After a call ends, Leadoro can send a personalised SMS or e-mail. Both the caller and you get an immediate confirmation of what happened, without waiting for someone to check the app. The assistant tailors the text to the specific call; you only decide who the message goes to and what it must always contain.
Who receives the message
On the Assistant page you choose for each message whether it should be sent:
- SMS to caller: confirmation of the next step, an appointment request or a promised callback.
- SMS to owner: a quick summary of the call on your phone (the number is in your Business profile in the Owner phone field).
- Email to owner: the full call summary in your inbox.
- Email to caller: a confirmation sent to the caller.
For each message you can define what it should contain, so SMS to callers stay short and reassuring, while messages to you carry the operational details you really need.
Typical use
- Confirming a booked appointment to the caller right after the call.
- A one-line summary to yourself when a prospect calls, so you can react quickly even from your phone.
- Reassuring the caller that their request was received, even when the assistant couldn't fully resolve it and created an enquiry.
Link with Notifications
The switches for SMS and e-mail to the owner are the same as in Settings → Notifications. A change in one place shows in the other. See Notifications.
Why this matters
By default a phone call leaves nothing in writing. SMS and e-mail after the call fill that gap straight away: the caller has confirmation that the business received their request, and you get a quick signal that attention may be needed.
If it doesn't work
- The SMS to you doesn't arrive. Check that Owner phone is filled in in your Business profile and that the switch is on.
- The message didn't reach the caller. In the call detail in Conversations you see whether it was sent. Further steps are in When something doesn't work.