> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Beam

> Text leads from your Beam numbers in the dialer, the Inbox and automations. Connect in three clicks, then test in two minutes.

Beam gives you dedicated texting numbers. Once it's connected, AI Sync uses
those numbers as **texting lines**:

* Reps text from Beam in the dialer's **Text** tab and the **[Inbox](/dialer/inbox)**.
* **Automations** text from Beam.
* Each lead keeps **one number**, and their replies come back to the right rep.

```mermaid theme={null}
graph LR
    A[🔌 Connect Beam<br/>once, by the owner] --> B[👤 Choose who texts<br/>from each number]
    B --> C[💬 Reps text from Beam<br/>in the dialer]
    C --> D[📥 Replies land in<br/>that rep's Inbox]
```

## ✅ Before you start

* You're the **account owner** in AI Sync. Only the owner can connect Beam.
* You can sign in to your **Beam workspace** as its owner.
* The workspace has at least **one active number** assigned to it.

***

## 🔌 Connect (about 2 minutes)

<Steps>
  <Step title="Open the Beam page">
    In AI Sync, go to **Settings → Integrations**, find the **Beam** card, and
    click **Connect Beam**. Then click the blue **Connect Beam** button.

    <Frame caption="The Beam page before you connect.">
      <img src="https://mintcdn.com/rizler/VZ8zuzEBV2PzAY37/images/beam/connect.png?fit=max&auto=format&n=VZ8zuzEBV2PzAY37&q=85&s=272b84e98f1c04e49621e23947f4d29b" alt="Beam texting page showing Not connected, three steps and a Connect Beam button" width="900" height="560" data-path="images/beam/connect.png" />
    </Frame>
  </Step>

  <Step title="Sign in to Beam and approve">
    Beam opens. Click **Sign in**, then choose your workspace and the number to
    send from. Click approve. Nothing connects until you approve.

    <Frame caption="Beam's sign-in screen. Click Sign in if you already have a workspace.">
      <img src="https://mintcdn.com/rizler/VZ8zuzEBV2PzAY37/images/beam/sign-in.png?fit=max&auto=format&n=VZ8zuzEBV2PzAY37&q=85&s=0a43ee28e5159d91a71ac5f58dcbfc35" alt="Beam sign-in screen with Create workspace and Sign in tabs" width="1200" height="740" data-path="images/beam/sign-in.png" />
    </Frame>

    <Note>
      The link from AI Sync is only valid for **10 minutes**. If it expires, click
      **Connect Beam** again.
    </Note>
  </Step>

  <Step title="Back in AI Sync: you're connected">
    You land back on the Beam page with a green **Connected** badge and your
    workspace name. Click **Check connection** any time to confirm it's working.
    It asks Beam live and refreshes your numbers.

    <Frame caption="Connected, with two Beam numbers. Sample data.">
      <img src="https://mintcdn.com/rizler/VZ8zuzEBV2PzAY37/images/beam/connected.png?fit=max&auto=format&n=VZ8zuzEBV2PzAY37&q=85&s=f25892e4e4299a22dd2818d7b136f343" alt="Beam page showing Connected, Check connection, a table of Beam numbers with who texts from each, and a test checklist" width="900" height="1170" data-path="images/beam/connected.png" />
    </Frame>
  </Step>

  <Step title="Choose who texts from each number">
    In **Who texts from each number**, for each Beam number pick:

    * **A rep.** It becomes their own line. Leads save a real person's number,
      and replies always go to that rep.
    * **Team line.** Any rep without a line of their own texts from it.

    Click **Save**.
  </Step>
</Steps>

***

## 🧪 Test it (2 minutes, every new client)

<Steps>
  <Step title="Text your own phone">
    Open the dialer, pick a contact with **your own mobile number**, and open the
    **Text** tab. **From** should say *Your Beam line* or *Beam Team line*. Send a
    text.
  </Step>

  <Step title="Reply">
    Reply from your phone.
  </Step>

  <Step title="Check the Inbox">
    Within seconds the reply shows in the dialer's **Inbox**, with an unread dot,
    for the right rep.
  </Step>
</Steps>

<Info>
  **Passed?** Beam is live for this client. **The reply didn't show up?** Click
  **Check connection** on the Beam page, then see the fixes below.
</Info>

***

## ⚙️ How it works

| Situation | Number used |
| - | - |
| Lead was texted before | The **same number** as last time, always |
| New lead, rep has their own line | The rep's line (Beam or Twilio) |
| New lead, rep has no line | Beam's **default number**, then other Beam team lines, then Twilio team lines |
| Automation after a disposition | Same rules, for the rep who saved the disposition |
| Rep picks a number in **From** | That number, and it becomes the lead's number from then on |

Replies go to the rep who owns the number, else the last rep who texted or
called the lead. Full rules: [Texting lines](/dialer/texting-lines).

<Warning>
  **Leads already texted from a Twilio number stay on it.** That's on purpose:
  their number never changes under them. To move a lead to Beam, pick the Beam
  line in **From** once.
</Warning>

**Disconnecting** stops Beam texts at once. Reps fall back to your other
texting lines, and nobody is left unable to text if you have one.

Contacts marked **Do Not Text** are never texted, from Beam or anywhere else.

***

## 📋 SOP: onboarding a client onto Beam

Copy this into your onboarding checklist.

1. ☐ Client has a Beam workspace with at least one **active, assigned** number.
2. ☐ Client's **account owner** is signed in to AI Sync.
3. ☐ **Settings → Integrations → Beam → Connect Beam**, then sign in and approve.
4. ☐ Beam page shows **Connected**. Click **Check connection** and see a green result.
5. ☐ **Who texts from each number** is set and saved.
6. ☐ Two-minute test passed: the text arrived, the reply showed in the Inbox for the right rep.
7. ☐ A second text went from the **same** number.
8. ☐ Tell the reps: "Your texts now go from your Beam line. Replies land in your Inbox."

***

## 🧯 If something is off

<AccordionGroup>
  <Accordion title="&#x22;Could not verify Beam&#x22;">
    AI Sync couldn't confirm the connection. Check that:

    * your Beam workspace has an **active number assigned** to it;
    * you approved **Read, Send, Automation and Webhooks**.

    Then click **Connect Beam** again. Your previous settings are unchanged.
  </Accordion>

  <Accordion title="&#x22;Beam did not accept the connection just now&#x22;">
    Beam didn't answer, or refused the connection. Wait a minute and click
    **Check connection** again. If it keeps failing, click **Reconnect Beam**.
    Your connection is never switched off because of a temporary problem.
  </Accordion>

  <Accordion title="&#x22;Connected, but Beam has no active number&#x22;">
    Assign a number to the workspace in Beam, then click **Check connection**.
  </Accordion>

  <Accordion title="Texts still go from a Twilio number">
    That lead was texted from it before, so they keep it. Pick the Beam line in
    **From** once. For new leads, check the rep doesn't have a Twilio number of
    their own; theirs comes first.
  </Accordion>

  <Accordion title="&#x22;Connection expired. Start again from Integrations.&#x22;">
    More than 10 minutes passed between clicking Connect and approving in Beam.
    Start again.
  </Accordion>

  <Accordion title="I don't see the Connect button">
    Only the account owner can connect Beam. Everyone else sees "Your account
    owner manages this connection".
  </Accordion>
</AccordionGroup>

***

## 🤖 With your AI assistant

Ask *"What number will a text to Jordan Lee go out from?"* It shows the Beam
line and why. See
[Texting & Inbox with your AI assistant](/agents/texting-and-inbox).