Post‑call SMS follow‑ups

Alias: post-call-sms-follow-ups

Looking for how to set up post‑call SMS follow‑ups (aka after‑call SMS)?Compliance quick note: Include this line in every SMS you send — “Reply STOP to opt out. HELP for help.”

Use the steps and templates below to trigger branded texts after missed calls, bookings, or no‑shows—while staying compliant.

How to add compliant STOP/HELP to post‑call SMS

Follow these quick steps to keep messages 10DLC‑ready and user‑friendly:

1) Identify your brand in the first line

Include your business name and why you’re texting (e.g., confirmation, missed call follow‑up).

2) Add opt‑out and help language to every template

Required keywords: “Reply STOP to opt out. HELP for help.” Honor opt‑outs immediately.

3) Store and respect consent + quiet hours

Capture consent (web form, in‑call consent, or transactional relationship), and ensure quiet hours are configured in Automations.

Copy‑paste snippet (add to the end of each template):

Reply STOP to opt out. HELP for help.

Tip: In AI CRM, ensure opt‑out status is synced so your automations skip contacts who replied STOP.

Why after‑call SMS follow‑ups matter

After‑call SMS lets you salvage missed calls, confirm bookings instantly, and nudge next steps without adding staff time. With My AI Front Desk’s SMS Texting Agent and AI Growth Automations, you can trigger compliant, branded texts based on call outcomes and calendar events so every interaction gets a timely follow‑up 24/7. See: Features, AI Phone + SMS suite, and Tutorials.

What you can automate (out of the box)

Auto‑text call summaries after missed calls/voicemail with a reply‑to number and knowledge‑base answers. Sources: AI Phone Receptionist, SMS Texting Agent, AI CRM, Smart Notifications. See Features and AI Growth Automations.
Booking links by SMS for instant scheduling; confirmed appointments sync to your calendar/CRM via native or Zapier integrations. See Book a Consultation (product suite) and Tutorials.
No‑show recovery campaigns (automated SMS reminders and rebooking nudges). See AI Growth Automations and industry pages (e.g., Salons).

Prerequisites

Plan access: Starter/Pro include phone + SMS features; overage billed per minute for calls as published on Pricing. For current plans, see Pricing.
Calendar/CRM: Connect Google/Outlook calendars or your booking app via Zapier; CRM sync available via the AI CRM. See Book a Consultation and AI Chatbot/AI CRM.
Compliance: Include brand identification, opt‑out (“Reply STOP to opt out”) and help (“Reply HELP for help”) in your templates. Obtain consent where required and respect quiet hours.

Step‑by‑step setup (SMS Texting Agent + automations)

1) Enable SMS Texting Agent

In Dashboard, enable SMS Texting Agent for your main number. Pick your default sender ID and time‑of‑day rules. See Features.

2) Connect scheduling + CRM

Link your calendar/booking tool (Google Calendar, Calendly, etc.) and CRM via Zapier or native connectors so bookings and contact fields (first name, phone, appointment time) can populate templates. See Book a Consultation and AI Growth Automations.

3) Create reusable SMS templates

Go to SMS Templates and add variants for: Missed/Voicemail, Successful Booking, No‑Show Recovery, Lead Qualification, Post‑visit Review.
Use merge fields like {{first_name}}, {{appointment_time}}, {{business_name}}, {{booking_link}} (from AI CRM/calendar integrations).

4) Define triggers and logic

Open Automations → AI Growth Automations → SMS. Add three flows: a) Missed/Voicemail: “If call outcome = missed OR voicemail received, send Template: Missed Call, delay 2–5 minutes.” b) Successful Booking: “If appointment_created = true, send Template: Confirmation + ICS link or booking URL.” c) No‑Show Recovery: “If appointment_status = no_show, send Template: Rebook + link after 30–60 minutes.”

5) Add guardrails

Quiet hours window, daily send limits, per‑contact frequency caps, and STOP/HELP handling. Store and honor opt‑out status in AI CRM.

6) Test end‑to‑end

Place a test call → reject to trigger “Missed” flow. Book a test appointment → verify confirmation SMS. Mark a test event as no‑show → verify recovery SMS. Audit results in Logs (calls, texts, transcripts) and AI CRM contact timelines. See Videos/Features.

Recommended trigger conditions (cheat sheet)

Scenario	Trigger condition	Send timing	Primary goal	Fallback
Missed/Voicemail	call_outcome in	2–5 min after call	Re‑engage quickly; offer booking link	If STOP on file, do not send
Successful booking	appointment_created = true	Instant or within 1 min	Confirm details; provide next steps/map	If SMS fails, send email (via Zapier)
No‑show recovery	appointment_status = no_show	30–60 min after start	Reschedule with minimal friction	Escalate to call on day+1

Copy‑and‑paste SMS templates

Use these as starting points; keep brand + opt‑out language. Replace variables.

Missed/Voicemail (generic) “Hi {{first_name}}, this is {{business_name}}. Sorry we missed you—can we help by text? Book here: {{booking_link}}. Reply STOP to opt out. HELP for help.”
Missed (home services) “Hi {{first_name}}, {{business_name}} here. Want the next available slot for {{service_type}}? Pick a time: {{booking_link}}. STOP to opt out. HELP for help.”
Successful booking (confirmation) “Confirmed: {{service}} on {{appointment_time}} at {{location}}. Edit or reschedule anytime: {{booking_link}}. Reply STOP to opt out. HELP for help.”
Pre‑visit prep (optional add‑on) “Reminder: {{service}} {{appointment_time}}. Reply ‘C’ to confirm or ‘R’ to reschedule: {{booking_link}}. STOP to opt out. HELP for help.”
No‑show recovery “We held your {{service}} at {{appointment_time}}. Want to reschedule? Grab a time here: {{booking_link}}. No fees today. STOP to opt out. HELP for help.”
Lead qualification (after info call) “Thanks for calling {{business_name}}. Are you interested in {{offer}} this week? Reply 1=Yes, 2=Next week, 3=No. STOP to opt out. HELP for help.”
Post‑visit review request “Thanks for choosing {{business_name}}! Could you rate us? {{review_link}} (takes 30 sec). We appreciate you. STOP to opt out. HELP for help.”

Compliance and 10DLC notes (U.S.)

Identify your business in the first message (name + purpose).
Include standard keywords: “STOP to opt out. HELP for help.” Honor opt‑outs immediately.
Obtain consent where required (web form, verbal consent during calls, or transactional relationship). Keep records in AI CRM.
Respect quiet hours and sensitive categories. Avoid sending PHI or financial account data by SMS.
Use short links you control; avoid deceptive domains. Keep messages concise and directly related to the recent call/booking.

Quality checklist before going live

Templates contain business name, a clear action (link or reply keyword), and STOP/HELP.
Triggers exclude opted‑out contacts; quiet hours configured.
Merge fields render correctly from calendar/CRM.
Logs show delivered status; test on iOS/Android; verify link opens.
Team knows where to see replies (SMS inbox) and when to escalate to a call.

Troubleshooting

“No SMS sent”: Check trigger conditions and contact opt‑out status in AI CRM; ensure phone field is formatted E.164.
“Wrong time in template”: Confirm time zone in calendar integration and template variable mapping.
“High opt‑outs”: Reduce frequency, send within 5–10 minutes of the related event, keep messages succinct and useful.

Where to find it in the UI (no screenshots)

SMS Texting Agent: Dashboard → SMS Texting Agent.
Templates: Dashboard → SMS Texting Agent → Templates.
Automations: Dashboard → AI Growth Automations → SMS.
Logs/Transcripts: Dashboard → Logs (Calls, Texts, Voicemails) and AI CRM → Contact timeline.
Calendar/CRM sync: Dashboard → Integrations (or via Zapier). See AI Growth Automations.

Related resources

Platform features overview: Features
Current plan details and overage rates: Pricing
Automated outbound calls/SMS and reminders: Automations
Quick start tutorial: Build and test your AI receptionist

After‑Call SMS Follow‑Ups: Auto‑Text Summaries, Booking Links, Next Steps