Topline Docs

Scheduling & SMS

SMS setup

Prepare company and consent details, submit an intake, and respond to review requests.

SMS setup

Prepare company and consent details, submit an intake, and respond to review requests.

Where to find it

Open Account > SMS setup.

Address: /account/sms.

Start an intake

Choose Start SMS setup for the first program or New program for another. The intake has Business, Messages, Consent & documents, and Review & submit steps.

  1. Enter the requested business details and use Save & continue.
  2. In Messages, describe the messaging purpose and requested number/program details, then save and continue.
  3. In Consent & documents, enter the requested evidence references and choose Save & review.
  4. Review the saved intake, correct errors, and choose Submit to Topline.

Use evidence references in this intake. Identity documents, tax IDs, and signed documents belong in the approved secure collection route, not pasted into the form or chat. Saving an intake does not purchase a number, register a sender, sign an agreement, or enable sending.

Follow review and readiness

Draft is saved work; Topline review means the submitted intake is being reviewed. Changes needed requires corrections to the existing intake. Intake reviewed is an intake outcome, not proof that carrier registration and sending are ready.

Open Messaging status and use Refresh status to inspect registration and readiness. Resolve requested changes and save before opening an agreement.

Recover failed saves or submissions

Use Retry save or the submission retry offered by the page; entries are preserved. If another update caused a conflict, refresh or reopen the saved intake and review the latest values before resubmitting. Do not create a duplicate program to bypass a pending review.