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Every user does this for themselves. Until it is done you cannot message anyone.

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What to do

1

Open Settings → Profile

Check your name, display name and email under User Info. Your display name is what customers see on messages.
2

Add your contact channels

Under User Contacts, click Add user contact and add one entry per channel:
  • Channel — Call/SMS (same number), Call, SMS, WhatsApp or Email
  • Provider — Twilio, RingCentral, Telnyx, Vonage, Quo, OpenPhone, Zoom Phone, SendGrid, Mailgun, Gmail
  • Contact — the number or address
  • Is Default? — tick it for your main line on that channel
A single number used for both calls and texts needs a Call contact and an SMS contact. Pick Call/SMS (same number) and it is saved as both in one go.
3

Register RingCentral numbers

If your provider is RingCentral, click Register next to the number and complete the popup. Without it, calls and texts through RingCentral will fail.The Register button next to a RingCentral number
4

Enable two-step authentication

Two Step authentication → Add authentication method. Optional unless your company requires it — but recommended. Login Sessions below it lists where you are signed in.
Full page: Profile

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Video walkthrough

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Check it worked

Open any conversation in the Inbox and look at the composer. If you see “No SMS / email sender available”, a default contact is still missing.

Next: Step 3 — Users and lead distribution