Voice to SMS Follow-Up

With Voice to SMS Follow-Up, you can automatically send a relevant text message after a phone call ends. This allows you to continue the conversation, share resources, or confirm next steps, all over SMS. The follow-up message can reference details from the call, making it contextually relevant and more engaging for your customer.

Written By Jill Berkowitz

Last updated 3 months ago

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.

Note: This feature is not automatic by default. It must be manually configured using the “Call Ended” trigger in your AI agent workflow.