Text messages

On the SMS tab you switch texting on, write the messages the agent may send, and see every text it has sent.

Messages

Each message has a name, the goal that triggers it, an optional note on when to send it, and the text. Click fill-ins into the text from the Insert panel: the lead's name, the agent's name, company and number, the meeting time, a fact from the call, or any Data column. A live preview shows how it reads.

Each message has a switch: on means the agent may offer it on calls. A message linked to a goal is offered once that goal is reached. New agents start with messages suited to their kind, switched off.

Texts in its own words

A second switch lets the agent write a short text itself (under 320 characters, only facts from the call or its knowledge) when none of your messages fits.

Rules every text follows

• The agent offers the text and only sends it after the person says yes.
• It's sent only to the number on the call, and at most three a call.
• A text with an unfilled gap isn't sent.
• Every text is signed with the agent and company and ends "Reply STOP to opt out." (Spam Act).
• Texts come from the agent's Twilio number. Test calls send nothing.