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Settings

Thomas McClatchieFebruary 21, 2024ProConnect Texting with Webex App

Home | Business Apps | ProConnect Texting with Webex App | Settings

What you need to know:

This document provides guidance for users to effectively utilize their Texting app within ProConnect with Webex.

MENU

  • 1. Adjust your Texting notification settings

  • 2. Setting your Webex notification settings

  • 3. Set your SYSTEM notification settings
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1.

Adjust your Texting notification settings.

    1. Login to your Webex client application.
    2. Access your sidebar texting app (this will be turned on by Consolidated).

      First, let’s make sure you are all set for NOTIFICATIONS.

NOTE: App notifications for Webex have a global/org setting that will need to be enabled. If ANYONE on the team is getting notifications for our app, that means this is likely all good. But if no one is getting it, you’ll want to check the app’s global settings. Contact Consolidated support for assistance.

    1. Let’s start by going into the Approved Contact Texting app and look at the specific options you have for your phone number.

      (NOTE – we are adding new features all the time, so if you see something new in settings, just give it a whirl!)

    2. Tap on the three-dots, more menu to the right of your phone number.

Click image for large view

You’ll see a page that contains several menu options.

Click image for large view

Help – this takes you to a web page that has some frequently asked questions and information for how to reach out to Approved Contact.

Get Latest Version – this simply ensures that you are on the latest version of the application. While this is automated, there are circumstances that can cause your app version to fall behind. If you are experiencing something strange or if you are missing a feature that you believe to be released, this is a good option for the first step of troubleshooting.

Refresh – this will refresh your phone number, ensure all messages are up to date and that all your outbound texts have been sent.

Settings – there are a couple settings here that can be managed for your phone number. We’ll look at those below.

Reports allows you to see both your inbound/outbound messaging volume and messaging specifics on a month-by-month basis.

    1. Let’s look closer at Settings to ensure notifications are set. Click on the settings option.

Click image for large view

Webex notifications will be defaulted and toggled on for our Webex users. This enables the ability to utilize the Webex notification bot that should be installed locally on your instance.

In this case, the auto-response is toggled on. This allows you to set an automatic text response any time you get a message.

NOTE: This is not technically allowed on person-to-person texting. Mass auto-responses are not acceptable to some providers. This may be turned off for your number. If not, use it sparingly and only when required. If you are using an A2P solution (campaign), you can use this freely.

The toggle for “On new messages only” allows you to auto respond to only new messages (no one would receive this auto-response twice).


2.

Setting your Webex notification settings.

Now that we are done with the reporting section, let’s check out settings within Webex.

    1. Go to your avatar and click on Settings (screenshot is from a Mac – it may be slightly different for a Windows user)

Click image for large view

Ensure in this section that your “general” notifications for Webex are all set here. If you are getting notifications for other Webex features, you are probably all good.


3.

Set your SYSTEM notification settings.

Finally, we need to ensure that your DEVICE has the proper notifications turned on. This will be a different process for Windows, Mac, Android, and iOS. The following example will be from Mac and iOS.

    1. Open your system settings > Notifications and choose the Webex application.

Click image for large view

Here, you should make sure your notifications are turned on in whatever fashion suits your preference. This is the same process for Mac and iOS. Windows is similar. Make sure your notifications are on for the Webex app on each device you plan to use for managing your app.

NOTE: Unfortunately, Webex does not currently allow third party apps on their mobile solution. Approved Contact will have a stand-alone app that can be used for notifications and managing texts on a mobile device.

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