Skip to main content

Send text message actions

Send text message actions let your agent send an SMS during a conversation — for example, an order confirmation, a verification code, or a follow-up link.

Prerequisites​

Before creating a send text message action, set up a messaging channel under Integrations. The channel links a name to an SMS-capable phone number, which is used as the sender.

Messaging channel​

Select the messaging channel to send the text message from. The channel determines which phone number appears as the sender.

Recipient​

Choose who receives the text message:

  • Contact's phone number: Sends to the phone number of the contact currently on the call. This is the most common option.
  • Custom: Enter a phone number or use Go template syntax to resolve the recipient dynamically. For example, {{ .parameters.phone_number }} to use a value from the parameters schema, or {{ .variables.customer_phone }} to use a conversation variable.

Parameters schema​

Define the parameters your agent should collect before sending the message, using JSON Schema format. See API call actions — Parameters schema for syntax details and examples.

:::info Automatic message parameter If the Message field is left empty, a message parameter is automatically added to the schema. This lets the agent decide what to write based on the conversation context. You don't need to add it yourself. :::

Message​

An optional static message body, or a template using Go template syntax. For example:

Hi, here's your booking confirmation: {{ .parameters.booking_reference }}

If left empty, the agent composes the message itself using the auto-injected message parameter. This is useful when the content should vary based on the conversation.

Example: send a booking confirmation​

Name: send_booking_confirmation

Description: Sends a booking confirmation SMS to the caller. Use after the caller has confirmed their booking details.

Messaging channel: Customer notifications

Recipient: Contact's phone number

Parameters schema:

{
  "type": "object",
  "properties": {
    "booking_reference": {
      "type": "string",
      "description": "The booking reference number"
    }
  },
  "required": ["booking_reference"]
}

Message:

Hi, your booking is confirmed! Reference: {{ .parameters.booking_reference }}. Reply to this message if you need to make changes.

Example: agent-composed message​

When you leave the Message field empty, the agent writes the SMS based on the conversation.

Name: send_summary_sms

Description: Sends a text message summarising what was discussed on the call. Use at the end of the conversation when the caller asks for a written summary.

Messaging channel: Customer notifications

Recipient: Contact's phone number

Parameters schema:

{
  "type": "object",
  "properties": {},
  "required": []
}

Message: (empty)

The agent automatically receives a message parameter and composes the text based on the conversation context.

Next steps​