Configuring automated SMS

SMS messages can be automated and sent to callers when they reach a particular stage of a call flow by using the templated response node. When the node is activated it will automatically trigger pre-made SMS messages to be sent to callers.

Note: Before you can add the node to your call flow, you must ensure that SMS templates have already been created. Find out more about SMS templates.

Click play to watch a video overview on applying a templated response to an active call flow.

Configure automated SMS #

1. Navigate to Call Handling → Call Flows
2. Select the relevant inbound call flow
3. Click the call flow edit button
4. Make the templated response node available:
   1. Select the Node Library button
   2. Ensure the Templated Response node is checked
   3. Click Ok
5. Drag the node from the collection and place it in the call flow
6. Connect the node as required
7. Configure the node parameters
   1. Enter a node name
   2. Select an SMS template
   3. Set the Sender CLI
      • If this parameter is not specified and the node is being used in a call flow, the SMS will be sent from the number/address that was called to set up the flow.
8. Select the validate and publish button
9. Click Publish
10. The call flow will be updated and configured for automated SMS responses