1. Overview
  2. How To
  3. How to Send Links VIA Text Messages During Phone Calls

How to Send Links VIA Text Messages During Phone Calls

Objective: To create and automate a custom tool in the AI Assistant that sends links during calls when requested.

 

Step 1: Create the Custom Tool

  1. Navigate to AI Assistant Settings.

  2. Click on Tools and Abilities.

  3. Select Create Custom Tool and enter the following details:

    • Unique Name: sms_content

    • Description: This tool should be triggered whenever a user requests to receive links, resources, or any other information via SMS during an active conversation. It ensures that the requested information is instantly sent to the user’s phone, providing a seamless experience. This tool is designed to handle any requests for links or details that need to be delivered quickly during a call, enhancing customer satisfaction and ensuring timely follow-ups.

    • Trigger: Activated when the user asks for a link or information to be sent via SMS.

  4. Click Save. (The Endpoint URL will be added later.)

  5. Add a prompt and and give the link to the AI Prompt to call the tool and send the required information.

 

 

Step 2: Set Up the Automation Workflow

  1. Go to Automations and click Create New Workflow.

  2. Name the workflow: Custom Tool - Send SMS During Call.

  3. Add a Trigger:

    • Select Inbound Webhook as the trigger type.

    • Copy the Webhook URL provided.

  4. Go back to the custom tool and paste this Webhook URL into the Endpoint URL field.

  5. Define the following parameter in the Custom tool:

    • Parameter Name: sms_content

    • Description: The text message or link(s) that need to be sent to the user via SMS. This includes any resources, links, or information the user has requested during the conversation.

  6. Save the workflow.



 

 

Step 3: Create a Custom Field (Optional Logging)

  1. Navigate to Custom Fields.

  2. Create a new field with the following details:

    • Field Type: Multi-line Text

    • Field Name: sms_sent






 

 

Step 4: Link the Automation to SMS Sending Action- Guide to the workflow

  1. 🔹 Step 1: Trigger

    • Trigger Type: Inbound Webhook

    • This webhook initiates the workflow when called from your custom tool.

    • Get the payload reference by making a test call.

    🔹 Step 2: Add a Wait Action

    • Action: Wait

    • Duration: 0.3 minutes

    • Purpose: Allows any asynchronous processes to complete before proceeding.

    🔹 Step 3: Find Existing Contact

    • Action: Find Contact

    • Search Fields: Use Contact ID and Phone from the webhook payload and map them to Inbound webhook trigger - Call - Call id,

    •  and map the same fields for phone- Inbound webhook trigger - Call - From_number

    🔹 Step 4: Conditional Branch – Contact Found?

     - If Contact Is Found

    • Add Wait for 0.2 minutes.

    • Action: Update Contact Fields

    • Map the fields
      sms_content - map to sms content from custom values
      map (phone - contact - phone)

     - If Contact Is Not Found

    • Add Wait for 0.2 minutes.

    • Action: Create New Contact

      • Map the fields
        sms_content - map to sms from custom values
        map this field (phone - contact - phone)

    • Action: Update Contact Fields

      • Ensure all fields are complete.

    • Next Update Contact Field 

      • Map the fields
        sms_content - map to sms from custom values
        phone - contact - phone

    🔹 Step 5: Send SMS

    • Action: Send SMS

    • Message:

      Here is the link to the docs, and add the tags sms content

      (You can use dynamic fields from the webhook to include links or additional details.)

    🔹 Optional Actions (Optional Enhancements)

    • Send Email with the same documentation link.

    • Send Internal Notification for tracking or team visibility.

    🔧 Optimization Tips

    • Combine the Update Contact and SMS actions after branching to avoid duplicates.

    • Consolidate optional actions (email/notifications) after contact creation or update.

 

Step 5: Final Testing and Deployment

  1. Initiate a test call and simulate a user request like: "Can you text me the link?"

  2. Ensure the tool:

    • Detects the request.

    • Send the SMS correctly.

    • Logs the action (if applicable).

  3. Verify the SMS was received and content is accurate.

 

 

Result: The AI Assistant can now respond in real-time to SMS requests during calls, sending links or information via text and optionally logging the interaction for future reference.

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