If you run your business on your own, getting your business texting set up correctly can feel confusing. This CRM update makes A2P registration easier for sole proprietors by guiding you through the process, identifying the right registration path automatically, and reducing the chances of setup mistakes.

📌 Why This Matters

If you use text messaging to confirm appointments, send updates, or share promotions, your registration details need to match the right type of business and message use case. For sole proprietors, that process used to require a separate path, which added extra steps and made setup more frustrating. With this update, the system recognizes sole proprietor accounts during the chat widget registration flow and helps fill in the right information for you, saving time and helping you stay compliant.

✨ What’s New

• Automatic sole proprietor detection: The registration flow can now recognize when your business is set up as a sole proprietorship and apply the correct path automatically.
• Pre-selected use case: When your business type is identified, the campaign use case is selected for you so you do not have to guess which option fits.
• Message type guidance: You can still choose whether your texts are Marketing/Promotional or Transactional/Non-Marketing, based on how you communicate with customers.
• Pre-filled consent screen: After you choose your message type, the consent section is filled in with the appropriate template to make setup easier.

🛠️ How to Use It

1. Step 1: Open the A2P registration area inside your CRM and begin the chat widget registration process.
2. Step 2: Enter your business details and let the system detect whether your business is registered as a sole proprietorship.
3. Step 3: Review the automatically selected use case to make sure it matches how you plan to use text messaging.
4. Step 4: Choose your message type: Marketing/Promotional if you send offers or promotions, or Transactional/Non-Marketing if you send reminders, confirmations, or service updates.
5. Step 5: Check the pre-filled consent language, confirm everything is accurate, and complete your registration.

💡 Pro Tip

If you mainly use texting for appointment reminders, order updates, or customer follow-ups, choosing the correct message type from the start can help you get approved faster and start generating more repeat business sooner.