<h2>Purchase a phone number for Messaging Service</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2024" /><meta name="DC.rights.owner" content="(C) Copyright 2024" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="task" /><meta name="DC.title" content="Configure Messaging Service for SMS" /><meta name="abstract" content="Configure the ServiceNow Messaging Service so that you can send and receive SMS messages from your instance of the Messaging Service to third parties via a supported service provider. To configure the Messaging Service, use the three required catalog items." /><meta name="description" content="Configure the ServiceNow Messaging Service so that you can send and receive SMS messages from your instance of the Messaging Service to third parties via a supported service provider. To configure the Messaging Service, use the three required catalog items." /><meta name="DC.relation" scheme="URI" content="../../../administer/virtual-agent/concept/sms-twilio-store-app.html" /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-08-03" /><meta name="DC.date.modified" content="2023-08-03" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="csm-msg-service-config" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Configure Messaging Service for SMS</title></head><body> <div class="nested0" id="csm-msg-service-config"> <h1 class="title topictitle1" id="ariaid-title1">Configure <span class="ph">Messaging Service</span> for SMS</h1> <div class="body taskbody"><p class="shortdesc">Configure the <span class="ph">ServiceNow Messaging Service</span> so that you can send and receive SMS messages from your instance of the <span class="ph">Messaging Service</span> to third parties via a supported service provider. To configure the <span class="ph">Messaging Service</span>, use the three required catalog items.</p> <div class="section prereq p"> <p class="p">Role required: Customer Admin</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> <div class="itemgroup info"> <div class="fig fignone" id="csm-msg-service-config__fig_i3t_s3d_5qb"><span class="figcap"><span class="fig--title-label">Figure 1. </span><span class="ph">Messaging Service</span> in the Automation Store</span> <img class="image" id="csm-msg-service-config__image_j3t_s3d_5qb" src="../image/msg-svc-catalogitems.png" alt="Navigating to the Messaging Service catalog items in the Automation Store." /> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Use the catalog items to configure or modify your <span class="ph">Messaging Service</span> account.</span> <div class="itemgroup info"> <div class="p">The following catalog items are required to configure your account. Complete the catalog items in the following order: <ol class="ol" type="a" id="csm-msg-service-config__ol_v3d_twl_sqb"><li class="li"><a class="xref" href="csm-msg-service-config.html#msg-svc-phone" title="Search and purchase a phone number to use with the Messaging Service. Make sure that the phone number is appropriate for your location.">Purchase a phone number</a></li><li class="li"><a class="xref" href="csm-msg-service-config.html#mssg-svc-sid" title="Look up the account security identifier (SID) and authentication (auth) token for your Messaging Service account. This information is required in order to set up the Twilio Spoke.">Look up account SID and auth token</a> <div class="note"><span class="notetitle">Note:</span> Looking up the account SID and auth token can be done at any time. This information is needed to configure the SMS adapter.</div> </li><li class="li"> <a class="xref" href="../../../administer/virtual-agent/concept/sms-twilio-store-app.html" title="Host Virtual Agent conversations on Twilio SMS to chat with virtual agent or live agents. Use the Conversational SMS Integration with Twilio app, available from the ServiceNow Store, to associate your instance with SMS Twilio.">Download and configure the SMS adapter</a></li><li class="li"><a class="xref" href="csm-msg-service-config.html#msg-svc-webhook" title="Configure the webhook to associate your phone number to a ServiceNow instance.">Configure the webhook</a></li></ol> </div> </div> </li></ol> <div class="section postreq" id="csm-msg-service-config__postreq_ifk_51m_sqb"> <p class="p">Once the required catalog items are complete, go to <a class="xref" href="../../../administer/virtual-agent/concept/sms-twilio-store-app.html" title="Host Virtual Agent conversations on Twilio SMS to chat with virtual agent or live agents. Use the Conversational SMS Integration with Twilio app, available from the ServiceNow Store, to associate your instance with SMS Twilio.">Conversational SMS Integration with Twilio</a> to complete the setup for your <span class="ph">Messaging Service</span> account.</p> <div class="p">To manage your <span class="ph">Messaging Service</span> account, use the following catalog items: <ul class="ul" id="csm-msg-service-config__ul_e2r_1yc_5qb"><li class="li"><a class="xref" href="csm-msg-service-config.html#msg-svc-port" title="Move an existing phone number to your ServiceNow instance by using the Port existing phone number catalog item. Once the number is ported to your ServiceNow instance, you can use the phone number to interact with customers.">Port an existing phone number to Messaging Service</a>.</li><li class="li"><a class="xref" href="csm-msg-service-config.html#msg-svc-release" title="If you have a phone number that you no longer want to use with your Messaging Service account, then remove it by using the Release phone number service catalog item.">Release a phone number from Messaging Service</a>.</li><li class="li"><a class="xref" href="csm-msg-service-config.html#msg-svc-viewphone" title="If you have multiple ServiceNow instances, then use the View my phone numbers and mapped instances catalog item to see which phone numbers are associated each instance account.">View phone numbers and mapped instances for Messaging Service</a>.</li></ul> </div> </div> </div> <div class="related-links"> <div class="linklist relinfo relconcepts"><strong>Related concepts</strong><br /> <ul class="linklist"><li class="linklist"><a class="link" href="../../../administer/virtual-agent/concept/sms-twilio-store-app.html" title="Host Virtual Agent conversations on Twilio SMS to chat with virtual agent or live agents. Use the Conversational SMS Integration with Twilio app, available from the ServiceNow Store, to associate your instance with SMS Twilio.">Conversational SMS Integration with Twilio</a></li></ul></div> </div> <div class="topic task nested1" id="msg-svc-phone"> <h2 class="title topictitle2" id="ariaid-title2">Purchase a phone number for <span class="ph">Messaging Service</span></h2> <div class="body taskbody"><p class="shortdesc">Search and purchase a phone number to use with the <span class="ph">Messaging Service</span>. Make sure that the phone number is appropriate for your location.</p> <div class="section prereq p"> <p class="p">Role required: Customer Admin</p> </div> <div class="section context" id="msg-svc-phone__context_ity_1s5_tqb"> <p class="p">Before purchasing a phone number, ensure that you have accessed your <a class="xref" href="csm-msg-service-config.html#mssg-svc-sid" title="Look up the account security identifier (SID) and authentication (auth) token for your Messaging Service account. This information is required in order to set up the Twilio Spoke.">account SID and auth token</a>.</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">2. Purchase phone number</span>.</span> <div class="itemgroup stepresult">The service catalog item is displayed.<div class="p"><div class="fig fignone" id="msg-svc-phone__fig_t4h_qkd_5qb"><span class="figcap"><span class="fig--title-label">Figure 2. </span>Catalog item for purchasing a phone number</span> <img class="image" id="msg-svc-phone__image_u4h_qkd_5qb" src="../image/msg-svc-purchasephone.png" alt="Catalog item for purchasing a phone number" /> </div> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Choose the appropriate options on the form, such as the locality or the preferred area code.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Search</span>.</span> <div class="itemgroup stepresult">If there is an available phone number that matches your query, the number is displayed in the <span class="ph uicontrol">Available Phone Numbers</span> field.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select the number that you prefer.</span> </li><li class="li step stepexpand"> <span class="ph cmd">To purchase the phone number, click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">A request record is created for the purchase. </div> </li><li class="li step stepexpand"><strong>Optional: </strong> <span class="ph cmd">To see the activity and transaction details for this request, click the request number.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Done</span>.</span> </li></ol> <div class="section postreq" id="msg-svc-phone__postreq_kvj_dql_sqb"> <p class="p"><a class="xref" href="csm-msg-service-config.html#msg-svc-webhook" title="Configure the webhook to associate your phone number to a ServiceNow instance.">Configure the webhook</a>.</p> </div> </div> </div> <div class="topic task nested1" id="mssg-svc-sid"> <h2 class="title topictitle2" id="ariaid-title3">Look up account SID and auth token for <span class="ph">Messaging Service</span></h2> <div class="body taskbody"><p class="shortdesc">Look up the account security identifier (SID) and authentication (auth) token for your <span class="ph">Messaging Service</span> account. This information is required in order to set up the <span class="ph">Twilio</span> Spoke.</p> <div class="section prereq p"> <p class="p">Role required: Customer Admin</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">1. Lookup my Account SID and auth token</span>.</span> <div class="itemgroup stepresult">The service catalog item is displayed. The item shows the company name and the friendly name. If you have more than one friendly name, then select the right friendly name from the Friendly Name list.<div class="p"><div class="fig fignone" id="mssg-svc-sid__fig_et3_hkd_5qb"><span class="figcap"><span class="fig--title-label">Figure 3. </span>Catalog item for looking up Account SID and auth token</span> <img class="image" id="mssg-svc-sid__image_ft3_hkd_5qb" src="../image/msg-svc-lookup-sid.png" alt="Catalog item for looking up Account SID and auth token." /> </div> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">The SID and auth token are displayed.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Right-click the SID and auth token to copy and save them.</span> <div class="itemgroup info">You will need the SID and auth token when you download and configure the SMS adapter.</div> </li></ol> <div class="section postreq" id="mssg-svc-sid__postreq_it3_z1b_wqb"> <p class="p"> <a class="xref" href="../../../administer/virtual-agent/concept/sms-twilio-store-app.html" title="Host Virtual Agent conversations on Twilio SMS to chat with virtual agent or live agents. Use the Conversational SMS Integration with Twilio app, available from the ServiceNow Store, to associate your instance with SMS Twilio.">Download and configure the SMS adapter</a> </p> </div> </div> </div> <div class="topic task nested1" id="msg-svc-webhook"> <h2 class="title topictitle2" id="ariaid-title4">Configure the webhook for <span class="ph">Messaging Service</span></h2> <div class="body taskbody"><p class="shortdesc">Configure the webhook to associate your phone number to a <span class="ph">ServiceNow</span> instance.</p> <div class="section prereq p"> <p class="p">Role required: Customer Admin</p> <ul class="ul" id="msg-svc-webhook__ul_utw_2bb_wqb"><li class="li">Complete the <span class="ph uicontrol">Lookup SID and auth token</span> and <span class="ph uicontrol">Purchase a phone number</span> catalog items.</li><li class="li"><a class="xref" href="../../../administer/virtual-agent/concept/sms-twilio-store-app.html" title="Host Virtual Agent conversations on Twilio SMS to chat with virtual agent or live agents. Use the Conversational SMS Integration with Twilio app, available from the ServiceNow Store, to associate your instance with SMS Twilio.">Download and configure the SMS adapter</a>.</li></ul> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">3. Configure Webhook</span>.</span> <div class="itemgroup stepresult">The service catalog item is displayed.<div class="p"><div class="fig fignone" id="msg-svc-webhook__fig_ik3_gld_5qb"><span class="figcap"><span class="fig--title-label">Figure 4. </span>Catalog item for configuring the webhook</span> <img class="image" id="msg-svc-webhook__image_jk3_gld_5qb" src="../image/msg-svc-config-webhook.png" alt="Catalog item for configuring the webhook." /> </div> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Choose the appropriate friendly name and purchased phone number on the form.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">A request record is created.</div> </li><li class="li step stepexpand"><strong>Optional: </strong> <span class="ph cmd">To see the activity details that show the webhook URL and the associated phone number, click the request number.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Done</span>.</span> </li></ol> </div> </div> <div class="topic task nested1" id="msg-svc-port"> <h2 class="title topictitle2" id="ariaid-title5">Port an existing phone number to <span class="ph">Messaging Service</span></h2> <div class="body taskbody"><p class="shortdesc">Move an existing phone number to your <span class="ph">ServiceNow</span> instance by using the <span class="ph uicontrol">Port existing phone number</span> catalog item. Once the number is ported to your <span class="ph">ServiceNow</span> instance, you can use the phone number to interact with customers.</p> <div class="section prereq p">Currently, only phone numbers from the continental United States can be ported.<p class="p">Role required: Customer Admin</p> </div> <div class="section context" id="msg-svc-port__context_cj3_jlb_5qb"> <p class="p">This process can take 2–4 weeks to complete. Once the process is complete, you can use the full set of <span class="ph">Messaging Service</span> features on this phone number.</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Port existing phone number</span>.</span> <div class="itemgroup stepresult">The service catalog item is displayed.<div class="p"><div class="fig fignone" id="msg-svc-port__fig_arm_nld_5qb"><span class="figcap"><span class="fig--title-label">Figure 5. </span>Catalog item for porting a phone number</span> <img class="image" id="msg-svc-port__image_brm_nld_5qb" src="../image/msg-svc-portphone.png" alt="Catalog item for porting a phone number." /> </div> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Click the check boxes to agree to the terms and conditions.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Complete the form with the necessary information.</span> </li><li class="li step stepexpand"> <span class="ph cmd">To release your number to <span class="ph">Twilio</span>, download and fill out a copy of the Letter of Authorization (PDF format only) from the provided link on the service catalog item.</span> </li><li class="li step stepexpand"> <span class="ph cmd">To release your number to <span class="ph">Twilio</span>, upload your copy of the Letter of Authorization.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Upload your last billing statement for the phone number, or a screenshot showing the purchase of the phone number (PDF format only).</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">A request record is created.</div> </li><li class="li step stepexpand"><strong>Optional: </strong> <span class="ph cmd">To see the details of the request, click the request number.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Done</span>.</span> </li></ol> <div class="section postreq" id="msg-svc-port__postreq_jnl_h5l_sqb"> <p class="p">You will be notified by email once the request is complete.</p> </div> </div> </div> <div class="topic task nested1" id="msg-svc-release"> <h2 class="title topictitle2" id="ariaid-title6">Release a phone number from <span class="ph">Messaging Service</span></h2> <div class="body taskbody"><p class="shortdesc">If you have a phone number that you no longer want to use with your <span class="ph">Messaging Service</span> account, then remove it by using the <span class="ph uicontrol">Release phone number</span> service catalog item.</p> <div class="section prereq p"> <p class="p">Role required: Customer Admin</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Release phone number</span>.</span> <div class="itemgroup stepresult">The service catalog item is displayed. <div class="p"><div class="fig fignone" id="msg-svc-release__fig_xzb_yld_5qb"><span class="figcap"><span class="fig--title-label">Figure 6. </span>Catalog item for releasing a phone number</span> <img class="image" id="msg-svc-release__image_yzb_yld_5qb" src="../image/msg-svc-releasephone.png" alt="Catalog item for releasing a phone number." /> </div> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Choose the <span class="ph uicontrol">Company</span>, <span class="ph uicontrol">Friendly Name</span>, and the phone number that you want to remove from the catalog item.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">A request record is created.</div> </li><li class="li step stepexpand"> <span class="ph cmd">To see the details of the request and to confirm that the phone number has been released, click the request number.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Done</span>.</span> </li></ol> </div> </div> <div class="topic task nested1" id="msg-svc-viewphone"> <h2 class="title topictitle2" id="ariaid-title7">View phone numbers and mapped instances for <span class="ph">Messaging Service</span></h2> <div class="body taskbody"><p class="shortdesc">If you have multiple <span class="ph">ServiceNow</span> instances, then use the <span class="ph uicontrol">View my phone numbers and mapped instances</span> catalog item to see which phone numbers are associated each instance account.</p> <div class="section prereq p"> <p class="p">Role required: Customer Admin</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Now Support</span> > <span class="ph uicontrol">Automation Store</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the left navigation menu, click <span class="ph menucascade"><span class="ph uicontrol">Service catalog</span> > <span class="ph uicontrol">Messaging Service</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">View my phone numbers and mapped instances</span>.</span> <div class="itemgroup stepresult">The service catalog item is displayed. <div class="p"><div class="fig fignone" id="msg-svc-viewphone__fig_eks_tkd_5qb"><span class="figcap"><span class="fig--title-label">Figure 7. </span>Catalog item for viewing phone numbers and mapped instances</span> <img class="image" id="msg-svc-viewphone__image_fks_tkd_5qb" src="../image/msg-svc-viewphone1.png" alt="Catalog item for viewing phone numbers and mapped instances." /> </div> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Choose the appropriate <span class="ph uicontrol">Company</span> and <span class="ph uicontrol">Friendly name</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">The list of phone numbers on your account and the associated instance are displayed. If the phone number is not configured for an instance, then the <span class="ph uicontrol">Instance</span> column shows <span class="ph uicontrol">Not Configured</span>. </div> </li></ol> </div> </div> </div> </body></html></div>