The short answer

Calling and texting require an active Phone System number and a valid customer phone number. Consent and carrier requirements still apply.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Choose the customer action

    Use the phone icon for Quick Call or message icon for Quick SMS on the correct row.

  2. Select the business number

    Choose an active Run From or From number assigned to the account.

  3. Prepare the communication

    For calls, dial or optionally configure the displayed AI voice prompt and after-call SMS. For texts, type up to the displayed limit.

  4. Use AI assistance carefully

    For Quick SMS, describe the intended message and choose Generate or Improve, then review the exact final text.

  5. Send and verify

    Start the call or send the SMS once, then review Phone System and Communication History for the outcome.

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