Adding SMS Follow Up to AI Receptionist

AI Receptionist can send follow-up SMS (text messages) to your callers immediately after the call. You can send a thank-you note to keep the caller interested, intake forms for qualified leads, additional information on your company, a link to a document to sign, or almost anything else you need — as long as it fits within a text message.

How to get set up:

Log into your dashboard: https://app.smith.ai/vr/

1. Navigate to the Call Handling page and scroll down to "Follow-up Communication"
2. Select "Add New"
3. What do you want the follow-up message(s) to say?
   1. What is the content of your text message? (400 character limit)
   2. Your content cannot include dynamic fields to personalize the recipient's information.
4. Add a title for your message (this is only visible to you)
5. Navigate to your Instructions page
6. Choose the caller type you would like to edit
7. Click "Add a Message" in the "Send a text to the caller?" section
8. Select the appropriate follow-up message from the drop-down menu.
9. Click Save
10. Note: Text Messages will be sent from your Smith.ai phone number. Any replies will be forwarded to the phone number you've provided during account creation.

That’s it! We’ll start following up with your callers as requested as soon as setup is complete. 

Want to test it out? Just call your Smith.ai number and follow the instructions. Remember, we never charge for test calls, but you will need to be sure to mark the call as a test in your dashboard.

FAQs

• How much does it cost?
  • There is no additional fee to send SMS follow-up messages from your AI Receptionist  account.
• How many follow-up messages can I configure for my account?
  • You can create up to 13 unique follow-up messages on your account, however, only one message can be assigned per caller type.
• Can I include links?
  • Yes, you can include links in your follow-up SMS messages.
• What happens if a caller replies to an SMS follow-up message we send?
  • Text messages will be forwarded to the phone number we have set up as your redirect number.
• Can I see which follow-up messages were sent?
  • You can view the follow-up message sent in the call details section on the dashboard.

Questions? Contact us!

• If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
• If you're not yet a Smith.ai client, please schedule a free consultation to get started with our AI Receptionist or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.