Skip to main content
Automations handle the follow-up work that most small businesses forget to do. They send texts, emails, and reminders on your behalf — automatically — so you can focus on doing the actual work. You’ll find all five automations on the Automations page in your sidebar.

​
The Five Automations

Missed Call Textback

Sends an SMS to anyone who calls but doesn’t reach you (missed call, voicemail, or hangup). Gets them to text back instead.

Review Generation

Sends a review request SMS after a completed appointment. Only sends to happy customers — negative sentiment calls are skipped.

Estimate Follow-up

Sends a personalised follow-up SMS to leads who got a quote but haven’t booked yet. Uses AI to personalise based on the call.

New Lead Notification

Notifies you (and your team) by SMS and email whenever a new lead comes in, so nothing slips through the cracks.

Appointment Reminder

Sends the customer a reminder SMS 1 hour before their appointment with confirm/cancel buttons.

​
1. Missed Call Textback

What it does: When someone calls and your AI can’t connect (rare, but it happens — e.g. the AI is already on another call), this automation sends them a text within 60 seconds. Default message:
“Hi, thanks for calling [Your Business]. Sorry we missed you! Reply to this text and we’ll get back to you ASAP.”
How to configure:
1

Go to Automations

Click Automations in the sidebar.
2

Find Missed Call Textback

Click the toggle to enable it.
3

Customise the message

Edit the text template. You can use {businessName} and {callerName} as variables.
4

Set the delay

Choose how long to wait before sending (default: 60 seconds). A short delay feels natural — instant texts can feel robotic.
This is the single highest-impact automation. Businesses that text back missed calls within 1 minute recover up to 40% of those leads.

​
2. Review Generation

What it does: After a completed appointment, sends the customer an SMS asking them to leave a Google review. The smart part: This automation checks the sentiment of the original phone call. If the call was negative (angry customer, complaint), it skips the review request. You only ask happy customers for reviews. How to configure:
1

Enable Review Generation

Toggle it on in the Automations page.
2

Add your Google review link

Paste your Google Business Profile review link. (Find it by searching your business on Google, clicking “Write a review,” and copying the URL.)
3

Set the delay

Choose how long after the appointment to send the request. Default is 2 hours — enough time for the customer to assess the work.
The sentiment gate means you’ll never accidentally ask an unhappy customer for a review. If the call had negative sentiment, the automation simply doesn’t fire.

​
3. Estimate Follow-up

What it does: Sends a follow-up SMS to leads who received a quote or pricing information but haven’t booked yet. The smart part: The AI reads the original call transcript and writes a personalised follow-up message. Instead of a generic “Just following up,” the customer gets something like: “Hi Sarah, just wanted to check if you had any questions about the boiler service we discussed? Happy to help if you need more info.” How to configure:
1

Enable Estimate Follow-up

Toggle it on in the Automations page.
2

Set the delay

Choose how long to wait after the call. Default is 24 hours. This gives the customer time to think without feeling pressured.
3

Customise the fallback template

If the AI can’t generate a personalised message (rare), it falls back to your template. Edit this to match your brand voice.

​
4. New Lead Notification

What it does: Sends you an SMS and/or email the moment a new lead is captured by the AI. How to configure:
1

Enable New Lead Notification

Toggle it on in the Automations page.
2

Choose notification channels

Select SMS, email, or both.
3

Add team members

Optionally add phone numbers or emails for other team members who should also be notified.
Pair this with the Missed Call Textback. You’ll know about every lead the moment it comes in, and the customer gets a text at the same time. Two-way coverage.

​
5. Appointment Reminder

What it does: Sends the customer an SMS 1 hour before their appointment with two links — Confirm or Cancel. How it works:
  • The reminder goes out automatically. No action needed from you.
  • If the customer clicks Confirm, the appointment status updates to Confirmed in your dashboard.
  • If the customer clicks Cancel, the appointment is cancelled and the time slot is freed up. You get a notification.
1

Enable Appointment Reminder

Toggle it on in the Automations page.
2

Customise the message

Edit the reminder text. Use {customerName}, {service}, {date}, and {time} as variables.

​
SMS Opt-Out Compliance

All automated SMS messages include opt-out handling to comply with TCPA (US) and PECR (UK) regulations.
If a customer replies STOP to any automated text, they are automatically unsubscribed from all future SMS automations. This is a legal requirement and cannot be overridden. The customer can text START to re-subscribe.

​
Enabling and Disabling

Each automation has its own on/off toggle. Turning one off doesn’t affect the others. When disabled:
  • No new messages will be sent for that automation.
  • Messages already queued will still be delivered.
  • Your configuration (message template, delay) is saved — so you can re-enable it without starting over.
Yes. Every automated SMS appears in your Conversations page with a tag showing which automation triggered it.
Currently, each automation uses one message template for all services. If you need service-specific messages, contact support and we can set that up for you.
No. All five automations are included in every plan. The only cost is the SMS messages themselves, which come out of your plan’s SMS allowance.