Automated Follow-Up Messages

Automate with AI3 min readUpdated 2026-03-14

Your AI Voice Agent can send an SMS to the caller automatically after every call — confirming what was discussed, providing next steps, or sharing links to resources mentioned during the conversation.

Available on: All AI Voice Agent plans.

How It Works

Follow-up messages are configured as an after-call action. When the call ends, the agent composes and sends an SMS based on the template you define, filling in details from the conversation.

The message sends within seconds of the call ending — the caller receives it while the conversation is still fresh.

Setting Up Follow-Up Messages

Go to Dashboard > AI Voice Agent and select your agent.
Open the Actions tab.
Under After Call, click Add Action and select Send Follow-Up SMS.
Write your message template using dynamic variables.

Dynamic Variables

Variable	What it inserts
`{{caller_name}}`	Caller's name (from CRM or conversation)
`{{reason}}`	Reason for calling (extracted from conversation)
`{{appointment_details}}`	Date, time, and location of any scheduled appointment
`{{summary}}`	AI-generated summary of the conversation
`{{agent_name}}`	Name of the AI Voice Agent

Example Templates

Appointment confirmation:

"Hi {{caller_name}}, your appointment is confirmed for {{appointment_details}}. Reply to this text if you need to reschedule. — {{agent_name}}"

General follow-up:

"Thanks for calling, {{caller_name}}. Here's a summary of what we discussed: {{summary}}. If you need anything else, call us back anytime."

Lead follow-up:

"Hi {{caller_name}}, thanks for your interest in our services. Based on our conversation about {{reason}}, I'll have a team member follow up with you shortly."

When Follow-Ups Send

Follow-up messages execute in the order they appear in the after-call action sequence. If you have multiple after-call actions (e.g., collect structured data, then send follow-up SMS), the SMS sends after all preceding actions complete.

If the call is transferred to a live agent before ending, the follow-up still sends based on the AI portion of the conversation.

Opt-Out Handling

Follow-up messages are standard SMS and subject to your messaging compliance settings. Callers who have opted out of SMS will not receive follow-up messages.

Best Practices

Keep it short. One to two sentences plus any relevant details. Long messages get ignored.
Add value. Include something useful — a confirmation, a link, a next step. Do not just repeat "thanks for calling."
Test the variables. Make a test call and verify that dynamic variables populate correctly.
Consider timing. After-hours calls may result in follow-up messages arriving at unexpected times. If this matters, note business hours in the message.