VitalEngage Text

Use VitalEngage Text in to exchange SMS text messages with customers, open existing conversation threads, and start new conversations using customer contact information from IntelliDealer.

VitalEngage Text is available only when your dealership licenses the VitalEngage Text feature and it is configured on the server.

To open VitalEngage Text, open the side menu and underCustomers, and select VitalEngage Text.

Topics in this article:

User Configuration in IntelliDealer

Users that can send and receive conversations within VitalEngage Text must first add their IntelliDealer User ID on Configuration > Interfaces > VitalEngage Text > Alert Phone Number Configuration.

See IntelliDealer VitalEngage Text Configuration

Conversation List and Search

The main VitalEngage Text view shows your text conversations as a scrollable list.

Each row is a conversation tile. The tile shows the conversation name, a short preview of the last message, and the date and time of that message when available. A visual unread indicator appears when the conversation has unread messages. Opening a conversation marks its messages read and refreshes notification state.

Use the search field at the top to limit the list. The app matches conversations when the search text appears in the recipient phone number or in the conversation name (matching is not case-sensitive for the name). Clearing the search text restores the full list.

When more conversations are available, scrolling near the bottom of the list loads additional items.

Tap the add button () to open the address book and start a conversation from a contact or from a manually entered number.

The screen is laid out in these sections:

Control Description
Search Filters conversations by phone number or conversation name.
Conversation Opens the conversation and loads messages. Unread messages are marked read when the conversation opens.
Add Opens the address book to pick a contact or add a conversation with a new number.

Conversation Details

The conversation screen shows the full message thread for the selected customer or number.

Tap Back to return to the conversation list. The app updates read status and refreshes the list when you go back.

Messages are grouped with date markers when the day changes. Incoming and outgoing messages use distinct layout so you can scan the thread quickly. Messages can include plain text and attachments such as images, PDF documents, video, and audio; previews open according to the attachment type.

Scroll to the top of the message area to load older messages when more history is available.

The app checks text opt-in status for the customer’s phone number before it enables sending. If the customer has not opted in, the compose area is not shown; you can still review message history when the conversation exists.

When composing is allowed, use these controls to complete your work:

Control Description
Message text Enter the body of the text. You can send text only, or combine text with attachments in one send action.
Attach Choose files to include. You can attach up to four files per send. Each file must be no larger than 50 MB. Images are sent as media messages; other file types are uploaded and links are inserted into the outgoing message.
Send Sends the message and any attachments, then clears the compose area. The send action is ignored when there is no text and no attachments.

Multimedia can be opened and viewed from within the app, but may sometimes be required to open media in an external application.

Files that exceed 600 MBs may be unable to generate an internal preview.

Note:  Administrative options for alert numbers, auto-replies, notification preferences, and conversation history search are handled in IntelliDealer for users with the appropriate configuration access. Those screens are not part of ID MobileAccess.

See also: Customer Search, Customer Detail, ID MobileAccess Configuration.

Revision: 2026.04