How to Send & Receive SMS with 3CX Chat as an Individual

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Purpose #

This document outlines the process for individuals to send and receive SMS messages using the 3CX Messaging feature on the 3CX WebClient, or 3CX Mobile App (Android/iPhone)

Process #

3CX WebClient:

Send an SMS: #

1. From your 3CX WebClient, go to the Chat ^A page, then click the Plus (+) ^B icon and select the Send SMS ^C option.

2. On the New Conversation page, type in a name or a phone number ^A. The mobile number must be in E.164 format ^B (e.g. +614987456321). If the number saved in the contact or the one you manually enter is not in the E.164 format, you have an opportunity to correct it^E. Once you have entered a correct number or selected one from your contact ^D, click the Start Chat ^C button.

3. Type your SMS message on the Say Something ^B box. When the message is sent, it will show a blue tick ^A icon next to the message.

Receive & Reply to an SMS: #

1. A new SMS is received as a pop-up on the 3CX WebClient, and you have two options: Ignore (find the SMS on the Chat page) or Reply ^A. When you click the Reply A button, you can enter your reply on the Say Something ^G box, click the Enter key, or click the Send ^H icon. On the SMS conversation window, you have options to:

Call ^B
Dealt with ^C: will archive the SMS
Archive ^F: archive the SMS (click the More Option ^D icon, then select Archive ^F)
Close ^E: close the SMS conversation, and list the SMS on the Chat page

3CX Mobile App (Android / iPhone): #

Send an SMS:

1. On 3CX Mobile App, go to the Chat ^C page, then click the Plus (+) ^B icon, then select the SMS ^A icon.

2. On the type a name or phone number ^D box enter a mobile number in E.164 format (e.g. +61412345678), then click the Send to E, or you can search contacts by name ^F. If the number saved on your contact is not in E.164 format, it will prompt you to correct the number format ^G.

3. Once you have entered a correct number or selected one from your contact ^F, you’re ready to start your SMS conversation. Type in your SMS message ^I, when the SMS message is sent, it will show a blue tick ^H icon next to the message.

Receive & Reply to an SMS: #

1. A new SMS is received as a pop-up on the smartphone. You have the option to Reply ^A or Mark as Read ^B. When you click the Reply ^B option, it will direct you to the SMS conversation page. Type your SMS reply message D in the text box

2. A new or unread SMS message is indicated by a number ^C icon next to the Chat icon, and next ^E to the new message