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LeadCentre.AI’s feature to send and receive SMS, allows users to send and receive SMS directly from the LeadCentre.AI interface. To send any SMS from LeadCentre.AI, the user needs to add a virtual number, see Configuring Call Redirect (Virtual Phone Number) to capture Phone Leads.
The LeadCenter.AI SMS section allows the user to :

  • Send and Receive SMS
  • Reply to SMS

It also allows you to filter SMSs based on their Stage, Virtual Number, Status, and SMS type. Each filter drop-down option, lets you choose and filter the required SMS. It also displays the total number of sent and received SMS.

Sending and Receiving SMS

The LeadCentre.AI SMS page displays the list of sent and received SMS for each lead. Click on the drop-down arrow on the Lead ID to view the chain of SMS sent and received.

Sending or Replying to SMS

To send or reply to an SMS, do the following;

  1. On LeadCenter.AI, go to SMS
    The SMS page is displayed.
  2. On the Lead ID entries table, click on the Reply button OR Send SMS button.
  3. Compose the SMS; do the following
    • Select the Virtual Number from the list of configured numbers. To add the virtual number, see Configuring Call Redirect (Virtual Phone Number) to capture Phone Leads.
    • Enter the “To” number. Select the country and enter the number.
    • Select a template from the Template drop-down list. To add an SMS template, see Creating SMS Templates.
    • Enter the message in the Message box. The estimated price for the SMS will be displayed on the right side under the box. A preview of the message will be displayed on the right side under the Preview box.
    • Choose Files and add an attachment.

      Click on the Shortcodes drop-down list to use shortcodes for the message. The Shortcodes drop-down is available only for Replying to SMS.
  4. Click on Send SMS button to send the SMS.

Sending SMS to a Lead

To send an SMS to a lead, do the following;

  1. On LeadCenter.AI, go to Leads > All
    The Leads page is displayed.
  2. On the Lead table, click on > Send SMS.
  3. Compose the SMS. See Step 3 in Sending or Replying to SMS.
  4. Click on Send SMS button to send the SMS.
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