How do I send texts (SMS) with Webex Interact?

Create your Webex account

• Sign up for a Webex account here: https://app.webexinteract.com/signin
• NOTE: If you migrated your Textlocal account into Webex, follow the instructions here instead!

Create your Sender Name

1. Go to https://app.webexinteract.com/dashboard

2. Click the "From" dropdown > "Create sender name"

   

3. Type in your desired sender name
   1. Ideally, use your mobile number starting with "447" to ensure you get replies from your customers (see setup here)
   2. Webex has a short approval process to verify your sender name
   3. Once the dropdown from step #2 no longer shows "Pending Approval", then you can send Webex messages from CleanerPlanner below

Set up your Access Token

1. In Webex, click on the Developers tab
2. Click "Create API Project"

3. Fill in with whatever name you want > click "Create"

   

4. Click on the clipboard icon to copy the Access token:

   

5. Go to your CleanerPlanner account > Settings toolbar > Integrations

6. Check the box for "Switch to Using Webex"

   

7. Paste the Webex Access Token from step #4 into CleanerPlanner settings

   

8. Click "Save Settings"

That's it! Now you can send SMS messages directly in CleanerPlanner:

• Go to the "Jobs" tab > select some jobs > click "Send SMS" button

  

• You can do the same on the "Rounds", "Planner", "Debts", and "Worksheet" tab
• You can set up recurring Reminders for your jobs (instructions here)

You can see your text message history in Webex here.

You can add funds manually or automatically in Webex here.

• To apply CleanerPlanner's discounted rate of 3.9p/text, email support.webexinteract@cisco.com, or send a chat when logged into your Webex account.