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SMS

The SMS sub-tab shows the text message thread with this client, sent from and received on your organisation's connected SMS number. Each message uses one SMS credit.

Inbound replies are picked up automatically — a client texting back lands directly in this thread against their client record.

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SMS sending is set up under Settings → Integrations & Plugins (the SMS card). Post-call satisfaction surveys are a separate, optional feature — see Call Review SMS.