- MyRepChat — texting, click-to-call, call history, and recording sync. Connects with API keys.
- RingCentral — full-featured business phone system with SMS, calling, and call recording. Connects via OAuth.
- CurrentClient — advisor-focused compliant texting and calling with built-in 10DLC handling. Connects via OAuth.
- Dialpad — AI-powered business phone system with SMS, calling, and call recording. Connects via OAuth.
- GoTo Connect — business phone system with SMS, calling, voicemail, and call recording. Connects via OAuth. See Set up GoTo Connect.
- Intulse — selected call extensions and shared SMS numbers. An Intulse admin authorizes setup once; a Slant company admin configures organization access.
- Vonage Business Communications — company-level call history and recording sync for selected extensions. Connects with credentials from a dedicated VBC API application.
- Zoom Phone — Zoom’s business phone system with SMS and calling. Connects via OAuth.
Set up on the provider’s side
Each provider requires setup in their admin console before you click Connect in Slant. Complete these steps first so your connection works on the first try.MyRepChat
Before connecting MyRepChat, finish onboarding in MyRepChat and generate API keys.1
Sign up or sign in to MyRepChat
If your broker-dealer (Osaic, LPL, Cambridge, etc.) mandates MyRepChat, use the firm-branded sign-up link from your home office. Otherwise start a free 2-week trial or pick a paid plan starting at $25/user/month.
2
Provision your texting number
In the sign-up wizard, either pick a new dedicated number by area code or text-enable your existing office line via Hosted SMS. Text-enabling an existing landline requires a signed Letter of Authorization.
Text-enabling an existing line takes 1–2 business days for carrier processing. You must be near the phone during verification.
3
Finish the onboarding checklist
Complete profile info, auto-responses, opt-in/opt-out keywords, and message templates per the MyRepChat onboarding guide. STOP/START handling is automatic.
4
Connect your compliance archiver
In Account Settings → Integration, connect your firm’s archiver (Smarsh, Global Relay, Erado, Patrina, Page Freezer, OpenText, Veritas, Intradyn, Proofpoint, Vault America, OneSecure, AWS, or Archive Intel). Coordinate with your compliance lead or MyRepChat support if you’re unsure which to pick.
5
Generate your API keys
Open Settings → Profile → API Access → Generate. Copy the Public Key and Secret Key — you’ll paste both into Slant.
Each user generates their own key pair and connects it on their own Slant account.
RingCentral
Before connecting RingCentral, register your business with The Campaign Registry (TCR) through your RingCentral admin portal. Carriers block unregistered numbers from sending SMS.1
Sign in to the RingCentral Admin Portal as Super Admin
Go to service.ringcentral.com. You need Super Admin or Phone System Admin to register a brand and enable SMS.
2
Confirm your plan supports what you need
Any RingEX plan (Core, Advanced, Ultra) supports SMS and the Slant connection. Automatic call recording — required by most advisor compliance programs — needs Advanced or higher. SMS allotment varies: Core ~25/user/mo, Advanced ~100/user/mo, Ultra unlimited.
3
Publish a compliant privacy policy on your firm's website
TCR reviewers verify your privacy policy discloses SMS data collection, states that consent is not shared with third parties, and includes opt-in plus “Reply STOP to opt out; Reply HELP for support” language. A missing or non-compliant policy is the #1 reason TCR rejects campaigns.
4
Register your brand and campaign with TCR
Open Phone System → Business SMS → SMS Registration. Submit your EIN (exact SS4 match), legal business name, DBA, physical address, website URL, privacy policy URL, sample message copy, opt-in flow description, and use case (typically Customer Care or Account Notifications).
RingCentral guidance says TCR approval may take up to four weeks. Brand vetting is usually 1–3 business days; campaign approval is typically 3–7 business days but routinely runs longer. Plan on 2–4 weeks.
5
Assign your numbers to the approved campaign
Once TCR approves your campaign, return to Phone System → Business SMS and assign the DIDs you want to text from. Only numbers attached to an approved campaign can send to US carriers.
6
Enable SMS on the advisor's extension
Open Users → Users with Extensions → [select user] → Phones & Numbers → Direct Numbers and confirm SMS is enabled with at least one direct number. The user who completes Slant’s OAuth flow is the extension Slant sends from.
7
Turn on automatic call recording (optional but recommended)
Open Phone System → Auto-Receptionist → General Settings → Call Recording → Automatic Call Recording. Toggle on and assign users. Requires Advanced or Ultra. RingCentral plays a disclaimer automatically — verify your state’s two-party consent rules still apply. See RingCentral’s call recording guide.
8
Connect your archiver (optional)
For FINRA archiving, provision RingCentral Archiver or a third-party connector (Smarsh, Global Relay, Nuclei) from Admin Portal → More → Archiver or the RingCentral App Gallery before you connect Slant.
CurrentClient
Before connecting CurrentClient, finish carrier registration inside CurrentClient. CurrentClient submits your 10DLC brand and campaign to TCR on your behalf — you don’t deal with carriers directly.1
Sign up for CurrentClient
Start an account at app.currentclient.com. No contract required.
2
Pick a plan
- Text Plan ($24/user/month) — compliant texting, CRM sync, archiving.
- Text and Phone Plan ($44/user/month) — adds a dedicated business number, calling, IVR.
3
Complete A2P 10DLC registration
Pay the one-time $50 carrier registration fee and submit your business identity (legal name, EIN, address, contact, website). CurrentClient handles brand and campaign submission to TCR for you.
Carrier approval typically takes 5–7 business days. You can’t send SMS until approval lands.
4
Provision or port your number
Choose a new local or toll-free number, or port your existing business line into CurrentClient.
5
Connect your archiver
In Integrations, connect Hadrius, Greenboard, Archive Intel, MessageWatcher, Global Relay, or Smarsh.
6
Invite advisor users
Add each advisor in the team management area and assign each a dedicated line. Enable MFA per CurrentClient’s SOC 2 guidance.
Vonage Business Communications
Your VBC account must have more than 50 users. Vonage creates the API application Slant needs to ingest your data only for clients above this threshold.
1
Request VBC developer access and an application
Contact your Vonage Business Communications account representative. Vonage must provide a VBC developer account and create the application Slant will use.
2
Subscribe the application to the required APIs
In the Business Communications Developer Portal, subscribe the application to Call Recording, Provisioning, and Reports. These provide recordings, account users and extensions, and call logs.
3
Enable grants and generate production keys
Enable the Password, Refresh Token, and Client Credentials grants. Generate production OAuth keys, then save the Consumer key and Consumer secret securely.
4
Create a dedicated integration user
Follow Vonage’s integration-user instructions. Make the user an Account Administrator, choose User does not need an extension, and disable SSO for this user if your VBC account uses SSO. Save the integration username and password securely.
Zoom Phone
Before connecting Zoom Phone, confirm your plan includes SMS, enable SMS at the account and user level, and register a 10DLC brand and campaign. SMS will not send until all four are in place.1
Confirm your Zoom plan includes Phone with SMS
You need a Zoom Workplace account on Pro, Business, Enterprise, or Education tier, plus a Zoom Phone license assigned to each advisor.
2
Enable SMS/MMS at the account level
In the Zoom Web Portal, open Account Management → Account Settings → Zoom Phone tab → General and toggle SMS/MMS on. Confirm in the verification dialog. The user-level toggle stays locked until this is enabled.
3
Enable SMS/MMS at the user (policy) level
Open Phone System Management → Users & Rooms → Users → [select the advisor] → Policy tab → General and toggle SMS/MMS on. Repeat for every advisor who will text through Slant.
If the toggle is greyed out, it’s locked at the site or account level — fix the higher scope first.
4
Create your 10DLC Brand
Go to Phone (admin) → Number Management → SMS Campaigns → Brands → Create Brand, or jump straight to zoom.us/account/phonesystem/sms_campaigns. Sole proprietors without an EIN can use the sole-proprietor brand type (capped at 1 number per campaign, US/CA only).
Brand approval usually completes in 1–2 hours. Additional brands beyond the first incur a monthly cost — check with your Zoom account manager.
5
Initiate Brand Vetting (optional, recommended for high volume)
From your Brand, click Initiate Brand Vetting. Zoom passes a one-time **40 to resubmit. Vetting score raises T-Mobile daily caps: 25–49 → 10,000/day; 50–74 → 40,000/day; 75–100 → 200,000/day. See Zoom’s brand vetting guide (KB0081388).
6
Create your Campaign
Open SMS Campaigns → Campaigns → Create Campaign and tie it to your approved Brand. Provide a campaign name, use case (Account Notifications or Customer Care for most advisors), consent method with website URL, sample messages including brand name and STOP/HELP language (
"To stop receiving messages reply STOP, for help reply HELP"), and disclose whether content includes URLs, phone numbers, age-gated content, or loans/mortgages. See Zoom’s 10DLC registration guide (KB0058283).
Carrier review averages a minimum of four weeks end-to-end.
7
Assign your phone numbers to the approved Campaign
Once the Campaign shows Approved, open SMS Campaigns → Campaigns → [your campaign] → Assign Phone Numbers and attach every Zoom Phone number you want to text from.
8
Install the Zoom desktop app on every advisor's computer
Slant’s Call button uses the
zoomphonecall:// URL scheme to deep-link the Zoom Workplace desktop app into a dial action. Zoom Phone has no server-side dial API, so the desktop client must be installed and registered as the default handler for zoomphonecall:// on the advisor’s OS.9
Turn on automatic call recording (optional but recommended)
Open Account Management → Account Settings → Zoom Phone tab → Automatic Call Recording and toggle it on. Pick inbound, outbound, or both, and accept Zoom’s terms. Slant pulls each finished recording in via Zoom’s
phone.recording_completed webhook, attaches the audio to the matching call log, and runs it through transcription so you can read or replay the call from the household’s Phone tab.
If your account has Multiple Sites enabled, the equivalent toggle lives at Phone System Management → Company Info → [site] → Policy tab → Automatic Call Recording. Either way, individual users can still override the setting under Phone System Management → Users & Rooms → Users → [advisor] → Policy tab.
Connect a phone integration
All phone integrations are managed from Settings → Phone and SMS.Label numbers and set teammate defaults
On an integration’s phone number row, click Add label or the pencil icon. Enter a Label, choose teammates under Default number for, then click Save. Each teammate can have one default number per integration. Selecting a teammate moves their default from another number on that integration. Labels appear alongside numbers in sender pickers. Edit CurrentClient labels in CurrentClient.MyRepChat
1
Open phone settings
Go to Settings → Phone and SMS.
2
Click Connect MyRepChat
3
Enter your API keys
Enter your Public key and Secret key from your MyRepChat account, then click Save.
- Text — send individual and group texts, and sync SMS/MMS conversations, including incoming images.
- Call — start an outbound call from Slant. MyRepChat rings your phone first, then connects you to the recipient.
- Review call history — sync incoming and outgoing calls, statuses, timestamps, and available durations.
- Listen to recordings — import available call and voicemail recordings. Slant imports the first recording MyRepChat provides for each call.
- Sync history — import available conversations for contacts in your book and automatically sync new messages and calls.
Calling requires MyRepChat’s voice feature and a forwarding number configured in MyRepChat. Recordings appear after MyRepChat makes them available; Slant does not stream or transcribe MyRepChat calls live.
RingCentral
1
Open phone settings
Go to Settings → Phone and SMS.
2
Click Connect RingCentral
3
Authorize Slant
Sign in to your RingCentral account and grant Slant permission. You’ll be redirected back to Slant when the connection is complete.
CurrentClient
1
Open phone settings
Go to Settings → Phone and SMS.
2
Click Connect CurrentClient
3
Authorize Slant
Sign in to your CurrentClient account and grant Slant permission. You’ll be redirected back to Slant when the connection is complete.
Zoom Phone
1
Open phone settings
Go to Settings → Phone and SMS.
2
Click Connect Zoom Phone
3
Authorize Slant
Sign in to your Zoom account and review the requested phone and user scopes. Click Authorize to return to Slant with your connection live.
Outbound calls from Slant open your Zoom desktop app via the
zoomphonecall:// deep link — Zoom Phone does not support in-Slant call initiation, so your Zoom Workplace desktop client must be installed and signed in on the device you’re calling from.Dialpad
Before connecting, a Dialpad company admin needs to enable call recording for the office so Slant can ingest recordings and transcripts. In Dialpad, go to Office-wide settings → Making Calls and turn on Enable Automatic Call Recordings (“Automatically record all calls in the office, except for those users you exclude below”). This applies to every user in the office; individual users can be excluded from the same screen. Without this setting on, calls will still sync but recordings and transcripts will not be available.
1
Open phone settings
Go to Settings → Phone and SMS.
2
Click Connect Dialpad
3
Authorize Slant
Sign in to your Dialpad account and grant Slant permission. You’ll be redirected back to Slant when the connection is complete.
GoTo Connect
GoTo requires one Super Admin from your organization to connect first so Slant can create the organization-wide SMS subscription. Each advisor then connects their own GoTo user and assigned line. See Set up GoTo Connect for account requirements, GoTo configuration, connection steps, and troubleshooting.Intulse
An Intulse admin must authorize the initial connection. A Slant company admin then adds the Organization API Key and configures the book. Teammates do not need individual Intulse connections after organization setup. If your book already has saved extensions and number access but no Organization API Key, sync and sending remain paused. Saving a valid key validates those settings and starts syncing without requiring you to configure access again.1
Connect once
Go to Settings → Phone and SMS, click Connect Intulse, and authorize Slant using an Intulse admin account.
2
Add the Organization API Key
Open the connection’s key settings. Enter the key from Organization API Keys in Intulse, then save. If your company already has this organization configured, use Set up organization to reuse it in another book.
3
Choose extensions and SMS access
Click Extensions and access. Select the call extensions and SMS-enabled numbers for this book. Verify each number in Intulse; its API does not identify which person uses it or whether SMS is enabled. For each number, select the book members who may send from it. You can share one number with several teammates. All book members can view imported messages.
4
Set defaults separately
Use Configure number to label a line and choose whose default it should be. A default does not grant number access. Use Extensions and access to change access later.
Vonage Business Communications
Only Slant admins can see or configure Vonage. One credential connects Slant to the company’s VBC account; each book syncs only the extensions selected for that book.
1
Open phone settings
Go to Settings → Phone and SMS.
2
Click Connect Vonage
3
Verify the VBC account
Enter the application’s Consumer key and Consumer secret, plus the dedicated user’s Integration username and Integration password. Click Verify account. Slant uses the username and password only to establish the connection and does not store them.
4
Choose extensions
Select the extensions whose calls should sync into the current book, then click Connect Vonage. Slant shows available names, extension numbers, phone numbers, and email addresses to help you identify each extension. If Vonage does not return the extension, you can enter its number manually.
What gets synced
Slant begins syncing immediately after you connect. How far back the initial sync reaches depends on the provider — up to 7 years for RingCentral, CurrentClient, Dialpad, GoTo Connect, and Vonage, 12 months of call history for Intulse, and 6 months for Zoom Phone. MyRepChat imports available history for matching conversations active within the past 7 years. After a company admin enables Intulse SMS history, Slant also imports up to 12 months of incoming and outgoing SMS history. GoTo’s detailed Call Events Reports are limited to 13 months, so older GoTo calls may include only the call log. The initial sync may take some time depending on the volume of messages and calls. RingCentral also backfills available RingSense transcripts and AI call notes over its call-history window. Availability depends on RingSense permissions and the information RingCentral provides for each call. Vonage syncs call logs and available recordings, not SMS. Slant imports calls for the selected extensions when the other phone number matches a person in the current book. The available history may be shorter than seven years if Vonage no longer retains older data. After the initial sync, new messages and calls sync automatically.The Phone tab
The Phone tab displays a unified conversation view of SMS messages and calls for a specific record. It’s available on clients, prospects, other contacts, and businesses. Select a conversation to view its messages and calls in chronological order. Incoming messages appear on the left, outgoing messages on the right. Calls appear as cards showing the phone number, direction, status, timestamp, and duration. When RingSense provides AI call notes, they appear beneath the call details. Slant shows RingSense AI call notes only when it can safely associate the phone number with the record you’re viewing. If the same number belongs to records in different households or businesses, the notes remain hidden to avoid exposing them on the wrong record.Create meetings from transcribed calls
On the book tab in Settings → Phone and SMS, turn on Automatically create meetings for transcribed phone calls. Slant creates one meeting for a settled, transcribed call when it can match the other phone number to exactly one person in that book. The setting is off by default and applies only to calls in the selected book. Ambiguous or unmatched calls remain in the Phone tab without creating a meeting. Incoming image attachments (MMS) display inline within the message bubble — click an image to preview it full-size or download it. This works across all SMS-capable providers and supports GIF, HEIC, HEIF, JPEG, PNG, and WEBP images. Image-only messages with no text appear in the conversation too. Non-image attachments (video, audio, PDF) are not shown.Start a household conversation
On a client or prospect’s Phone tab, click New message (the + button). Select recipients, then click Start conversation. Multiple recipients are available when the connected phone provider supports group messages. Starting a conversation opens the composer; write and send the message separately.Choose a conversation and sending number
Select a conversation from the list on the Phone tab. Use From to choose the connected integration and phone number to send from. For a group conversation, choose a provider that supports group messaging.Send an SMS
1
Open the Phone tab
Go to a client, prospect, other contact, or business and click the Phone tab.
2
Select a recipient
Select an existing conversation. On a household, you can also use New message to start one. Use From to choose your sending number.
3
Type your message
Type your message in the compose area at the bottom of the tab, or apply an SMS template. Messages can be up to 1,000 characters.
4
Send
Press Enter to send, or click the send button. Use Shift+Enter to add a new line without sending.
Messages you send from Slant are text-only — there’s no way to attach an image. You can still receive image attachments (MMS), which appear inline in the conversation.
Apply an SMS template
SMS templates fill the composer with a reusable, personalized message. Company-wide templates and templates from the current book appear in the picker.1
Open the template picker
Click Apply template beside the message field.
2
Choose a template
Search by template name or message, then select the template you want to use.
3
Review the personalized message
Slant fills supported variables using the current record. Edit the finished text as needed before sending.
A personalized message cannot exceed 1,000 characters. If a template becomes too long after its variables fill, shorten the template before applying it again.
SMS consent
The first time you send a message to a phone number, Slant asks you to confirm that you have consent to send SMS messages to that number. Click Confirm and send to proceed. This confirmation is only required once per phone number per book.Opt-out handling
If a recipient replies with STOP, END, QUIT, CANCEL, or UNSUBSCRIBE, Slant automatically marks that phone number as opted out and prevents further messages. If they reply with START, the number is resubscribed.Call with MyRepChat
Connect MyRepChat and enable its voice feature before placing a call.1
Open the call dialog
Open a client or prospect and click Call.
2
Choose the recipient and account
Select Individual to call. If you have multiple calling accounts, choose your MyRepChat number under Call from.
3
Place the call
Click Call, then answer the phone configured for MyRepChat voice calls. MyRepChat connects you to the recipient.
Log a call
You can manually log calls that happened outside of your phone integration.1
Open the log call form
On the Phone tab, click Log call in the top-right corner.
2
Fill in the call details
Select a Phone number, Direction (outgoing or incoming), Status (completed, missed, failed, or voicemail), Date, and Time.
3
Add optional details
Enter the call duration in Minutes, add a Note, or click Add recording to attach an audio or video file.
4
Save the call
Click Log call. The call appears in the conversation timeline.
Only manually logged calls can be deleted. Calls synced from an integration cannot be removed.
Call recordings and transcripts
Call cards show what is available:- Recording — open the call’s audio and transcript together
- Transcript — open a RingSense transcript when no recording is available
- Audio player — play, pause, and scrub through the recording
- Transcript — a searchable, timestamped transcript of the call. Click any line to jump to that point in the recording. The current line is highlighted as the audio plays.
- Search transcript — filter transcript entries by keyword
Convert a recording to a meeting
If a recording has a completed transcript, you can convert it into a meeting to generate a summary and action items.1
Open the recording
Click a call card that has a Recording badge.
2
Convert
Click Convert to meeting. Slant creates a meeting, syncs the transcript, and generates a summary.
Transcript-only RingSense calls cannot be converted to meetings because they do not include a recording.
Manage integrations
Disconnect an integration
On Settings → Phone and SMS, click Disconnect on the integration you want to remove. SMS and call history is archived and remains viewable on the Phone tab, but no new messages or calls sync. If you visit the Phone tab while viewing archived activity from a disconnected integration, a banner indicates the integration is disconnected with a link to reconnect.Reconnect an integration
To reconnect a disconnected integration, click Reconnect on the integration card. For RingCentral, CurrentClient, Dialpad, and GoTo Connect, this re-opens the authorization flow. For MyRepChat, this opens the API key form. For Vonage, this opens extension selection. If the connected Vonage card then says reauthentication is required, click Reauthenticate.Delete integration history
To permanently remove a disconnected integration and all its call and SMS history, click Delete history on the disconnected integration card.FAQ
Can I connect multiple phone integrations at the same time?
Can I connect multiple phone integrations at the same time?
Yes. You can connect accounts across every provider Slant supports. If you have multiple integrations, use From on the Phone tab to choose the integration and sending number.
What happens when I disconnect an integration?
What happens when I disconnect an integration?
Your existing SMS and call history is archived. You can still view it on the Phone tab, but no new messages or calls sync until you reconnect.
Can I send SMS messages from any phone number?
Can I send SMS messages from any phone number?
No. You can only send from phone numbers associated with your connected integration. If your integration has multiple numbers, use From to choose which one to use.
Can I send or receive images (MMS)?
Can I send or receive images (MMS)?
You can receive images. Incoming image attachments (MMS) display inline within the message bubble on the Phone tab — click one to preview it full-size or download it. This works across all SMS-capable providers and supports GIF, HEIC, HEIF, JPEG, PNG, and WEBP. Sending from Slant is text-only — there’s no way to attach an image to an outgoing message.
Where does the Phone tab appear?
Where does the Phone tab appear?
The Phone tab is available on client, prospect, other contact, and business records. It shows all SMS messages and calls associated with the phone numbers on that record.
Why does my SMS fail with 'Messaging feature is disabled' after I connect Zoom Phone?
Why does my SMS fail with 'Messaging feature is disabled' after I connect Zoom Phone?
Three settings must all be on, in order: your Zoom plan must include SMS, the account-level SMS/MMS toggle must be on (Account Management → Account Settings → Zoom Phone tab → General), and the user-level SMS/MMS toggle must be on (Phone System Management → Users → [user] → Policy tab → General). Your sending number must also be assigned to an approved 10DLC campaign at zoom.us/account/phonesystem/sms_campaigns. If the account-level toggle is greyed out, your plan doesn’t include SMS — contact your Zoom rep.
Why do outbound calls open Zoom instead of ringing my phone like RingCentral?
Why do outbound calls open Zoom instead of ringing my phone like RingCentral?
Zoom Phone does not expose a server-side dial API, so Slant cannot place the call for you. Instead, Slant’s Call button uses the
zoomphonecall:// deep link to hand the number to your Zoom Workplace desktop app, which then places the call. Install Zoom Workplace and sign in on the computer you’re calling from. RingCentral supports server-initiated outbound calls (RingOut), which is why it rings your phone directly.Do I have to register my own 10DLC brand and campaign?
Do I have to register my own 10DLC brand and campaign?
It depends on the provider. RingCentral and Zoom Phone require you to register your own brand and campaign with The Campaign Registry through their admin portal — plan on 2–4 weeks (RingCentral) or 4+ weeks (Zoom) for carrier approval. CurrentClient registers on your behalf for a one-time $50 fee and typical 5–7 business day turnaround. MyRepChat’s 10DLC posture is not publicly documented — ask MyRepChat support whether your firm needs to register a brand before your first send.
Next steps
Meetings
Convert call recordings into meetings with transcripts and summaries
Email and calendar
Connect your email and calendar to sync messages and events