Setting up phone and SMS
How phone, SMS, iMessage, calls, and email become CRM context for your AI assistant.
Phone, text, iMessage, and email should all become CRM context for your AI assistant. The goal is not just sending messages. The goal is making sure every borrower conversation can be reviewed, summarized, and used for next-step recommendations.
What to Connect
Use the setup path that matches how your business handles borrower communication:
- Twilio SMS or Voice for dedicated CRM texting and calls.
- iMessage through the Mac Mini bridge when you want Apple Messages captured.
- Quo or RingCentral when your phone system is the main call source.
- SendGrid or Google Workspace for email delivery and replies.
Before Going Live
Confirm these pieces are working:
- A borrower text or email creates a communication record in the CRM.
- A test call can be logged or summarized.
- The right lead is matched to the conversation.
- Your AI assistant can see the conversation in lead context before drafting a reply.
If It Looks Connected But Still Fails
Check Settings first for missing API keys, phone number IDs, or disabled calling toggles. Then send one test message or call from a real lead record so the CRM can prove the full loop end to end.