This article assumes you are logged into the Web Softphone or using the Progressive Web App (PWA)

An SMS number is needed in order to send SMS. Please contact CallHarbor Support to enable SMS. 

Chat can be used to send messages to other extensions in the system.

 

1. Click "Chat and SMS"

 

2. Click "New Conversation"

 

3. For sending SMS to a single number:

Enter the phone number (without dashes or parentheses) where it says "Add Contact"

Click "Add number to group"

For sending SMS to multiple numbers:
The numbers will need to be saved as contacts first, for information on Contacts, please click here.

Select all necessary contacts to start a group MMS, then click "Done"

For Chatting with another Extension:

Enter the extension number/Select the extension from the contact list

4. If you have multiple SMS numbers assigned to your extension, use the "Send SMS using" dropdown to select the correct number to send from (the number the customer can use to text back)

 

5. Type the message you would like to send.

 

6. Hit "Enter" on the keyboard and the message sends, and a conversation is created in the Chat and SMS column

 

 

7. Clicking outside of the conversation card will add it to the wallboard.

• To pin the card permanently, click the "Pushpin" icon
• To remove from the wallboard, click the "X" icon
• To expand the message/make it the active card, click the "Expand" arrow icon

 

 

8. Select a chat or SMS conversation from the "Chat and SMS" column to reopen the conversation card.

 

9. The Three Dots in the upper right-hand corner of the conversation card will allow you to:

• Turn off notifications for the conversation
• Call the number
• Create a New Contact
• Add to Existing Contact
• Delete the Conversation

 

10. If you create the contact after sending an SMS, please log out and log back in for the conversation card to update to the contact name.

Before Logout:

After Logout: