DocsAI MessagingSMS, MMS & AI voice messages
AI Messaging

SMS, MMS & AI voice messages

How the AI assistant reaches leads by text, multimedia, and voice — and how to author the flows.

⏱ 9 min read

The AI assistant handles lead follow-up across SMS, MMS, and voice — so every inquiry gets an instant, human-sounding response without manual work.

Channels

  • • SMS — instant text confirmations and reminders
  • • MMS — multimedia with calendar invites, images, or one-tap links
  • • Voice — AI voice messages for confirmations or missed-call follow-ups

How it connects to the landing page

When a lead submits the demo form on this site, two things happen: the lead is recorded in your CRM, and a calendar booking is created. The CRM's automation workflow then triggers the AI messaging — that's the part you edit inside the CRM, not on the landing page.

Where message wording lives

The actual SMS text your leads receive is a template inside your CRM's automation workflow. To change the wording, edit it there — see the Message template library article for ready-to-paste templates.

Authoring a flow

1

Open the CRM workflow builder

Automations → Workflows → the workflow that triggers on your demo form submission.
2

Add an SMS / MMS / voice step

Choose the channel, drop in a template (or use a value like {{contact.first_name}}), and set the trigger.
3

Publish

Save and publish. New leads will receive the message automatically.