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

Updated 3 weeks ago by Crystal Field

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 intake forms for qualified leads, additional 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 and subject line 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. Want to attach a file? Send us the file — 10 MB max file size, only one PDF file allowed — and we can include it in your email, text message, or both (this will reduce the character limit on your texts).
  2. What email address do you want email responses to go to?
    Note: Emails will be sent from “[your name] - Receptionist" <<support+[your Smith.ai user ID]@smith.ai>>, but the email's reply-to address can be whatever you want, so return emails come back to you (or your staff).

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 receptionist 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

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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