SMS Marketing · Buyer guide
Our platform includes AI tools for writing messages, replying automatically, qualifying prospects by voice and handing them to your team. This guide explains each workflow and the guardrails to set before going live.
Key takeaways
AI tools can draft and refine messages for campaigns, follow-ups and ongoing conversations. Before using generated content live, define the audience, campaign goal, review process and who approves each message.
AI auto-replies keep conversations moving when a person cannot respond right away. Set conversation limits, escalation paths, review expectations and the point at which a human takes over.
AI messaging is one part of a wider workflow that includes scheduling, two-way messaging, a shared inbox, contact management and segmentation. Real-time analytics help your team decide when a conversation should stay in SMS and when it should move to a person.
Share your volume, integrations and goals and we will send a custom quote.
When a conversation needs to move beyond text, the voice agent can call the prospect and ask your qualifying questions. Define the criteria, escalation rules and team ownership before production use.
Prospects who meet your criteria can be transferred from the voice agent to a live representative. Treat this as an operational handoff. It does not guarantee qualification accuracy, conversion or acceptance by your representative.
| Area | What to define |
|---|---|
| Content | Approved tone, claims and prohibited language |
| Approvals | Who reviews AI-drafted campaigns |
| Auto-replies | Topics the AI can handle and when to escalate |
| Voice agent | Questions, criteria and call hours |
| Transfers | Routing, availability and fallback when no one answers |
| Compliance | Opt-out handling, quiet hours and consent |
Yes, for campaigns and conversations, with your team setting the approval process.
Yes. Define conversation boundaries, escalation rules and handoffs first.
It calls prospects, qualifies them in conversation and transfers qualified prospects to a live representative.
No. It is a workflow tool. Results depend on your criteria, offer and team.
Get started
Tell us your states, volume and qualification criteria. We will reply with availability, pricing and a recommended setup.