[BETA] Create and Manage Groups


This article is specific to the new Beta Sakari customer dashboard. If you are not using this beta, please look for the article without the [BETA] in the subject.

The full public rollout of the new portal for all customers will occur Oct 20, 2023.

Sender Groups in Sakari allow to you associate a phone number to specific users of your account. When configured, users will only be able to send from and view conversations for groups that they are associated with. You can create and manage these from the Groups tab.


Create or Edit a Group

  • Select Groups in the left navigation
  • Click Create Group to create a new group, or select an existing group to edit
  • Group Settings
    • Group Name - the display name of your user group
    • Add a Tag [optional] - tags are used in the HubSpot Run As field to define which phone number will be utilized
    • Senders - These are the phone numbers that are associated with the group. Add one or more phone numbers to your group.  If multiple phone numbers are assigned, one will be randomly assigned to each new conversation when a new conversation is started with a contact. 
    • Users - These are the Sakari users that will have permissions to view and use the group.  Add the users that should have access to this group.  Only users that have access to this group will be able to view conversations and send from this phone number.



Pro Tip: phone number tags are used to select which phone number is used in HubSpot workflow.  Please see the Run As field in HubSpot article to learn more.
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