Send Text Message To Caller

Enhance your AI agent's capabilities by configuring the Send Text Message to Caller tool to provide immediate information or confirmations directly to your customers via text message.

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

Step 1: Write Clear Instructions

Provide your AI agent with specific instructions on when and how to use the Send Text Message to Caller tool. For example:

Scenario: When a caller requests information best provided via text message.

Instruction: "If a caller asks for our service pricing, offer to send them a text message with a link to our pricing page."

This tells the agent to:

1. Identify the Trigger: Recognize when a caller is requesting specific information suitable for text delivery.
2. Confirm Consent: Ensure that the caller agrees to receive a text message.
3. Send a Text Message: Use the Send Text Message to Caller tool to send the information directly to the caller's mobile phone.

Step 2: Configure the Send Text Message to Caller Tool

When configuring the tool, you do not need to input any details, as the message will be sent to the caller's phone number automatically.

Step 3: Customize the Message Content

The message content will be dynamically generated based on your instructions and the information collected during the interaction.

For example, you can instruct the agent: "Send the caller a text message saying, 'Thank you for your interest! Here is the link to our pricing page: [link]. Feel free to contact us if you have any questions.'"

Best Practices

Ensure to confirm with the caller that they are willing to receive a text message. The agent can ask, "Would you like me to send you this information via text message?"

Keep the message concise and relevant, including essential details without overloading the caller with too much information. Personalize the message when appropriate by including the caller's name or other relevant details.

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 via text message.

Instruction: "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.

Instruction: "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.

Instruction: "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.

Instruction: "After the call, send a thank-you text message and include our customer support number for any further assistance."

Additional Tips

Ensure compliance with all regulations regarding sending text messages, we automatically collect consent the first time they receive a text message from our platform. Keep messages professional and aligned with your company's tone and branding. Regularly review and update the message content to ensure it remains accurate and relevant.

Consider combining this tool with other actions, such as sending an email or creating a CRM note, for a comprehensive follow-up strategy.

You can visit the Tool Usage guide for a brief overview of all the tools.

Summary

By effectively utilizing the Send Text Message to Caller tool, your AI agent can enhance customer engagement by providing timely and convenient information directly to the caller's mobile device. It improves customer satisfaction by meeting their needs promptly and efficiently. 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.