Integration with Dialpad AI for sending SMS messages

1. Navigate to BATS > System Settings and enable SMS Integration, then select Dialpad from the dropdown list.

2. Click on the "Link Dialpad" button to authorize the connection between BATS and Dialpad.

IMPORTANT: Dialpad API integration requires that the Dialpad company administrator authorizes the connection. In other words, the Dialpad company administrator must click the button and enter their credentials to authorize the connection. If the connection is authorized by a user who is not a company administrator then BATS will not be able to send SMS messages on behalf of your users.

3. After the connection has been authorized you will see a confirmation page. The "Link Dialpad" button will remain visible in case the connection needs to be authorized at a later time, otherwise you are ready for the next step.

4. This feature is enable "per user", which means that some users in your company can have this feature turned On while others can have this feature turned Off. Cost for enabling this feature is $5/month/user. To enable the feature for a user go to User Settings, open the user's account and turn On the check box "Enable SMS Integration".

5. A message will pop up confirming that you are enabling this service for this user and are agreeing to the additional monthly charge.

6. After this feature has been enabled for the user, the user must navigate to My Account section by clicking on the white circle in the upper right corner of BATS page and clicking on My Account:

5. On the My Account page the user must enter their Dialpad phone number and Save it.

Now that the integration is configured you must create some SMS messages to send in your Sales Campaign or On Demand. Follow these instructions to set up the messages and attach them to the campaign.

To create or edit an SMS message:

1. Navigate to Setup > Message Templates

2. Click "+ New" button

3. Select the type of campaign that this template will be used on in the Campaign Type field

4. Fill in the rest of the fields

5. Select "Yes" in the "This is SMS Template" field

6. Type in the body of the SMS message in the "SMS Message" field

For the complete list of merge fields that can be used in SMS messages please see this KB Article

7. Click Save

To attach an SMS message to a Sales Campaign:

NOTE: SMS message template is treated just like any other message template, it can be attached to a Sales Campaign or sent manually

1. Navigate to Setup > Sales Campaigns

2. Open the Campaign to which you want to attach the SMS template

3. Click on "+ New"

4. Select the SMS template from the "Then Send This Template" field

5. Add Time Delay

6. Click "Save" button

To create an SMS template to be used On Demand you will follow the same steps in the "To create or edit an SMS message" section above.

If the system attempts to send an SMS message on behalf of a user who does not have SMS integration enabled, then the SMS message will not be sent and will simply be skipped. User will receive a SMS message advising them that their integration is not enabled.