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Automating SMS with the AloAi Agent: Send SMS action

Laarni D avatar
Written by Laarni D
Updated this week

The Send SMS action allows the AloAi Agent to automate text message communication for tasks such as appointment confirmations, product updates, and notifications. By automating these processes, businesses can simplify communication, reduce manual effort, and improve customer engagement.

Prerequisite: Setting up the AloAi Agent

Before configuring the Send SMS action, ensure the following:

  • Complete the AloAi Agent setup

    Follow the AloAi Agent setup guide to configure the agent with appropriate prompts and actions for effective SMS automation.

  • Enable SMS features in Aloware

    Verify that your Aloware account has SMS capabilities enabled.

Configuring the Send SMS action

  1. Define prompts

    Create triggers that will prompt the AloAi Agent to send SMS messages.

    Examples include:

    • Appointment confirmations - sending a confirmation message when an appointment is scheduled.

    • Status updates - notifying a customer of a status update or product shipment.

    • Reminders - reminding a customer of an upcoming meeting or event.

  2. Add the SMS action

    1. Go to the instructions section of the AloAi Agent settings.

    2. Specify the conditions under which the SMS should be sent, such as following an appointment confirmation or customer inquiry.

    3. Click +Add action and select the send SMS action.

  3. Customize SMS message

    Craft clear, concise SMS message. Example: "Your appointment is confirmed for [date/time]."

Additional tips for effective SMS setup

  1. Use concise, clear prompts to create messages that are easy to understand.

  2. Simulate real-world scenarios to ensure the SMS messaging system works as intended.

  3. Establish error-handling policies to notify admins of delivery failures.

Testing the setup

  1. Simulate SMS triggers

    1. Enroll a test contact in the AloAi Agent. Refer to our AloAi contact enrollment guide for details.

    2. Trigger events like appointment confirmations or status updates to test the SMS functionalities. Detailed instructions on setting up appointment actions can be found here.

  2. Validate results

    1. Ensure messages are sent to the correct contacts with the correct details (e.g., names, dates, and times).

    2. Confirm delivery status and verify that message content matches the defined prompts and templates.

  3. Troubleshoot issues

    1. If errors occur (e.g., incorrect message content, missed notifications), review and adjust prompts, conditions, or templates.

    2. Retest after making changes to confirm the solution.

Advanced features with related tools

  1. Calendar integration - Synchronize SMS notifications with tools like Google Calendar or Outlook to confirm events and provide reminders visible across platforms.

  2. CRM integration - tools like HubSpot or Salesforce logs SMS interactions directly into customer records, creating a complete communication history. It also leverages CRM data to personalize SMS messages, such as for marketing campaigns or targeted reminders.

  3. Analytics - Leverage insights from SMS notification trends to identify peak engagement times and optimize workflows.

Related Articles
Guide for agents: How to enroll contacts in AloAi Agents on Aloware Talk
How to enable and use post-call actions in AloAi Voice Agent
Comprehensive guide to AloAi Agents
How to configure and use appointment scheduling action in AloAi Agents
Guide to using the update contact properties action in AloAi Agents
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