> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Phone and SMS

> Connect a phone integration to sync SMS messages, call logs, and recordings with Slant.

Connecting a phone integration lets you send and receive SMS messages, view call history, log calls manually, and listen to call recordings — all from within Slant.

Slant supports five phone providers:

* **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.

Once connected, SMS messages and call logs sync automatically to the **Phone** tab on your [clients](/records/clients/overview), [prospects](/records/prospects), [other contacts](/records/other-contacts), and [businesses](/records/businesses).

## 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.

<Steps>
  <Step title="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](https://myrepchat.com/free-trial/) or pick a [paid plan](https://myrepchat.com/pricing/) starting at \$25/user/month.
  </Step>

  <Step title="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.
    <Note>Text-enabling an existing line takes 1–2 business days for carrier processing. You must be near the phone during verification.</Note>
  </Step>

  <Step title="Finish the onboarding checklist">
    Complete profile info, auto-responses, opt-in/opt-out keywords, and message templates per the [MyRepChat onboarding guide](https://myrepchat.com/wp-content/uploads/2025/08/MyRepChat-Onboarding-Guide-Q1-2025.pdf). STOP/START handling is automatic.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Generate your API keys">
    Open **Settings → Profile → API Access → Generate**. Copy the **Public Key** and **Secret Key** — you'll paste both into Slant.
    <Note>Each user generates their own key pair and connects it on their own Slant account.</Note>
  </Step>
</Steps>

<Warning>
  **TODO — needs input before publishing:**

  * Does MyRepChat register each advisor as a separate 10DLC brand (requiring your EIN), or does it cover all customers under a single platform-level brand? MyRepChat publishes no public documentation on its 10DLC posture.
  * If per-customer brand registration is required, what's the realistic timeline before the first SMS can send?
  * Does MyRepChat pass through TCR fees, or are they bundled into the \$25/mo base?
</Warning>

**Expected timeline:** Same-day for a new dedicated number; 1–2 business days if text-enabling an existing line.

### RingCentral

Before connecting RingCentral, register your business with The Campaign Registry (TCR) through your RingCentral admin portal. Carriers block unregistered numbers from sending SMS.

<Steps>
  <Step title="Sign in to the RingCentral Admin Portal as Super Admin">
    Go to [service.ringcentral.com](https://service.ringcentral.com/). You need Super Admin or Phone System Admin to register a brand and enable SMS.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Register your brand and campaign with TCR">
    Open **Phone System → Business SMS → [SMS Registration](https://service.ringcentral.com/application/company/enhancedBusinessSMS/smsTcrRegistration)**. 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).
    <Note>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.</Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](https://support.ringcentral.com/article-v2/Turning-on-on-demand-or-automatic-call-recording-.html?brand=RingCentral\&product=RingEX\&language=en_US).
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>**Showstopper:** Unregistered numbers will be silently blocked by US carriers. Complete TCR registration before you start texting clients from Slant.</Warning>

**Expected timeline:** 2–4 weeks end-to-end, gated by TCR brand and campaign approval.

### 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.

<Steps>
  <Step title="Sign up for CurrentClient">
    Start an account at [app.currentclient.com](https://app.currentclient.com/auth/signup). No contract required.
  </Step>

  <Step title="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.

    See [CurrentClient pricing](https://www.currentclient.com/pricing) for add-ons like AI Transcription, Outreach Engine, and AI Voice Agent.
  </Step>

  <Step title="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.
    <Note>Carrier approval typically takes 5–7 business days. You can't send SMS until approval lands.</Note>
  </Step>

  <Step title="Provision or port your number">
    Choose a new local or toll-free number, or port your existing business line into CurrentClient.
  </Step>

  <Step title="Connect your archiver">
    In **Integrations**, connect Hadrius, Greenboard, Archive Intel, MessageWatcher, Global Relay, or Smarsh.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  **TODO — needs input before publishing:**

  * Is the \$50 10DLC fee per workspace (firm) or per advisor seat? CurrentClient's pricing page doesn't specify the unit.
  * What exact OAuth scopes does CurrentClient request when an advisor authorizes Slant?
  * Does CurrentClient offer a sandbox for testing the Slant connection before going live?
</Warning>

**Expected timeline:** 5–7 business days, gated by CurrentClient's carrier registration.

### 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.

<Steps>
  <Step title="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.

    <Warning>The base Zoom Phone **US/CA Unlimited Calling** and **Metered** plans do NOT include SMS. You need a Pro Plus / Workplace bundle that includes Zoom Phone with SMS, or an SMS add-on. If the account-level SMS/MMS toggle is greyed out or missing, your plan doesn't include SMS — call your Zoom rep before continuing. See Zoom's [SMS setup guide (KB0069635)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069635).</Warning>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
    <Note>If the toggle is greyed out, it's locked at the site or account level — fix the higher scope first.</Note>
  </Step>

  <Step title="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](https://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).
    <Note>Brand approval usually completes in 1–2 hours. Additional brands beyond the first incur a monthly cost — check with your Zoom account manager.</Note>
  </Step>

  <Step title="Initiate Brand Vetting (optional, recommended for high volume)">
    From your Brand, click **Initiate Brand Vetting**. Zoom passes a one-time \*\*$40 fee** to The Campaign Registry per attempt — a failed vetting requires another $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)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0081388).
  </Step>

  <Step title="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)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058283).
    <Note>Carrier review averages a minimum of four weeks end-to-end.</Note>
  </Step>

  <Step title="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.
    <Warning>As of Feb 3, 2025, Zoom blocks SMS from any number not assigned to an approved campaign. See [KB0010208](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0010208).</Warning>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
    <Note>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**.</Note>
    <Warning>Recording laws vary by state — many require two-party consent. Confirm your compliance obligations before turning this on, and use Zoom's built-in recording disclaimer prompt where required. See [Zoom's automatic call recording guide (KB0069692)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069692).</Warning>
  </Step>
</Steps>

<Warning>
  **TODO — needs input before publishing:**

  * Does Zoom currently charge a recurring monthly fee for the **first** 10DLC brand, or only for additional brands? Zoom's docs only mention "additional brands beyond the first incur a monthly cost."
  * Exact list of Zoom Phone calling plan SKUs that include SMS vs. require an add-on as of 2026 — Zoom's pricing page no longer enumerates this cleanly.
</Warning>

**Expected timeline:** Roughly 4+ weeks, gated by 10DLC campaign approval. Brand approval and plan/toggle changes are same-day; carrier campaign review is the slow part.

## Connect a phone integration

All phone integrations are managed from **Settings** → **Phone and SMS**.

### MyRepChat

<Steps>
  <Step title="Open phone settings">
    Go to **Settings** → **Phone and SMS**.
  </Step>

  <Step title="Click Connect MyRepChat" />

  <Step title="Enter your API keys">
    Enter your **Public key** and **Secret key** from your MyRepChat account, then click **Save**.
  </Step>
</Steps>

Your MyRepChat phone number appears on the integration card once the initial sync completes.

### RingCentral

<Steps>
  <Step title="Open phone settings">
    Go to **Settings** → **Phone and SMS**.
  </Step>

  <Step title="Click Connect RingCentral" />

  <Step title="Authorize Slant">
    Sign in to your RingCentral account and grant Slant permission. You'll be redirected back to Slant when the connection is complete.
  </Step>
</Steps>

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

<Steps>
  <Step title="Open phone settings">
    Go to **Settings** → **Phone and SMS**.
  </Step>

  <Step title="Click Connect CurrentClient" />

  <Step title="Authorize Slant">
    Sign in to your CurrentClient account and grant Slant permission. You'll be redirected back to Slant when the connection is complete.
  </Step>
</Steps>

### Zoom Phone

<Steps>
  <Step title="Open phone settings">
    Go to **Settings** → **Phone and SMS**.
  </Step>

  <Step title="Click Connect Zoom Phone" />

  <Step title="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.
  </Step>
</Steps>

<Note>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.</Note>

CurrentClient, MyRepChat, and Zoom Phone all support multiple accounts. To add another account, click **Add account** on the provider's card.

### Dialpad

<Note>
  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.
</Note>

<Steps>
  <Step title="Open phone settings">
    Go to **Settings** → **Phone and SMS**.
  </Step>

  <Step title="Click Connect Dialpad" />

  <Step title="Authorize Slant">
    Sign in to your Dialpad account and grant Slant permission. You'll be redirected back to Slant when the connection is complete.
  </Step>
</Steps>

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](/records/clients/overview), [prospects](/records/prospects), [other contacts](/records/other-contacts), and [businesses](/records/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

<Steps>
  <Step title="Open the Phone tab">
    Go to a client, prospect, other contact, or business and click the **Phone** tab.
  </Step>

  <Step title="Select a recipient">
    Use the **Recipient** selector to choose the phone number you want to message.
  </Step>

  <Step title="Type your message">
    Type your message in the compose area at the bottom of the tab. Messages can be up to 1,000 characters.
  </Step>

  <Step title="Send">
    Press **Enter** to send, or click the send button. Use **Shift+Enter** to add a new line without sending.
  </Step>
</Steps>

The compose area shows which number you're sending from and how many characters remain (when over 900 characters).

<Note>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.</Note>

### 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.

<Steps>
  <Step title="Open the log call form">
    On the **Phone** tab, click **+ Log call** in the top-right corner.
  </Step>

  <Step title="Fill in the call details">
    Select a **Phone number**, **Direction** (outgoing or incoming), **Status** (completed, missed, failed, or voicemail), **Date**, and **Time**.
  </Step>

  <Step title="Add optional details">
    Enter the call duration in **Minutes**, add a **Note**, or click **Add recording** to attach an audio or video file.
  </Step>

  <Step title="Save the call">
    Click **Log call**. The call appears in the conversation timeline.
  </Step>
</Steps>

If your book has multiple users, a **User** field appears so you can attribute the call to the correct team member.

<Note>
  Only manually logged calls can be deleted. Calls synced from an integration cannot be removed.
</Note>

## 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](/activity/meetings/overview) to generate a summary and action items.

<Steps>
  <Step title="Open the recording">
    Click a call card that has a **Recording** badge.
  </Step>

  <Step title="Convert">
    Click **Convert to meeting**. Slant creates a meeting, syncs the transcript, and generates a summary.
  </Step>
</Steps>

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.

<Warning>
  Deleting an integration permanently removes all associated call logs and SMS messages. This cannot be undone.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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](https://zoom.us/account/phonesystem/sms_campaigns). If the account-level toggle is greyed out, your plan doesn't include SMS — contact your Zoom rep.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Meetings" icon="video" href="/activity/meetings/overview">
    Convert call recordings into meetings with transcripts and summaries
  </Card>

  <Card title="Email and calendar" icon="mail" href="/setting-up-slant/integrations/email-and-calendar">
    Connect your email and calendar to sync messages and events
  </Card>
</CardGroup>