Voice to SMS Follow-Up

How the automatic follow-up works after a voice call

When a call ends, whether it’s completed by your AI agent or the caller, a “call ended” trigger can be used to launch an automated text follow-up.

This follow-up can include information including (but not limited to):

• A thank-you or confirmation message

• A scheduling link or next step

• Additional information discussed during the call

Because the AI agent has full context of the conversation, it can generate a specific and personalized follow-up message.

How to set up Voice to SMS Follow-Ups

1. Go to the Agents section in Clerk Chat.

2. Locate your AI agent and click the pencil icon to edit a node.

3. Under Triggers, select “Call Ended.”

4. Add the node or pipeline for your SMS follow-up.

5. Customize the prompt to define the type of message you’d like to send (e.g., thank-you, recap, or next-step message).

6. Save your changes.

Once enabled, every time a call ends, the system will automatically trigger the SMS follow-up sequence.

Example use cases

• A sales call ends → Clerk Chat AI sends a thank-you text with a meeting recap.

• A support call ends → Clerk Chat AI texts a troubleshooting article.

• A scheduling call ends → Clerk Chat AI texts a calendar invite or confirmation message.