StreetText

A map of the StreetText settings pages — where your password, Facebook connection, monthly budget, notifications and Conversation settings now live.

Where to find your account settings

Understand the labels on each outgoing message in a conversation, so you can tell at a glance what was sent by you, by an automation, by AI, or on a…

Who sent a message in Conversations

How to use the Send leads to BoldTrail format in Email Notifications so your StreetText contacts reach BoldTrail (formerly kvCORE) with their tags intact.

Sending your leads to BoldTrail with their tags

Turn on Push Lead Assignments so the agent a lead is routed to in StreetText is the agent it lands on in Follow Up Boss.

Keep your Follow Up Boss assignments matching StreetText

Use New message to text any contact, including someone who has never texted you, with a picker that tells you up front who can and cannot receive a text.

Start a new conversation from the Conversations page

Add extra texting numbers to your account and give each teammate their own local number, so texts to their contacts come from them.

Give Each Teammate Their Own Texting Number

Add, remove, reorder and choose the cover photo for a listing in the Listing Portal, and clear out blank frames left behind by an import.

Managing the photos on your listing

Learn how to delete a lead from the contact section

How to Delete a Contact

How to understand everything within your "contacts" section

Understanding your Contacts section

How to assign and unassign leads to the agents on your team — one at a time or in bulk.

Assigning leads to your teammates

Send one personalized text message to many of your contacts at once with consent, timing, and delivery rules handled for you.

Sending a Broadcast (Mass Texting)

Define custom fields once in Settings and use them on every lead — with types, ordering, and a hide-until-filled option.

Creating custom fields for your leads

Take one conversation over yourself: pause Julie for a single lead so she stops replying to them, without switching her off for your whole account.

Pause Julie on a single conversation

Turn on lead routing so every new lead from your ads and funnels is handed to the next agent in your rotation, automatically.

Automatically share new leads between your agents

See below for information outlining the next steps to take after receiving a lead!

I received a Lead! 😃 What's next?

I have an Address-only lead, what do I do next? Read below to learn what to do next.

I received a lead, but they only provided me with their address.

Want to know how to export leads? See below for a walkthrough!

Export/Download Leads

How to sort your leads using filters

Isaac Foster

Stephen Whiting

Essentials

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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