Support Center

Text Messaging: Setup and Usage Guide for iOS, Windows, and Android

With AGENTVIEW, you can send text messages directly from your CRM using your phone’s built-in messaging app—no third-party platforms like Twilio required. That means real texts, from your real number, just like you normally send.

💡 Why This Tool Works for You

  • No third-party texting apps needed

  • Uses your device’s default Messages app (like iMessage or Android Messages)

  • Sends messages from your own phone number

  • No message storage – all texts stay private in your own messaging app

  • Automatically synced with your phone, so you can continue the conversation anytime

🔧 How It Works: Syncing Your Devices

To use the text tool on a computer or tablet, that device needs to be connected (synced) to your phone. Here's how it works depending on your setup:

🍎 Apple Devices (iPhone, iPad, Mac)

Apple has a built-in Messages app that syncs across all your devices.

To make texting with AGENTVIEW work on a Mac or iPad:

  1. Sign in with the same Apple ID on your iPhone and your Mac or iPad

  2. On your iPhone, go to:
    Settings > Messages > Text Message Forwarding

  3. Turn on forwarding to your Mac or iPad

  4. Make sure iMessage is enabled on all devices

✅ Once that’s set up, when you send a text from AGENTVIEW, your message will pop up in the Apple Messages app—ready to send using your iPhone’s number.

🤖 Android Phones & Tablets

If you’re using an Android phone, you’re ready to go—no syncing needed.

If you're using an Android tablet, it must be set up to send texts using your phone’s number. This usually means:

  • The tablet is linked to the same Google account

  • It's part of the same carrier plan or set up to send SMS through Google Messages

✅ For best results, use AGENTVIEW directly on your Android phone.

🖥️ Windows Devices (PC, Laptop, Tablet)

Windows uses a built-in app called Phone Link to connect your Android phone to your computer.

To set it up:

  1. On your Windows device, download the Phone Link app from the Microsoft Store

  2. On your Android phone, install Link to Windows from Google Play

  3. Open both apps and follow the prompts to scan the QR code and pair the devices

  4. Allow permissions for text messaging, contacts, and notifications

✅ Once connected, AGENTVIEW can send texts from your PC through your phone’s number using the Messages app.

🚀 How to Send a Text in AGENTVIEW

  1. Log in to AGENTVIEW on your synced phone, tablet, or computer

  2. Go to the contact’s profile in your CRM

  3. Click “Text Contact”

  4. Type your message or attach a landing page

  5. Click “Send” – your device’s default texting app will open with the message ready to send

🔒 Privacy & Syncing

AGENTVIEW does not store or track your messages.

Because texts are sent through your device’s messaging app:

  • Messages are automatically saved in your phone’s message history

  • You can continue the conversation anytime—even outside of AGENTVIEW

  • Private and secure: all communication stays between you and your contact

🛠️ Troubleshooting Tips

  • Message won’t send?
    ➤ Make sure your device is correctly synced with your phone

  • Landing page link missing?
    ➤ Confirm the link was properly selected before sending

  • Not sure if you’re set up right?
    ➤ Try sending from your phone first for the smoothest experience

🙋‍♀️ Need Help?

If you need help syncing devices or sending texts, reach out to the AGENTVIEW Support Team. We’re here to walk you through it step-by-step!

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