Custom SMS Function Call - CloserX.ai Documentation

Custom SMS Function Call

Let your AI send SMS instantly — no human needed.
Used for appointment confirmations, payment links, follow-ups, or voicemail drops.

How It Works

Trigger	AI Action	SMS Sent
”Text me the link”	Detects intent	”Hi John, here’s your appt: [link]“
Call ends (booked)	Auto-confirm	”Your appt is Tue 3pm. Reply STOP to opt-out”
Missed call	Voicemail drop	”We tried calling. Call back at +1555…”

Setup Steps

Agent Editor → Tools → + Add Function → Send SMS

Configure:

Provider: Twilio, GHL, or Native
From Number: Client’s verified number

Template:

Hi {first_name}, your appt with {agent_name} is confirmed for {date} at {time}.
View: {booking_url}