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Business Messaging

Business texting that belongs to the business.

Give employees an accountable way to send and receive messages from approved company numbers—through Heritage Connect, CloudMessage.io, email, or a software-driven workflow.

Set the calendar honestly: A complete 10DLC Campaign commonly needs one to two weeks for review. Requests for corrections, additional evidence, carrier review, and final number registration can extend that window.

Before the first message

Brand + Campaign + eligible number
  1. 1Describe the real workflow
  2. 2Show how people consent
  3. 3Publish aligned policies
  4. 4Submit and respond to review
  5. 5Enable, test, then launch
Approval is performed by messaging-ecosystem reviewers and is not guaranteed by Heritage.

Choose the working surface

One texting need does not imply one application.

Start with who sends the message and what must happen next. The approved number and registration are shared foundations; the user experience follows the workflow.

Individual

Heritage Connect SMS

Fits an eligible phone-system user who needs one-to-one business texting inside the same desktop and mobile application used for calling.

Review Heritage Connect
Software-driven

SMS API

Fits an authorized workflow where business software must send, receive, or react to messages. Exact API behavior, implementation, ownership, and billing require discovery.

Scope the workflow

Targeted comparison

Match the interface to the job.

NeedHeritage Connect SMSCloudMessage.ioSMS API
Best fitIndividual user messagingShared team workspaceSoftware-triggered workflow
Human conversationPrimary fitPrimary fitMust be designed
Shared team accessNot the primary modelPrimary fitMust be built
Lists, blasts, and dripsNot the primary modelProfessional planCustom implementation
Keyword auto repliesConfiguration-dependentStarter and ProfessionalCustom implementation
Trigger from business softwareLimitedSupported integrations varyPrimary fit
Billing unitPhone-system user plus messaging servicesPer user plus messaging servicesDiscovery, service, and usage

CloudMessage.io

A business messaging workspace for a team.

Use eligible existing Heritage numbers or new dedicated numbers. A supported number can also be shared with Heritage Connect when the approved design calls for both user and team access.

  • SMS and MMS conversations
  • Number sharing and multiple-number access
  • Canned responses, away messages, and keyword replies
  • Mobile applications for iOS and Android
  • Professional campaigns, reminders, and supported integrations
Synthetic demonstration · fictional data
Synthetic CloudMessage.io desktop and mobile messaging interface showing a fictional service appointment conversation
This generated demonstration follows the product’s public interface pattern but is not an actual screenshot or customer account.

CloudMessage.io plans

Start with the collaboration the team needs.

Both plans are billed per user. Registration, number enablement, and message usage remain separate so the customer can see what drives the total.

Starter$15per user/month

For direct team conversations and repeatable responses without campaign tooling.

  • SMS and MMS messaging
  • Away messages
  • Number sharing
  • Canned responses
  • Keyword auto replies
  • PBX single sign-on
Professional$25per user/month

For teams that need scheduled outreach, lists, multi-step campaigns, or supported integrations.

  • Everything in Starter
  • Blasts and lists
  • Drip campaigns
  • Scheduled messages and reminders
  • Supported integrations
  • Click-to-call
Additional billing units10DLC Brand and Campaign chargesSMS enablement per numberSMS and MMS usageApproved implementation or integration work

10DLC readiness

Approval starts before the application is submitted.

10DLC registration tells the messaging ecosystem who is sending, what they intend to send, and how recipients authorize and stop messages. Heritage helps organize the submission; the customer owns the truth and operation of the campaign.

  1. 01

    Define the use case

    Name the people receiving messages, what they will receive, why they receive it, and whether the program is conversational, informational, or marketing.

  2. 02

    Choose authorization paths

    Document every way a person can opt in—website form, signed form, verbal permission, keyword, QR code, or a consumer-initiated conversation.

  3. 03

    Prepare public evidence

    Align the website, opt-in language, privacy policy, messaging terms, contact details, and representative message samples.

  4. 04

    Register the Brand

    Submit the customer’s accurate legal identity and business details for verification. A Campaign cannot proceed until the Brand is verified.

  5. 05

    Submit the Campaign

    Register the actual use case, authorization flow, samples, HELP and STOP behavior, and required public URLs for review.

  6. 06

    Enable and test numbers

    After approval, associate eligible numbers, test consent and opt-out behavior, confirm users, and launch only the registered workflow.

Prepare first

Public pages must match the submission.

A reviewer needs to reach the business website, opt-in method, privacy policy, and messaging terms without a login. Brand names, domains, contact details, samples, and use cases should tell one consistent story.

Plan one to two weeks

Review time is not implementation time.

The planning window begins after a complete Campaign is submitted. Corrections, evidence requests, special use cases, carrier review, and number registration can add time.

Approval is not permanent permission

Operate the campaign that was registered.

New message purposes, authorization methods, audiences, numbers, or content may require updated disclosures, registration, and review.

Prepare the evidence

Use the readiness guide before Heritage submits the Campaign.

Adaptable privacy, messaging-terms, consent, HELP/STOP, and campaign examples live in one working resource.

Open the Business Texting Readiness Guide

Numbers and delivery

Keep the business identity while choosing where messages are handled.

01

Existing Heritage number

An eligible Heritage-managed business number can be enabled for approved messaging without turning an employee’s personal number into the company identity.

02

New dedicated number

A separate messaging number can keep a program distinct when operational ownership or registration calls for it.

03

Shared application access

An eligible number may be shared between CloudMessage.io and Heritage Connect when the approved configuration supports both team and user workflows.

04

Email interface or copies

Email can be the primary two-way interface only when the number is not assigned to Heritage Connect or CloudMessage.io. Inbound and outbound copies can also support customer-managed retention and discovery workflows.

Records boundary: Sending copies to email does not create an immutable archive or guarantee retention, discovery, access control, deletion, or legal sufficiency. Those outcomes depend on the customer’s email and records-management configuration.

Common questions

Reasonable expectations are part of the service.

Can Heritage guarantee Campaign approval in one to two weeks?

No. One to two weeks is a planning expectation after a complete submission, not a guarantee. Reviewers may request corrections or evidence, and some use cases require additional review.

Does CloudMessage.io pricing include registration and messages?

No. Starter and Professional are per-user application charges. 10DLC Brand and Campaign charges, per-number enablement, SMS/MMS usage, and approved implementation work are separate.

Can an existing business number be used?

Often, yes, when the number, carrier path, registration, and selected interface are eligible. Heritage validates the number before committing to the design.

Does a privacy-policy template guarantee approval?

No. The actual policy and opt-in flow must accurately describe the customer’s practices, campaign, industry, and applicable requirements. The guide provides working examples, not legal advice or an approval shortcut.

Can a customer start sending while approval is pending?

The production workflow should launch only after the required Brand and Campaign approvals, number enablement, and end-to-end testing are complete.

Design before registering

Start with the messages, the audience, and the authorization path.