DocsConnect channels › Set up SMS

Set up SMS (your own provider)

The-Y sends SMS through your own SMS provider ("bring your own credentials") — no markup, you pay your provider directly. In this guide you enter the API credentials and send a test SMS.

⏱ approx. 5 min · Permission: settings.manage (admin) · Free & Paid

Currently outbound only. Receiving inbound SMS as tickets is planned (needs a per-provider inbound webhook) and is on the feature board. Outbound sending — individually from the inbox and as a marketing campaign — works fully.
Settings → Channels in The-Y CRM
Settings → Channels — where you add the SMS account.

Before you start — what you need

Step by step

  1. Open channels. Settings → Channels; with multiple brands, pick the right brand at the top.
  2. Add an SMS account. Under "Mailboxes & numbers" click "+ Add" → type SMS. The set-up panel opens.
  3. Enter the credentials.
    • API base URL of your provider (e.g. https://api.your-provider.tld)
    • Client ID and client secret — stored encrypted (AES-256)
    • Sender (sender ID)
  4. Send a test SMS. Click "Send test SMS" and enter a destination number (e.g. your own phone). The-Y calls the provider API live; an error message (e.g. 401 Invalid Credentials) comes straight from the provider — see Troubleshooting.
  5. Save & activate. The SMS account is now active and available as a channel in "New chat" and in marketing.

Sending SMS

Consent

In each contact's customer panel you set, per channel, whether SMS is allowed. "New chat" and marketing automatically exclude contacts unsubscribed from SMS — important for compliant sending.

Troubleshooting

401 Invalid Credentials

Client ID or client secret is wrong, or the API base URL is incorrect. Check the values in the provider dashboard and re-enter them. The message comes 1:1 from the provider — which means the connection itself is fine.

"Sender not allowed" / SMS doesn't arrive

Many countries/providers require a registered sender (sender ID). Have your sender enabled at the provider or use an allowed number/short code. Also check your provider balance.

My provider isn't SMStools

If the provider's API is compatible with the SMStools scheme (headers X-Client-Id/X-Client-Secret, JSON endpoint), just adjust the API base URL. Otherwise write to us at office@the-y.at — further provider adapters are possible.

What's next