How to Set Up SMS Group Chat for Mobile and Desktop in HighLevel

You just closed a massive commercial roofing contract. The property manager, the building owner, and your lead project manager all need to be on the exact same page. You need to coordinate materials, site access, and installation timelines flawlessly.

You send a text to the building owner. Then you copy and paste that exact same text to the property manager. The owner replies to you with a question, you text the answer to both of them separately, and suddenly you are playing a chaotic game of telephone. The property manager misses a crucial update, your crew gets locked out of the site on day one, and your client is furious. You are bleeding trust because your communication is completely fragmented.

You cannot scale a B2B service if your team is juggling ten different solo text threads for one single project. HighLevel fixes this instantly with Group Chat for SMS. You can now put everyone—clients, stakeholders, and internal teams—in the exact same text thread right inside your CRM, so nothing ever gets lost in translation. Let us get your team synced up right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Check Your Prerequisites

Before you start a group chat, you need to make sure your telecom setup is ready for it.

1. You must be using a LeadConnector phone number enabled for SMS/MMS.
2. Group Texting is only supported on +1 (US+Canada) long code numbers. Toll-free numbers and short codes cannot exchange group texts from Twilio.
3. Your group size must be between 2 and 9 participants.

Part 2: Create a Group Chat on Desktop

Stop sending the same message three times. Let us build your group thread.

1. Open Conversations from the left sidebar of your dashboard.
2. Click the blue Create New Message button.
3. Choose Message Contacts (or Message Teammates if this is an internal group).
4. Select Group Conversation. Choose your specific phone number to send messages from, add your 2–9 participants, and then click Create Conversation.
5. Type your message and click Send. Everyone will see the message, and when they reply, the entire group will see the response. (Pro tip: You can even share images or files!)

Part 3: Create a Group Chat on Mobile

Need to coordinate while out in the field? Do it straight from your phone.

1. Open the HighLevel or LeadConnector mobile app and tap the Conversations tab at the bottom of your screen.
2. Choose Group Chat as the conversation type.
3. Select your phone number and choose multiple contacts from your list to add to the group chat.
4. Name the group chat so you can easily identify this specific project later.
5. Tap Start Chat to launch the conversation instantly.

Part 4: Understand the Group Rules

Group chats operate with a few strict rules to protect deliverability and compliance.

1. No Edits: After creation, group chats are immutable. You cannot add or remove participants, and you cannot change the “From” number. If your roster changes, you simply create a new group.
2. DND Blocking: Contacts on Do Not Disturb (DND) cannot be added to a group. If any participant enables DND after creation, you can no longer use that group thread.
3. Data Routing: If a contact’s number is updated or deleted in the CRM later, the messages will continue to route to the original numbers added at the moment of group creation.

Group Chat keeps everyone on the exact same page, eliminating messy back-and-forth and making your agency look like a well-oiled machine.

Frequently Asked Questions

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