Cobalt

Plain-language definitions of the terms you will see in Cobalt.

Cobalt Glossary

Reach the Cobalt team by Live Chat, text message or email.

How Do I Contact Cobalt Support?

Learn how long Cobalt's account review and phone number setup usually take, and what each status banner on your Dashboard means.

How Long Does Account and Number Approval Take?

Learn how Cobalt uses iMessage and standard text messages, and where each one is used.

Introduction to iMessage and SMS in Cobalt

Learn how to change the name or photo on your iMessage contact card by contacting Cobalt support.

How Do I Change My iMessage Contact Card?

See what you are paying, download receipts, update your card, and change or cancel your plan.

Manage Your Plan and Billing

Give each teammate their own login to your Cobalt account and choose what they can manage.

Invite Your Team

How Cobalt's 14-day free trial works, what happens when it ends, and what each plan includes.

Your Free Trial and Plans

Go from a new account to your first flow and campaign, in the order most businesses set up Cobalt.

Getting Started with Cobalt

Sign up for Cobalt, start your free trial and add a payment method.

Create Your Cobalt Account

Work through the setup steps that get your business verified and your phone number registered.

Complete Your Account Setup

The kinds of phone numbers Cobalt sends your messages from, and how you get each one.

Introduction to Your Cobalt Phone Numbers

Find out why the Upgrade button on the 10DLC row is greyed out or missing, and what to do.

Why Can't I Request a 10DLC Number?

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Learn what Enabled, Pending, Disabled and a blank status mean for each number under Settings > Phone Numbers.

What Do the Statuses on My Phone Numbers Page Mean?

How to request a short code on the Enterprise plan and what happens after you ask.

How Do I Get a Short Code?

Choose a toll-free number during account setup and follow it through verification.

Add a Toll-Free Phone Number

Choose a 10DLC number when you set up your account, or request one later from the Phone Numbers page.

Add a 10DLC Phone Number

Phone Numbers

Move your subscribers, flows, keywords and signup forms from your old SMS provider to Cobalt.

Switching to Cobalt from Another SMS Provider

Migrating to Cobalt

Give new subscribers store credit after their next order, and offer it in a popup.

Create a Store Credit Reward

Create a reward that takes the shipping cost off an order, for all countries or only the ones you choose.

Create a Free Shipping Reward

Create a reward in Cobalt so you can offer a discount code in campaigns, flows and popups, and edit it later.

Create a Discount Reward

Rewards

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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