How to enable and train your AI receptionist to text messages to callers

Your Dialzara AI receptionist can send text messages during an active call. This is useful when callers need immediate access to booking links, payment forms, directions, intake documents, or other resources while they are still on the line.

This guide explains how to enable this feature and how to train your agent to use it correctly.

1. Enablement and eligibility

The AI texting feature is available by request only for these subscription plans:

• Pro
• Business Plus

To request activation:

1. Visit any page on the Dialzara website.
2. Open the chat widget in the bottom corner.
3. Send a message:

**“Please enable the SMS texting feature for my AI receptionist.” **

Make sure to include the email address registered on your account.

Once approved, your account will receive access to the sendSMS tool.

2. What enablement provides

After activation:

• Your AI receptionist can send text messages while the caller is still on the phone.
• You control the behavior entirely through your Training Guide.
• You decide:
• When the AI should send a text
• What message or link the AI should send
• What the AI should say before and after sending it

The agent can send any appropriate SMS, such as:

• Online scheduling links
• Payment pages
• New-customer intake forms
• Directions or maps
• FAQ or help articles
• Custom instructions or URLs

3. How to train your AI to use the sendSMS tool during a call

You must add clear rules in your Training Guide so the AI understands:

• When texting is allowed
• How to confirm the caller’s number
• What link or message to send
• What to say after the text is delivered

Below is a generic example you can adapt for your business.

4. Example Training Guide snippet for using sendSMS during a call

Use this as a pattern for your own instructions:

## Text Messaging Rules (sendSMS Tool) — During the Call

You have access to the `sendSMS` tool. Use it **only during an active call** and only after confirming the caller’s phone number.

### When You May Use sendSMS
Use the `sendSMS` tool in any situation where a caller needs a direct link or resource, including:
- Scheduling or booking links
- Payment or invoice links
- Forms or documents
- Instructions, directions, or FAQs

### Required Steps Before Sending
1. Offer the option:
   - “I can text you a link for that if you’d like.”
2. Confirm the number:
   - “Is the number you’re calling from ending in [last 4 digits of {{customer.number}}] the best number to text?”
3. Only proceed with `sendSMS` if the caller confirms.

### How to Send the Text
Use the `sendSMS` tool with a short message and the appropriate link.  
Example payload (adjust the URL to fit your business):

- Message: “Here’s the link you asked for: https://example.com/schedule”

### What to Say After Sending the Text
After the tool completes, say:
- “I’ve just sent that text. Let me know if it comes through.”
- Then continue the call flow (collect a message, answer questions, or close the call).

### Additional Rules
- Send **one clear link per text** unless instructed otherwise.
- Keep texts short and focused on the caller’s request.
- Never send marketing content or unrelated links.
- Always tell the caller what you sent and why.

Updated on: 10/12/2025