Automated Messages

BETA FEATURE: The Automated Messages page lets administrators configure disposition-triggered SMS templates and automated response rules. Use this page to build automated messaging workflows based on call dispositions, set rate limits, manage template parameters, and retrieve API webhook endpoints for automated dispatch.

Action Controls

  • Create New: Build a new disposition-triggered automated SMS template.

Table Data Fields

FieldDescription
DispositionThe call or event disposition code that triggers the automated message (e.g., SALE).
Message Details
  • Template Body: Text content of the automated message, including dynamic placeholders (e.g., Hi {firstName}, thanks for your time today!).
  • Metrics Bar: Character count, segment count, and estimated per-message carrier cost (e.g., 31 chars · 1 segment · ~$0.0070).
  • Parameters: Dynamic merge tags defined in the template body (e.g., firstName).
  • Copy URL: Copies the API trigger URL for external integration.
  • Message Limit: Maximum number of automated messages permitted per contact/event (e.g., 5).
  • Client Reference: Internal tracking tags or reference labels assigned to the rule.
EnabledWhether the rule is Enabled or Disabled.
UpdatedTimestamp of the last modification.
Actions
  • Edit (pencil icon): Opens the template editor to modify the message body, limits, or parameters.
  • Delete: Permanently removes the disposition automation rule.