Create a new SMS & Voice Direct Contact

From the Symphony Messaging mobile app

1. In the Symphony Messaging mobile app, tap the + menu icon and select Add contact.
2. If you are entitled to more than one Federation channel, select SMS & Voice Direct as the channel to which you’d like to onboard your contact.
3. Fill in the fields with your contact’s information:
   • First name, Last name, Phone number (mandatory)
   • Company, Email (optional)
4. Alternately, tap Import contact to save time and search for and select a contact in your phone’s directory. The contact information is automatically added to the fields.
5. Tap the Add button.

6. Review the contact details summary, then tap Confirm. You get confirmation that your contact was added and a chat room with them is being created.

7. Tap OK. You will see the chat room in your chat list as soon as it is created.

From your phone's Contacts app

1. Open the Contacts app on your phone.
2. Select a contact and select the Share option for the contact card.
3. Select Symphony as the app you want to share your contact to.
4. Choose Add contact and select Continue. (You can also choose to share the contact’s details in a Symphony conversation.)
5. Complete the contact onboarding process and create a new chat.

From the extension app

1. Go to the Apps section in Symphony Messaging and select SMS & Voice Direct under Federation Suite.
2. Select New Contact and fill in the following fields with your contact’s details:
   • Requestor: Add a contact on behalf of a colleague, if enabled.
   • First name, Last name, Company, Email, Phone number

3. Select Create.
4. Review and confirm your contact’s information to proceed. The client contact card will be created.

For more details on the SMS & Voice Direct Federation channel, please refer to the SMS & Voice Direct documentation on Symphony Docs.

If you require further assistance on WhatsApp Federation, please contact the Symphony Support team at support@symphony.com.