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How Calls & Texts Work - Brivity Platform

Set up the ability for you and your team to call and text message out of your Brivity CRM. Read further below to learn about how it works!

First of all, you will need to set it up. Let's go over how it works.

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What is my Brivity Number?

If you're an Admin Access user, you can set up phone numbers for your team. If you're an agent, you can find that number here in the Personal section of Brivity. Click here to be directed to see your Brivity number.

Brivity Number (1)

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Call Out of Brivity

When you see the teal phone icon in Brivity, click to open a call log window. Clicking on the phone icon in the call-log window will click to call. See video gif below.  Phone (2)

But what happens? Brivity is going to ring your phone first. Pick it up! Then we'll connect you to your contact and track the time of the call. 

Click_to_call (2)

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Call from the Brivity Go App

Calling from the Brivity Go app is easy! Just hit the teal phone icon, and it will begin calling the contact! 

Phone (1)

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Texting Out of Brivity

When you see the teal messaging icon in Brivity, click it to open the message thread. You'll see the full conversation, and can respond.  Text-1

Yosemite_Sam

What number does my contact see when I call/text? 

If you call your contacts through Brivity, they will see your Brivity number.

Brivity can't control or track your actual phone line that is provided through your phone's service provider. That's why it's important to set up a number so that we can make, track, and control calls for your team's reporting. 

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If someone calls my Brivity number, what happens?

It instantly rings your normal phone! Consider your Brivity number to just be your direct office line that forwards to your actual phone. 

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If someone texts my Brivity number, what happens?

If someone sends you a text on your Brivity Number, as long as you HAVE downloaded the Brivity GO App, you'll get a push notification on your phone. You can click on that notification and respond.

If someone sends you a text on your Brivity Number, and you HAVE NOT downloaded the Brivity GO App, you'll get a notification to your phone via text. This notification will tell you the contact's name and their message. You will have to open Brivity.com in a on your desktop or in a Browser on your phone to respond.

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Can the Brivity GO App allow me to respond directly to text messages or call using the Brivity number from my phone?

Yes! The Brivity GO App is now in the App Store for Andriod and iPhone. Call or text directly out of the Brivity GO app for all communications to be recorded. 

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