How to Use Post-Call SMS in Gail
Post-Call SMS allows you to automatically send a follow-up text message to customers after a call. This can be used for actions like sending appointment links, auto quotes, or follow-up resources.
1. Create a Text Template
- Before setting up Post-Call SMS, you must first create a Text Template.
- Follow the steps outlined in the [Creating a Text Template Guide].
2. Navigate to a Script
- Go to the script where you want to add a Post-Call SMS:
- For Outbound Campaigns, open the script from the Outreach > Scripts tab.
- For Inbound Calls, open the script under the Receptionist tab.
3. Find the Post-Call SMS Section
- Scroll to the bottom of the script page.
- Locate the section labeled Post Call SMS.
4. Add a Post-Call SMS
- Click the + Add button.
- Two fields will appear:
- Text Script (the SMS template to send).
- Description (when the text should be sent).
5. Select a Text Script
- Use the dropdown in the Text Script box to choose the SMS template you want to use.
6. Add a Description
- In the Description field, type when this SMS should be triggered.
- Example: “When a customer asks how to add a user, send them this text.”
7. Save Your Script
- Once completed, click the Save Script button at the bottom of the page.
✅ You’ve successfully created a Post-Call SMS action.
Now Gail will automatically send the chosen text message when the defined condition is met during or after a call.