- MyRepChat — connects with API keys
- RingCentral — connects with your RingCentral account
- CurrentClient — connects with your CurrentClient account
Connect a phone integration
All phone integrations are managed from Settings → Phone and SMS.MyRepChat
Your MyRepChat phone number appears on the integration card once the initial sync completes.
RingCentral
After connecting, you can optionally set a forwarding number — your personal phone number that RingCentral calls first before connecting to the client. Click the gear icon on your RingCentral card to configure this. If no forwarding number is set, clicking Call on a record opens your phone dialer instead.
CurrentClient
Both CurrentClient and MyRepChat support multiple accounts. To add another account, click Add account on the provider’s card.
What gets synced
Slant begins syncing immediately after you connect. The initial sync pulls in your full SMS and call history — up to 7 years for RingCentral and CurrentClient, and all available history for MyRepChat. The initial sync may take some time depending on the volume of messages and calls. 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. Messages and calls appear 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.Filter the conversation
If multiple integrations or phone numbers are available, use the selectors at the top of the Phone tab to filter the conversation:- Phone account — switch between connected integrations (only shown if you have more than one)
- Sending from — choose which of your phone numbers to send from (only shown if the integration has multiple numbers)
- Recipient — filter by a specific phone number on the record
Send an SMS
Type your message
Type your message in the compose area at the bottom of the tab. Messages can be up to 1,000 characters.
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.Log a call
You can manually log calls that happened outside of your phone integration.Fill in the call details
Select a Phone number, Direction (outgoing or incoming), Status (completed, missed, failed, or voicemail), Date, and Time.
Add optional details
Enter the call duration in Minutes, add a Note, or click Add recording to attach an audio or video file.
Only manually logged calls can be deleted. Calls synced from an integration cannot be removed.
Call recordings and transcripts
When a call has a recording, a Recording badge appears on the call card. Click the card to open the recording. The recording view includes:- 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 — type in the search field to 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.
Once the meeting is created, the call card shows View meeting instead of View transcript.
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 and CurrentClient, this re-opens the authorization flow. For MyRepChat, this opens the API key form.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 all three providers. If you have multiple integrations, use the Phone account selector on the Phone tab to switch between them.
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 the Sending from selector to choose which one to use.
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.
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