Available Actions
Email Notifications
Toggle email notifications on to receive a summary after every call. Notifications are sent to your account’s email address.Follow-up Text (SMS)
The AI offers to send the caller a follow-up text during the call. Choose one of five pre-approved message templates — the same templates available in AI Calling campaigns:| Template | What it sends | Where the content comes from |
|---|---|---|
| Meeting Request | A link to book a meeting | Your meeting link |
| Next Step Link | A link for the next step | Your meeting link |
| Appointment Confirmation | The appointment’s day, time, and details | Extracted from the conversation by AI |
| Conversation Summary | A short recap of the call | Generated from the conversation by AI |
| Offer / Promo Code | Your offer description, promo code, and link | Your offer details and link |
| Field | Applies to | Notes |
|---|---|---|
| Sender Name | All templates | Per-receptionist override for the name in the text. Leave blank to use your default sender name. |
| Meeting / Next Step / Offer Link | Meeting Request, Next Step Link, Offer / Promo Code | Per-receptionist override for the link. Leave blank to use your default link. Use Edit default link to change the shared default. |
| Offer Description + Promo Code | Offer / Promo Code | Both are required before the template can be enabled. |
- Consent is required. The text is only sent after the caller verbally agrees to receive one during the call — the AI asks first, and our system confirms consent from the transcript before sending.
- A transcript is required. Voicemails and failed calls never trigger a text.
- AI-populated templates (Appointment Confirmation, Conversation Summary) fill in their details automatically after the call ends. If the details can’t be determined, the text is skipped rather than sent incomplete.
- Sender name and link are per-receptionist overrides. They fall back to your shared defaults when left blank, and setting one here does not change the shared default your AI Calling campaigns use. Use Edit default link to change the shared default explicitly.
- Template text is pre-approved for SMS delivery and can’t be edited — only the highlighted fields (sender name, link, offer details) are filled in.
- Changes to the section (template, sender name, link, offer details) are saved together with a single Save button, and Discard reverts any unsaved edits.
Call Forwarding
Transfer callers to a human when the conversation warrants it. Call forwarding is a cold transfer by default — the AI connects the caller directly to the target number. Enable Warm Transfer to have the AI briefly introduce the caller before handing off.| Field | Description |
|---|---|
| Forwarding Number | The phone number to transfer to |
| Warm Transfer | Toggle on to have the AI introduce the caller before connecting |