SMS / Twilio

1. CRM → Settings → Integrations (or SMS / Twilio). 2. Choose your area preference and finish Telecom & AI Setup (hosted number is the default). 3. Save your AI greeting so we can activate voice. Texting may stay in approval while voice is live. 4. Save and test. Once connected, you can send and receive SMS in the CRM.

Settings → Integrations (or “SMS” / “Twilio”). You need a Twilio account and a phone number capable of SMS.

Open the lead (Leads → click the lead). Use the Inbox or the message/compose area on the lead. Choose SMS (if both chat and SMS exist), type the message, and send. It goes out via Twilio and appears on the lead timeline.

Once Twilio is connected and your number is set, incoming SMS to that number are delivered to LeadLock. Replies are matched to leads by phone number and show in the Inbox and on the lead’s timeline. You can reply from the same screen.

• Check Twilio credentials (SID, Auth Token) and that the number is SMS-capable. • Ensure the lead’s phone number is in E.164 format (e.g. +1234567890). • Check plan limits and Twilio balance. • Look for error messages in the UI or in Twilio’s logs.

1. Go to Settings → Telecom & AI Setup (or Phone). 2. Finish hosted number setup for your plan (Starter includes one). 3. Save your AI greeting. 4. Place a test call when prompted — you should hear AI answer. 5. Texting may show “approval in progress” until carrier registration completes. 6. Advanced: bring-your-own Twilio is under Advanced integrations if you need it.

Invalid credentials: Double-check SID and Auth Token from Twilio. Unverified numbers: In trial accounts, you can only send to verified numbers. E.164: Use plus and country code (e.g. +1234567890). Missing logs: Check Twilio console and LeadLock Inbox for delivery and errors.

Inbox, Leads, AI Features, Automations.