Support Center

Text Messaging: Setup and Usage Guide for iOS, Windows, and Android

This guide provides a comprehensive overview of the Text Messaging Tool, including its features, compatibility, and usage instructions. Follow the steps and notes below to ensure a seamless experience.

Features

  • Quickly send text messages directly from the AgentView platform.

  • Share landing pages with pre-populated links via SMS.

Device Compatibility

Supported Devices:

  • Apple Devices: Works on iPhones, iPads, and Macs. Ensure your iPhone is paired with your Mac or iPad through iCloud or Continuity.

  • Android Devices: Fully compatible with Android smartphones. For Android tablets, the tool will work if the tablet is configured to send SMS via the same account or carrier plan as the phone.

  • Windows Devices: Works on Windows desktops, laptops, or tablets, provided the device is paired with your phone via a supported app like "Your Phone" (Windows Phone Link) for Windows 10 or Windows 11, or similar tools that enable SMS access.

Unsupported Scenarios:

  • Devices not paired with a phone cannot use this tool to send text messages.

  • Standalone devices (e.g., non-SIM tablets without pairing) will not function for this tool.

How to Use the Tool

Accessing the Tool:

  1. Log in to AgentView on your paired device or the device connected to your phone.

Sending Messages:

  1. Navigate to the desired CRM profile.

  2. Select the "Text Contact" option.

  3. Enter your message or select a landing page to share.

  4. Click "Send." The message will open in your device's default SMS app for final confirmation.

Setting Up Windows Phone Link on Windows 10/11

Windows Phone Link is a crucial tool for pairing your Windows device with your phone to enable SMS messaging. Follow the steps below to set it up:

  1. Download and Install Windows Phone Link:

    • Visit the official Microsoft website to download the Phone Link app: Download Windows Phone Link.

    • If the app is already installed, ensure it’s updated to the latest version.

  2. Pair Your Device:

    • Open the Phone Link app on your Windows device.

    • On your phone, download and install the "Link to Windows" app from the Google Play Store (for Android devices).

    • Follow the on-screen instructions on both devices to scan the QR code and establish the connection.

  3. Enable Permissions:

    • Grant the necessary permissions for SMS access, notifications, and contacts to ensure full functionality.

  4. Test the Setup:

    • Send a test message from the Phone Link app to confirm the connection.

Important Notes

  • Phone Pairing Requirement: Ensure your computer, tablet, or non-phone device is paired with your phone to access the messaging app.

  • Using Standalone Phones: If the device is not paired, access AgentView directly on your phone to send text messages.

  • Message Length: While most devices handle long messages automatically, keep texts concise to ensure compatibility with all carriers.

  • Privacy and Security: The tool does not store the content of your messages. The messages and history will be available through your SMS messaging app.

Troubleshooting

  1. Messages Not Sending:

    • Verify that your device is paired with your phone or access AgentView directly on your phone.

  2. Landing Page Links:

    • Ensure that links are generated correctly and included in the SMS body when sharing.

  3. Device Compatibility Issues:

    • Confirm that your device and operating system support SMS functionality.

For further assistance, contact our support team or refer to the detailed user documentation available on our website.

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