Text Your Customers Without Sounding Like a Robot

Open the lead you want to message and tap Send SMS. Type your message, hit send. The text goes out from your business number — the same number they called — so it looks familiar in their inbox instead of like spam.

You can also tell Kai out loud the next time you call her: “text Maria back and say I'll be there by 2.” She handles it.

If you find yourself typing the same thing every day — “on my way,” “thanks for calling, here's our address” — save it as a template.

• •Appointment reminders the day before
• •“Thanks for the call” follow-ups
• •Quote-ready notifications

Templates fill in the caller's name and your business name automatically:

Available pieces: {name}, {phone}, {business_name}. They get replaced before the message sends.

Need to tell every customer with an appointment this week that you're running an hour late? Use a campaign.

1. Pick the people who should get the text.
2. Pick a saved template or type a fresh message.
3. Review the preview — see what the first recipient will see — then send.
4. Check delivery later: who got it, who didn't, who replied.

Kai sends short, helpful texts on her own so nobody ends up in voicemail purgatory:

• •Missed call notes — tells the caller you missed them and you will follow up, so they don't call your competitor next.
• •Summaries to you — a plain-English text about who called and what they wanted, the second the call ends.
• •Booking confirmations — confirms a scheduled time with the customer so they show up.

To change what Kai sends automatically, just tell her: “stop confirming appointments by text” or “always text me a summary after a call.” No menus.

Open Text Campaigns in your dashboard to reach more than one person. You can send one message to everyone, or a series of texts that keeps going on a timer and stops the moment someone writes back.

1. Tap New Campaign and give it a name.
2. Pick one message to everyone or a series of texts.
3. Write the message. Use {first_name} and {business_name} to fill in names. The page warns you if a word will get the text blocked by carriers.
4. Tap Text me a test to read it on your own phone first.
5. Choose who gets it. Filter your leads by status, source, or when they were added, or pick people by hand. The page shows how many will be texted and how many are skipped.
6. Send now, or set a date and time. Then watch delivered, replied, and skipped counts fill in on the campaign card.

Who gets skipped, and why. Anyone who replied STOP, is on your Do-Not-Contact list, or has no texting consent on file is left out. So are demo and test contacts, and any number that appears twice. The campaign lists each skipped person with the reason, so nothing is hidden from you.

Follow-up series. Add as many follow-ups as you like, each with a wait like “2 days after the previous text.” If a person replies, their series stops. If a text fails or they opt out, it stops too.

Pause, resume, cancel. Texts go out at the speed you choose, only between 8am and 9pm in each person's time zone. You can pause a campaign at any point and resume it later. Cancel drops whatever has not gone out yet. A text that has already left cannot be recalled.

If your plan's daily text limit is reached part-way through, the rest waits and goes out the next day on its own.

KaiCalls checks for consent and opt-outs before every text. If anyone replies STOP, they are off the list immediately — no more messages from your number until they reply START. That keeps you out of TCPA trouble and keeps the carriers happy enough to keep delivering your messages.