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Setting Up Your RCS Agent

Transitioning from SMS to RCS is a powerful move toward a more interactive, branded customer experience. This guide will walk you through the setup process within the Charles platform, from initial configuration to whitelisting your first test devices.

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Step 1: Initiation and Brand Identity

To start, navigate to the Integrations tab and find the RCS card. Click on "Manage". You will be presented with the "Install Integration" modal.

  • Sender Name: Choose a name that represents your specific bot or campaign. Note that no special characters or spaces are allowed. Your customers will not see this name.

  • Brand & Display Name: Enter your official company name. This is what users will see at the top of their chat window.

  • Description: Provide a brief overview of what your bot does. This appears in the "About" section of your business profile.


Step 2: Contact and Legal Information

RCS requires verified contact details and links to your legal documentation to ensure compliance and build consumer trust.

  • Phone Number: Enter your main business number in E.164 format (e.g., +4917624664722). Avoid spaces or special characters.

  • Email: Provide a support or contact email address.

  • URL Assets: You must provide valid https:// links for your main Website, Privacy Policy, and Terms of Service.

    • Pro-tip: Ensure there are no leading or trailing spaces in these fields to avoid validation errors.


Step 3: Visual Branding

This is where your agent comes to life. Upload high-quality assets to customize the look of your chat interface.

  • Banner Image: This large header image appears at the top of your profile. Only image/png, image/jpeg, image/jpg (1440x448) allowed, max. 200 KB.

  • Logo Image: Your brand icon that appears next to every message you send. Only image/png, image/jpeg, image/jpg (224x224) allowed, max. 50 KB

  • Brand Color: Select a hex code (e.g., #292823) that matches your brand's identity for buttons and UI accents. You must select a color with a high-enough contrast ratio, our UI will guide you here.


Step 4: Review and Connect

Once all fields are populated, click Connect.

  • The system will perform a real-time validation check.

  • If successful, your agent status will move to Pending.

  • You can view a live preview of your profile on the right side of the "RCS Details" screen to see how it will appear to your customers.


Step 5: Testing Your Experience

Before going live, you must test the conversational flow with whitelisted devices.

  1. Navigate to the Test Numbers tab in your RCS settings.

  2. Click + Add Test Number.

  3. Enter the mobile number of your test device (ensure it is an RCS-enabled Android device).

  4. The status will show as Pending until the device receives and accepts the tester invitation within the Google Messages app.

  5. Once accepted, your agent status will update to Approved.


Once you have tested the agent and you are happy with the results, the next step is to launch your agent so you can communicate with your customers via RCS. Please head over to our guide on how to launch an RCS agent.

One thing up front: Carrier launches take time β€” typically a few days to a few weeks depending on the carrier. Plan ahead if you're targeting a new market for the first time. For DACH campaigns, if your agent is already launched on the major carriers, you're ready to go.

Common Troubleshooting Tips

  • Invalid Format: Double-check that your phone number starts with a + and contains no spaces.

  • URL Errors: Ensure all URLs are complete (e.g., https://hello-charles.com/terms).

  • Pending Status: If a test number stays pending, ensure "RCS Chats" is enabled in the device's Google Messages settings.

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