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How to Call or Text Using Your Smart Number

Your business Smart Number enables you to text and call your customers directly from the dashboard. Follow the steps below to learn how:

Watch Setup Video

Watch our video on how to make calls right from your register!

Configure Click to Call Settings

You may want to configure your Click to Call Settings first. For detailed instructions, see our Click to Call Setup guide.

Locate Customer Profile

To send a message or call a contact, first locate the customer's profile in the dashboard.

Use Communication Widgets

On the customer’s profile, you will see communication widgets alongside the contact information. Click the phone icon to call or the chat bubble to send a text message.

Want to learn more? Be sure to check out our YouTube Channel and other helpful how-to guides!