How do I send an SMS to a contact?
In the contact Profile block, on the Phone row, click Send SMS: the Send SMS modal opens with the contact already in To. It is the same send as an SMS broadcast, just for one person — it uses credits and is recorded in the SMS broadcasts list under the name text · contact.
Before you start
- Where: the Profile block shows up in Live Chat (panel next to the conversation), in the opportunity (contact column) and on the contact page.
- Role: the button only shows for people who can create broadcasts.
- Contact: must have a phone number and must not have opted out of SMS.
Steps
- In the Profile block, click Send SMS on the Phone row.
- In Message, write the text (or pick a saved template). The counter shows characters and how many SMS the message takes; above the limit, sending is blocked.
- To check it first, use Send test.
- In When to send, keep Send now or choose Schedule with a date and time (Brasília time).
- Click Finish and send (or Finish and schedule). The modal shows SMS sent to name or Send scheduled, with the date.
If something blocks the send
Pending items show in the modal footer:
- Name has no phone number: add the number in the contact profile and reopen the modal.
- Name no longer receives your SMS: the contact asked not to receive them; sending is blocked.
- Message over the limit: shorten the text.
- Not enough credits: top up the workspace credits.