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How does SMS work in Fidelis?

The SMS functionality in Fidelis enables real-time communication between staff and students using dedicated Twilio-powered SMS numbers. Here's how it all works behind the scenes:


📲 Staff SMS Number Setup

  • Staff members such as Coaches, Coach Managers, Instructors, Instructor Managers, Admins, and Mentor Coaches are each assigned a unique Twilio SMS Number.

  • These numbers are provisioned by Admins via the Community Manager Tools.

  • This number becomes the "From" number for all SMS messages sent by the staff member.


💬 Sending SMS to Students

  • SMS messages (bulk or individual) are sent from various parts of the Sherpa Dashboard.

  • Students receive messages on the mobile number listed under their "SMS Phone" field.

  • They are encouraged to save the sender's number to avoid confusion and ensure future recognition.


🔄 Receiving SMS from Students

  • When a student replies to an SMS, the platform automatically maps the incoming “From” number from the student’s device.

  • The system identifies the student by checking if that incoming number matches any "SMS Phone" entries in the student database.

  • Simultaneously, it routes the reply to the correct staff member by looking up who the original Twilio number was assigned to.

This two-way mapping ensures secure, accurate delivery of messages and seamless identification — even without either party saving each other's contact numbers manually.


🔔 How Staff Are Notified

Incoming SMS messages trigger real-time notifications for staff across several areas:

  1. Push Notification – Appears instantly when a message is received.

  2. Sherpa Dashboard → Communication Section → SMS Tile – A personalized stream of SMS conversations.

  3. Global SMS Tab (Left Sidebar) – Lists all SMS communications for easy monitoring.

  4. Student Detail View – Shows message history with that specific student.


Key Benefits

  • No need for personal number exchange

  • Efficient and scalable communication

  • Student messages are never lost – even if SMS fails, an email fallback ensures delivery.

  • Fully searchable and auditable history for institutional transparency.

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