Start here: Set up MyRepChat

New to MyRepChat? These articles walk you through setup, in the order most advisors need them.

1. Choose Your Texting Number

• Should I pick a new number or enable SMS on my landline? What is the best option for me?
• How do I text-enable my landline? (Hosted SMS)
• How do I port my number for use on MyRepChat?
• Why can't I use my personal cell phone number for MyRepChat?

2. Get to Know the Web App

• What's new in the MyRepChat web app?
• Navigating the messages screen (Desktop)

3. Add Your Contacts

• What are the different ways to add contacts?
• How Do I Import Contacts From My CRM?

4. Start Texting Your Clients

• Introducing MyRepChat to your clients
• How do I send a text message? (Desktop)
• How can I get clients to use my new number?

5. Set Up the Mobile App

• How do I log in for the first time? (Mobile)
• Using the mobile app
• Mobile notifications

Want a Step-by-Step List?

See the New User Checklist to track your setup from start to finish.

Need Help?

Contact MyRepChat Client Experience at (844) 402-2428 or support@myrepchat.com.