March 26, 2020

New! Smith.ai Receptionists Can Now Send Follow-Up Texts & Emails to your Callers

The #1 best time to touch base with new leads who call you is the moment they hang up the phone. And now you can, with Smith.ai’s Text & Email Follow-Up. While on the phone, or immediately after the call, our receptionists can send a custom email and/or text message to your callers. Just let us know who to send it to (qualified leads, current clients, etc.) and what you want it to say.

For example, our receptionists can text your intake form to qualified and booked leads, so they can get started filling it out immediately after the call. When your meeting happens, they'll be prepared — and far more likely to appear.

You could also email or text callers links to your FAQ page, gently ask for a review, or simply thank them for calling. An immediate check-in after first contact helps to keep leads warm and convert more clients. And with Smith.ai’s Text & Email Follow-Up, you don't have to lift a finger!

How to set up text & email follow-ups

Email us at support@smith.ai with the subject line “Text/Email Follow-Up” to get set up. Here’s what we need to know:

1. Which do you want to send?

  • SMS text message
  • Email
  • Both

2. If you’re sending emails, what email address do you want responses to go to?

3. Who do you want us to send it to?

4. What do you want the follow-up message(s) to say?

  • What is the content of your email?
  • What is the content of your text message? (400 character limit)

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.

The fine print

Your messages can’t include hyperlinked text (“Click here” with a link) or any of the caller’s personal information — yet. Keep it simple so it works for anyone within your criteria, and please let us know if you need help! 

Texts will come from your Smith.ai number, so unless you have Text Answering set up, make sure you include “do not respond to this text” or something similar at the end of your text message.

Text & Email Follow-Up is an add-on service and will incur an additional fee. See current pricing for more information.

Questions? Contact us

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. Want to try our live virtual receptionists service? Get started with a 20-call / 14-day free trial today!

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