Sending Texts/SMS from the portal

This article will show you how to send a text from the portal

First log into https://app.level365.com with your portal log in credentials.   Next, Navigate at the bottom right to your Contacts list.

  1. Clicking 1 will expand the Contacts window.
  2. Clicking 2 will pop the Contacts window out.

For Texting, you will want to click on option 1 to expand the Contacts and not pop out the window.

Once you expand the Contacts window it is important that you see the little text bubble(square).  This indicates that you have texting enabled. If you move your mouse over this icon, it will say, "Start a new Conversation"  If you do not see this icon, then please contact the Level365 sales team and they can walk you through the ordering process.

After clicking on the "Start a new conversation" icon, this window will appear.  At the bottom you will see the phone number you are texting from.  If you have multiple text enabled DID's, you can select them from this drop down as well.

In the "Search for contacts" field, please type in the 10 digit number of a sms enabled phone number, type your message and click return to send!

Incoming texts will also appear on this same page.

Important Note: To find your texts after the fact please navigate to Messages at the top then select "Chat and SMS"  You can also initiate a text from here, by clicking on New Conversation.

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