Remote Users are created and connected by utilizing the Contacts feature in the Conversations dashboard.
For Organization Owners/Admins: The process is identical to the steps shown below; with the added step of choosing the team you are creating the remote user for (Shown at the bottom of this page).
To start the process, you will begin by accessing the Contacts section of Conversations by clicking on the “Contacts” button on the left-hand side of your dashboard:
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From there a pop-up window will open that will allow allowing you to fill out the necessary contact information. (Note: For the Use of Remote Users, a Name and Mobile Phone number are mandatory for this feature to work. Additional contact methods, Company, Titles, and Notes CAN be added but are not necessary for Remote Users.)
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Next, once you've created the contact you intend to use as your “Remote User” you can then navigate to the “Personal URL Automations” page to begin the set-setting up and sending of the remote URLs. You can find the “Personal URL Automations” button on the lower left-hand side of the Conversations dashboard:
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Once sent, the contact you sent the Automation Link to will receive a text message with the message you set and the URL (just like the “preview” in step Step 5) associated with them as a remote user. With that URL they can set custom shortcodes on their phone, send in text messages, send in any other messaging platform, or add to an email signature block.
For Organization Owners/Admins:
The process is identical to the steps shown above; with the added step of choosing the team you are creating the remote user for:
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