Overview

Comprising of 4 basic steps to swiftly guide you to sending your first message. This section helps setup the destination country where you will be sending messages. You will be creating and connecting your SMS-Magic account with Salesforce along with choosing a plan which will help us understand your requirements in a better way. And finally, you will be ready to send your first message.

1. Destination Country and Server Location

Select the country where you want to send messages and it’s server location is auto-populated. You can select a different server location if required. To make any changes after the setup is complete related to destination country get in touch with your admin.

1. Select Destination Country
2. Select Server Location if the default server location doesn’t meet your requirements.
3. Click Next

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2. Registration, OAuth Sync and Remote Site Setting

Sync OAuth, setup account and configure remote site setting helps creating your SMS-Magic account and sync with Salesforce using the API key.

2.1 Registration and OAuth Sync

1. Select the checkbox if the email looks good.
2. Click Register. The Salesforce Allow Access? pop-up appears providing further configuration details.
3. Click Allow. The Account Configuration Confirmation pop-up appears.
4. Click Go Back To Salesforce once the sync is complete.
5. The section now displays the API Key assigned to the account.
6. Click Save.

2.2 Setup Remote Site

1. Log in to Salesforce and access SMS-Magic Converse.
2. Select the Converse Settings tab.
3. On the Registration & Remote Site Setting page select Remote Site Settings.
4. Click Configure. A new browser window opens displaying pre-filled configuration details.
5. Click Save.

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3. Plan Selection

We have added 2 different trial plans for easing into messaging and getting to know the application in a better way.

1. Select a plan.
2. Click Save.

For more details on the different plans please get in touch with care@sms-magic.com

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4. Send A Test Message

The default Sender ID will be automatically populated in the ‘From (SenderID) field. This will only be for the Customers who are doing a fresh install of v1.64. In the ‘Registration and Setup’ step of the Converse settings, as soon as you select the plan, a default Sender ID corresponding to the destination country that you selected will be assigned to your account. The Sender ID will be automatically assigned to you from the pool (you cannot choose the Sender ID at this point for this step). 

If you are a paid customer, you can change the default allotted number by writing to care@sms-magic.com and choose a number of your choice from the “Sender ID & Assignment” section.

The validity of default Sender ID

• If you select ‘Grow your conversation trail plan’ you get 10 message credits, 1 phone number, and 2 licenses, with a validity of 7 days. So the Sender ID assigned to you will be valid for 7 days.
• If you subscribe to a paid plan, the associated Sender ID will remain active as long as the plan is active. If the plan is purchased with additional Sender ID(s) then the user can select Sender ID(s) from the ‘Add SenderID’ screen.

The allocation of default Sender ID

• If you select the destination country, say the U.S., then the Sender ID allocated to you is from the pool dedicated to the U.S. numbers from the application backend.
• If you select the destination country as ‘All’, then the Sender ID allocated will be from the pool associated with the same criteria for location i.e. available Sender ID(s) will be from the pool that is for destination countries from the application backend.

If the Sender ID does not populate in the field, please contact care@sms-magic.com for further help.

Here is the step by step video to Manage users.

By default, the users who have installed the SMS-Magic app are assigned 1 trial license, and that the user (admin) can assign a trial license to its users. You can add users by assigning one SMS-Magic Converse App license per user. Only licensed users can access the SMS-Magic Converse App. You can purchase more user licenses after registration.

The User Management screen displays the following information:

• Plan type that you have purchased
• The total number of licenses assigned to the plan type
• The number of available licenses
• The number of licenses used

If the number of users is more than the number of licenses available, the Admin can purchase more licenses by contacting care@screen-magic.com.

You can add more users by clicking on the ‘Add New’ button and entering at least three characters to search for the name or email addresses. After adding the new user, the following happens:

• A license is consumed from the available licenses
• The new user is listed in the user’s list

You can remove a user from the user’s list and free a license for reuse. After confirming the removal of a user, the following happens:

• A license is added to the available licenses
• The user is removed from the user’s list

You can also associate user licenses directly to a profile. All users within that profile will be eligible to use that license. However, if the number of users sharing that profile exceeds the available licenses then you will have to purchase additional licenses.

Add a User 

To assign a user to an SMS-Magic Converse license, follow the below steps:

1. In the Converse Settings tab, click on the User Management tab on the left:

2.Click on the ‘Add New’ button

3. Enter at least three characters to search for the name or email addresses

4.  Select the users or profiles from the list

5. Click on the ‘Assign License’ button to select the license type you want to assign to the user

The User Management section on Converse Settings shows a list and count of all licenses procured for the org. Admins can open the License Details page by clicking on the link against any license to open the License Detail page. This page has all the information including the count and expiry date of the license. As per the requirement, the admin can assign license(s) to the standard users.

6. Click on the ‘Add’ button. The new user or profile shows up on the User Management List.

Once the license is assigned to the standard user by the admin user, the standard user can check the features that are a part of the assigned license. If the assigned license does not have the required features, the standard users may ask for the same. In this case, admins can navigate to Converse Settings and allocate a license that has the required feature to the standard user. If there are no licenses for which the said feature or all such licenses are consumed, reach out to the Account Manager.

Prompt to Assign Permission Set once a new user is added

Once the new user is added the following page will appear:

Here, you will see the following message ‘License Assigned Successfully’ Please assign the relevant permission set based upon the user before sending messages.

• Click on ‘Permission Management’ the following page will appear:

The permission sets are simplified based on the user role. Among all available permission sets, the SMS Magic Additional Permissions will be the only permission set that can be edited by the Admin user after the application is installed. 

Here, you can find the steps to assign permission on the right side of the page. Follow the steps to assign permission.

You can assign the permission set manually and click on ‘Save’.

Remove a User 

To remove an SMS-Magic Converse license for a user, follow the below steps:

1. In the Converse Settings tab, click on the ‘User Management’ tab on the left:

2. Click next to the user in the User’s List. 

3. The selected user appears in the ‘Remove User’ list. Click on the ‘Remove’ button.

4. The SMS-Magic license is returned to the pool of available licenses

Here is the step by step video to Message Configuration

Choose who you want to Message and from which Objects. Message Objects are objects from which you can send SMS. In salesforce, you can choose your standard and custom objects from which you want to trigger SMS. You can choose one or more phone number fields to send messages to. We support up to 7 mobile phone fields on one object. 

In the Message Object Configuration section, you can do the following:

• Define objects for which the user defines conversation templates.
• Auto-generate Conversation and Bulk Sending pages based on the objects defined.
• Define the use of mobile fields and name fields.
• Configure setup buttons using the pages that are generated.

 You can add objects to the Object list. The system then automatically configures the Visualforce pages. These pages are then used to create buttons, such as:

• Send SMS
• Send Bulk SMS
• Conversation View

In addition to Visualforce pages, Lookup Fields are also created for that object on SMS History, Converse App Task, and Conversation objects. These fields will be used to attach messages to a record when required by the application while building conversations. User profiles need to be provided field-level access permissions in order to refer these lookup fields while building conversations.

Users should also have access to merge/dynamic fields that are referred to in the message configuration and used in SMS templates and fields. For example, a mobile number.

To delete a Message Object or an Information Object, log in to an administrator account. You need to have the relevant permissions to perform the deletions. Deleting a Message Object or an Information Object must be carefully considered and carried out as it impacts SMS delivery throughout the application.

Before deleting the configuration of an object, the Admin must disable the following:

• All Automations
• Process builders
• Campaigns

1. Object Configuration

1.1 Add Objects

1. In the Converse Settings tab, click Message Configuration.

2. Click Add Objects.

3. Select the object name, name, and phone from the dropdown lists.

4. Click Save.

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1.2 Edit Objects

1. In the Converse Settings tab, click Message Configuration.

2. Click Details next to the message object that you want to edit. 

3. Click Edit icon next to the object you want to edit. The edit view appears.

4. If you want to change the name, then select a different name from the Name Field.

5. If you want to change the phone, then select a different name from the Phone Fields.

6. Click Save the following message will appear

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1.3 Delete Objects

1. In the Converse Settings tab, click Message Configuration.

2. Click Details next to the message object that you want to delete. 

3. Click the delete icon. The Delete Configured Objects warning window appears with the following message:

4. If there is no existing Campaign/ Workflow/Converse Template running in the background the following message will appear:

4. Click on Delete the following message will be deleted.pt h

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2. Information Object Configuration

2.1 Add Information Objects

1. In the Converse Settings tab, click Message Configuration.

2. In the Information Objects section, click Add Objects.

3. Select the information object from the Information Objects dropdown list. 

4. Select the primary object that will reference the information object from the Object Name dropdown list.

5. Click Save.

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2.2 Edit Information Objects

1. In the Converse Settings tab, click Message Configuration.

2. Click the Edit icon next to the object you want to edit. The edit view appears.

3. If you want to change the information object, then select a different object from the Information Object list.The Information Object value cannot be empty. You must provide at least one information object.

4. If you want to change the primary object that will reference the information object, then select a different primary object from the Object Name dropdown list.

5. Click Save.

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2.3 Delete Information Objects

1. In the Converse Settings tab,click Message Configuration.

2. Click the Delete icon next to the object that you want to delete. The Delete Configuration pop-up window appears.

3. Click Delete.

Sender ID is an alphanumeric name or number that appears on the mobile device and helps to identify the sender of the message. It can be a long code or shortcode that you assign to a single user, multiple users, or a profile. Inbound numbers should be used as the Sender Id to receive replies to your outbound messages.

There are some countries that allow you to send SMS with Alphanumeric Sender ID. To get replies you’ll need to procure an Inbound number and give reply instructions in the text of the SMS you send. For example, Dear Customer, Enjoy the Rewardz Festival on your Credit Card. To know more, SMS ‘JOIN’ to 5676756 and register now. For TnC, please visit http://bit.ly/6463nf’.Alphanumeric sender ID is not allowed in some countries including US, Canada, and Brazil because of carrier regulations. Therefore, non-compliance to these local carrier regulations may prevent your messages from getting delivered.

You need to reach out to sales@screen-magic.com to get the sender ID added to your org. The sender ID will then be populated in the Sender ID & Assigment section in th configuration steps.

You can configure Sender IDs for different organizations, teams, or individuals or Campaigns or Messaging Programs to appear as you want on the customer’s mobile device. 

Add Sender ID

1. On the Sender ID and Assignment page, click Add Sender ID. The New SMS SenderId pop-up window appears.

2. Enter the information in each field. Fields marked with a red asterisk are mandatory. Refer to the following table for more details on individual fields.

Field	Description
Label	A name to identify the new number or Sender ID.
Sender ID	The number procured and assigned to the account.
Used For	The Admin assigns how the Sender ID is used based on the requirements of the organization. The options are: • Both – The Sender ID is used for both incoming and outgoing messages. • Incoming – The Sender ID is used only for incoming messages. • Outgoing – The Sender ID is used only for outgoing messages. When you select this option you can associate another number with this Sender ID for sending incoming messages.
Description	A brief description of the Sender ID.

3. Click Save.

Edit Sender ID

1. Click the Options icon next to the Sender ID you want to edit.

2. Click Edit. The Edit SMS Sender ID pop-up window appears.

3. Change the information as needed. Fields marked with a red asterisk are mandatory. Refer to the following table for more details on individual fields.

Field	Description
Label	A name to identify the new number or Sender ID.
Sender ID	The number procured and assigned to the account.
Used For	The Admin assigns how the Sender ID is used based on the requirements of the organization. The options are: • Both – The Sender ID is used for both incoming and outgoing messages. • Incoming – The Sender ID is used only for incoming messages. • Outgoing – The Sender ID is used only for outgoing messages. When you select this option you can associate another number with this Sender ID for sending incoming messages.
Description	A brief description of the Sender ID.

4. Click Save.

Assign Sender ID

1. On the Sender ID and Assignment page, click next to the Sender ID to which you want to assign users. The dropdown menu appears.

2. Click Assign to Users. The Assign to Users popup window appears.

3. Enter at least 3 characters to search for users or profiles.

4. Click Add. The users or profiles are assigned to the Sender ID.

Manage Notifications

1. On the Sender ID and Assignment page, click the Options icon next to the Sender ID for which you want to manage notifications. The dropdown menu appears.

2. Click Manage Notifications.

3. In Recipient, select the recipient who will be notified of receiving an incoming message. Refer to the following table for more details on the available options for notifying recipients.

Field	Description
Don’t notify to anyone	The Sender ID does not receive a notification.
User assigned to Sender ID	The user assigned to the Sender ID receives the notification.
Last Sender	The last user of the Sender ID receives the notification. This is relevant when the Sender ID is assigned to multiple users or a profile.

4. In Email Template, select the email template you want to send with the notification. The Subject and Description fields display the template content.

5. Click Save.

Here is the step-by-step video for setting up Conversations in Converse Settings

In the Conversations section, you can define the conversation settings for users and user profiles in the organization. You can configure the following in Conversations:

Converse Desk Layouts – Under the Converse Desk Layouts tab, you can help users configure the following:

• Conversation Filters and Global Filters for specific users and profiles. 
• The color theme for the Converse Desk. 
• Conversation Topic Layout.

Message Settings – Under the Message Settings tab you can define the following:

• The color theme for displaying Automated messages.
• Information to be displayed under every Incoming and Outgoing message bubble. 
• Information to be displayed under the information lookup fields. 

General Settings – Under the General Settings tab, you can disable or enable user privileges for the following features:

• Send Canned Responses
• Define Character Limit for Messages
• Internal Note
• CRM Actions 
• Related Conversation Setting

Configure Converse Desk Layout

Under the Converse Desk Layouts tab, you can create multiple layouts for the Converse Desk. For each layout you can:

• Select the filters under the static Conversation Filters.
• Select the filters under the dynamic Global Filters.
• Assign the users and user profiles to the layout.

The static Conversation Filters are pre-defined. The All and Unread filters are the default filters and cannot be removed from the selection list of filters.

The dynamic Global Filters are dependent on what message objects are selected under Message Configuration.

To Create a New Layout:

1. Login to Salesforce and access SMS-Magic Converse.

2. In the Converse Settings tab, click Conversations. The Conversation page appears.

3. Under Configure Converse Desk Layout section, click Create New Layout. The Create New Layout popup window appears.

4. Type the name of the Layout.

5. Under Global Filters, select the objects for which you want to view the messages.

6. Under Conversation Filters, select the relevant filters to view messages. 

7. Select the user or profile names for whom the layout will be available in the Select Users, profile field.

8. Click Save. The new layout is found in the Configure Converse Desk Layout list.

9. Click Save Changes at the bottom of the Converse Desk Layouts tab page.

To Select the Desk Theme:

1. the Converse Desk Layouts section, slide the toggle button to enable the Color feature. The Color section appears as shown.

2. Select a color or pattern for the desk theme.

3. Click Preview Theme. A separate popup window displays a preview of the Converse Desk.

4. Click Save Changes at the bottom of the Converse Desk Layouts tab page.

To Customize the Conversation Topic View:

1. In the Converse Desk Layouts section, go to Conversation Topic.

2. Select the relevant template from the Template Name list.

3. Select the relevant name for the field from the Field Name list.

4. Click Save Changes at the bottom of the Converse Desk Layouts tab page.

Configure Message Settings

In the Message Settings tab, you can configure the following:

• The color theme for displaying automated messages
• The information that appears below every Incoming and Outgoing message bubble
• The information that appears below the information lookup fields

To Configure Color for the Automated Message:

1. In the Message Settings tab, browse Display Automated Message. 

2. In Display Automated Message, slide the toggle button to enable the feature.

3. Select a color.

4. Click Save Changes at the bottom of the Message Settings tab page.

To Define Message Bubble Information:

1. In the Message Settings tab, browse Message Bubble Information. 

2. In Message Bubble Information select the relevant checkboxes to define the information to be displayed under each message bubble.

3. Click Save Changes at the bottom of the Message Settings tab page.

To Define Lookup Field Information:

1. In the Message Settings tab, browse Lookup Fields Display and Configuration. 

2. In Lookup Fields Display and Configuration, slide the toggle button to enable the feature. The information to be displayed under Lookup fields appear.

3. Select the appropriate information to be displayed in the information lookup field.

4. Click Save Changes at the bottom of the Message Settings tab page.

Configure General Settings

In the General Settings tab, you can disable or enable user privileges for the following features:

• Send Canned Responses
• Define Character Limit for Messages
• Internal Note
• Configure CRM Actions
• Configure Related Conversation

To Enable Usage of Canned Responses:

1. In the General Settings tab, browse Reply Using Canned Responses (Templates Only). 

2. In Reply Using Canned Responses (Templates Only), slide the toggle button to enable the feature.

3. Click Create New. The Reply Using Canned Responses (Create New) popup window appears.

4. In Users and Profiles, type any three letters of the User name or profile and select the relevant name from the list that appears.

5. In Do you want to enable Canned Responses? Select Yes if you want to enable this feature for the selected user or No if you want to disable this feature for the selected user profile.

6. Click Save. 

To Define the Message Character Limit:

1. In the General Settings tab, browse the Character Limit of a Message. 

2. In the Character Limit of a Message section, slide the toggle button to enable the feature.

3. Click Create New. The Character Limit of a Message (Create New) popup window appears.

4. In Users and Profiles, type any three letters of the User name or profile and select the relevant name from the list that appears.

5. In Enter Character Limit type the maximum number of characters each message sent by the selected user profiles can contain.

6. Click Save. 

If you want to edit or delete the character limit, then in Action, click the Down icon and then click Edit or Delete to make the required changes. 

To Enable Internal Note:

1. In the General Settings tab, browse Internal Note. 

2. In the Internal Note section, slide the toggle button to enable the feature.

3. Click Create New. The Internal Note (Create New) popup window appears.

4. In Users and Profiles, type any three letters of the User name or profile and select the relevant name from the list that appears.

5. In Do you want to enable Internal Note? Select Yes if you want to enable this feature for the selected user profile or No if you want to disable this feature for the selected user profile.

6. Click Save. 

If you want to edit or delete the internal note, then in Action, click the Down icon and then click Edit or Delete to make the required changes. 

To Configure CRM Actions:

1. In the General Settings tab, browse Configure CRM Action. 

2. In Configure CRM Action section, slide the toggle button to enable the feature. The feature is disabled by default. If you enable it once, then it will remain enabled for subsequent logins. In the disabled state, none of the fields shown in the screen above will be visible.

3. Identify the object for which you want to add CRM actions.

4. In Action, click the Down icon and then, click Edit.

5. In the Configure CRM Actions for <Object Name> popup window, select or clear the relevant CRM actions checkbox for the object.

6. Click Save Changes. The General Settings tab page appears displaying the CRM action configurations for the selected Object.

Outgoing/ Incoming Messages to have a lookup related objects:

Related Objects Settings for Conversations:

Click on ‘Create New’ the following Page will appear:

• Choose the appropriate option from the ‘Select Configured (Child) Object’.
• Choose the appropriate option from the ‘Select Related (Parent) Object’.
• Choose the appropriate option from the ‘Select Field for Generating Lookup’.
• Click on the ‘Save’ button the New Related Object Setting for Conversation will be created
• Click on the ‘Cancel’ button to make changes to the New Related Object Setting for Conversation

Create New Related Object Setting for Message

• Click on ‘Create New’ the following Page will appear:

• Choose the appropriate option from the ‘Select Configured (Child) Object’.
• Choose the appropriate option from the ‘Select Related (Parent) Object’.
• Choose the appropriate option from the ‘Select Field for Generating Lookup’.
• Click on the ‘Save’ button the New Related Object Setting for Message will be created
• Click on the ‘Cancel’ button to make changes to the New Related Object Setting for the Message

Multi-Media Settings

Users exchange documents and files with a record (e.g. insurance application docs on contact object) by attaching them with respective records. SMS-Magic Converse application has been using SMS-Magic storage to store the media files. Many times, the documents were lost in the conversations, as they did not get attached to the record. 

Also, irrespective of what is configured at the account level, in terms of file size support, from Salesforce, we have been supporting only 2.5 MB as the max size. This was considered to be a known limitation of the SMS-Magic Salesforce application. 

Hence in order to enable sharing of higher size media files and to consider the data privacy issue, we brought in the media file exchange via Salesforce storage. So now, by enabling  Salesforce storage, you need not worry about the media files being lost, you can send higher size media files, and also associate files with a record.

1. Incoming Media Messages: If this option is enabled, moving forward when an incoming message is received, it will be received and sent to the Salesforce storage. Once the messages are stored in the Salesforce Storage they will be auto-deleted from the SMS-Magic Platform. By enabling this option, the system will store all incoming media files in local Salesforce storage. The system will continue to store the outgoing media files in SMS-Magic storage.

2. Outgoing Media Messages: If this option is enabled, the messages which used to be stored in SMS-Magic platform, will now be stored in the local storage of Salesforce. By enabling this option, SMS-Magic converse will use Salesforce local storage to store all outgoing media files. However, the system will continue to store the incoming media files in SMS-Magic storage.

3. Association Media Files with Records: If this option is enabled, the system will associate all incoming and outgoing media files with the primary object record. For this, either of the two options namely, ‘Incoming Media Files’ and ‘Outgoing Media Files’ should be enabled.

As you can see here in the conversation window, you will find the option ‘Save this file to Salesforce Storage’. The following page will appear before saving the file:

Once you click on the ‘Save as File’ button, the file gets saved and the following page will appear:

The media files will be saved in Salesforce storage.

To Associate Media Files With Records

Now by enabling Salesforce storage, it is simple for users to associate media files with records. Follow the steps below:

Here, there is a particular contact that has been selected to associate media files with records

Choose the appropriate Sender ID from the drop-down list

Once the appropriate Sender ID is selected from the drop-down list you can see that this Sender ID is SMS enabled

Enter the  message text in the ‘Message Text’ field

Choose the appropriate file that you want to upload

Here, you can see that the file is getting attached. Once the file is attached, click on the ‘Send’ button and the following message will appear:

Here, under ‘SMS History’ you can see that the new MMS has been associated. As the Associate Media Files with Records was enabled under General settings it gave us the option to attach the File.

To Disable Outgoing Media Files

Disabling Outgoing Media Files will help store files on Amazon Server

Disable the Outgoing Media Files to store files on Amazon Server and click on ‘Save Changes’

Choose the appropriate file and click on ‘Save’ to upload the selected file

Here you can see that the file is getting uploaded. 

• Enter the message text in the ‘Message Text’ field 
• Click on the ‘Send’ button and the following message will appear:

Here, you can see that under SMS History the new SMS is associated with the contact. Click on the new ‘SMS’ which is created and the following page will appear:

Here, you can see the S3 MMS URL has been created which means the files will be stored in 

S3.

• As per the channel level, media files can be exchanged
• Across all interfaces now all channel-specific will be supported storage along with different file types and file size

In the Permission Management section, you can see what permissions are set for the user’s organization. The permissions are set so that there is access control for users of the Salesforce Org interacting with SMS-Magic Converse.

The Permission Sets are preset by SMS-Magic while the Custom Permissions are customized permissions based on the requirements of the user’s organization.

Permission are of the following categories:

• Permission Sets – For users to access various features and functions of SMS-Magic Converse the Admin defines a set of configurations. These permission sets can be found in the user’s profiles.
  Users can have only one profile but can have multiple permission sets depending on the Salesforce edition. As Admin, you can assign permission sets to various types of users, regardless of their profiles.You can assign the following permission sets to users:

NOTE: Except for the first 3 permission sets mentioned in the table below, all others are available for Version 1.72 onwards

Permission	Description
SMS Converse Conversation User	Enables the user to send messages, using SMS-Magic Converse.
SMS Converse Template Author	Enables the user to edit and create an SMS template, using SMS-Magic Converse.
SMS Converse Permission Set	Enables the administrators to access all objects and fields in SMS-Magic Converse. The permission is a superset of the other permission set.
SMS Magic Converse Community User	This permission set is meant for community users who would use manual messaging from Salesforce communities.
SMS Magic Converse Integration User	This permission set is meant for integration users who would trigger automated messages and do not need access to SMS-Magic UI.
SMS Magic Converse Guest User	Enables guest users who’ll trigger automated messages
SMS Magic Converse View Only User	This permission set is meant for standard users who just want to view messages and analytics using SMS-Magic Converse UI.
Fields Created at Runtime	Enables users to access fields created at runtime. Grants access to additional phone fields,lookup fields, and visual force pages and assign it to users when the SMS-Magic Additional Permissions set is assigned.
SMS Magic Converse Reporting Only User	Enables users to set permission to all type of users including non standard users
SMS Magic Additional Permissions	This is the only permission set that can be edited by the Admin user after the application is installed.
SMS Magic Converse Custom Permissions	This permission set provides access to the commonly used custom permissions. Admins are advised to refer the permission set and the “Custom Permissions” tab to decide if this permission set should be granted as is to all users who use SMS-Magic or a clone with appropriate changes needs to be used.

To manage permission set assignments to users, follow the instructions at Manage Permission Set Assignments.

• Custom Permissions
  You can define custom permissions for specific types of processes and apps that cannot be accessed with permissions and profiles defined in Permission Sets.
  For example, for a time-off manager app, a permission set is defined to enable all users to be able to submit time-off requests. However, only a smaller set of users will be able to approve time-off requests with the help of custom permissions defined for them.

Permission	Description
AllowToChangeConversationOwner	Enables the user to assign the conversation. (The Assign conversation feature on the converse desk will be available only if this feature is enabled)
AllowToUseSMSInsight	Enables the User to send messages from Converse Desk.
AllowToChangeMessageGranularity	Deprecated after version 1.48
AllowToSendBulkMessage	Enables the user to send bulk message
AllowToSendCampaignMessage	Enables the user to send messages from Campaigns
AllowToSendListViewMessage	Enables the user to send messages from List View Configuration.
AllowToSendMMS	Enables the user to send MMS
AllowToScheduleMessage	Enables the user to schedule a message.
AllowToScheduleRecurringMessage	Enables the user to create a Recurring Schedule for a message
AllowToChangeOptout	Enables the user to change the default behavior of opt-out settings when sending a message.
AllowToChangeTemplateSelection	Enables the user to edit the contents of an SMS template used when sending a message
AllowToEditSMSSettings	Enables the user to view converse settings
AllowToSendSingleMessage	Deprecated after version 1.48
AllowToTakeActionOnConversation	Enables the user to view the CRM actions on converse desk
AllowToUseSf1	Deprecated after version 1.48
AllowToViewSMSSettings	Deprecated after version 1.48

For more information about custom permissions and how to create, edit, and remove permission sets, see Custom Permissions.