Send & Receive SMS

Send and receive text messages in Slack

To send an SMS in Slack navigate to the clerk dashboard by typing /clerk in your channel and pressing enter. You will be presented with the Clerk dashboard.

Clerk Dashboard

Weโ€™ve designed Clerk to persist client conversations in the same thread. You can think about a thread as a direct communication to your contact (similar to an iMessage). Every time you initiate a message from the Slack modal or reply directly in the thread, the message will ALWAYS go back to the original thread. This has been designed purposefully to always maintain the history of the client/phone conversation in the same thread.

Note: Contact communication lives within Slack threads. Internal team communication lives within the Slack channels.

Send a text message

  1. To send your SMS click on ๐Ÿ“ฑSend Text.

Send SMS in Slack

Note: If you haven't connected your contacts you'll be able to just type in the phone number. Once connected you'll be able to flip between number or contact input by clicking on Use Phone Number or Send to Contact respectively.

2. Select which channel you'd like the reply to go to. By default the drop down should default to the channel you are in.

3. Type your message and click on Send.

Note: Power users can send messages quickly right in the channel by typing send #phone-number message

example: send 4159436084 Hello ๐Ÿ˜ƒ Thank you for reaching out to Clerk Support.

Replying to a text message

All clerk SMS conversations are Slack threaded. Threads let you have client conversations without adding clutter to the main slack channel, and help make discussions easier to track.

Note: All communication to the individual phone number live inside of the Slack ๐Ÿ’ฌ thread.

New Inbound Message

To continue the conversation click on 1 reply and you will be taken to the Slack ๐Ÿ’ฌ thread. Simply Reply... back and forth with your contact to continue the conversation.

Slack Thread - Conversation With Your Contact

Note: Clerk uses emojis as a message status and an easy way to indicate when a message was successfully sent and received. Icons are especially useful when you try to troubleshoot an undelivered message (for example when you try to send an SMS to a landline)

โœ”๏ธ Message Successfully Sent

๐Ÿ“ณ Message Successfully Received

โŒ Message Failed

๐Ÿ“Œ Slack Pin: New messages are automatically ๐Ÿ“Œ pinned. If you reply Clerk automatically unpins the message. This is a friendly and quick way of knowing if there are any outstanding messages that you need to reply to. If you are done with the conversation you can also manually unpin the message.

Notifications

Clerk has a powerful built in notification system that allows you tag conversations and assign to different members of your team. Refer to our section on Notifications for the full breakdown of the features.

โ€‹

โ€‹

โ€‹

โ€‹