SmartCommunicator™ Onboarding

This guide describes how to complete the SmartCommunicator onboarding process. Learn more about:

 

 

Overview

The Microsoft Teams SmartCommunicator app provides voice and SMS features to super-charge your Teams experience. Before you start using the app, the onboarding process ensures the connection between both tools is in place and ready to go.

At a high level, SmartCommunicator onboarding follows these steps:

  • Enable SmartCommunicator for your IntelePeer account and associate your Microsoft Teams Tenant ID with your account.

  • Identify the phone numbers you want to use with SmartCommunicator and work with IntelePeer to set up 10DLC registration for each number.

  • Enable your phone numbers for use with SmartCommunicator.

  • SMS webhooks are automatically set up for all SmartCommunicator numbers.

 

Before You Begin

You'll need to have a few elements in place prior to SmartCommunicator onboarding:

  • An IntelePeer Account: Your team must have Microsoft Teams Direct Routing or Operator Connect through IntelePeer and a ll numbers you plan to use with the app must be 10DLC registered.

  • A Microsoft Teams Account: Your team should already have the Microsoft Teams desktop or mobile app installed.

 

Onboarding

  1. Log into the IntelePeer Customer Portal.

  2. From the menu at the top of the home page, select Enterprise Manager.

    The Enterprise Manage menu option in the Customer Portal

    Note: Only Administrators can access this page.

  3. From the Enterprise List, find your account and select View/Edit Enterprise from the drop-down list in the Actions column. Click Go.

    The View/Edit Enterprise option selected in the Actions column

  4. The Edit Enterprise pop-up appears. Select the SmartCommunicator check box.

  5. The MS Tenant ID and Confirm MS Tenant ID fields appear.

    The Microsoft Teams Tenant Id pop-up fields

  6. Enter your Tenant ID in both fields and click Save at the bottom of the pop-up.

    Note: It may take some time for the system to reflect your change. We recommend waiting a minute or two and clicking the refresh button to make sure your enterprise update is confirmed behind the scenes before moving to the next step.

  7. From the menu at the top of the page, select IntelePeer Portal. The Customer Portal opens.

  8. From the menu on the left side of the page, select Microsoft Teams Bundle or Microsoft Teams Usage. Any available packages appear as a secondary menu option. Click on the appropriate package.

    The Microsoft Teams Bundle and Microsoft Teams Usage menu options in the Customer Portal

    Note: Packages are created behind the scenes. If you have any questions or can’t find your package, reach out to your Customer Success Manager (CSM) or Account Manager.

  9. Numbers associated with the package appear in the middle of the screen. From the US Domestic Numbers section, click Manage.

    US Domestic Numbers section with the Manage button highlighted

    Note: You can only use US Domestic Numbers with the SmartCommunicator app.

  10. All of the Microsoft Teams numbers associated with your IntelePeer account appear in the table.

    Note: The association between your Teams numbers and your IntelePeer account is also done behind the scenes. If you have any questions or can’t find a number, reach out to your CSM or Account Manager.

  11. Select one or more numbers from the table via the check box(es) on the far left.

  12. From the Select an Action drop-down list, select SmartCommunicator: Add.

    Note: The SmartCommunicator: Add option will be sunset soon. Reach out to your CSM or Account Manager for more information.

  13. Click Confirm Changes and OK on the confirmation pop-ups.

    • All selected numbers undergo validation to confirm they aren't already in use. If a number is already being used with SmartFlows or Engage, and error message will appear.

      Note: You must assign a new number to the flow or campaign before you can move forward with using the number with SmartCommunicator.

  14. Once it’s confirmed that none of your selected numbers are already in use, the phone numbers are passed to SmartCommunicator and SMS webhooks are automatically set up behind the scenes. The SMS webhooks allow us to track how many messages are sent and received by each number.

    Note: When SMS webhooks are enabled, SmartCommunicator MMS functionality is not automatically supported. Reach out to your CSM or Account Manager for more information.

  15. To finalize the onboarding process, 10DLC registration must be completed by IntelePeer behind the scenes.

    • At this time, 10DLC registration is a manual process and may take some time to complete (four weeks or more). Your CSM or Account Manager can answer any 10DLC questions and will let you know when the registration is complete.

    • Once 10DLC registration is confirmed you can move on to the next set up steps.

 

Next Steps

Once onboarding is complete, a few set up steps remain before your team can start using SmartCommunicator:

  • The Teams Administrator adds the SmartCommunicator app and manages employee access to it via the Microsoft Teams admin center.

  • When each employee accesses the app for the first time, they will undergo two step verification and their Teams information is automatically captured in the SmartCommunicator database.

Check out the SmartCommunicator Quick Start Guide for more information about these additional set up steps and how to use the app.

 

Tips

If you run into any issues or have any onboarding questions, reach out to your CSM or Account Manager.

 

For more information, check out: