Services / AI SMS Assistant

Reply to text enquiries, capture more leads.

An AI SMS assistant replies to eligible incoming texts from approved business information, captures useful contact and service details and hands off to a person when needed — so more enquiries get a timely response.

What’s included

A first reply that keeps text enquiries moving.

We prepare an AI SMS assistant around how your business actually works — replying from approved information, capturing useful details and pointing contacts to your existing enquiry and booking journeys. No invented prices, no guaranteed response times, and no claim that a phone number, SMS bot or automation is already connected.

Replies to eligible incoming SMS

An AI SMS assistant replies to eligible incoming text enquiries so they're acknowledged even when you or your team are on the tools or with a customer — rather than sitting unread.

Answers from approved information

Responses are drawn only from the business information we approve together — services, service areas, common questions and how to get in touch. No invented facts, prices or promises.

Service-needs questions & detail updates

It asks a few useful questions to understand the kind of job or service the contact is after, and confirms or updates relevant contact details so the enquiry reaches you with more useful context.

Human handoff where configured

Where a handoff is set up, a contact can ask to speak to a person. The handoff rules are defined with you before it goes live, and the assistant stops replying once a person takes over.

Booking assistance where connected

Where a working calendar or booking action is connected, it can help a contact book a discovery call or appointment. Booking only confirms once the connected action actually creates it.

Conversation context & follow-up prep

Where supported, it keeps the conversation context and prepares a summary of each exchange so follow-up is quicker — and creates a follow-up task without duplicating existing work.

Deliverables

What you receive.

  • An AI SMS assistant configured to reply to eligible incoming texts from approved business information.
  • Approved knowledge base covering services, service areas, common questions and escalation rules.
  • Relevant contact and service-detail capture mapped to your CRM contact and follow-up.
  • Human handoff rules, defined with you, that stop automated replies once a person takes over.
  • Booking assistance where a working calendar or booking action is connected.
  • Conversation context and follow-up task preparation where supported.
Your input

What we’ll need from you.

  • •Verified details about your services, service areas and common customer questions.
  • •The hours you want SMS answered and the hours you want handled differently (e.g. after-hours).
  • •Approved escalation rules and a handoff path for when a person is needed (where desired).
  • •Access to your CRM sub-account, SMS-capable number/provider and calendar (where booking is in scope).
  • •A quick review of the approved knowledge base and SMS behaviour before it goes live.
Process

How an AI SMS assistant project runs.

The recommended scope depends on your business — we suggest a practical starting point rather than requiring everything at once.

01

Discovery

We learn about your services, how SMS enquiries come in today, what gets missed and where a person needs to step in.

02

Agreed scope

We agree what the assistant replies to, what it captures, the handoff rules and a proposed timeline before any work starts.

03

Build

We prepare the approved knowledge base, SMS behaviour and CRM/contact mappings, and check the journey before launch.

04

Review

You review the approved replies and SMS behaviour. We refine before it goes live.

05

Connect & test

We connect the SMS number, CRM and calendar where in scope and test the SMS journey end to end before launch.

06

Improve

We review conversation summaries and follow-up, identify friction and agree the next useful improvement.

What’s delivered, configured and tested

You receive the approved knowledge base, SMS behaviour and CRM/contact mappings — ready to connect to an SMS-capable number and calendar. The number, handoff and booking action are configured with you and tested end to end before launch, so the assistant only confirms an action once the connected system actually completes it. This service covers replies to eligible incoming texts only. Missed-call text-back, nurture sequences, reactivation and cold outreach are each handled as separate services with their own agreed scope. We recommend a practical starting point based on your existing setup, goals and budget.

AI SMS Assistant FAQs

Questions about the AI SMS assistant.

Stop letting text enquiries go unread.

Tell us how SMS enquiries come in today and where they get stuck. We’ll discuss a practical place to start.