Text Archiving

Archiving client communication can be a regulatory requirement for various industries, such as the Financial Industry. Levitate facilitates regulatory compliance with Text Archiving, a default feature for Levitate Accounts in the Financial Industry. Text Archiving can be enabled by request for accounts in other industries.  

How Does Levitate Facilitate Text Archiving?

When a user texts a client through Levitate, the enabled Text Archiving Feature triggers an email of the text thread to the user's Sent Box. This means that the text conversation lives on the company's email server, adhering to their corporate email archiving protocol. Levitate consistently sends the most recent version of the thread as the conversation continues. 

In addition, a copy of the text conversation is accessible on the Contact's Timeline History of their Levitate Profile. 

Click here to learn more about Texting.

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