Choose the sender and customer
Select a business number. CRM recipient search respects your access. Enter an international number when the customer is not in CRM.
Preview before sending
Select a template and review resolved merge fields. Missing fields use configured organisation handling; do not send unresolved content unintentionally.
Schedule in the organisation’s time zone
Choose a future time within allowed hours. Cancel a pending scheduled message before dispatch if it is no longer needed.
Read the status correctly
Pending is local, accepted is server acknowledgement, and sent/delivered are later provider states. Failed or undelivered messages need review; acceptance does not guarantee delivery.