Tixt user guide

Tixt is an SMS Integration that extends your ConnectWise PSA functionality allowing you to broadcast text messages (SMS) to your clients, and your clients to submit support requests via SMS. When an incoming text is received, Tixt will create a new Ticket in ConnectWise PSA allowing your technician(s) and client(s) to communicate between SMS and the ticket notes.

Configuration

1. System Requirements

2. ConnectWise PSA Configuration

3. Signing up for an account

4. Logging into your account

Account Setup

1. ConnectWise PSA Connection

2. Sync Configuration

3. Message Customization

4. Ticket Creation Number

5. SMS Broadcast

6. CrewHu and Tixt integration

Synchronization

1. Workflow

2. Rules

3. Add a New Ticket

4. Respond to a Ticket

5. Adding a Resource to receive text messages

6. Close Ticket

7. Review Activity

8. Contact Us