Skip to contentSkip to navigationSkip to topbar
Rate this page:
On this page

Configure with a Messaging Service (advanced)


(information)

Info

Flex Conversations requires Flex UI 2.0. If you are on Flex UI 1.x, please refer to Chat and Messaging pages.

Note that this is an advanced configuration and is fully optional. It is not required if you already performed the simple configuration.

If you don't have a specific use case for a Messaging Service, we recommend omitting it. If you do configure your phone numbers with a Messaging Service, then you need to also configure the following settings.


Set the default Conversation Service

set-the-default-conversation-service page anchor

For accounts created on or after December 2021, this will be configured correctly out of the box. Also, the Conversations prerequisites UI in the Flex Console will prompt you to fix this before you can create your first Conversations Addresses.

To make sure your default Conversation Service is set correctly, navigate to Conversations > Manage > Defaults(link takes you to an external page). If one of the options on the Default Conversation Service dropdown is Flex Chat Service or Flex Conversation Service, select that.

Set Default Conversation Service.

Enable "Handle inbound Messages with Conversations"

enable-handle-inbound-messages-with-conversations page anchor

For accounts created on or after December 2021, this will be configured correctly out of the box.

Same as the previous step, under Conversations > Manage > Defaults(link takes you to an external page), toggle "Handle Inbound Messages with Conversations" (if it is not already enabled). This will unhide some Console functionality.

Handle Inbound Messages with Conversations.

Configure the Incoming Messages setting

configure-the-incoming-messages-setting page anchor

The configured number fo Flex needs to be on the Messaging Service's sender pool. This is automatically handled when you set the Messaging Service under your phone number's settings. You can find the documentation on sender pools here.

Go to Messaging > Services > Default Conversations Service > Integration. Under Incoming Messages, choose "Autocreate a Conversation" as the way to handle inbound messages.

Autocreate a Conversation.

Configure an SMS number with your Messaging Service

configure-an-sms-number-with-your-messaging-service page anchor

Under Phone Numbers > Manage > Active numbers(link takes you to an external page), find the number you wish to configure and open it. Configure that number to use your Default Conversations Service.

Configure an SMS number with your Messaging Service.

The "A message comes in" handler will not be triggered if you configured the Incoming Messages handler on Messaging Service as instructed above.


Configure a WhatsApp number with Messaging Service

configure-a-whatsapp-number-with-messaging-service page anchor

For WhatsApp Sandbox, please refer to Manage Conversations WhatsApp Addresses page.

Navigate to Messaging > Senders > WhatsApp senders(link takes you to an external page). Open the WhatsApp number, set the Messaging Service to your default Messaging Service.

Configure a WhatsApp number with Messaging Service.

Rate this page: