SMS Platform

Configure Microsoft 365 SSO

Initial Setup — Microsoft 365 SSO

Enter your Azure AD app registration details to enable sign-in.

← Back to sign in

SMS
Connected

Select a conversation

Choose a thread from the queue to view the message history.

📒 Contacts

Personal Information

Appearance

UI Size

🔔 Notifications on this device

These preferences apply to this browser/device only.

🔒 Authentication

You are authenticated via Microsoft 365 SSO. Your organization's MFA policy applies.

You are signed in with a local account.

Signature

Use {name} for your display name. Leave blank to use the global default.

📱 Default Send Number

Choose which phone number to use by default when creating new SMS conversations. If set, the number selector will be locked to this number.

📱 Mobile Notifications

Get push notifications on your Android phone even when the screen is locked.

Your pairing code:
⬇ Download Companion App v8 (.apk) 📖 Setup Instructions (how to install, battery & notifications)

Agent Management

NameM365 EmailRolePresenceActions

Group Management

Group NameMembersLinked NumberActions
Inbound SMS to this number will auto-assign to this group.

📱 Phone Number Management

Manage the Twilio phone numbers available for sending SMS. Set a default number, assign numbers to groups, and give them friendly names.

Phone Number Label Default Route to Group Status Actions

Add New Number

Blocked Numbers

These numbers are permanently ignored by the system and receive escalating auto-replies when they text.

Block a Number

NumberBlocked ByReasonDateAction
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Application Settings

Web Form Integration

Use this webhook URL to connect your website's contact/assessment form. It creates a conversation with a note and sends an auto-reply SMS to the submitter.

POST JSON: { name, phone, message, email?, company? }

For the website chatbot. POST JSON with any of: team (silent team-chat alert), customer (note and/or SMS in their thread), sms (raw text to a staff phone).

AI Chatbot Brain

Host the website chatbot's AI here — the OpenAI key and each site's persona/knowledge live on this server, so websites stay thin clients. Website posts to /webhook/chatbot/<secret>/ai with { session_id, messages }.

Push Subscriptions

Active browser push subscriptions. Each agent can have one per browser context (browser tab) and one per PWA install. Delete stale ones to clean up duplicates.

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Team

Agents
Recent Chats
New Group

New SMS

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