Texting requires a connected phone number from Twilio or RingCentral. Messages are billed at carrier cost with no markup. If you have not connected a number yet, set one up first in your integration settings.
Before you start
Two-way SMS only works once your number is live and SMS-enabled.Connect Twilio or RingCentral
Link your provider in your account integrations. You bring your own number, and Revenue Sol routes texts through it.
Confirm SMS is enabled on the number
US local 10-digit numbers used for business texting typically need carrier registration (10DLC) to send reliably. Your provider handles this registration.
Sending a text
From the unified inbox, open a contact’s conversation and type your message in the SMS composer. You can also start a new outbound text to any contact in your CRM. Messages send from your connected business number, so customers see a consistent caller ID and can reply directly to the same thread.Receiving texts
Inbound texts arrive in real time and appear in the matching contact’s conversation. If the sender is not yet a contact, Revenue Sol can create a new lead so nothing slips through. You will get a push notification on the mobile app and can reply from your phone in the field.Missed-call text-back
When a call comes in and no one answers, Revenue Sol can automatically text the caller back so the lead is not lost. A typical message acknowledges the missed call and invites the customer to reply or book. This keeps you responsive even when your team is on a job, and the reply lands right back in the unified inbox.You can pair missed-call text-back with the 24/7 AI receptionist and the AI Employee so that after-hours texts get an instant, on-brand reply drawn from your Knowledge Hub.
Sending MMS
You can send and receive MMS (picture and media messages) on numbers that support it. This is useful for sharing job-site photos, before-and-after shots, or a quick image of a part. Media attachments display inline in the conversation. MMS availability and pricing depend on your carrier and number type.Opt-out handling and compliance
US texting is governed by consumer protection rules (TCPA) and carrier requirements. Revenue Sol helps you stay compliant, but you are responsible for how you message your customers.- Honor opt-outs automatically. When a customer replies STOP, UNSUBSCRIBE, or similar keywords, they are removed from future messaging and you should not text them again unless they opt back in.
- Support opt-back-in. Replies like START let a customer resume messages.
- Make consent clear. Tell customers what kind of texts to expect and how often when they sign up.
- Identify your business. Include your business name so recipients know who is texting.
Why are my texts not delivering?
Why are my texts not delivering?
The most common cause is missing 10DLC registration on a US local number, or an unverified number with your provider. Confirm registration is complete in Twilio or RingCentral, and that the number is SMS-enabled.
Can I text a customer who opted out?
Can I text a customer who opted out?
No. Once someone opts out, do not message them again unless they explicitly opt back in. This is both a legal and carrier requirement.
What does texting cost?
What does texting cost?
Calls and texts are billed at your carrier’s cost with no Revenue Sol markup. AI features are included on every plan.
Next steps
Unified inbox
See how calls, SMS, email, and web leads come together in one conversation view.
AI Employee
Let AI auto-reply to texts using your Knowledge Hub and AI credits.
SMS campaigns
Send bulk texts with A/B testing for promotions and re-engagement.