How to Create a Send SMS Action

This guide provides a straightforward process for setting up a "Send SMS" action, allowing users to effectively communicate via SMS as part of their workflow.


Step-by-Step Guide

1. Click "Actions"

2. Click "Send SMS"

3. Click "Create"

4. Click here and type your SMS Content.

5. Give the condition to when it should be sent.

6. Click "Save"

7. To assign it to an assistant Click "Assistants"

8. Click "Open" into an Assistant

9. Click "Actions"

10. Click "Add"

11. Select the SMS

12. And now you see it assigned to your Assistant.