Flex Conversations requires Flex UI 2.0. If you are on Flex UI 1.x, please refer to Chat and Messaging pages.
If your contact center is sending SMS traffic in the United States, you're likely sending Application to Person SMS. As your contact center goes into production and scales its outbound traffic, you might notice that carriers are filtering some of your messages as potential spam. When your contact center gets to this point - or if you plan to send a high volume of outbound messages - it means that you'll need to:
This helps show that your messaging traffic is relevant to your customers and prevents it from being filtered by the US carrier network.
Carrier filtering is more of an art than a science. Work with your Twilio team to discuss your traffic and come up with a strategy for scaling your traffic. If you're just testing your contact center, however, you shouldn't have any issues. Feel free to return to this document when you're in production!
Phone Numbers/10DLC: A phone number in the US is also sometimes called a 10 digit long code (10DLC). If you plan to send traffic to your customers in the US, you'll need to register that Application to Person (A2P) traffic with the US Carriers.
Messaging Services: A messaging service is a software layer for Programmable SMS that contains a link to your A2P registration. It contains a pool of phone numbers that will all behave according to the messaging service's configuration.
Flex Conversations: Flex Conversations provides the orchestration layer for managing and processing customer-initiated (commonly referred to as inbound flows) and business-initiated (commonly referred to as outbound flows) interactions.
Your first step will be to register for an A2P use case. You can learn more about how to register and what you'll need for registration in the Direct Brand Onboarding documentation.
With Flex Conversations, you do not need to create a separate Messaging Service. You can just add your A2P senders to the Default Messaging Service for Conversations.
If you wish to create a separate message service for your A2P traffic, you'll need to follow these steps:
Set your integration to Autocreate a Conversation - this means that your phone number will use the Flex Chat Service (Default Conversations Service) instead of using any of the messaging service logic. This step is the most important!
If Autocreate a Conversation is grayed out, click on "Configure Conversations" to unlock Handle Inbound Messages with Conversations. Click Save to save your changes.
Flex Conversations provides the orchestration layer for managing inbound and outbound interactions on your contact center. To start using Flex Conversations, ensure your A2P phone numbers have registered Conversations SMS addresses.
To test Flex Conversations using your newly configured Messaging Service, see Receive Inbound Messages from SMS and WhatsApp and Send Outbound Messages via SMS and WhatsApp.