- AI-Agent
- Ready to Run
Send Text Message Replies
Answer prospect questions by text and flag what needs a salesperson
Use this Agent instantly or customize it - no programming needed
- Incoming sales textIncoming sales text
Your prospect's question arrives with the sender and business number needed for a reply.
- Lead detailsLead details
Your lead and contact details give the question context and identify the salesperson.
- Recent text conversationRecent text conversation
Your recent texts show what the prospect already asked and whether a salesperson replied.
- Approved sales answersApproved sales answers
Your approved guidance sets the answers, limits, and cases that need a salesperson.
- Follow-up settingsFollow-up settings
Your settings choose who takes open questions and when their task is due.
Your sales text inbox brings in prospect texts and holds their leads, replies, notes, and follow-up tasks.
- Lead noteLead note
Your lead shows the question, exact reply or send failure, and any open question.
- Lead noteLead note
Your lead shows the question, exact reply or send failure, and any open question.
- Salesperson follow-up taskSalesperson follow-up task
Your salesperson gets a dated task for an open question or a failed text.
- Text replyText reply
Your prospect gets a supported answer from the business number they texted.
- Lead noteLead note
Your lead shows the question, exact reply or send failure, and any open question.
- Salesperson follow-up taskSalesperson follow-up task
Your salesperson gets a dated task for an open question or a failed text.
This Agent watches for sales questions in your text inbox. It checks the lead and your reply guidance, then texts a supported answer. You see the exchange and any open question on the lead.
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AsanaUsed as:
- Sales text inbox
Asana brings in prospect texts and holds their leads, replies, notes, and follow-up tasks.
CloseUsed as:
- Sales text inbox
Close brings in prospect texts and holds their leads, replies, notes, and follow-up tasks.
Made for your industry
Send Text Message Replies is made for businesses in these industries.
- Financial Services
Reply to borrower texts with approved answers and flag loan questions.
Show all Agents for the Financial Services industry - Real Estate
Reply to buyer and seller texts and flag questions for the Agent.
Show all Agents for the Real Estate industry - Property Management
Reply to renter texts and flag leasing questions for a specialist.
Show all Agents for the Property Management industry - Insurance
Answer prospect texts with approved coverage details and flag open questions.
Show all Agents for the Insurance industry - Home Services
Answer homeowner texts about services and flag questions for the sales team.
Show all Agents for the Home Services industry - Car Dealerships
Answer shopper texts about vehicles and flag questions for the salesperson.
Show all Agents for the Car Dealerships industry
Made for your role
Send Text Message Replies is made for people in these roles.
- Account Executive
Answer buyer texts with deal context and flag unresolved questions.
Show all Agents for the Account Executive role - Sales Development Representative
Reply to new lead texts and flag questions for follow-up.
Show all Agents for the Sales Development Representative role - Sales Representative
Answer prospect texts and track questions needing a personal reply.
Show all Agents for the Sales Representative role - Sales Manager
Send approved answers to sales leads and flag questions for reps.
Show all Agents for the Sales Manager role - Sales Coordinator
Reply to incoming lead texts and leave open questions on each lead.
Show all Agents for the Sales Coordinator role - Real Estate Agent
Reply to buyer and seller texts and leave open questions on the lead.
Show all Agents for the Real Estate Agent role - Insurance Agent
Reply to coverage inquiries and flag questions for personal follow-up.
Show all Agents for the Insurance Agent role - Leasing Specialist
Answer renter texts and flag leasing questions for personal follow-up.
Show all Agents for the Leasing Specialist role - Mortgage Loan Officer
Answer borrower texts and flag financing questions for follow-up.
Show all Agents for the Mortgage Loan Officer role - Mortgage Broker
Reply to borrower texts and track questions needing a broker's answer.
Show all Agents for the Mortgage Broker role
Made for your department
Send Text Message Replies is made for people in these departments.
- Sales
Answer prospect texts and flag questions for the lead owner.
Show all Agents for the Sales department - Business Development
Reply to new prospect texts and track open buying questions.
Show all Agents for the Business Development department - Leasing
Answer renter inquiries by text and flag questions for the leasing team.
Show all Agents for the Leasing department - Lending
Reply to borrower questions by text and flag what a loan officer must answer.
Show all Agents for the Lending department
How Send Text Message Replies works
5 steps, in order, on every run.
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Read the lead and recent textsCheck the lead and recent texts for context and a prior reply. Leave an unmatched message for a salesperson.
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Check your reply guidanceMatch the question to your approved answers. Set aside anything that needs a salesperson.
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Send a supported text replyText the answer from the number that received the question. Skip the reply if the contact opted out or no clear answer fits.
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Record the exchange on the leadAdd the question and send result to the lead. Include the exact reply or reason no text went out.
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Assign open questions to a salespersonCreate a lead task for unanswered questions or failed texts. Use your chosen due time and assign the lead owner or fallback salesperson.
How to Get Started
Connect the tools you already use, such as Asana or Close.
2 tools
- Connect an SMS-enabled business number and choose which lead owner or fallback salesperson receives questions needing a human answer.
- Provide approved sales answers, product facts, permitted claims, and cases that must go to a salesperson instead of getting an automatic answer.
- Set the time frame for the salesperson's follow-up task when an open question remains.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Text Message Replies:
You connect an SMS-enabled business number and provide approved answers. You also choose a fallback salesperson and a due time for follow-up.
Your approved answers and escalation rules guide the reply. Questions outside that guidance go to the lead owner or fallback salesperson.
No. The Agent holds the reply. A salesperson gets unmatched messages, while opt-out requests stay on the lead.
You can see the incoming question, exact reply, and send result in a lead note. If the text fails, the salesperson gets a follow-up task.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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