How to Receive Call Transfer Requests via Text Message (SMS)
We're excited to announce that you can now manage call transfer requests via text message (SMS)!
Here's how it works, which is very similar to our Slack notifications feature.
Please note: SMS Call Transfer Requests is not currently available for Essential plans.
How Smith.ai SMS call transfer notifications work
As soon as we determine a caller meets your "live transfer" criteria, you'll receive a text message that reads something like:
Aaron: We have Maddy (email@example.com, 123-456-7890) on the line. Reply Y to accept or N to decline. We will take a message after 30s.
To approve a call transfer request
Text back "Y" to approve the transfer request and have the call connected to you.
To deny a call transfer request
Text back "N" to deny the transfer request and have your Smith.ai receptionist handle the call.
What happens if you don't respond within 30 seconds
If we do not receive a "Y" or "N" response within 30 seconds, we will assume you are busy and will not attempt to transfer the call. The receptionist will handle the call according to your regular instructions.
Ready to get started? Here's how to set this up.
Please note: SMS notifications are an optional add-on service and will incur an extra fee. View current pricing for this service and all other add-on services.
How to set up Smith.ai SMS call transfer notifications
- First, please confirm your transfer phone number is capable of receiving text messages. If you have multiple transfer lines, please check all of them.
- Send a request to enable SMS call transfer notifications to firstname.lastname@example.org. Typically, we are able to set this up within 1 business day.
- That's it! You'll get an SMS notification from Smith.ai every time a call comes in that meets your "live transfer" criteria. Just remember to set your phone to vibrate or otherwise alert you when a text message is received, so you don't miss the 30-second response window.
If you need any help setting up or using Smith.ai SMS notifications, please email us at email@example.com or call us at (650) 727-6484 Monday through Friday between 5am – 6pm PT to assist you.