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SMS is available only when the workspace, sending number, recipient, country, registration, and consent state support it. See Messaging channels before configuring cross-channel fallback behavior.

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What you can do

  • Send automated texts - Confirmations, reminders
  • Receive texts - Customers can text your number
  • AI responses - Intelligent auto-replies
  • Templates - Pre-written messages for common scenarios

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Automated messages

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Appointment confirmation

Sent immediately after booking:

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Missed-call text-back

Optionally text an inbound caller when the call ends unanswered. The workspace default is disabled; when an admin enables it, RevDesk presets a 30-second delay. Each phone number can inherit the workspace setting or override the enabled state, message, and delay. Before sending, RevDesk rechecks that the call was inbound, terminal, never answered, and not voicemail. It also rechecks business and quiet hours, consent and DNC status, A2P registration, wallet balance, channel availability, opt-outs, and human takeover. The text is written to the normal inbox thread, just like a human or agent message.

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Follow-up

Sent after service:

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Message templates

Create reusable templates:

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Variables

Personalize messages with variables:

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AI-powered responses

When customers text back, your AI can:
  • Answer questions - Using your knowledge base
  • Reschedule - Move appointments
  • Confirm - Mark attendance confirmed
  • Escalate - Alert you for complex issues
Example conversation:

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Two-way texting

Your RevDesk number can send and receive texts:
  • Inbound texts appear in your inbox
  • Reply from dashboard or let AI handle it
  • Full conversation history with each contact

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SMS compliance

Text messaging requires consent. Make sure customers have opted in to receive texts from you.
Best practices:
  • Get consent - Checkbox on forms, verbal agreement
  • Include opt-out - “Reply STOP to unsubscribe”
  • Honor opt-outs - Immediately stop messaging
  • Identify yourself - Include your business name

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Message pricing

SMS is billed per segment. A segment holds up to 160 characters (70 for emoji/Unicode); longer messages span multiple segments. Contact sales for domestic and international messaging rates.

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Setting up SMS

1

Enable SMS

Go to Settings → Messaging → Enable SMS
2

Configure templates

Create or customize messages, including the optional missed-call text-back
3

Set triggers

Choose when messages are sent automatically
4

Test

Send a test message to yourself

Configure SMS

Set up your message templates

Compliance Guide

Understand SMS regulations