SMS

View, respond to, and track customer requests coming from SMS text messages.

Setup

Navigate to Phone & SMS under "Communications" in the sidebar from your Pylon dashboard.

Connecting your phone number

You have two options for setting up SMS:

Option 1: Provision a new number with Pylon

1. Click "Add Phone Number" in the Phone & SMS settings

2. Select a new phone number from available options and hit continue

Option 2: Port an existing number to Pylon

1. Click "Add Phone Number" in the Phone & SMS settings

2. Complete Business details, upload billing statement, carrier details and service address sections

3. Authorize port

How it works

Conversations from SMS will automatically create issues in Pylon. All Pylon features can then be used to manage these issues. SMS issues can be identified by setting the Issue Source filter or visually by the SMS logo on issues.