VitalEngage Text Overview

VitalEngage Text is a text messaging service that allows you to connect with customers via one-way and two-way SMS and MMS messages. VitalEngage Text features include:

  • initiate a text message from any IntelliDealer screen that includes a customer contact number

  • insert a download link to related files in messages

  • notification of unread messages, including group notifications for users assigned to the same proxy number

  • a history screen that managers can use to review all messages

  • IntelliDealer Alert Management System integration

  • Skypify integration

Users send and receive messages while logged into IntelliDealer via the VitalEngage Text Window. While offline, users can be notified of new messages by via email or a text message to their cell phone. See Notification Settings.

For configuration and setup, see:

VitalEngage Text: Configuration

VitalEngage Text: Credentials

Where can I engage with VitalEngage Text?

A notification system lets you know when you have a new unread text message.

The notifications are:

  1. A preview of the message.

  2. A numeric badge next to the text icon that displays the number of new, unread messages.

You can initiate and respond to messages from any screen that lists a contact (cell) number. Click the icon to open a VitalEngage Text interaction.

You can also find it in the Hover-over menu.

Anytime you click a Text PDF button, the system displays a list of all contacts for that customer so you can choose one to text.

Invoice Detail

Work Order Quoting

Feature: 6285

Revision: 2025.09