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How to Set Up Smart SMS Follow-Ups for AI Voice Calls in LeadTruffle

Automatically send personalized SMS messages after AI calls based on conversation context.

Bryan Shankman avatar
Written by Bryan Shankman
Updated over a month ago

Overview

LeadTruffle now enables intelligent SMS follow-ups that trigger automatically after an AI-handled call—based on what was discussed during the conversation.

These post-call messages help close the loop with leads and customers by providing timely next steps, links, or resources.

What You Can Do

You can configure up to five follow-up messages. Each one includes:

  • Trigger Context: Define when the message should be sent, based on what the caller said or needed.

  • Message Content: Write the SMS message that will be sent. This can include text, links, or contact info/

Common Use Cases

  • Generic Thank You: “Thanks for calling! Here’s a link to our website for more info: [website link]”

  • Rescheduling Needed: “Need to reschedule? You can pick a new time here: [calendar link]”

  • Billing Update: “To update your billing info, please visit: [billing portal link]”

  • Service Interest: “You mentioned [service name]—learn more here: [link to service page or video]”

  • Follow-Up Offers or Forms: Direct them to a lead form, coupon page, or next step in the funnel

Setup Instructions

    • Navigate to your dashboard and open AI Call Answering.

    • Locate the SMS Follow-Ups section.

  1. Add a New Follow-Up

    • For each follow-up, define:

      1. When to Send: Describe the conversation context or trigger (e.g., “Asked to reschedule”).

      2. Message Content: Write your SMS. Include a link if needed.

Coming Soon! AI powered SMS threads. Soon, LeadTruffle’s AI will be able to continue conversations via SMS after the initial follow-up message is sent.


Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

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