Send a link by text during the call

Hours, address, booking or payment link, sent during the conversation.

Role : ManagerDuration : 4 minOn : Web, Mac

On this page

Before you start

Your AI receptionist: see Create and test your AI receptionist.
The link to send: your booking page, your payment page or your address on a map.

6 steps, about 4 min

1
Open the SMS actions
20 s
Open your agent, Actions tab, then SMS Actions. Click Add SMS.
Administration/AI voice agents/your agent/Actions/SMS Actions
Open this screen in Callizy
2
Start from an example
20 s
At the top, four Examples: Hours, Address, Booking link and Payment link. Click the one closest to your need: the fields fill in.
3
Say when to send it
30 s
When to send it: the situation, in one sentence. For example “If the caller wants to book an appointment online”.
4
Write the text
1 min
The text message: the exact message, with your real link in place of https://…. Aim for 160 characters at most: past that, the counter turns orange.
5
Check what the agent says
20 s
Under Options, What the agent says when sending it is already filled in: “I’m sending it to you by text right now.”. Change it if needed, then click Add.
6
Save, then test
1 min
At the top, click Update: otherwise, nothing is saved. Then, on the agent’s card, Test and Call me. Ask for the link: the text reaches your cell phone during the call.

The text is sent as is. The agent does not change it and does not write another one.
It only goes to the number of the person on the call, never to another one.
It is sent from the agent’s number. An agent without its own number sends from the Sender number for SMS, on the left of its page, otherwise from the company’s main number.

Callizy shows “This agent can't send SMS”

On the left of the agent’s page, choose a number under Sender number for SMS, then click Update.

Callizy shows “Message content is required.”

The text does not arrive

Did you click Update, at the top? Without it, nothing is saved.
Make When to send it more precise: the agent decides based on this sentence.
With no sending number, the agent says it cannot text and gives the information out loud.