RingCentral Texting

https://www.ringcentral.com/

Once you have completed the TCR Brand and Campaign Registration PDF Form you will save the form to your computer rename the file and replace the “CUSTOMER” with your Company Name.

When you have completed the above step you can use the Secure Box Upload Link to upload/submit the completed form to RingCentral.

Server Based System - please perform the following configuration

Kindly have your IT Professional configure Port 443 (or Port 80) on your server https://smartadvocate.atlassian.net/l/c/BkHN739r

if you want to send text messages from company main number, we will need RingCentral JWT token from the user who selected as Auto - Receptionist, if not then JWT token should be generated in the account from where you want to send text messages.

After completion please provide JWT and phone number from where you want to send text messages.

Please email Implementation@SmartAdvocate.com once completed.

Open RingCentral developer console: https://developers.ringcentral.com/

1. Open Credentials settings:

2. Click “Create JWT”

3. Set this parameters:

Label  – SmartAdvocate

Select environment– Production

What apps are permitted to use this credential?  *

Select  - Only specific apps of my choice

And set the value - xbVqYQqwSzK_HyJHTnxVwg. After that click on the button “Add App” 

4. Click on the button “Create JWT”

After that provide us JWT token

• If you will be texting from multiple texting numbers, we will need a list of all your user names, phone numbers and JWT for each of the texting numbers.

Here is an example of a RingCentral User Listing:

Once your RingCentral integration has been configured, you will need to test the integration using the following instructions:

1. Find a case you are a staff member of in SmartAdvocate.

   

2. Make sure your contact card has your cell phone number and the number has text selected.

   

3. Select the text icon from the quick add bar.

   

4. Select your name in the “To” section and click send thereafter.

5. 

   You will receive a text message on your cell phone.  Reply to the text message with a plain text message.

6. Next reply to the text message with a photo and or video.

7. Once you have sent the text messages with and without photo, go back to the case in SmartAdvocate.  Go to the notes screen of the case and verify the text messages you have sent. They will be under the type of Incoming text message. You will see the plain text and the mms attachment.  

   

8. Any MMS text messages will also appear in the documents screen of the case.

   

9. To create text message templates please go to admin > text message templates.

   

If you have further questions about RingCentral directly, please contact:

Jacob Balandra
ACCOUNT EXECUTIVE – SMB SALES UCAAS CAAS
Connect with me: +1-212-274-8211
jacob.balandra@ringcentral.com