How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers

Updated 2 days ago by Kelsey Johnson

Note: Text & Email Follow-up is not available for Essential plans.

Our receptionists can now send follow-up SMS text messages and emails to your callers while they’re on the phone, or immediately afterwards.

You could have us send links to intake forms for qualified leads, follow-up on calls with more information on your company, or simply a thank you message to anyone who calls in. The opportunities are endless!

How to get set up

Email us at support@smith.ai with the subject line “Text/Email Follow-Up” to set up text and/or email follow-ups. 

Here’s what we’ll need to know:

  1. Which do you want to send?
    1. SMS text message
    2. Email
    3. Both
  2. Who do you want us to send it to?
    1. Leads
    2. Qualified leads
    3. Clients
    4. All callers
    5. Other
  3. What do you want the follow-up message(s) to say?
    1. What is the content of your email?
    2. What is the content of your text message? (400 character limit)
Your content cannot include hyperlinked text or dynamic fields to personalize the recipient's information. Make sure you include “do not respond to this text” or something similar at the end of your text message, as responses won’t come directly back to your business phone.
  1. If you’re sending emails, what email address do you want responses to go to?

That’s it! We’ll start following up with your callers as requested in a day or two. Want to test it out? Just call your Smith.ai number and ask our receptionist to send you the message. Remember, we never charge for test calls.

How much does it cost?

Add Text & Email Follow-up to your receptionists plan as follows (price includes text, email, or both):

Starter: $10/month + $0.50/call after your 20-call quota

Basic: $25/month + $0.50/call after your 50-call quota

Pro: $60/month + $0.50/call after your 120-call quota

As a reminder, Text & Email Follow-up is not available for Essential plans.

Have questions or need more help getting set up? Email support@smith.ai, text (650) 727-6484, or chat with us on our website and we’ll assist you in any way we can. 


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