> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atllasx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow-ups (SMS & Email)

> Automatically send SMS or email follow-ups after a call.

Follow-ups let the AI take action immediately after a call completes — sending a text or email while the conversation is still fresh for the contact.

<Note>
  This page covers the **automatic** follow-ups your AI sends right after a call. If you want to work hot leads and booked meetings yourself — sending pre-written texts, emails, and calls from your own phone — that's the [Follow-ups feed](/docs/ai-calling/mobile-app/follow-ups) in the AtllasX mobile app.
</Note>

## SMS Follow-ups

When enabled, the AI offers to send an SMS during the call and — if the contact consents — sends it after the call ends.

### TCPA-Compliant Consent Required

Every SMS follow-up is **consent-gated**. The AI must hear the contact agree to receive a text on the call before any message is sent. This is required for TCPA compliance — there is no way to send an SMS to a contact who didn't consent.

If the contact answers and declines (or the call goes to voicemail / fails), no SMS is sent.

### SMS Templates

SMS messages are sent from one of five pre-built templates. You **must pick a template** — there's no free-text SMS option. Each template's wording is fixed for compliance reasons; you control its behaviour by filling in the template's variable slots.

| Template                     | Best For                                       | What You Provide                   |
| ---------------------------- | ---------------------------------------------- | ---------------------------------- |
| **Meeting Request**          | Invite the contact to book a meeting           | Meeting link                       |
| **Next Step**                | Share a follow-up action after a positive call | Meeting link                       |
| **Appointment Confirmation** | Confirm a scheduled appointment                | (auto-filled from call transcript) |
| **Conversation Summary**     | Recap the call highlights                      | (auto-filled from call transcript) |
| **Offer / Promo**            | Share a special offer or promotion             | Offer summary + promo code         |

When the SMS sends, the backend swaps your provided content into the template — you don't write the surrounding sentence.

### Configuration

| Field             | Description                                                                                                                                                            |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Template**      | Pick one of the five templates above                                                                                                                                   |
| **Sender Name**   | Override your default sender name for this campaign — useful when you want a campaign to come from a different person on your team without changing the global setting |
| **Meeting Link**  | (Meeting Request / Next Step templates) The scheduling link to embed (e.g. Calendly URL). Per-campaign override — falls back to your account default if blank          |
| **Offer Summary** | (Offer / Promo template only) The offer being shared                                                                                                                   |
| **Promo Code**    | (Offer / Promo template only) The promotional code to include                                                                                                          |

The Sender Name and Meeting Link are **per-campaign overrides** — they only apply to this campaign and don't change your account-wide defaults.

### Number Confirmation

Before ending every call, the AI asks the contact which number they'd like the SMS sent to, reads it back grouped naturally, and waits for explicit confirmation. If the contact wants to use the called number, the AI confirms that and continues. If the AI cannot determine or confirm a number, the SMS destination is flagged for manual review in the call results — no message is sent automatically. You can set the destination and send the SMS manually from the call detail panel after the call ends.

## Email Follow-ups

When enabled, the AI sends an email to the contact after the call.

### Requirements

Email follow-ups require a connected email account. When you enable email follow-ups in the campaign settings, you will be prompted to connect your Gmail or Outlook account directly from that step.

### Configuration

| Field            | Description                                           |
| ---------------- | ----------------------------------------------------- |
| **From Name**    | The sender name displayed in the contact's inbox      |
| **Subject**      | Email subject line — set per campaign                 |
| **Body**         | Email body — supports plain text and basic formatting |
| **Meeting Link** | Optionally embed a scheduling link in the email body  |

Both subject and body are configured per campaign, so you can run multiple campaigns simultaneously with different copy.

### Consent-Gated Sending

Standard email follow-ups are **consent-gated**: they're only sent to contacts who answered and explicitly agreed to receive an email during the call (when you've also enabled "Ask for email" on the campaign).

### Missed Call Emails

You can configure a **separate** email template that fires for contacts who **didn't answer** — useful for re-engagement.

| Field                   | Description                                |
| ----------------------- | ------------------------------------------ |
| **Missed Call Subject** | Subject line for the unanswered-call email |
| **Missed Call Body**    | Body for the unanswered-call email         |

Missed call emails fire **without consent gating** because there was no live conversation to capture consent from — they go to every contact whose call status is **Missed**, provided the contact has an email on file. Use this email to acknowledge the attempt and invite the contact to respond at a better time.

## When Follow-ups Are Sent

* SMS and email follow-ups are sent within seconds of the call ending
* Follow-ups are only sent once per contact, regardless of the number of call attempts
* If a contact is on your DNC list, follow-ups are suppressed automatically
