The summary SMS allows you to automatically send a text message containing a summary of a conversation handled by the Virtual Agent (AI Voice Agent).
The summary SMS can be configured:
on the widget to which the Virtual Agent is assigned
on the virtual number connected to the Virtual Agent
Setting up a summary SMS on the widget
Go to the Widgets tab
Select Edit widget settings
Open the Calls section
Go to SMS settings
Enter the content in the Summary message (for AI Voice Agent calls)
Save the changes
After saving, the summary SMS will be sent after each call handled by the Virtual Agent on this widget.
Setting up a summary SMS on a virtual number
Go to the Virtual numbers tab
Select Edit number settings
Open the Calls section
Go to SMS settings
Enter the content in the Summary message (for AI Voice Agent calls)
Save the changes
From now on, a summary SMS will be sent after calls handled by the Virtual Agent on this virtual number.
Important information
The summary SMS applies only to calls handled by the AI Voice Agent
The message content can be freely customized to match your needs
If the Virtual Agent is assigned to both a widget and a virtual number, the settings depend on where the call was initiated