Choose the starting point
Define which missed calls or incoming requests should enter the follow-up workflow, and which should go directly to a person.
Voice & workflows / SMS follow-up
Keep the conversation going after a missed call.
A short text can give the customer another way to explain what they need. Explore how that conversation becomes a useful request for your team.
SMS follow-up
A missed call can still start a conversation.
See a text follow-up collect the customer’s request and prepare a useful summary for the team.
- 01A missed call starts the example
- 02A text asks what the customer needs
- 03The team gets the details to review
Built around your follow-up rules.
Gather a useful request
Agree the questions your team needs answered: the service, preferred timing, and a short description. Keep the conversation focused.
Make the next step clear
Decide where the summary belongs and who reviews it. A request should only be described as confirmed when the relevant system confirms it.
Review messaging before launch
We agree the sending number, permission requirements, timing, opt-out handling, and delivery checks with your team as part of the setup.
Before you configure a workflow
Questions worth answering.
Calls and handoffs
After a missed call, what does an SMS follow-up actually prove?
Follow a missed-call text from draft to delivery, reply, staff acceptance, and completed work without merging those steps.
Calls and handoffs
What should happen when a call arrives after hours?
Design a useful answer, a responsible handoff, and a fallback when no person is available.
Pilot evaluation
How to measure a voice pilot with your own numbers
Set a baseline, follow each request to its actual outcome, and decide what the pilot proved.
This page plays a recorded example. It does not send an SMS, place a call, or create a customer request.
Discuss your follow-up