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Workflows & Automation
12 minutes
Texting Workflows - Sending SMS During Calls
Learn how to automatically send text messages during or after calls based on conversation context. Common SMS Workflows: Send appointment confirmation after booking, Text pricing info when caller asks about costs, Share location/directions to office, Send payment links, Follow-up messages
Step-by-Step Instructions
1
Go to Workflows > SMS
2
Create new SMS workflow
3
Define trigger conditions
4
Compose message template
5
Add dynamic variables (name, date, etc.)
6
Set timing (immediate vs delayed)
7
Test workflow
8
Monitor delivery rates
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