Can I send a planned SMS sequence to a defined customer audience and follow the replies?
Choose a customer audience, prepare the messages or AI prompts, and set the campaign timing. Save the campaign as a draft, review it, and launch a run from the SMS workspace. Track activity and use an assigned AI agent for replies when the campaign needs one.
Choose an existing audience or build one from customer criteria. Preview matching customer records and contact details so you can review who the campaign is intended to reach before launch.
Create the messages for the selected days or periods in the timeline. Insert supported customer or company variables and inspect the preview. The fixed-message workflow requires an opt-out keyword in the first message.
Choose a one-time or recurring campaign. Recurring campaigns have daily, weekly, or monthly frequency choices. Set an immediate launch or a scheduled time, with a delay when the workflow calls for one.
Assign an available AI agent when it should respond to campaign replies, and choose the customer details that agent receives. AI-prompt campaigns require an assigned agent; fixed-message campaigns can be prepared without one.
Save the campaign and review its audience, message sequence, timing, and agent choices. Start the campaign from the campaign list when it is ready to run.
Use campaign statistics and history to inspect message activity and enrollments. Stop ends the current run, cancels queued campaign messages, and closes its attached AI sessions. Relaunching creates a fresh run.
The audience builder lets staff review the customer records matching the selected criteria before attaching the audience to the campaign. A template such as missed-call follow-up can use its own event-based enrollment flow.
The campaign builder lets you select the reply agent and the customer information available to it. Configure and test that agent’s behavior before relying on it to handle the conversation.
Stop closes the current campaign run. Relaunch starts fresh enrollments and AI sessions, so review the audience and message sequence before launching again.
Before you get started
Yes. Select days or periods in the campaign timeline and write the message or AI prompt for each selected step.
The composer supports dynamic variables and a preview. Use the supported customer and company fields for the personalization you need.
An active agent assigned to the campaign can respond to its replies. Choose the agent and customer data in the builder; AI-prompt campaigns require an assigned agent.
The Stop action ends the current run and cancels queued campaign work, enrollments, and attached AI sessions. It cannot recall a message already sent.
No. The builder saves a draft. Launch the reviewed campaign from the campaign list to start a run.
Bring an example of the work you manage today. We’ll demonstrate the steps, customer view, and setup relevant to your team.
