​
SMS Nodes

SMS nodes enable your AI receptionist to send text messages during or after phone calls, creating powerful multi-modal communication experiences. They’re perfect for sending confirmations, links, follow-up information, and maintaining engagement beyond the voice call.

​
Overview

send sms workflow SMS nodes extend your workflow capabilities beyond voice conversations, allowing you to send structured information, links, confirmations, and follow-up messages directly to callers’ mobile phones. This creates seamless omnichannel experiences that combine the personal touch of voice with the convenience of text. Key Features:
  • Send text messages during active calls
  • Dynamic message content with variable substitution
  • Integration with workflow data and external systems
  • Delivery tracking and status monitoring
  • Template management for consistent messaging
  • Support for links, multimedia, and rich formatting

​
When to Use SMS Nodes

​
Confirmation and Documentation

Appointment Confirmations
  • Send appointment details with date, time, and location
  • Include calendar links for easy scheduling
  • Provide preparation instructions or requirements
  • Send reminder messages with cancellation options
Order and Transaction Confirmations
  • Send order summaries with item details and totals
  • Include tracking numbers and delivery information
  • Provide receipt copies and warranty information
  • Send payment confirmations with reference numbers
Service Request Documentation
  • Send service ticket numbers and reference IDs
  • Include expected response times and next steps
  • Provide links to status tracking portals
  • Send technician contact information and schedules

​
Information Sharing

Detailed Information
  • Send complex information that’s hard to convey verbally
  • Share lengthy URLs, addresses, or reference numbers
  • Provide detailed instructions or step-by-step guides
  • Send downloadable resources and documentation
Links and Resources
  • Share website links, forms, or applications
  • Send downloadable brochures, catalogs, or manuals
  • Provide access to customer portals or self-service tools
  • Share educational content and how-to guides
Contact Information
  • Send direct contact details for specific representatives
  • Share department phone numbers and email addresses
  • Provide emergency contact information
  • Send office hours and location details

​
Follow-Up Communication

Post-Call Engagement
  • Send survey links for feedback collection
  • Provide additional resources based on call discussion
  • Share relevant offers or promotional information
  • Send follow-up appointment scheduling links
Ongoing Communication
  • Set up reminder sequences for important deadlines
  • Send progress updates on service requests
  • Provide seasonal or periodic communication
  • Share company news and updates

​
Configuration Options

​
Message Content

​
Static Text Messages

Pre-written messages for consistent communication: 
Thank you for calling ABC Medical Center. Your appointment is scheduled for [DATE] at [TIME] with Dr. Smith. Please arrive 15 minutes early and bring your insurance card. If you need to cancel or reschedule, please call us at (555) 123-4567.

​
Integration Patterns

​
With Conversation Nodes

Collect information through conversation, then send via SMS: 
1. Conversation Node: Collect customer email and preferences
2. Extract Variables: Structure collected information
3. SMS Node: Send welcome message with next steps
4. Function Node: Add customer to CRM system

​
With Function Nodes

Use function results to personalize SMS content: 
1. Function Node: Look up customer order history
2. Logic Split: Check customer tier and preferences
3. SMS Node: Send personalized offers based on history
4. Function Node: Log engagement metrics

​
With Calendar Integration

Combine scheduling with SMS confirmations: 
1. Function Node: Book appointment in calendar system
2. SMS Node: Send immediate confirmation with details
3. Function Node: Schedule reminder SMS for day before
4. SMS Node: Send follow-up survey after appointment
SMS nodes provide powerful multi-modal communication capabilities that enhance customer experience by combining the personal touch of voice conversations with the convenience and permanence of text messaging, creating more effective and engaging customer interactions.