Before you begin: Please complete your business registration with IDX Automator Pro. This ensures your phone number setup will meet compliance requirements and activate your messaging capabilities.

✅ PART 1: Understanding Your New Business Phone Number

As part of your IDX Automator Pro setup, you receive a dedicated business phone number powered by Twilio, directly integrated into your dashboard. You’ll use this number for:

• Texting leads
• Receiving inbound messages
• Making outbound calls
• Triggering SMS automation in your workflows

PART 2: Step-by-Step Phone System Setup

Step 1: Navigate to the Phone Numbers Section

1. Log into your Level Play Digital dashboard.
2. From the left-hand menu, click Settings.
3. Select Phone Numbers.

Step 2: Choose or Buy Your Business Number

1. Click the + Add Number button.
2. Choose your country (usually USA ??).
3. Enter your desired area code (e.g., one that matches your market).
4. Click Search Number.
5. Select a number from the available list and click Add.

? This number is automatically linked to your agent subaccount.

Step 3: Assign the Number to a User

1. Navigate to Settings > My Staff.
2. Select your user profile or create a new one.
3. Scroll to Call & Voicemail Settings.
4. Under Forwarding Number, enter your personal mobile number if you want calls to ring your cell phone.
5. Under Assigned Number, choose the number you purchased in Step 2.

Step 4: Set Up Call Forwarding & Voicemail

1. Go back to Settings > Phone Numbers.
2. Click the number to configure.
3. Under Call Handling:
   • Choose forward to personal number or handle inside the browser.
   • Set up voicemail drop if you're using voicemail automation.
4. Record or upload a voicemail greeting.
5. Save your changes.

Step 5: Enable Call Recording (Optional)

1. While editing the phone number, locate the Call Recording toggle.
2. Turn it on to keep a log of all calls.
3. IDX Automator stores recordings under Conversations > Calls.

Step 6: Set Up Call Routing (Optional Advanced)

1. If you’re using a team setup, go to Settings > Phone System > Call Routing.
2. Create a round-robin or sequential routing system.
3. Assign users to the routing group.
4. Choose business hours and voicemail fallback rules.

PART 3: A2P Registration – What It Is and Why You Need It

What is A2P 10DLC?

A2P 10DLC stands for Application-to-Person 10-Digit Long Code. It’s a U.S. regulation requiring businesses to register before sending automated or bulk text messages.

Without A2P Registration:

• Your texts may be blocked or filtered by mobile carriers.
• Your message deliverability drops.
• Your number may be suspended.

✅ With A2P Registration:

• Your texts reach more leads reliably.
• Your business is seen as verified and trusted.
• You comply with U.S. regulations for mass messaging.

⚡ How Level Play Digital Makes It Easier

Traditionally, A2P registration involves:

• Manually submitting your business info to mobile carriers
• Waiting up to 7–10 days
• Risking errors and delays

With Level Play Digital (IDX Automator Pro):

• The process is built into your onboarding.
• We automatically submit your A2P form.
• Most agents are approved in 24–48 hours.
• You receive status updates directly in your dashboard.

PART 4: Registering Your Business (if not already done)

If you skipped this during onboarding:

1. Go to Settings > Business Info.
2. Complete your Legal Business Name, Address, EIN (Tax ID), and Website.
3. Go to Settings > Phone Numbers > Trust Center (or “A2P Registration”).
4. Click Start Registration and follow the prompts.

? This only needs to be done once per agent.

What Happens After Registration?

• Your number will be verified with mobile carriers.
• You'll receive a "Verified Business" status in the dashboard.
• Higher message volume is allowed (more leads, less throttling).
• Your phone number reputation is protected.

 Final Tip: Use Keywords & Automations

• Add a trigger that sends an auto-reply when a lead texts "Home" or "More Info".
• Go to Triggers > Create Trigger and use the Inbound SMS action.
• Pair it with a Workflow to automatically respond with listings or booking links.

What Does “Business Registration” Mean in This Context?

When we say:

“Please complete your business registration with IDX Automator Pro. This ensures your phone number setup will meet compliance requirements and activate your messaging capabilities.”

…it refers to the mandatory A2P 10DLC (Application-to-Person 10-Digit Long Code) registration process required by U.S. mobile carriers (AT&T, Verizon, T-Mobile, etc.) for any business sending text messages to U.S. phone numbers via automation or bulk campaigns.

This business registration is not about signing up for your website — it’s a backend compliance process that links your business identity (brand) and your use case (campaign type) to your business texting number.

Why It’s Required — and What Happens If You Skip It

If you don’t complete the business registration:

• Your text messages might not be delivered — they could be blocked or filtered.
• Your phone number might get flagged or throttled by carriers.
• You won't be able to use SMS workflows, automations, or bulk texting in IDX Automator Pro.
• Your sender reputation could be damaged (especially if you're using one number for all leads).

So in short: you can’t fully use the phone/SMS features of IDX Automator Pro until this is done.

✅ What Is Registered During the Process

When you register via IDX Automator Pro (powered by GHL), you're submitting:

1. Legal Business Name
2. EIN (Employer Identification Number) or Canadian Business Number
3. Business Type (LLC, Corporation, Sole Proprietor, etc.)
4. Website URL
5. Use case – e.g., real estate marketing, client follow-ups, etc.

This information is submitted to:

• The Campaign Registry (TCR) – a centralized system used by U.S. carriers.
• Twilio – the telephony provider used behind the scenes.

⚡ How IDX Automator Pro Simplifies the Process

Normally, doing this manually requires:

• Registering directly with The Campaign Registry
• Navigating complex campaign types
• Submitting proof of use cases
• Waiting 1–2 weeks

With IDX Automator Pro, it’s automated:

• You complete a simple form inside your dashboard.
• IDX Automator Pro sends the data to Twilio and TCR on your behalf.
• You’re usually approved in 1–2 business days.

Once approved, your messaging is compliant and protected.

Real Estate Example Use Case

Your A2P campaign will likely be classified under:

• “Marketing” or “Customer Care”
• For Appointment Reminders, Lead Nurturing, or Property Alerts

IDX Automator Pro will help preselect the correct use case when you complete the form.

✅ TL;DR: What You Must Do

1. Go to Settings > Business Info in your dashboard.
2. Complete your legal business name, EIN, address, and website.
3. Go to Settings > Phone Numbers > Trust Center (or A2P Registration).
4. Complete the quick wizard.
5. Wait 24–48 hours for approval.

Once approved, your SMS workflows, call handling, and automations are fully functional and compliant.

Would you like this broken into a visual PDF or included in your onboarding wizard as a tooltip or modal step? I can also help write the microcopy to make it agent-friendly.

Absolutely! Below is polished and friendly microcopy tailored for real estate agents using your IDX Automator Pro onboarding system. You can use these in tooltips, modals, onboarding wizards, form labels, and confirmation messages. Each one is optimized for clarity and trust.

✨ Microcopy for A2P Business Registration (Trust Center Wizard)

Modal Header / Step Title:

Secure Your Business Number for Texting

Tooltip or Info Box (Why A2P Registration is Required):

To protect your brand and ensure your texts get delivered, mobile carriers require all businesses to register before sending automated or bulk messages. Don’t worry—we’ve simplified the process for you!

Step 1: Business Info Section

Field Label: Legal Business Name

Helper Text:

Use the exact name you used when registering your business with the IRS (or CRA in Canada).

Field Label: Employer Identification Number (EIN)

Helper Text:

This helps verify your business with U.S. mobile carriers. If you’re a sole proprietor without an EIN, reach out to our support team.

Field Label: Website URL

Helper Text:

Your business website helps confirm your legitimacy. Use the URL that matches your brand.

Tooltip: What Is A2P 10DLC?

A2P 10DLC stands for “Application-to-Person 10-Digit Long Code.” It’s how U.S. mobile carriers ensure that business messages (like yours) are trusted, not spam. It’s required for all business texting platforms.

Campaign Use Case Selection

Field Label: Messaging Use Case

Helper Text:

Choose how you’ll be using text messaging. Most agents select Marketing & Real Estate Leads, which covers new lead outreach, follow-ups, and appointment reminders.

⏱️ After Submission

Confirmation Message:

✅ You’re all set! We’ve submitted your info for review. Most registrations are approved within 1–2 business days. You’ll get a notification once your phone number is cleared for messaging.

Alert if They Try to Use SMS Without Registration:

⚠️ Your business phone number isn’t ready for texting yet.

Complete your A2P registration first to activate your messaging tools.

Success Modal After Approval:

? You’re Verified!

Your business is now approved for texting. You can start sending property alerts, lead follow-ups, and more — fully compliant and carrier-trusted.

Call-To-Action Buttons

• Start Business Registration
• Verify My Info
• Complete Setup
• Need Help? Contact Support

Yes — a flowchart is absolutely helpful for non-technical real estate agents, especially when it:

✅ Here's What I’ll Include in the Flowchart:

Title: ? "How to Activate Your Business Phone Number in IDX Automator Pro"

Stages:

1. Buy or Assign Business Number
2. Complete Business Info (Legal Name, EIN, Website)
3. Submit A2P Registration Form
4. Carrier Review (24–48 hrs)
5. Status: Approved ✅ OR Needs Fix ?
6. Messaging Tools Activated

Optional Branches:

• If they skip A2P: “SMS won't send. Try again later. ⚠️”
• If denied: “Correct info > Resubmit form.”

Now generating the flowchart visual for you.

1. Use a Friendly Analogy

“Think of your business phone number like your driver's license for texting leads.”

Just like you need a license to drive legally, mobile carriers now require a "business registration" to text clients. This keeps spam out and makes sure your messages are delivered safely.

2. Break It Into 3 Easy Steps

Use this structure in your onboarding email, page, or call script:

? Step 1: Pick your number.

Choose a phone number with your area code — this is the number leads will see when you text or call them.

? Step 2: Tell us who you are.

Just like setting up a business bank account, you’ll enter your business name, tax ID, and website so mobile carriers know you’re legit.

✅ Step 3: We take care of the rest.

We’ll handle the paperwork behind the scenes. In 1–2 days, your number will be ready to text clients.

 4. Say What Happens if They Skip It (Without Fear)

? If you skip this, your texts may not go through — and new leads might never see your messages.

✅ With registration, your messages are delivered faster, safer, and more reliably.

5. Language to Use in Onboarding or Support

Bonus: Sample Message Template (Email or Dashboard Banner)

You're Almost Ready to Start Texting Leads!

Just one quick step: we need to register your business texting number so mobile carriers recognize and trust your messages.

We’ll handle the heavy lifting. All you have to do is fill out a 2-minute form.

✅ More leads. ? No spam filters. ? Ready in 1–2 days.

[Complete My Setup]

How to Set Up Your Business Phone Number & A2P Registration

Inside Level Play Digital (IDX Automator Pro)

Setting up your business phone number and completing A2P 10DLC registration is essential to unlocking the texting features in your IDX Automator Pro dashboard. This guide walks you through the process, including compliance and carrier costs.

✅ Step 1: Access Your Phone System

1. Log into your IDX Automator Pro dashboard

   Use your Level Play Digital credentials to log in.

2. Select your subaccount (agent workspace)

   If you’re managing multiple sites or users, select the account tied to your phone line.

3. Navigate to Phone Settings

   Go to Settings > Phone Numbers inside your Level Play Digital account.

☎️ Step 2: Choose and Activate Your Business Number

1. Click “Add Number”

   Select your preferred area code to view available local numbers.

2. Pick a Number That Matches Your Market

   Choose a recognizable local number or a toll-free option.

3. Confirm Your Selection

   Your new number will be activated and linked to your account.

Phone Number Costs (billed monthly):

• Local Number: $1.15/month
• Toll-Free Number: $2.15/month

These are pass-through costs billed by Level Play Digital based on carrier pricing.

Step 3: Register Your Business (A2P 10DLC Compliance)

This one-time registration ensures that mobile carriers allow your messages through. It protects your brand and guarantees your messages won’t be blocked.

1. Go to Trust Center or A2P Registration inside your dashboard
2. Click “Start Registration”
3. Choose Your Business Type:
   • Standard Brand – Most common. Requires a valid EIN and official business info.
   • Low Volume Brand – For smaller message volumes (still requires EIN).
   • (Note: Sole Proprietor registration is currently unavailable.)
4. Enter Your Business Information:
   • Legal Business Name
   • EIN (Tax ID)
   • Business Address
   • Website URL
   • Industry (e.g., Real Estate Services)
5. Add an Authorized Contact Person:
   • Full Name
   • Title
   • Email Address
   • Phone Number
6. Define Your Messaging Use Case:
   • Common examples: lead follow-ups, appointment reminders, home alerts
   • Include 2 sample messages
7. Submit for Review

A2P Compliance Costs

Level Play Digital does not mark up carrier fees. These are passed through directly.

⏳ Step 4: Await Carrier Approval

• Processing Time: 1–2 business days
• You'll be notified in your dashboard once you're approved or if any corrections are needed.

Once approved:

• Your business number is fully activated
• Texting and automation tools are unlocked

Step 5: Start Texting Leads!

After A2P approval, you can:

• Send SMS or MMS messages
• Trigger text automations
• Run marketing and lead follow-up campaigns inside IDX Automator Pro

Messaging Usage Fees (billed monthly):

Need Help?

Level Play Digital support is available to walk you through any setup step or assist with registration issues. Reach out via your support portal or the live chat inside your dashboard.