What it is and what it is for
Did you get a text message from “PaperOffice”? PaperOffice sends text messages only for fixed purposes: codes, signature invitations, and links or case numbers after a call with an agent. Every text message to a recipient or caller is a paid feature. It is charged to the account that triggers it.
How it works
- Open Conversation AI → Conversation Agents and open the agent.
- On the Requests tab, decide whether callers get a form link by text message. There you also switch on Text the case number.
- On the Referrals tab, maintain the Link library. The agent may only send these links by text message.
- Under Knowledge Base AI → Operational sources, choose on the Proof tab whether an SMS one-time code is allowed.
Good to know
- Account: verification code and login code.
- Signature: invitation, reminder, signing code and confirmation.
- Document delivery: retrieval code or PDF password.
- After a call: a link to a form for your email address, an info link or your case number. A ticket is created only once you enter your email address.
- Order status: a 6-digit code to the number on the order. It is sent only if the caller agrees, and it is valid for 10 minutes.
- Status messages about orders are off by default.
- Never share codes.
- The agent never calls you or calls back by itself.