If a caller is calling through a cellphone number, this feature will allow your AI Receptionist to send them a response real-time based on the information on your knowledge base through SMS, making resolution more direct and efficient.

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Creation Date: Mar 21, 2025

Created By: Jill Singson

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1. Click on Configure

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2. Click on Receptionist

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3. Click on During-Call Workflows

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4. Click on Send Text Message

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5. Click on ADD to start setting this up.

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6. Start Adding Your Workflows

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7. Send Links to your callers via SMS

First, describe the scenario when you would want this workflow to be initiated.

For example:

• Send the SMS with the link if the caller wants to book an appointment.
• If the caller asks about the services we offer, initiate this workflow.

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8. Shorten URLs

Enabling this would help you condense your long and complex web addresses (URLs), making them easier to share, remember, and type for your customers/callers.

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9. SMS Content

Enter the content of the SMS that you want your callers/customers to receive, and don't forget to include your booking or website link.

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10. Send Your Product List or Price List via SMS

Another example where you can use this feature is to have the AI send your products or price list to your caller/customer as an image file though SMS.

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11. Add An Image File

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12. Upload It

Upload your product list or price list as an image file.

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13. Ask the Customer Before Sending

You can turn this option ON and the AI will ask the caller/customer on the call through voice before it sends the SMS.

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14. Tell Your AI What To Do Next

Examples:

• Inform the caller that you have sent them a text message with the link.
• Thank the caller and inform them that you have sent them a message.
• Inform the caller that you have sent them a message and someone will be reaching out to them shortly.

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15. Click on Submit & You're Done!

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