💬 1. Creating SMS Snippets
SMS Snippets are pre-written, personalized text messages that can be inserted quickly into any conversation. They ensure consistency and speed up your communication workflow.
Snippet Creation Steps
- Navigate to Settings > Templates & Snippets.
- Select the SMS Snippets tab.
- Click + New Snippet and give it a short, memorable name (e.g., "IntroGreeting").
- Type or paste your message content. Use merge tags (e.g.,
[Contact.FirstName]) to automatically personalize the text. - Click Save Snippet. You can now use this snippet when sending manual text messages to contacts.
🔌 2. API and Webhook Documentation
Leverage our robust API for custom development and integration with external systems.
Development Resources
- API Reference: Full documentation for programmatic control of users, numbers, and call logs.
- Webhook Setup: Configure real-time notifications for events like missed calls, voicemails, or incoming SMS.
- Authentication: Learn about generating and managing secure API tokens and keys.
Developer Note:
Always keep your API keys secure. Never expose them in client-side code or public repositories.
🔗 3. Third-Party Integrations
Connect Velocity360 to popular CRM, help desk, and business applications to streamline your workflow.
Popular Connection Guides
- CRM Connectors: Setup guides for Salesforce, HubSpot, and Zoho CRM dialer plugins.
- Help Desk Linking: Instructions for connecting call logs and recordings to Zendesk or Freshdesk tickets.
- Custom SIP Trunks: Configuring your own external SIP trunks for specialized routing needs.
📞 4. Call Availability & Voicemail Settings
How to set a voicemail for calls coming outside of business hours.
Configuration Overview
Ensure your customers receive a professional experience even when you are away. Within these settings, you can define your active business hours and upload custom audio files for your after-hours greetings.