Send Text Message To Caller
Send SMS messages directly to callers during phone conversations.
Instant Delivery
Send SMS messages while still on the call with the customer.
Dynamic Content
Include personalized information collected during the conversation.
Phone-Only Tool
Specifically designed for phone call interactions.
Better Experience
Provide information that's easier to reference via text.
Overview
The Send Text Message to Caller tool allows your AI agent to send SMS messages directly to the caller during or after an interaction. This feature is particularly useful for delivering important information, confirmations, or follow-up details in a timely and convenient manner. It improves customer experience by providing them with immediate access to the information they need without requiring additional steps.
How to Use the Send Text Message To Caller Tool
Configure the Tool
Tool Configuration
No additional configuration is needed. The tool automatically sends messages to the caller's phone number. Simply enable the tool in your agent configuration.
Add the tool to your AI agent configuration:
- Messages are sent to the caller's phone number automatically
- STOP will stop sending messages for compliance
Write Instructions for Your Agent
Provide clear instructions on when and how to send text messages:
Example Scenario:
When a caller requests information best provided via text message:
"If a caller asks for our service pricing, offer to send them a text message with a link to our pricing page."
Automatic Features
- Messages are sent to the caller's phone number automatically
- STOP will stop sending messages for compliance
AI Handles the Rest
Your AI agent will:
- Identify the Trigger: Recognize when a caller is requesting specific information suitable for text delivery
- Confirm Consent: Ensure that the caller agrees to receive a text message
- Send a Text Message: Use the Send Text Message to Caller tool to send the information directly to the caller's mobile phone
Example instruction:
"When someone asks for pricing information, tell them you'll send them a text message with our pricing details. Confirm they want to receive it, then send them this message: 'Thank you for your interest! Here's our pricing page: [your-website.com/pricing]. Reply STOP to opt out.'"Best Practices
✅ Always Confirm Consent
Ensure the caller agrees to receive text messages before sending.
The agent can ask: "Would you like me to send you this information via text message?"📱 Keep Messages Concise
Text messages should be brief and to the point. Include only essential information and avoid overwhelming the caller with too much detail.
👤 Personalize When Appropriate
Include the caller's name or other relevant details to make the message more personal and engaging.
🧪 Test Before Deployment
Before deploying, test the Send Text Message to Caller tool to confirm it works as expected. Simulate calls and verify that messages are received correctly.
Use Cases
🔗 Providing Links or Information
When callers request resources such as websites, documentation, or contact details, the agent can send these directly to their phone.
"If a caller asks for our address, send them a text message with our full address and a link to directions."
📅 Appointment Confirmations
After scheduling an appointment, the agent can send a confirmation text to the caller with the appointment details.
"After booking an appointment, send the caller a text message confirming the date, time, and location."
🎁 Promotional Offers
The agent can send promotional codes or special offers to the caller via text message.
"If a caller is interested in our current promotions, send them a text message with the promo code and instructions on how to use it."
💬 Follow-Up Messages
The agent can send a follow-up message after the call to thank the caller or provide additional contact information.
"After the call, send a thank-you text message and include our customer support number for any further assistance."
Technical Details
Supported Adapters
This tool is only available for phone calls:
Single Instance Tool
This is a single instance tool, meaning you only need to configure it once per agent. All text messages to callers will use the same configuration.
Additional Tips
Compliance
Ensure compliance with all regulations regarding sending text messages.
Professional Tone
Keep messages professional and aligned with your company's tone and branding. Remember that text messages represent your business.
Regular Reviews
Regularly review and update the message content to ensure it remains accurate and relevant to your business needs.
Combine with Other Tools
Consider combining this tool with other actions, such as sending an email or creating a CRM note, for a comprehensive follow-up strategy.
Summary
By effectively utilizing the Send Text Message to Caller tool, your AI agent can:
- ✓Enhance Customer Engagement: Provide timely and convenient information directly to the caller's mobile device.
- ✓Improve Customer Satisfaction: Meet customer needs promptly and efficiently with instant access to information.
- ✓Bridge Communication Gaps: Connect phone conversations with text-based follow-ups for better information retention.
With clear instructions and proper configuration, this tool becomes a valuable asset in your communication workflow, bridging the gap between automated interactions and personalized customer service.
You can visit the Tool Usage guide for a brief overview of all the tools available for your AI agent.