team and double click or click on pencil icon` to edit it.
  3. Go to  (Integrations) on the left navigation bar of the Org Teams modal.
  4. Select add buttonto add a new Integration.
  5. Fill out the Integration Setup fields as shown below. The Direct Inward Dialing Number is the number merchants will text to reach your Team. NOTE: If you do not have an SMS number, contact your Boomtown Account Manager to acquire one.
    • Optional: If you have a short code number for your Team, toggle on “Use Short Code”. Then input the “Direct Inward Dialing Shortcode”.

Relay SMS Integration 2

  1. Hit Save.
  2. Go through the following fields:
    • Auto Create Issues: check the box so that an Issue will be automatically created in Relay when the merchant texts in.
    • Issue Type: select the categorization type of the SMS Issues in Relay.
    • Owner Team: select the support Team that will respond to texts sent to the Direct Inward Dialing Number or Short Code.
    • New Customer Greeting: type the message a customer will receive if they text from a number not yet listed in the Relay system.
      • Sample message: “Welcome Valued Merchant! Your account is now active! Visit your online portal for all your account details. For support, please text this number 24/7!”
    • ID: (auto-populated).

Relay SMS Integration 3

Your SMS Integration is now set up. You will see it as Enabled and Ready in your Team’s list of Integrations.

Was this article helpful?

Related Articles