AI Phone

Messaging

Automated SMS Workflows

Create automated messaging journeys for reminders, qualification, notifications, follow-up, and customer engagement.

Key capabilities

Trigger-based SMS automation
Multi-step messaging sequences
CRM and form integrations
Response-based branching logic

Quick answer

AI Phone's SMS Workflows product helps businesses build automated text message sequences for appointment reminders, lead qualification, follow-up campaigns, and customer notifications without requiring manual sends.

Automated without being impersonal

Build workflows that send personalized messages at the right moment based on customer actions, CRM events, or scheduled triggers.

Branch on replies

Configure response-based branching so workflows adapt based on what the customer says, without requiring manual intervention.

Frequently asked questions

What is an SMS workflow?

An SMS workflow is an automated multi-step text messaging sequence that sends messages, waits for responses, branches based on replies, and triggers follow-up actions — all without manual intervention from your team.

What triggers can start an SMS workflow?

SMS workflows can be triggered by CRM events, call outcomes (missed call, call completed), form submissions, inbound keywords, scheduled dates, or manual launch — giving you flexibility to match workflows to any business event.

Can SMS workflows branch based on customer replies?

Yes. Workflows can detect specific keywords or phrases in replies and branch to different paths — for example, replying 'YES' books an appointment while replying 'NO' starts a nurture sequence.

Do SMS workflows handle opt-outs automatically?

Yes. AI Phone automatically processes STOP opt-out requests and removes opted-out contacts from future workflow messages in compliance with messaging regulations.

Ready when you are

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