- MyRepChat — purpose-built compliant texting for financial advisors. 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.
- 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.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.
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.
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.
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.
RingCentral
Before connecting RingCentral, register your business with The Campaign Registry (TCR) through your RingCentral admin portal. Carriers block unregistered numbers from sending SMS.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.
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.
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.
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.
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.
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.
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.
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.Sign up for CurrentClient
Start an account at app.currentclient.com. No contract required.
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.
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.
Provision or port your number
Choose a new local or toll-free number, or port your existing business line into CurrentClient.
Connect your archiver
In Integrations, connect Hadrius, Greenboard, Archive Intel, MessageWatcher, Global Relay, or Smarsh.
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.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.
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.
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.
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.
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).
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.
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.
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.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.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
Zoom Phone
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.
Dialpad supports multiple accounts. To add another, click Add account on the Dialpad 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, CurrentClient, and Dialpad, 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. 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 five 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.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.
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.
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, CurrentClient, and Dialpad, 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.
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 five 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