Text someone you have not texted before, or start a thread from a different one of your numbers.
Before you start
You need a YetiText or YetiSales seat to start a conversation.
You need access to at least one of your business's phone numbers.
Steps
Open Messenger and click New at the top of the conversation list.
In From Phone Number, pick which of your numbers the text comes from.
To text someone already in your contacts:
Type in Search Contacts. You can search by name, phone or email.
Click the contact in the results.
To text someone new:
Click Add Contact (or Create New Contact if the search found nothing).
Enter the phone number. Click Add phone to add more than one.
Add a first name, last name and email if you have them.
To go back, click Back to search.
Click Start Conversation.
What happens next
The conversation opens in your Mine tab, ready for you to type the first text.
If nobody was assigned to it yet, it is assigned to you. If a teammate already had it, it stays with them.
If you already have a conversation with this number on the line you picked, that conversation opens. You do not get a duplicate.
A new contact is saved to the location of the number you picked.
Common questions
Why is Start Conversation greyed out?
When you add a new contact, each phone number must be complete. Check it has all its digits.
Why don't I see the number I want in From Phone Number?
You only see numbers your team can use. Ask an admin to add you to the right team, or check the brand and location at the top right of the screen.
Does starting a conversation send a text?
No. It opens the conversation. Nothing is sent until you type a message and send it.
Will this change my contact's main phone number?
No. Picking an existing contact does not change which of their numbers is their main one.
If I enter an email for a contact who already has one, is it replaced?
No. The email is only saved when the contact does not have one yet.
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