Sending Text Messages
Last updated August 18, 2024
Introduction
Welcome to another quick tips and tricks guide on creating an AI receptionist with Phonely! In this article, we'll show you how to send a text message using Phonely's workflows page based on specific trigger requests.
Step-by-Step Guide
1. Accessing the Workflows Page
1. Log in to the Phonely Dashboard : If you're logging in for the first time, you'll see a navigation bar on the left side.
2. Navigate to the Workflows Page: Click on the "Agent" page and then select "Workflows".
2. Creating a New Workflow
- Create a New Flow: Click on "Create New Flow". You can also edit an existing flow if needed.
- Set a Trigger Condition: Add a trigger condition, such as "when someone asks about call flows". This allows you to create different questions and branching answers based on the trigger.
3. Adding a Phone Number Request 📞
- Add a Phone Number Question: To send an SMS, start by asking for the customer's phone number.
- Select Advanced Options: Go to the advanced section and choose "Phone" to ensure the input is formatted correctly.
- Save the Question: Click "Save" after setting up the phone number question.
4. Sending an SMS Message 💬
- Link the Actions: Click the plus button to add an action and select "Send SMS Message".
- Configure the SMS: Link the SMS action to the phone number question.
- Choose the Phone Number: You have two options:
- Use the customer's phone number they texted from.
- Use the phone number provided in the phone number question.
- Compose the Message: Enter the message content. You can include answers to previous questions if necessary.
5. Finalizing and Testing 🛠️
- Test the Workflow: Ensure everything is linked correctly and test the workflow to see if the SMS is sent as expected.
- Save and Deploy: Once satisfied, save the workflow and deploy it.
Example Workflow 📝
Here’s an example workflow to illustrate the process:
- Trigger: Customer asks about a website.
- Action 1: Ask for the customer's phone number.
- Action 2: Send an SMS to the provided phone number with the desired message content.
Conclusion
By following these steps, you can effectively send text messages to your customers using Phonely’s workflows. This functionality is a great way to enhance customer interaction and streamline communication.
Stay Updated! 🔔
For more tips and tricks on creating your own AI receptionist, follow our guides and stay tuned for more updates!
😊 Happy Workflow Building!
If you have any questions or need further assistance, feel free to reach out to our support team.