TabSentry - Features - Configs - SMS OTP

Introduction

You can create feature configurations in TabSentry to amplify your tasks' capabilities. You can configure an SMS OTP Feature to request phone numbers from third-party providers automatically, scan for OTP codes, and display them in Task Assistant for easy copy-paste access.

Setup & Recommendations

  • The data in all Toolbox programs is secured and encrypted automatically. Given the sensitive nature of Billing and Credit Card information, you can further secure data in TabSentry with a Password Lock.
  • Use categories to simplify organization.
  • You can click here to learn how to import your SMS Credentials to TabSentry.
  • You can use SMS OTP combined with Custom Autofill and MBC Recordings to handle SMS requirements for account creation, verifying automatically, and more.

Create SMS OTP Feature Config (Local SMS Credentials)

1. Navigate over to the Configurations section of TabSentry in Features. This section has an icon that looks like a bullseye with an arrow in it titled Configs when you hover over it.

2. Click the File button, then the Create button. This will open the Choose Task Feature dialog. Select Mail OTP in the dropdown.

3. Select SMS OTP in the dropdown menu, then click the Next button.

4. By default, Features are created to the All Category. You can override this and specify a category name to have your Features created or use the dropdown to assign them to an existing category.

5. Specify a Name for the Feature.

6. Select which SMS Provider you want to use. Then select which SMS Credentials you wish to use.

7. Specify which app/website you want to request a phone number with the App button. A list of all available apps/websites for which the provider offers phone numbers will be displayed in the App dialog.

8. Specify which countries you want to request a phone number with the Country button. A list of all available countries for which the provider offers phone numbers will be displayed in the Country dialog. You can select multiple countries if you wish.

9. If you want the SMS OTP feature to automatically retry when phone numbers are out of stock, click the Retry Request When Out of Numbers checkbox.

10. After configuring the SMS OTP Feature dialog, click the Save button.

11. A dialog will appear asking if you want to assign the Feature to your task(s); click the Yes button, then select the tasks to which you wish to assign the Feature.

Create SMS OTP Feature Config (Inbox SMS Credentials)

1. Navigate over to the Configurations section of TabSentry in Features. This section has an icon that looks like a bullseye with an arrow in it titled Configs when you hover over it.

2. Click the File button, then the Create button. This will open the Choose Task Feature dialog. Select Mail OTP in the dropdown.

3. Select SMS OTP in the dropdown menu, then click the Next button.

4. By default, Features are created to the All Category. You can override this and specify a category name to have your Features created or use the dropdown to assign them to an existing category.

5. Specify a Name for the Feature.

6. Specify the Inbox Task Template Name you want to use. Click here to learn how to create an Inbox Task Template.

7. After configuring the SMS OTP Feature dialog, click the Save button.

8. A dialog will appear asking if you want to assign the Feature to your task(s); click the Yes button, then select the tasks to which you wish to assign the Feature.

Using Your SMS OTP Feature Config

1. Navigate to the Tasks > Browsers section in TabSentry. This section has an icon that looks like a globe titled browsers.

2. If you still need to assign your SMS OTP feature to your tasks, select the tasks you want to use, right-click > edit > edit, and navigate to the Features section. 

3. Select the SMS OTP config you want to use and any other configs you want assigned to your tasks, and then click the Save button.

4. Start your task(s) and navigate to the website you wish to use SMS. Open Task Assistant and navigate to the SMS section.

5. Click the Request Phone Number button. When the Phone Number is sent, you can copy it and paste it into the website.

6. Once you request an SMS code from the number, the code will appear in Task Assistant. You can click the code to copy it to your clipboard. 

7. When you are finished with the code, click the trash can icon to clear the code from Task Assistant.

Using Your SMS OTP Feature Config with Custom Autofill and MBC Recordings

1. Follow steps 1-3 in the previous section to set up your SMS OTP feature config with your tasks.

2. Start your task(s) and navigate to the website you wish to use SMS. Open Task Assistant and navigate to the SMS section.

3. Click the Request Phone Number button. When the Phone Number is sent, you can copy it and paste it into the website. Wait to click the submit/request OTP button on the website.

4. Navigate to the Tools button in TabSentry and select the Create Custom Autofill Config tool. 

5. Select and edit the phone number Custom Autofill item. For this example, I will verify my Nike SNKRS accounts with SMS. 

6. Navigate to the Data Key section, select SMS Phone Number (Excluding Dial Code), and click the Save button.

7. After assigning the SMS Phone Number to the Custom Autofill Item, click the Save button in the Custom Autofill Task Feature dialog.

8. For an in-depth view of how to use Custom Autofill, click here.

9. Click the submit/request code button on the website. Once you receive the SMS OTP code, enter it on the website. Wait to submit the OTP code.

10. Navigate to the Tools button in TabSentry and select the Create Custom Autofill Config tool. 

11. Select and edit the OTP code Custom Autofill item. For this example, I will verify my Nike SNKRS accounts with SMS. 

12. Navigate to the Data Key section, select SMS OTP Code, and click the Save button.

13. After assigning the SMS OTP Code to the Custom Autofill Item, click the Save button in the Custom Autofill Task Feature dialog.

14. For an in-depth view of how to use Custom Autofill, click here.

15. You can now use your Custom Autofill configs with MBC Recordings to automate the SMS verification process on Nike. You can apply this process to any similar website/flow. I've included a video example below of the entire process, from the initial MBC Recording to running the recording on other tasks. 

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