Auto Textback: Follow Up with Callers Automatically
Auto Textback is coming soon to the Manager Portal. Here’s what it does and how you’ll set it up.
Some of your best follow-ups are the ones nobody has time to make. A caller gives up in the queue, or reaches you after hours, and by the time anyone notices, they’ve moved on. Auto Textback closes that gap automatically. When a call hits an event you care about, it sends the caller a text you wrote for exactly that moment.
You set it up per user, per call queue, or per auto attendant, right on the edit page.
Text on the events that matter
Pick the moments that should trigger a text:
- Call received
- Queue abandoned or overflowed
- Unavailable or on Do Not Disturb
- Voicemail abandoned, or a voicemail left
- Call answered, or completed
Each event gets its own message, and you can drop in the caller’s number and the time so the text feels personal. Send from a NetSapiens number or your Clerk business texting number, and STOP opt-out is handled for you.
Where it will help
- Win back abandoned calls. Someone hangs up in the queue and gets a text: “Sorry we missed you, reply here and we’ll help.” A lost call becomes a conversation.
- After-hours acknowledgement. A caller reaches you when you’re closed and immediately knows you got it and when you’ll follow up.
- Confirm and close the loop. Text a recap or a link after a completed call, without anyone lifting a finger.
Want early access when it goes live? Call or text us at 602·445·7777.