zpaine1089's avatar
zpaine1089
New Contributor
6 months ago
Status:
Reviewed by moderator

Ability to store and export SMS/MMS

We need the ability to store and export SMS/MMS messages, their metadata and content (in case of audits, legal investigations, etc.)

 

If that data is too sensitive to store on your end, I'd ask that there be a functionality that can put it into our own storage. We can store Phone Calls and Fax (ours store on AWS), so why not text messages?

 

Right now text messages are only accessible to the agent involved in the conversation, and to store them each agent would have to copy them or screenshot them manually.  This isn't feasible.

Messaging Features
  • KateG's avatar
    KateG
    GoTo Moderator
    6 months ago
    Status changed:
    New
    to
    Reviewed by moderator

    zpaine1089  Thanks for your idea, a member of the team suggested the following:

     

    Perhaps the new CRM Integration could be an option. If a contact exists for one of the participants in the SMS then this could be stored in a CRM provided it is one of the ones supported. Currently Salesforce, Hubspot, Zoho and Dynamic

    • KateG's avatar
      KateG
      GoTo Moderator
      2 months ago

      McKayRoots

      Apologies for the delay. I see our support team created an internal ticket that should result in a fix for this today. Can you let me know if you are still having issues?