OrderPilot Help
Help β€Ί Integrations

Text messages (SMS)

Choose Google Voice or Twilio for OrderPilot's texts, and let your team text in commands like "status" or an order number to get instant answers (admins only).

What it's for

OrderPilot can text your team alerts, reports and sign-in codes, and answer simple questions by text. This article covers:

Where to find it

βš™ Settings β†’ Company settings β†’ Alerts & texts β†’ Text commands (admins only).

The screen at a glance

Text commands

Two ways to use them: reply to any OrderPilot text, or text the OrderPilot number. Only users with the πŸ“± Text notifications permission (set in Users & Access) can use them, from their verified phone. Unknown senders are ignored. All commands are read-only.

Command Answer
status Today so far (Eastern time): incoming orders, sales, estimated profit, shipped, to ship, waiting on vendors, problems
shipped Orders shipped today so far
problems How many problem orders there are
week / month Week to date / month to date
7 days / 30 days The past 7 or 30 days
order (number) One order's status β€” or just text the order number
command The list of commands
help A short overview of OrderPilot plus the command list
Setting What it does
Enable Turns text commands on.
Mailbox The Gmail the bot reads and replies from. For Google Voice this must be the Voice number's own Gmail account, added with an app password.

Text provider

Choice How it works
Google Voice (free) Uses Google's email bridge. Replies can take minutes.
Twilio (instant) Texts go directly through Twilio: replies in about a second, with proper line breaks. Costs about $1.15 a month plus under 1Β’ per text.

Alerts, reports, sign-in codes and bot replies all use the provider you choose. Google Voice stays as the automatic fallback.

With Twilio chosen, three more fields appear: Account SID, Auth token and From number, plus the webhook address to paste into Twilio.

The line at the bottom shows the OrderPilot number and which mailbox is being checked, or a warning if an app-password mailbox is needed.

Buttons and actions

Button What it does
Save provider Saves the provider and Twilio details. With Twilio active, the message says Twilio is live for alerts, reports, login codes and bot replies.
Send test text Asks for a phone number and sends a test text through Twilio.
Save Saves the Enable switch and mailbox for text commands.
Check for texts now Checks for new texts right away and tells you how many commands were answered.

How to set up Twilio

  1. In Twilio, buy a phone number.
  2. Copy your Account SID and Auth token from the Twilio console.
  3. In OrderPilot, open Company settings β†’ Alerts & texts β†’ Text commands.
  4. Set Text provider to Twilio (instant).
  5. Paste the Account SID and Auth token, and type the From number.
  6. Copy the webhook address shown under the fields.
  7. In Twilio, go to Phone Numbers β†’ your number β†’ Messaging. Set A message comes in to Webhook, HTTP POST, and paste the address.
  8. Back in OrderPilot, click Save provider, then Send test text to your own phone.

How to turn on text commands

  1. Make sure each person who will text has a verified phone and the πŸ“± Text notifications box ticked in Users & Access.
  2. If you use Google Voice, add the Voice account's Gmail as a mailbox with an app password (see Email and mailboxes).
  3. Turn on Enable and pick the Mailbox.
  4. Click Save.
  5. From your phone, text help to the OrderPilot number.

Tips and troubleshooting

Still stuck? Email support@softavant.com and tell us what you were trying to do.