Messaging Robot

详细信息

The Messaging Robot is a background automation feature responsible for sending and receiving messages across channels like SMS, WhatsApp, and Email. It handles scheduled, event-triggered, and manual outbound communications using predefined templates with dynamic fields such as lead names and quote details. It ensures proper formatting based on each channel’s limitations and respects each lead’s preferred communication method to prevent redundant or undesired messages.
In addition to sending messages, the Messaging Robot monitors inbound replies, categorizes them (e.g., “We talked,” “Voicemail,” “Failed”), and logs all activity with timestamps in the CRM. This ensures every interaction is traceable and structured, helping sales and support teams stay informed and maintain consistent, professional communication with leads and clients.