1. Overview
  2. Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding
  3. 0.4- Import/Buy A phone number In GHL for AI to Use For Sms

0.4- Import/Buy A phone number In GHL for AI to Use For Sms

 

 

 

 

Key Steps

  1. Obtain an Approved Business Number

    • Access your sub-account.

    • Navigate to the Settings section.

    • Select Add a Number.

    • Choose to either buy a new number or import from Twilio.

  2. Choose the Type of Number

    • Consider using a toll-free number for quicker verification and effectiveness.

    • Note: Toll-free numbers can send SMS, contrary to common misconceptions.

  3. Prepare Required Documentation

    • Create a Privacy Policy that includes:

      • How user information will be used.

      • Assurance that information will not be shared or sold.

    • Develop Terms and Conditions for your website that cover user privacy and data security.

  4. Get Professional Assistance (if needed)

    • If you are not comfortable creating the Privacy Policy and Terms and Conditions, hire a professional to ensure compliance with legal standards.

  5. Finalize the Setup

    • Once the documentation is ready, submit it for review.

    • Follow any additional steps as guided by support to complete the setup process.

Cautionary Notes

  • Ensure that the Privacy Policy and Terms and Conditions are comprehensive and cover all necessary aspects of user data protection.

  • Avoid using unverified numbers, as this will prevent SMS from being sent.

Tips for Efficiency

  • Use templates for Privacy Policies and Terms and Conditions to save time.

  • Keep a checklist of all required documents and steps to streamline the process.

  • Regularly review and update your policies to stay compliant with any changes in regulations.


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