Two-Way SMS text with SMSWorks

• An account with SMSWorks
• Incoming numbers configured at SMSWorks
• In the IQX database, the following functions and procedures are needed: IQXLocalConversation, IQXLocalConversationContactClasses, IQXLocalConversationInsert, IQXLocalConversationSendURL, OutgoingSMSCETypes, IQXLocalConversationSendURL
• In Maintenance | Database Setup | Web Pages the following items are needed: conversation.html, conversation.css, conversation.ctrl.js, paging.svc.js
• In the IQX database, the following tables SMSIncomingNumber, SMSIncomingProblem, SMSTestLog, SMSWorksConfig are needed.

• Generate API key, secret & token in SMSWorks account website
• Choose a UserName (normally SMSWorks) and Password that will be used by SMSWorks to call a WebHook provided by IQXHub that will receive and process incoming text messages from SMSWorks. (NB these are not a user name and password from the SMSWorks account - they are ones we set so that SMSWorks can authenticate with us).
• Populate the SMSWorksConfig table with the Token (from SMSWorks) and the UserName, Password chosen above.

  INSERT INTO SMSWorksConfig ( SMSWorksConfigID,Token,ResponseURL,DivisionID,UName,PWord ) VALUES ( '1', '<Token>', 'https://pizza.iqxanywhere.net/job/IncomingSMS',  null , 'SMSWorks', '<password>' );

• Configure the functions OutgoingSMSCETypes & CustomSMSHTTPRequest
• Upload the IncomingSMS.xml job to Maintenance | Databases Setup | System Jobs and Reports
• Use the Create Hub For Web Services button in Maintenance | IQXWeb Setup | Profiles to create a User (normally SMSWorks as above) and User Class for a user matching the details (including password) set up in SMSWorksConfig above.
• In Maintenance | IQXWeb Setup | User Classes Add IncomingSMS to the permitted jobs for the new user class
• In the SMSWorks Account | Reply Numbers - set the response URL eg: https://pizza.iqxanywhere.net/job/IncomingSMS, and the Username and Password as set up in IQX Web Setup for each response number (NB in the case of non-Anywhere installations - a separate Hub will need to be configure to handle the incoming traffic)
• In IQX Maintenance | Agency Setup - ensure that Contact Event Types are set up for SM / text messaging - you probably want incoming and outgoing.
• Check that the Applicant and other phone types for mobile numbers include the S Capability.
• In IQX Maintenance | General Settings set or check the following settings:
  30 - Can send SMS Messages via E-Mail set to N
  40 - Can send SMS Messages via HTTP set to Y
  90 - The HTTP Request to use for SMS Messages should be blank as the function will be used
  120 - Default Contact Event Type Code for Sending SMS set to the correct code
  450 - Contact Event Class for Incoming SMS set to the contact event type for incoming SMS
  
• Against the IQX User record for users who are going to be using Two-Way SMS, set one of the available incoming mobile numbers on the SMS Number view. (This must be done manually using numbers set up on the SMSWorks account web site , the buttons GetNewNumber and Release Number do not currently work).

Once the system is configured, a mobile phone style icon appears on Applicant / Candidate form next to the Make Contact Event icon. This shows the chat history between the current user and the Applicant / Candidate. All SMS texts (in both directions and from all consultants) also appear in the Contact Event view as normal.