Business Profile Creation Flow (Trust Center)

On the Phone Numbers Page, we have the Trust Center. This will be visible to Account admins. Accounts with US as the country will see this. Trust Center provides products that can improve customer engagement through brand recognition.

Carriers are becoming increasingly sensitive to spam and AUP enforcement when it comes to SMS and Calls. To keep spamming in check and to protect the end customer, they have created various regulations & compliance frameworks.

This is not required to utilize SMS and Power Dialer features in the system, however, when successfully verified, the likelihood of your business number being marked as “potential spam” when making outbound calls, or your SMS messages not making it past the phone carrier (AT&T, Verizon, etc.) spam filters is greatly reduced.

The review process can be very detailed, and even seemingly small deviations can cause the review to fail.

Tips for Success

Here are a few tips to help ensure your review is approved are as follows:

Please Note: The feature is available for our software Phone.

• Gather all of the requested information before beginning the Business Profile process.

• Update your “Business Information” found in Settings > Business Profile of your account.

Please Note: Enter your Business Registration Number

• Check that your “Legal Business Name” in your Settings > Business Profile > General Information section matches EXACTLY your Legal Business Name in the previous step and that both match EXACTLY the business name that the Business Registration Number was registered under.

For example the name “Apple” and “Apple, Inc.” do not match exactly and would be denied.

• Enter your “Authorized Representative” information in your Settings > Business Profile > Authorized Representative section.

• Your website should also have a very easy-to-find page that lists the registered business name as it appears on the business registration and includes the Authorized Representative’s name, email, and phone number if possible as well.

Please Note: This could be an About page or could be a Contact page etc.

Business Profile Registration:

Account admins will be able to register account businesses with the carriers so that they can use other Trust Products.

To access the available Trust Center products, please follow the steps below:

• Gather the required information.

• Within the Trust Center, create a Business Profile to represent your business.

• Register a US A2P brand for US A2P 10DLC capabilities.

• Register a new campaign use case and link it to a Messaging Service.

• SHAKEN/STIR and CNAM [Coming Soon]

Pre-requisites: Gather the required information for Business Registration

To access the available Trust Center products, the first step would be to "fill in all the required fields in the Business Profile section.

Navigate to Settings > Business Profile to accomplish this.

Business Information	Legal Business NameBusiness Physical Address (Street Address, City, State/Province/Region, Postal Code, Country)Business Type (Sole Proprietorship/Partnership/Corporation /Co-Operative/LLC/Non-Profit)Business Registration Number/Tax EIN and Type (DUNS or Business License)IndustryWebsiteRegions of Operations
Authorized Representative	NameEmailTitlePhone NumberJob Position (Director/VP/GM/General Counsel/CEO/CFO)

Please Note: If you have a US entity or an International Tax ID, use EIN to register your business profile and to avoid brand registration failures. Do not use a DUNS number.

Step one: Create a Business Profile in the Trust Center

Navigate to Settings > Phone Numbers > Trust Center

Within the Trust Hub, create your Business Profile. This step validates your customer's business identity. You will only need to do this once.

• Please fill in the following information:

• Under General Information: The Legal Business Name

• Under Business Physical Address: The Business Address and other metadata

• Under Business Information: The Business' identity within the ecosystem, the Business type, ID, industry, website URL, and region information

• Under Authorized Representative: The Point of Contact details for the Business

Please Note: If any of the required information is missing before submission you will receive an error message

Click on the "Update Business Profile" to directly move to the Business Profile page and update the missing fields.

Once all the details are filled in, visit the Trust Center and click on "Submit for Review", it will process and submit the registration details.

The status will be changed to "In-Review" and you will get a confirmation that "Your profile has been successfully submitted".

Below is an example of a successful submission:

Step 2: Register your US A2P Brand

Next, register your newly created Business Profile for A2P 10DLC capabilities by creating a US A2P brand. This step will register your business for US A2P10DLC capabilities.

Click on the "Start Registration" Button:

Check the brand registration details and click Next.

Step 3: Fill in all the required fields for Campaign Registration

The next few steps would be to feed in all the required details around Campaign Registration.

Select the Campaign Use Case and enter a description for the same.

Provide Production Sample Messages and select if the hyperlink and phone number will be shown in the SMS.

Provide details around end-user consents and opt-ins.

Once all the information is provided in the above 4 steps. Data will be submitted for A2P Profile, Brand, and Campaign Registration and you would receive the success information.

Step 4: Business Profile, A2P Brand, and Campaign Registration Status

Once all the steps in the first 3 points are completed, the status for all the 3 registries will be fetched and shown below:

In this case, the Business Profile is approved and the Brand is submitted with a Pending Approval status.

In this case, the Business Profile, A2P Brand, and Campaign all three are registered and Approved status.

Step 6: Create a Messaging Service and link the Phone Numbers to it

The messaging service and link to all the phone numbers available in the account will be automatically created once the campaign is approved.

Notes: For information about message sending in countries other than the US, we recommend checking out our country-specific SMS Guidelines pages to learn about any unique rules or restrictions in that country.

Notes: For now, if you are unsure about how A2P 10DLC compliance works, it will be the best strategy to stop using local & mobile numbers and start using Toll-Free numbers.

Notes: The submission may take up to 72 hours for approval. Review your customer business profile information before submitting.

SMS, MMS, and Calls are charged even before based on the response from carriers.

The feature is available for our software Phone and Accounts.