Which Twilio phone number will the leads be getting the SMS from?

Modified on: Tue, 23 Jul, 2024 at 7:44 AM

Primary Rule:

When a user logs in to send an SMS, the message will be sent from the Twilio number assigned to them, as listed under the sub-account’s My Staff tab. If the user has a Twilio number assigned but it is not capable of sending SMS, the message will be sent from the default number instead.

To learn more about assigning Twilio numbers to users, check out the guide on Phone Numbers for Users / Assign Twilio Numbers to Users.

Steps to check or assign a Twilio number to a user:

1. Go to the sub-account’s Settings.

2. Navigate to My Staff.

3. Edit the user and assign a Twilio number if necessary.

Expand Call & Voicemail Settings

If the user who logged into VisionaryX is not within the sub-account or does not have a Twilio number assigned, the system will first attempt to send the SMS from:

1. Channel number – This is the first Twilio number that was ever used to contact the specific lead.

If the Channel number is no longer available (i.e., removed), the system will then default to:

2. Default outbound number – The standard number set up for outbound communications.