> ## 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.

# Pre-call Heads-up Text

> Text the customer a short heads-up moments before the recovery call so they know who's ringing.

To lift pickup rates, Atllas can text the customer a short heads-up a few seconds before the recovery call — so when the phone rings, it's a number they were just told to expect rather than an unknown caller. The heads-up is a plain, no-offer message (for example, *"Hi Alex, Acme Fitness is calling in a moment about your subscription."*); the actual win-back offer is still made on the call.

Enabling the heads-up for your account is done by the Atllas team. Once it's on for you, each recovery workflow chooses for itself whether to send it:

1. On the **Workflows** page, open a trigger's edit (pencil) icon to reopen the workflow wizard in place
2. Under **Pre-call heads-up text**, turn on **Send a heads-up text before calling** for that workflow
3. Optionally override, just for this workflow:
   * **Lead time** — how many seconds before the call the text goes out (0–600). Leave it blank to use your account default
   * **Message** — your own copy, using `{firstName}` and `{companyName}` placeholders. Leave it blank to use your account default. A live segment count is shown as you type, and *"Reply STOP to opt out."* is always appended automatically
   * **Send the heads-up for** — which events fire it (**Cancellations**, **Members losing access**); it's pre-set to this workflow's own trigger
4. Click **Save changes**

When you create a **new** workflow while the heads-up is enabled for your account, the **Delivery & billing** section of the wizard's Offer step also shows a **Send a heads-up text before the call** switch (on by default), so a new workflow can opt in — or out — right at creation. The lead time, message, and trigger overrides above stay available any time via the workflow's edit view.

<Note>
  The heads-up only sends when it's enabled for your account **and** turned on
  for the individual workflow — both are required. A trial that ends without
  converting never gets a heads-up text. Opt-outs are honored automatically: a
  customer who has replied STOP is never texted.
</Note>
