Setup guides 5 min read
Set up SMS so the AI can text leads back
Speed to lead is mostly an SMS problem. Once a number is connected, the AI replies to inbound texts, follows up on quiet leads, and logs every message against the contact.
Connect your number
- 1In Settings, open the messaging panel and add your SMS credentials and sending number.
- 2Point your provider's inbound webhook at the messaging endpoint shown in Settings so replies reach the AI.
- 3Send a test text from your own phone to the sending number and confirm you get an AI reply.
- 4Check the conversation appears under Conversations with both messages logged.
Recommended settings
- Quiet hours: pause outbound sends outside 8am-9pm in the lead's local time.
- First reply: keep it under 320 characters and always identify yourself and your brokerage.
- Escalation: route pricing negotiation, legal questions, and complaints to a human immediately.
- Opt-out: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT are honoured automatically and suppress all future sends.
Verify before you scale
Run at least ten real conversations with SMS before switching on bulk follow-up. Read the transcripts end to end and fix knowledge gaps you find — a small correction now prevents the same wrong answer going out hundreds of times.