Master the Agent Portal

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The Basics

Do I need to use the Agent Portal?

If you've selected (or plan on selecting) the "Self-Service" option when you schedule your Text Message, you or your agents will need to use the Agent Portal to send the initial messages and manage conversations.

Who Sends the Texts?

How to Use the Agent Portal

This guide assumes you already have a User Account with RoboCent. If you need to create an account, visit our guide by clicking the link below.

Click Here to view our Guide -> How To: Sign-Up

Additionally, to use the Agent Portal you must first be invited to join an Organization and assigned to the campaign. Once invited, you will receive an email confirming you have been successfully added to the campaign.

If you are not seeing any campaigns, contact your Account Administrator.

If you are an Account Administrator, review this guide to invite agents to your campaign -> How To: Invite Agents to a Campaign

Step 1: Navigate to the Agent Portal

To access the Agent Portal, select the Agent Portal button next to your scheduled Text Message Campaign.

To learn how to schedule a Text Message, visit our Guide -> How To: Schedule Text Message Campaign

Step 2: View Available Campaigns

In the upper left corner of the page, select the Campaign you want to view from the Dropdown Menu.

Step 3: Send Initial Messages

When the campaign becomes active (once the Start Time on the Start Date has been reached) you will be able to send the initial messages to your contacts.

To do this, all you need to do is select "Start Conversation". This will bring up a 1-on-1 conversation with the first contact in your queue.

To send a single message to the contact, select "Send". To send a single message to the contact and load the next text for the following contact, select "Send+New".

To learn more about this process, visit our Guide -> Text Messaging with RoboCent

Step 4: View and Respond to Inbound Messages

At any time during the sending process you can begin managing inbound responses. On the same page you are sending the text messages, select "Inbox" on the top left of the page.

Now that we have received Inbound Responses, we will want to read what people sent us. From the Inbox view, we can click on different messages from our contacts and respond in a 1-on-1 conversation with each contact.

To conversate with a contact, select their name from the list of contacts on the left of the page. Once selected, you can type your response using the text box on the bottom of the page. Once you are happy with your message, select "Send" to send this message to that contact.

You can also use preloaded scripts by selecting it from the "Templates" section in the middle of the page, below the contacts name and phone number in the conversation window. This will automatically preload the text box on the bottom of the page with the script verbiage. You can then edit the message or send it as is.

Only account administrators will be able to see all messages received. If you are accessing the Agent Portal with an Agent account, you will only be able to see messages that have been sent to you.

Success! You can now successfully use the Agent Portal like a pro!

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