Chapter 4 · Article 4.2
Turning On Texting
Register your business with the phone carriers so your receptionist can text customers — one 5-minute form
On this page
Purpose. Register your business with the US phone carriers so the AI receptionist can text your customers from your business number. Calls work the whole time; only texting waits for this.
- Who can do this
- Owner or Admin
- Plan
- All plans and the free trial
- Time
- About 5 minutes, then 1–3 weeks of carrier review
- Cost
- No fee — it is included in your plan
- Where
- Settings › Channels › Turn on texting
US carriers only deliver business texts from businesses they have checked. This is called A2P 10DLC registration, and every business that texts customers needs it. You fill in one form; IntakeNexus files it with the carriers for you and the page shows its progress.
Before You Start
Have ready
- If your business has an EIN (federal tax ID): your legal business name exactly as on your IRS letter (CP 575 or 147C), the EIN, your business address, and a contact person’s name, email and phone
- If you are a sole proprietor without an EIN: your name, a business name, your address, your email, and your personal mobile phone
- Optional: your website, or your Google or Facebook business page
CAUTION
Names must match
1. Fill In the Form
Open the texting page
Go to Settings › Channels › Turn on texting, or select Turn on texting on the Setup Checklist or in Settings › Channels.
Result: The form opens on Who is registering?
Choose who is registering
Select My business has an EIN or I’m a sole proprietor without an EIN. Select Next.
Result: The Details step shows the boxes for your choice.
Enter your details
Fill in every box. Use a street address, not a PO box. A sole proprietor’s personal mobile must not be the business number IntakeNexus gave you. Select Next.
Result: Review & certify shows what will be filed, the sample texts, and your public text message terms.
Certify and submit
Check the summary. Select Edit beside anything that is wrong. Tick the certification box, then select Submit for carrier review.
Result: The badge reads Filed, then Waiting on carrier. The page updates itself.
NOTE
Your EIN stays private
2. Confirm the Code (Sole Proprietors Only)
When the carriers accept a sole proprietor, they text a short confirmation code to the personal mobile you entered. The badge reads Action needed.
Reply to the text
On your personal mobile, reply to the carriers’ text as it asks, within 24 hours.
Result: The badge moves on to Waiting on carrier or Texting on.
Ask for a new code if needed
If the text never came or expired, select Text me a new code on Settings › Channels › Turn on texting. You can do this up to three times a day.
Result: A new text arrives on your mobile.
CAUTION
Confirm within 30 days
3. If the Carriers Ask for Changes
Read the reason
The badge reads Needs changes. The page says what the carriers objected to.
Result: You know which details to correct.
Edit and resubmit
Select Edit & resubmit. The form opens with your saved details; the boxes the carriers flagged are marked. Correct them, certify again and submit.
Result: The badge reads Filed again. A new row appears in Filing history.
NOTE
Your trial during carrier review
Reference: Texting Status
| Badge | What it means | Can texts go out? |
|---|---|---|
| Not started | The form has not been submitted. | No |
| Filed | IntakeNexus is filing your details with the carriers. | No |
| Waiting on carrier | The carriers are reviewing your business. Usually 1–3 weeks. | No |
| Action needed | Reply to the confirmation code texted to your mobile (sole proprietors). | No |
| Texting on | Approved. Your receptionist can text customers. | Yes |
| Needs changes | The carriers refused the details. Edit and resubmit. | No |
| Paused by carrier | The carriers paused texting. Calls still work. Email support. | No |
Troubleshooting
| Problem | Likely cause | Fix |
|---|---|---|
| Customers text you but no reply goes out | Texting is not on yet | Check the badge on Settings › Channels › Turn on texting. Replies start at Texting on. Texts customers send still arrive in Inbox. |
| The page says to pick your business number | Your registration needs a number to attach | Pick one under Your business number in Settings › Channels. |
| The form refuses your personal mobile | It is the business number IntakeNexus gave you | Enter the mobile phone you carry. |
| No confirmation text arrived | Wrong mobile, or the text expired | Select Text me a new code. If the mobile is wrong, email support. |
| You only see the status, with no form | Only an Owner or Admin can register | Ask your Owner or an Admin. |
Quick Checklist
Before you finish
- The legal name matches your IRS letter (or you chose sole proprietor)
- The badge reads Filed or later
- Sole proprietors: the confirmation text was answered
- Once the badge reads Texting on, a test text to your business number got an AI reply