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  • Analytics Information:
    We may directly collect analytics data, or use third-party analytics tools and services, to help us measure traffic and usage trends for the Service. These tools collect information sent by your browser or mobile device, including the pages you visit and other information that assists us in improving the Service. We collect and use this analytics information in aggregate form such that it cannot reasonably be manipulated to identify any particular individual user. Log file information is automatically reported by your browser or mobile device each time you access the Service. When you use our Service, our servers automatically record certain log file information. These server logs may include anonymous information such as your web request, Internet Protocol (“IP”) address, browser type, referring / exit pages and URLs, number of clicks and how you interact with links on the Service, domain names, landing pages, pages viewed, and other such information.
  • Device Identifiers:
    When you access the Service by or through a mobile device (including but not limited to smart-phones or tablets), we may access, collect, monitor and/or remotely store one or more “device identifiers,” such as a universally unique identifier (“UUID”). Device identifiers are small data files or similar data structures stored on or associated with your mobile device, which uniquely identify your mobile device. A device identifier may be data stored in connection with the device hardware, data stored in connection with the device’s operating system or other software, or data sent to the device by Stralto. A device identifier may convey information to us about how you browse and use the Service. A device identifier may remain persistently on your device, to help you log in faster and enhance your navigation through the Service. Some features of the Service may not function properly if use or availability of device identifiers is impaired or disabled.
  • Location Data:
    When you access the Service by or through a mobile device, we may access, collect, monitor and/or remotely store “location data,” which may include GPS coordinates (e.g. latitude and/or longitude) or similar information regarding the location of your mobile device. Location data may convey to us information about how you browse and use the Service. Some features of the Service, particularly location-based services, may not function properly if use or availability of location data is impaired or disabled.
  • Commercial and Marketing Communications:
    We use the information we collect or receive, such as your email address, to communicate directly with you. We may send you emails containing newsletters, promotions, and special offers. If you do not want to receive such email messages, you will be given the option to opt out or change your preferences. We also use your information to send you Service-related emails (e.g., account verification, purchase and billing confirmations and reminders, changes/updates to features of the Service, technical and security notices). You may not opt out of Service-related emails. You may also be able to be “found” on Stralto based on information that you provide (see “Find friends on Stralto”) above.
  • Use of Certain Service Type Information We Collect About You:
    We use or may use cookies, log file, device identifiers, location data and clear gifs information to: (a) remember information so that you will not have to re-enter it during your visit or the next time you visit the site; (b) provide custom, personalized content and information; (c) to provide and monitor the effectiveness of our Service; (d) monitor aggregate metrics such as total number of visitors, traffic, and demographic patterns; (e) diagnose or fix technology problems; (f) help you efficiently access your information after you sign in; (g) to provide advertising to your browser or device, and (h) automatically update the Stralto application on your mobile devices.
  • Sharing of Your Information:
    We will not rent or sell your information into third parties outside Stralto and its group companies (including any parent, subsidiaries and affiliates) without your consent, except as noted below: - Who we may share your information with: We may share your information with third-party business partners and Trusted Users for the purpose of providing the Service to you. Third party business partners will be given limited access to your information as is reasonably necessary to deliver the Service, and we will require that such third parties comply with this Privacy Policy, or operate under a similar privacy policy. Who can see User Content: Any User Content that you voluntarily disclose for posting to the Service becomes available to the public and cannot be removed, except by Stralto in its sole discretion. Once posted on Stralto, User Content may not be removable from public view, as copies may remain viewable in cached and archived pages of the Service, on other sites that have republished us, or if other Users have copied or saved that information. If you do not wish your User Content to be available to the public, please don’t post it on Stralto. Your username and if you choose to disclose it, your real name, will be published publicly. Once published your username and / or real name may not be able to be removed. - Who can see your IP address: If you post User Content on the Service while not logged in, your IP address will be published with your User Content in order to attribute your contribution to the Service. A selection of Trusted Users with administrative powers on Stralto have the ability to review IP addresses of users to reduce abusive behavior. Any third party service embedded on Stralto such as an advertiser, video provider, social network or other third party will also have access to your IP address. - Who can see your email address: If you enter an email address, you will enable communication from Stralto and other Users. If you reply to users or participate in group Stralto activities such as meetups, your email address will be shared with these users. In addition, some email addresses such as forward to a group of Trusted Users, who will use your email address to reply to the email.
  • What Happens in the Event of a Change of Control:
    We may buy or sell/divest/transfer the company (including any shares in the company), or any combination of its products, services, assets and/or businesses. Your information such as customer names and email addresses, User Content and other user information related to the Service may be among the items sold or otherwise transferred in these types of transactions. We may also sell, assign or otherwise transfer such information in the course of corporate divestitures, mergers, acquisitions, bankruptcies, dissolutions, reorganizations, liquidations, similar transactions or proceedings involving all or a portion of the company. Instances where we are required to share your information: Stralto will disclose your information where required to do so by law or subpoena or if we reasonably believe that such action is necessary to (a) comply with the law and the reasonable requests of law enforcement; (b) to enforce our Terms of Use or to protect the security, quality or integrity of our Service; and/or (c) to exercise or protect the rights, property, or personal safety of Stralto, our Users, or others.
  • How We Store and Protect Your Information:
    Storage and Processing: Your information collected through the Service may be stored and processed in the United States or any other country in which Stralto or its subsidiaries, affiliates, or service providers maintain facilities. Stralto may transfer information that we collect about you, including personal information, to affiliated entities, or to other third parties across borders and from your country or jurisdiction to other countries or jurisdictions around the world. If you are located in the European Union or other regions with laws governing data collection and use that may differ from U.S. law, please note that we may transfer information, including personal information, to a country and jurisdiction that does not have the same data protection laws as your jurisdiction, and you consent to the transfer of information to the U.S. or any other country in which Stralto or its parent, subsidiaries, affiliates, or service providers maintain facilities and the use and disclosure of information about you as described in this Privacy Policy. Keeping your Information Safe: Stralto cares about the security of your information and uses commercially reasonable safeguards to preserve the integrity and security of all information collected through the Service. To protect your privacy and security, we take reasonable steps (such as requesting a unique password) to verify your identity before granting you access to your account. You are responsible for maintaining the secrecy of your unique password and account information, and for controlling access to your email communications from Stralto, at all times. However, Stralto cannot ensure or warrant the security of any information you transmit to Stralto or guarantee that information on the Service may not be accessed, disclosed, altered, or destroyed. Your privacy settings may also be affected by changes to the functionality of third party sites and services that you add to the Stralto Service, such as social networks. Stralto is not responsible for the functionality or security measures of any third party. Compromise of Information: In the event that any information under our control is compromised as a result of a breach of security, Stralto will take reasonable steps to investigate the situation and where appropriate, notify those individuals whose information may have been compromised and take other steps, in accordance with any applicable laws and regulations.



Twilio Setup


Signup for a Twilio Account and buy a phone number.


You can also buy vanity numbers and short code or port your own number to Twilio

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Setup a messaging service.

  1.Set Use Case to:

       Chat Bot/Interactive 2-Way



  3.Request URL is set to:


       HTTP POST

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Add the phone number you created to the service you just created.

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Before you leave Twilio, go to the Home Page and make a note of the Account SID and the Auth Token.

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Microsoft Azure Setup for Dynamics 365


In the Azure Portal, go to Azure Active Directory and create a new Application Registration.

Make sure the app has the appropriate permissions as shown.

The Dynamics CRM Online permission is required for the BOT Service to work.

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Go to the Application Registration (Preview) screen and make note of the Client ID and the Tennant ID.

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Also, on the Application Registration (Preview) screen, create and make a note of the Client Secret.

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Go to the Application Registration (Preview) screen and make note of the Client ID and the Tennant ID.

Import the provided StraltoBOT solution file into your Dynamics instance and go to the configuration page of the solution and sign up for the BOT service.


Once you finish signing up for the subscription you will see a BOT Key and a configuration form.


Use the information gathered from the above steps to fill out and submit the form shown.


Make sure to use a system administrator account for the Dynamics username and password fields.


All this information is encrypted and stored in our Azure SQL server and only made available to your BOT service.

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Dynamics 365 Setup

Dynamics 365 SETUP

Dynamics 365 Configuration


Go to Settings, Customization's and Add BOTS entity to one of the menu’s if not already done.


Go to the BOTs entity from Settings (or section you added it to) and create a new BOT Configuration.

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Fill out the following information:

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Stralto BOT Key: You received the key when you signed up for the subscription. BOT Service will not work unless the BOT Key matches your Dynamics 365 online instance.


Welcome Text: This is the first text a customer receives when they start text messaging with your BOT number.


Known Profile: The text the customer receives if their profile is found in the system. The customer needs to be a contact in your Dynamics 365 instance and have the mobile phone number populated with the number they are texting from.


Unknown Profile: The text the customer receives if their mobile phone number does not match any of the contacts in your Dynamics 365 system.


Allow Customer to Register: This feature can be used to register customers to your system by asking for basic information (First Name, Last Name and Email Address). The mobile phone number is automatically added to the contact as part of the registration.


Save and next you can start adding a Menu to the BOT.

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Fill out the following information:

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Entity Name: Select the entity you want to attach to the menu option.


Contact Field: The lookup field for the Contact in the selected Entity.


Status Field: The status field for the selected Entity.


Create/Submit Return Field: To return a case number or some other field if a new record is created.


Name: The Name of the menu option.

Option Type:

Check Status: Customers can check the status of their application or case. The status field can be selected on the right side and can be any option field.

Upload Document: Customers can send images of documents. Requires Stralto DMX and the configuration is automatically grabbed from DMX based on the entity selected.

Submit (Create): Customers can submit simple information like service request and cases and get a reference number.

Update: Customers can modify information on existing records. This can be used to update missing information in existing applications and cases.


Sort Order: The position you want this menu option to show up in.


Selection Text: The customers see this if they select Options 1,2 or 4 above along with the list of the records associated with their contact.


Wait Text: Text sent while the information related to them is being fetched.


Success Text: Text sent if the transaction was successful and is followed by the information.


Failure Text: Text sent if there is a problem with accessing the information.


No Record Found: Text sent if the no records are found for Options 1,2 or 4.


Restart Dialog: Select Yes, if you want the customers to see the Main Menu after the transaction is completed.


If you selected Submit or Update as the option for the menu, you need to create fields that will need to be filled out as part of the conversation.

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Fill out the information below to configure the fields.


Name: Referential Name for the BOT.

Field Text: The customer see this text in the conversation.

Sort Order: The order this field shows up in the conversation.

Field Name: The name of the field that will be updated/created. All but the Lookup Fields are supported. The validation is automatically determined based on the field that is selected.


The BOT is ready to go!! You can start testing it out by sending a text to the BOT number.

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