Why it matters
A Preferred Channel ensures consistent communication by automatically selecting a default phone number for SMS. This reduces manual steps and helps maintain a uniform sender identity across messages.
Key Concepts
Preferred Channel: The channel (phone number or agent) Whippy uses by default when you compose an SMS.
Consistency: Helps maintain the same sender identity for specific communication types.
Channel: The phone number or identity used to send and receive messages.
Step-by-Step: Set a Preferred Channel
Open the Settings tab from your Whippy dashboard.
Select Preferences.
Find the Preferred Channel option.
Choose the phone number or agent you want to use as your default SMS channel.
Click Save Changes.
Tips and Best Practices
Use different channels for different communication types, such as one for automations and one for live replies.
The Preferred Channel is a default only; you can change the sending channel manually when composing a message.
Choose a channel that is familiar and relevant to your target audience.
Troubleshooting
Issue | Possible Cause | Fix |
Preferred Channel setting is not visible | User permissions are restricted | Contact your Whippy administrator to update access rights |
Message is sent from the wrong channel | A different channel was manually selected | Check the channel selected in the composer before sending |
Cannot save a new Preferred Channel | Unsaved changes or a temporary system issue | Save other settings, refresh the page, and retry |