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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

  1. 1In Settings, open the messaging panel and add your SMS credentials and sending number.
  2. 2Point your provider's inbound webhook at the messaging endpoint shown in Settings so replies reach the AI.
  3. 3Send a test text from your own phone to the sending number and confirm you get an AI reply.
  4. 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.

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