Business texting for regulated teams
Follow one agent through a Tuesday. Every text goes out from a business number, checked for consent, and stays on the record.
Illustration with fictional sample data.
Morning
Nora has not opted in yet. EasyEngage allows one first text, adds your disclosure, and locks the chat until she replies START.
From your CRMnora@example.com
Reply to Nora Delgado
Minutes later
The opt-in is recorded, the confirmation goes out automatically, and Alex can text her.
Opted in via START
Reply to Nora Delgado
Late morning
Nora asks for a call after work. EasyEngage detects Spanish and translates it in one click, so Alex can answer right away.
Translated from Spanish
Hi Alex, can you call me after work today?
After lunch
With EasyDocs, Alex sends a secure upload link for a photo ID. A live card shows the link opening and each photo as it arrives, then downloads everything as one .zip.
Link opened
Mid-afternoon
To set up the call, Alex types / to insert your approved template. Merge fields fill in both names, and the one left empty, his direct line, is flagged before he sends. He adds it, then sends.
TemplateHi Nora, this is Alex at Fernhill. I will call you this evening from my direct line: Direct line
Late afternoon
Robert’s opt-out applies instantly and is written back to your consent system. Web form and dialer opt-outs recorded there block the next text too. If the consent system cannot be reached, nothing is sent.
Opted out via STOP
Reply to Robert Chen
End of day
Nothing leaves on a personal phone. Messages, notes and files stay in EasyEngage. Every consent change and document request is on the contact’s timeline, backed by one append-only audit log.
TodayEvery message, file and consent change
Kept in EasyEngage, not on a personal phone.Alex signed out for the day. The record stays with the business.
For supervisors
No need to ask an agent for their phone. Supervisors review their agents’ conversations, step in when needed and track the team’s activity.
Conversations are grouped by district, office and agent, with unread counts at every level, filters and search.
Open a conversation to read the thread as the agent sees it, under a “Viewing as” bar with their name.
Your reply carries a “Sent by” label with your name and title, and still counts toward the agent who owns the conversation.
When someone else is in the same conversation, EasyEngage shows their name, so you can coordinate before either of you replies.
Messages sent and received, open conversations and supervisor replies by region, office and agent, with CSV export.
How it works
During setup we connect EasyEngage to your CRM and to your consent system: the system that holds each customer’s opt-in status, including web form and dialer opt-outs. Agents then work from a browser inbox, with contact details and consent status already filled in.
Step 1
We scope each connection with you before rollout. EasyEngage reads contact details from your CRM, refreshes them when a contact is opened if they are over an hour old, and never writes back. STOP and START are written back to your consent system.
Step 2
Each agent works from an assigned business number, with templates, tags, notes, files and translation on one screen. Attach up to 5 files per message.
Step 3
Consent changes, document requests, tags, notes and failed deliveries land on each contact’s timeline: a record of what happened and when. Files stay downloadable from the contact.
Features
The features you will compare across vendors. Each one is built in.
Each agent texts from an assigned number. No personal phone needed.
Send and receive texts, photos and PDFs from a desktop browser.
Type / to insert approved replies, filled with contact, agent and brand details.
Shared and private tags, with inbox filters by tag.
Staff-only notes up to 3,000 characters. Customers never see them.
Opt-outs and opt-ins apply instantly and are recorded on the contact.
Sent, Delivered or Failed on every message. Failed messages can be retried.
Find contacts by name, number or message text. Tag or mark read in bulk.
Agents mute, archive or block contacts in their own inbox. Full history is kept.
Name, phone, email and language, through a connection we set up. Never written back.
Pin key details to the conversation header and the contact panel.
Every conversation in your reporting line, grouped by district, office and agent. Replies sent for an agent carry a “Sent by” label.
Activity by region, office and agent for today, the last 7 or 30 days, all time or a custom range. Export as CSV.
Works with any identity provider, limited to approved user groups. Username and password also supported.
Security
Text messages often contain personal details. EasyEngage keeps them on secure infrastructure instead of personal phones.
We are happy to complete your security questionnaire as part of the evaluation.
Industries
Financial services
Loan officers and account teams text from a business number. With EasyDocs, request IDs and statements through a secure upload link.
Insurance
Tags such as Payment Due and Missing Documents come standard. With EasyDocs, document requests live inside the chat.
Healthcare
Text patients from a business number, consent checked first. With EasyDocs, collect forms and insurance cards through a secure upload link.
Service businesses
Give customers a fast way to reach your team while every conversation stays with the business.
Questions
No. EasyEngage runs in a desktop web browser. Each agent texts from a business number assigned to them, so customer conversations are stored in EasyEngage, not on personal phones.
EasyEngage can handle consent within the platform, or connect to your existing consent API. It is TCPA compliant.
EasyEngage allows one first message to a contact with no consent on file and attaches your legal disclosure to it, so the customer receives a single text. Messaging then stays locked until the customer replies START. Opt-in, opt-out and HELP replies are sent automatically.
Yes, and we could work with your team to connect your CRM to be integrated within EasyEngage.
We work with you to bring your history across from your current texting platform. The approach depends on what your current provider can export.
Data is encrypted in transit with TLS and at rest with AES-256, and hosted on Microsoft Azure. Every action is recorded in an append-only audit log, and single sign-on works with any identity provider. See Security for the standards EasyEngage is built to.
Pricing depends on the number of agents and your message volume. Book a demo and we will give you a quote for your team.
Book a demo
A short demo of the inbox, consent checks, the first-contact flow and EasyDocs requests, using a scenario from your team.
