Remote Users are created and connected by utilizing the Contacts feature in the Conversations dashboard.
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:
From there you will see a button labeled “Create New Contact” in the upper left corner:
From there a pop-up window will open that will allow 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.)
After you've added the necessary information, you can click the “Create” button at the bottom-right of the “Create New Contact” pop-up and your contact will save.
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-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:
Once you have reached the “Personal URL Automations” page, the steps will go as follows:
Select the desired Queue for your remote user from the “Send as” drop-down at the top.
Select a link type from the “Link Type” drop-down. (Choices are General Pull or ID Request)
(Optional): Edit the Message to be sent, or keep the default.
Click “Select Contact” in order to search for and select the Contact you created to be a remote user. (Once set there will be options available if you need to remove or change the contact)
Preview and Click “Send SMS” when you are ready.
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 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.