SMS & Messaging

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What you can do

• Send automated texts - Confirmations, reminders
• Receive texts - Customers can text your number
• AI responses - Intelligent auto-replies
• Templates - Pre-written messages for common scenarios

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Automated messages

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Appointment confirmation

Hi [Name]! Your appointment with [Business] is
confirmed for [Date] at [Time].

Reply YES to confirm or call us to reschedule.

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Appointment reminder

Reminder: You have an appointment tomorrow at
[Time] with [Business].

Reply C to confirm or R to reschedule.

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Follow-up

Thanks for choosing [Business]! We'd love your
feedback. How was your experience today?

Reply 1-5 (1=Poor, 5=Excellent)

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Message templates

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Variables

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AI-powered responses

• Answer questions - Using your knowledge base
• Reschedule - Move appointments
• Confirm - Mark attendance confirmed
• Escalate - Alert you for complex issues

Customer: Can I change my appointment to Thursday?

AI: Of course! I have availability Thursday at
10 AM, 2 PM, or 4 PM. Which works best for you?

Customer: 2pm

AI: Perfect! I've rescheduled you for Thursday at
2 PM. You'll receive a confirmation shortly.

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Two-way texting

• Inbound texts appear in your inbox
• Reply from dashboard or let AI handle it
• Full conversation history with each contact

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SMS compliance

• Get consent - Checkbox on forms, verbal agreement
• Include opt-out - “Reply STOP to unsubscribe”
• Honor opt-outs - Immediately stop messaging
• Identify yourself - Include your business name

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Message limits

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Setting up SMS