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AI (Artifical Inteligence) & Automation Master

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Written by Aaron Sundukovskiy
Updated over 2 months ago

AI and Automation in Salesmsg supports faster outreach, easier follow-up, and clear workflows across texting, calling, and routing. The platform groups these functions into three areas: Texting AI, Calling AI, and Automation.


AI Knowledge Base

The Salesmsg AI Agents support Knowledge Base to provide smarter, more accurate responses by allowing you to upload files and use more information from these files to generate the replies from the Agent.

For more information click this link ๐Ÿ‘‰ Salesmsg AI Compliance Checkr

Ai Agent

Setting Up An AI Agent with your Knowledge base, It involves several steps to ensure it meets business objectives and delivers a seamless user experience. This guide will walk you through each section of the Salesmsg AI Agent creation page, explaining what you need to do at each step.

For more information click this link ๐Ÿ‘‰ Salesmsg AI TextBot

Booking Agents

As well you as part of the AI Agents you can setup a Booking Agent that helps you schedule appointments

For more information click this link ๐Ÿ‘‰ Booking AI Agent


Compliance AI

Salesmsgโ€™s AI Compliance Review helps streamline the submission process by analyzing your campaign details and predicting the likelihood of approval.

This tool offers real-time feedback and scoring based on key compliance criteria, helping you improve submissions before theyโ€™re reviewed by carriers.

For more information click this link ๐Ÿ‘‰AI Compliance Checkr


Texting AI

Salesmsg Texting AI supports fast and accurate communication. The assistant responds to conversation context and reduces typing time for teams handling high volume.

For more information click this link ๐Ÿ‘‰AI Texting Assistant


Broadcasts

A Broadcast is a bulk message that allows you to send the same text to multiple contacts at a time. This is great for promotions, appointments or if you want to send the same text to a group of contacts.

For more information click this link ๐Ÿ‘‰ Broadcasts

AI Agent Broadcasts

As well with the AI feature in Broadcasts you can now leverage generative AI to optimize your broadcast texts, helping you craft the most effective messages to achieve your goals.

Broadcast replies

You can now let Salesmsg AI automatically handle the replies you receive from your Broadcastsโ€”so your team can engage faster, save time, and never miss an opportunity to connect.

For more information click this link ๐Ÿ‘‰ Handle Broadcast Replies with Salesmsg AI


Campaigns

A Campaign continuously enrolls Contacts based on specified rules and then triggers one or multiple messages to those contacts over time.

For more information click this link ๐Ÿ‘‰ Salesmsg Campaigns


Workflows

Workflows 2.0 is the smarter, redesigned way to automate your SMS and MMS communications. Built with simplicity, flexibility, and visibility in mind, all for your team to save time and your messages always arrive at the perfect moment.

For more information click this link ๐Ÿ‘‰ Salesmsg Workflows 2.0

Workflow Templates

  • Ready-made templates: For messaging, follow-ups, lead nurturing, and review collection.

  • Auto-respond to missed/outbound calls: A "Coming soon" feature to send automatic follow-up texts.

  • Nurture leads with tag-based follow-up: Trigger personalized messages when contacts are tagged.

  • Automate review requests: Automatically send follow-ups to customers after appointments, purchases, and milestones (also "Coming soon").

  • Seamless conversion of existing workflows: A tool to instantly migrate existing workflows to Workflows 2.0, retaining all logic and triggers.

For more information click this link ๐Ÿ‘‰ Reimagine Automation with Workflows


Keywords

With Keywords, you can quickly set up and manage responses through an easy-to-use interface and robust functionality.

For more information click this link ๐Ÿ‘‰ Text-to-Join Keywords


Frequently asked questions

What does Salesmsg AI and Automation support?
Salesmsg AI and Automation supports faster outreach, easier follow-up, and organized workflows across texting, calling, and routing. Features fall into three groups: Texting AI, Calling AI, and Automation.

What is the AI Knowledge Base?
The AI Knowledge Base lets you upload files so your AI Agents reference more data when generating responses. This improves accuracy and context.

What is a Booking Agent?
A Booking Agent schedules appointments through automated conversations. It is part of the AI Agent suite.

What is Compliance AI?
Compliance AI reviews your campaign details and predicts approval likelihood. The tool gives real-time feedback and scoring based on compliance factors.

What does Texting AI do?
Texting AI supports quick and accurate written replies. It uses conversation context to suggest messages, rewrite content, adjust tone, and shorten long review time.

How does AI support Broadcasts?
AI helps optimize your broadcast text and generate effective message versions. You also let AI handle replies so your team stays focused.

What are Campaigns?
Campaigns enroll contacts based on rules and send timed messages over days or weeks.

What do Workflow Templates include?
Templates support follow-ups, lead nurturing, and review collection. They also support auto-response for missed or outbound calls and tag-based triggers. They include tools for converting older workflows to 2.0.

What are Keywords?
Keywords let contacts trigger messages by texting a word or phrase. You manage responses through a simple interface.


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Contact us on live chat or send an email to us at [email protected].

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