Atmosphere® CPaaS Quick Start Guide

Getting Started

The Atmosphere® CPaaS Portal is home to phone number ordering and management, account management and access to CPaaS applications.

 

The menu at the top-right corner has options to view and manage your profile, view your plan details, and logout.

 

Profile menu appearing in the top right

 

The menu at the top of the page has everything you need to use the platform. You’ll see links to:

  • Home: Your welcome page with helpful documentation links
  • SmartFlows: Inbound communications automation
  • Engage: Outbound campaign communications
  • Insights: Analytics reports and dashboards
  • Numbers: Management and ordering for phone numbers and other messaging tools

 

Atmosphere CPaaS Portal Menu at top of page

 

 

Your very own phone number!

All accounts are automatically assigned a phone number right out of the box. You can use this to send campaigns using Engage, in applications that use the SMS API, and, for Professional and Enterprise users, deployed SmartFlows. Find your number on the Numbers page in the Phone Numbers table, right here:

 

Atmosphere CPaaS Portal My Numbers page showing Phone Number Table

 

Engage your audience with a campaign

Use your new number to start engaging customers with simple voice and SMS notifications in Atmosphere® Engage.

 

In the menu at the top of the page, look for Engage.

 

You will need a .csv file with your contacts, including at least one ‘Phone’ field. Click the plus sign button to start your campaign and fill in some details: (for more help, follow the instructions in the Atmosphere® Engage Quick Start Guide).

 

When you finish building your campaign, select the number you ordered in the Atmosphere® Portal as the number you want to send your campaign from. Simple as that!

 

Engage field used to select the number you want to send the campaign from

Step two to choose the phone number for your campaign in Engage

Receive calls and messages with a SmartFlow

With its drag-and-drop visual flow design canvas, SmartFlows is the most intuitive, low/no-code way to build new customer experiences and automate manual tasks.

 

In the menu at the top of the page, click SmartFlows. The first page is the Flows library.

 

Click the blue plus sign button (near the search box on the top right) to start building your first flow. You can start a flow from scratch or choose from one of our pre-built templates to learn about how SmartFlows works.

 

Professional and Enterprise package users can launch and assign unlimited flows to a number to see them working live. Starter package users can deploy one flow at a time.

 

Starter package users can see the status of a flow easily by checking for the green arrow next to the flow on your Flows page:

 

If you change your mind later and want to deploy a different flow, go into the deployed flow and look for the ‘Undeploy’ button. This will un-deploy the flow, allowing you to deploy a different flow of your choice.

 

Example of the Undeploy button in SmartFlows

 

Check out the Atmosphere® SmartFlows Quick Start Guide to get going! To dive deeper into SmartFlows’ functionality, review more documentation here.

 
Review CPaaS Data from your Insights Dashboard

 

Atmosphere Portal Insights landing Page

Click Insights at the top of the page to open your analytics dashboards and reports, and view metrics related to your use of the Atmosphere® CPaaS platform. For more information about how to use Insights, check out the our Insights documentation.

 

Integrate with the Atmosphere® SMS Messaging API

All of our plans come with full access to the SMS API. This is a great way for those with technical chops to quickly start coding solutions that integrate SMS communications into applications and workflows.

 

These links will help you get started:

Using the SMS APIs from the Atmosphere® Portal
Basic API Conventions