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SMS-iT Overview

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Navigate to https://aicpanel.smsit.ai/home

Welcome to SMS-iT! As a first-time user, you'll find our platform to be a versatile solution for all your communication needs. The dashboard offers a seamless experience, combining CRM tools with features for customer acquisition and retention. To start, navigate through the dashboard to access CRM functionalities, communication tools, and basic settings. We'll begin with an overview and then set up your contact information, basic settings, and preferred communication channels to kickstart your journey with SMS-iT. Enjoy exploring the platform and optimizing your communication strategies!

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Let's begin by exploring drop-down menus and links to see the platform's ease of navigation. We'll click on the menus and links to navigate effortlessly through the platform's various sections. Pay attention to how intuitively you can access different features and functionalities. This will give you a good sense of the platform's user-friendly design and ease of navigation. Follow the pointer and click on the pull-down menu

Let's begin by exploring drop-down menus and links to see the platform's ease of navigation. We'll click on the menus and links to navigate effortlessly through the platform's various sections. Pay attention to how intuitively you can access different features and functionalities. This will give you a good sense of the platform's user-friendly design and ease of navigation. Follow the pointer and click on the pull-down menu
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This pull-down shows your team accounts, subaccounts, profile settings, training guides, and logout.

This pull-down shows your team accounts, subaccounts, profile settings, training guides, and logout.
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The "Teams" section is where you manage your team members' accounts. Each team member has their own individual account linked to the main account, allowing for seamless collaboration and organization. With SMS-iT, you have the flexibility to set up unlimited team accounts, empowering your team to work together efficiently and effectively towards your business goals.

The "Teams" section is where you manage your team members' accounts. Each team member has their own individual account linked to the main account, allowing for seamless collaboration and organization. With SMS-iT, you have the flexibility to set up unlimited team accounts, empowering your team to work together efficiently and effectively towards your business goals.
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Agency accounts function as subaccounts that you can offer to businesses, from small to large enterprises, as well as marketing agencies. These accounts operate independently of the main account, providing an opportunity for you to generate recurring income by selling the platform to your clients. It serves as a powerful CRM solution for anyone seeking to enhance their customer relationship management capabilities. Explore the potential of agency accounts to expand your business and offer valuable services to your clients.

Agency accounts function as subaccounts that you can offer to businesses, from small to large enterprises, as well as marketing agencies. These accounts operate independently of the main account, providing an opportunity for you to generate recurring income by selling the platform to your clients. It serves as a powerful CRM solution for anyone seeking to enhance their customer relationship management capabilities. Explore the potential of agency accounts to expand your business and offer valuable services to your clients.
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You can access your subaccounts from here.

You can access your subaccounts from here.
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Click on "Profile"

Click on "Profile"
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In the "Profile" section, you can input details about yourself and your business, adjust notification settings, and manage other relevant information. This section serves as a hub for personalizing your experience on the platform and ensuring that your account reflects accurate and pertinent information. Now click on the "Home" icon to get back to dashboard/home.

In the "Profile" section, you can input details about yourself and your business, adjust notification settings, and manage other relevant information. This section serves as a hub for personalizing your experience on the platform and ensuring that your account reflects accurate and pertinent information. Now click on the "Home" icon to get back to dashboard/home.
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Continuing with the overview, let's navigate to the "Smart Tools" section to explore the array of tools available for customer acquisition and retention. By clicking on this section, you'll discover a range of powerful features designed to attract and retain customers effectively. From lead generation tools to customer engagement solutions, Smart Tools provides comprehensive support for optimizing your customer acquisition and retention strategies. We'll delve into each tool to understand its functionality and how it can benefit your business in other guides.

Continuing with the overview, let's navigate to the "Smart Tools" section to explore the array of tools available for customer acquisition and retention. By clicking on this section, you'll discover a range of powerful features designed to attract and retain customers effectively. From lead generation tools to customer engagement solutions, Smart Tools provides comprehensive support for optimizing your customer acquisition and retention strategies. We'll delve into each tool to understand its functionality and how it can benefit your business in other guides.
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Smart Tools serve as the vital link between you and your customers, facilitating acquisition, retention, and information gathering to guide them through their customer journeys seamlessly. With these comprehensive tools, SMS-iT stands out as one of the most powerful CRM platforms in the industry. Continuously evolving, we constantly gather feedback from our users to enhance and expand our suite of Smart Tools, ensuring that we meet your evolving business needs and make your tasks more manageable. Let's navigate back to the "Home" page to continue our guide.

Smart Tools serve as the vital link between you and your customers, facilitating acquisition, retention, and information gathering to guide them through their customer journeys seamlessly. With these comprehensive tools, SMS-iT stands out as one of the most powerful CRM platforms in the industry. Continuously evolving, we constantly gather feedback from our users to enhance and expand our suite of Smart Tools, ensuring that we meet your evolving business needs and make your tasks more manageable. Let's navigate back to the "Home" page to continue our guide.
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Let's click on "STR" to view the remaining credits in your plan for the current 30-day cycle. This section provides an approximation of the credits available, which are replenished at the beginning of each cycle. Monitoring your credits in real-time allows you to stay informed about your usage and plan accordingly to ensure uninterrupted access to SMS-iT's features and functionalities throughout the cycle.

Let's click on "STR" to view the remaining credits in your plan for the current 30-day cycle. This section provides an approximation of the credits available, which are replenished at the beginning of each cycle. Monitoring your credits in real-time allows you to stay informed about your usage and plan accordingly to ensure uninterrupted access to SMS-iT's features and functionalities throughout the cycle.
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Clicking on the "+" sign next to "Quick Links" will direct you to the Quick Links menu. This menu provides convenient access to frequently used features and shortcuts, streamlining your navigation experience within the SMS-iT platform. Explore the Quick Links menu to easily access key functionalities and enhance your workflow efficiency.

Clicking on the "+" sign next to "Quick Links" will direct you to the Quick Links menu. This menu provides convenient access to frequently used features and shortcuts, streamlining your navigation experience within the SMS-iT platform. Explore the Quick Links menu to easily access key functionalities and enhance your workflow efficiency.
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You have the option to prioritize your favorite links by moving them to the top of the Quick Links menu for quicker access. These customized favorites will remain at the top even when you revisit the Quick Links menu, ensuring easy access to your most frequently used features and functionalities within the SMS-iT platform.

You have the option to prioritize your favorite links by moving them to the top of the Quick Links menu for quicker access. These customized favorites will remain at the top even when you revisit the Quick Links menu, ensuring easy access to your most frequently used features and functionalities within the SMS-iT platform.
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Moving a link is a simple drag-and-drop operation. Simply click and hold the link you want to move, then drag it to your desired position within the Quick Links menu. Release the mouse button to drop the link into place, and it will remain there for convenient access whenever you need it.

Moving a link is a simple drag-and-drop operation. Simply click and hold the link you want to move, then drag it to your desired position within the Quick Links menu. Release the mouse button to drop the link into place, and it will remain there for convenient access whenever you need it.
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As you scroll down the dashboard, you'll discover comprehensive analytics to track your success and areas for improvement. This includes data on various communication channels, such as sent, delivered, and failed messages, along with graphs depicting audience metrics, clicks by device, link clicks, and subscriber analytics. These analytics provide valuable insights into your communication effectiveness and audience engagement, empowering you to make informed decisions and optimize your strategies for greater success.

As you scroll down the dashboard, you'll discover comprehensive analytics to track your success and areas for improvement. This includes data on various communication channels, such as sent, delivered, and failed messages, along with graphs depicting audience metrics, clicks by device, link clicks, and subscriber analytics. These analytics provide valuable insights into your communication effectiveness and audience engagement, empowering you to make informed decisions and optimize your strategies for greater success.
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Clicking this menu option will give you more quick access to features and settings.

Clicking this menu option will give you more quick access to features and settings.
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On the left panel, you'll find your account settings, where you can manage your profile, notification preferences, team members, and more. The right panel is dedicated to creating links, providing quick access to tools for generating custom links and campaigns to engage with your audience effectively.

Clicking on "Numbers" will navigate you to a page where you can view all the phone numbers registered on the platform. This section allows you to manage and configure your phone numbers for various communication purposes within SMS-iT.

On the left panel, you'll find your account settings, where you can manage your profile, notification preferences, team members, and more. The right panel is dedicated to creating links, providing quick access to tools for generating custom links and campaigns to engage with your audience effectively. Clicking on "Numbers" will navigate you to a page where you can view all the phone numbers registered on the platform. This section allows you to manage and configure your phone numbers for various communication purposes within SMS-iT.
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On the "Numbers" page, you'll see a list of registered phone numbers along with their corresponding friendly names, which you can assign for easier identification. Each number's capabilities, such as SMS, phone, etc., will be displayed, along with gateway information, status, and release capabilities. This allows you to manage your numbers efficiently and customize their usage according to your communication needs.

On the "Numbers" page, you'll see a list of registered phone numbers along with their corresponding friendly names, which you can assign for easier identification. Each number's capabilities, such as SMS, phone, etc., will be displayed, along with gateway information, status, and release capabilities. This allows you to manage your numbers efficiently and customize their usage according to your communication needs.
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Let's click on "Settings" to explore the multitude of options available for fine-tuning your system to meet your specific requirements. In the "Settings" section, you'll find a variety of customizable configurations and preferences that allow you to tailor the SMS-iT platform to best suit your needs and optimize your user experience.

Let's click on "Settings" to explore the multitude of options available for fine-tuning your system to meet your specific requirements. In the "Settings" section, you'll find a variety of customizable configurations and preferences that allow you to tailor the SMS-iT platform to best suit your needs and optimize your user experience.
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You can scroll down the page to explore all the different settings available. In subsequent guides, we'll walk you through how to configure each feature to best suit your needs and maximize the functionality of the SMS-iT platform.

Feel free to scroll down the page to explore all the different settings available. In our upcoming guides, we'll provide step-by-step instructions on configuring each feature to align with your specific requirements and make the most of the SMS-iT platform. While some settings may not be necessary for your particular application, many are "set and forget," requiring adjustment only once. This ensures a hassle-free experience as you fine-tune the platform to meet your needs and maximize its functionality.

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In the settings page, you have the option to assign your AI channels. Later, we'll guide you through training your AI to perform specific tasks and learn about your business, enabling it to interact with your customers on a semi-sentient level. This advanced capability sets SMS-iT apart from other CRM platforms, allowing for personalized and intuitive customer interactions that enhance the overall user experience.

In the settings page, you have the option to assign your AI channels. Later, we'll guide you through training your AI to perform specific tasks and learn about your business, enabling it to interact with your customers on a semi-sentient level. This advanced capability sets SMS-iT apart from other CRM platforms, allowing for personalized and intuitive customer interactions that enhance the overall user experience.
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There are features such as anniversary capture, which allows you to gather important dates like birthdays and other special occasions. Additionally, you can capture names and email addresses to personalize your communications and enhance your relationship with your contacts. These capture functionalities enable you to gather valuable information about your audience and tailor your messaging accordingly.

There are features such as anniversary capture, which allows you to gather important dates like birthdays and other special occasions. Additionally, you can capture names and email addresses to personalize your communications and enhance your relationship with your contacts. These capture functionalities enable you to gather valuable information about your audience and tailor your messaging accordingly.
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SMS-iT provides several useful features to keep you informed and enhance your communication efforts. Alert notices ensure you stay updated on important events or actions, while auto-response messages allow you to automatically reply to incoming messages, improving customer engagement. Additionally, low credit threshold alerts notify you when your credit balance is running low, ensuring uninterrupted service and allowing you to top up as needed. These features contribute to a seamless and efficient communication experience within the platform.

SMS-iT provides several useful features to keep you informed and enhance your communication efforts. Alert notices ensure you stay updated on important events or actions, while auto-response messages allow you to automatically reply to incoming messages, improving customer engagement. Additionally, low credit threshold alerts notify you when your credit balance is running low, ensuring uninterrupted service and allowing you to top up as needed. These features contribute to a seamless and efficient communication experience within the platform.
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In SMS-iT, you have the option to set delays between messages to ensure the smooth delivery of your bulk messaging campaigns. These settings allow you to configure batch processing parameters, optimizing the delivery process for maximum efficiency and reliability. By fine-tuning these settings, you can ensure that your messages are delivered effectively while minimizing any potential issues associated with bulk messaging.

In SMS-iT, you have the option to set delays between messages to ensure the smooth delivery of your bulk messaging campaigns. These settings allow you to configure batch processing parameters, optimizing the delivery process for maximum efficiency and reliability. By fine-tuning these settings, you can ensure that your messages are delivered effectively while minimizing any potential issues associated with bulk messaging.
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Within SMS-iT, you can configure settings for the days on which you want to send bulk messages, allowing you to schedule your campaigns for optimal timing and effectiveness. Additionally, you can specify channels through which you wish to receive messages, enabling cross-channel communication to streamline your interaction with customers across various platforms. These settings provide flexibility and control over your messaging strategy, ensuring that you can reach your audience effectively and efficiently.

Within SMS-iT, you can configure settings for the days on which you want to send bulk messages, allowing you to schedule your campaigns for optimal timing and effectiveness. Additionally, you can specify channels through which you wish to receive messages, enabling cross-channel communication to streamline your interaction with customers across various platforms. These settings provide flexibility and control over your messaging strategy, ensuring that you can reach your audience effectively and efficiently.
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To conclude the basic overview, simply click on "Home" to return to the dashboard. This will bring you back to the main interface where you can access all the features and functionalities of the SMS-iT platform. From here, you can continue exploring and utilizing the tools available to enhance your communication and customer relationship management efforts.

To conclude the basic overview, simply click on "Home" to return to the dashboard. This will bring you back to the main interface where you can access all the features and functionalities of the SMS-iT platform. From here, you can continue exploring and utilizing the tools available to enhance your communication and customer relationship management efforts.
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Home

Home

With the basic overview complete, your next step is to add a number to your platform and embark on your SMS-iT journey. Adding a number will enable you to initiate communication and begin leveraging the platform's capabilities to enhance your business operations. Get started now and unlock the full potential of SMS-iT for your communication and customer relationship management needs.