SMS

Prerequisites

Before starting, you'll need:

1. Twilio Account - For SMS delivery (we'll show you how to set this up)
2. Phone Number - One SMS-enabled number per SMS Agent
3. Contact Database - Contacts to engage (CSV format)

Video step-by-step to create an AI SMS Agent with MagicBlocks:

Step 1: Set Up Your Twilio Account

This is how to set up your twilio account for Australian numbers.

Create Twilio Account

1. Go to twilio.com and create an account
2. Complete the verification process
3. Navigate to your Twilio Console Dashboard

Purchase SMS-Enabled Phone Number

1. In Twilio Console, go to Phone Numbers → Manage → Buy a number
2. For US numbers: Select a number and enable SMS + MMS
3. For Australian numbers: Select any available number (easier approval process)
4. Click Buy to purchase your number

Get Your Twilio Credentials

1. From the Twilio Console Dashboard, copy:
2. • Account SID
   • Auth Token
2. Keep these credentials handy - you'll need them in Step 3

US Numbers: 10DLC Approval (Required)

If you purchased a US number, you must get 10DLC approval:

1. Go to Messaging → Regulatory Compliance
2. Submit documentation showing how you obtained opt-in consent
3. Include screenshots of your opt-in process
4. Approval typically takes 1-3 business days

💡 Tip: Australian numbers don't require 10DLC approval and are ready to use immediately.

Step 2: Create Your SMS Agent

Create New Agent

1. In MagicBlocks, go to Agents and click Create New Agent
2. Important: Select "Messaging Agent" (not Website Agent)
3. Name your agent (e.g., "Rate Drop Campaign" or "Contact Re-engagement")
4. Choose your conversation style and objectives

Build Your Conversation Journey

1. Keep it simple for first campaigns: Focus on one clear goal
2. Example flow:
3. • Initial message about your offer
   • Handle yes/no responses 
   • Book a call

Sample of Jobs to Do in the Journey:

Hook  - Jobs to Do

1) Send a message to the user introducing yourself and ask them if they're still interested in exploring MagicBlocks AI sales agent. Use the information you already know about them to help personalize their experience. 

2) If the user is not looking for it at the moment, tell them something like "No worries! If you need anything in the future, you know where to find us."

3) Continue to be helpful and answer questions about MagicBlocks.

Book a Demo - Jobs to Do

1) Ask the user if they would be interested in jumping on a call for a demo. 

• If they say yes, let them know that MagicBlocks team will reach out shortly. You can say something like "Awesome our team will be in touch soon. In the meantime you can jump online to read more about what makes us different from other agents." Provide this link: https://www.magicblocks.ai/magicblocks-vs-chatbots 
• If they say no, tell them something like "No worries! If you need anything in the future you know where to find us."

2) Continue to be helpful and answer questions about MagicBlocks.

Opt-out & Subscription Control

AI-Powered Automation: Agents now recognize "Opt-out" intent. When a user expresses a desire to stop receiving messages, the system triggers an automatic Unsubscribe action, instantly halting all outbound communication.

Manual Admin Overrides: Manage subscription statuses directly within the Contacts page. Admins have the flexibility to manually toggle between Subscribed and Unsubscribed from a contact's detail view to handle specific requests or updates.

Step 3: Connect Twilio to Your Agent

Add Phone Number Channel

1. Go to your SMS Agent and click Channels
2. Click Add Phone Number
3. Select New Connection

Connect Twilio

1. Enter your Twilio credentials:
2. • Account SID (from Step 1)
   • Auth Token (from Step 1)
2. Click Connect
3. Select your purchased phone number from the dropdown
4. Click Add to complete the connection

Step 4: Upload Your Contacts

Go to Campaigns in the left sidebar and click the Upload contacts tab.

Download the CSV template Click Download CSV template and open it in Excel or Google Sheets.

Fill in your contact data

Required fields:

• Name — contact's full name
• Phone — international format (e.g. +61455634543)

Optional fields:

• Email — for cross-channel follow-up
• User Knowledge — context about the contact, comma-separated (e.g. "Visited pricing page, Interested in mortgage product")

Import your contacts Save your CSV and drag and drop it into the upload area (max 10MB). Fields must match the template format exactly or the import will fail.

💡 Download and use the provided template — don't build your own CSV from scratch.

Step 5: Launch Your Outbound Campaign

Click the Run AI Agent tab in Campaigns.

Select your agent and sender number

• Choose your SMS Agent from the Select an Agent dropdown
• Select the connected Twilio phone number from the Sender number dropdown

Note: Only phone numbers connected to the selected agent will appear in the dropdown.

Filter your contacts Use the search bar or filters to select the contacts for this campaign. Use tags from your import to quickly identify the right group.

Send your campaign Select up to 500 contacts at a time and click Send. Your AI agent will send the opening message and handle all responses automatically.

Step 6: Monitor and Optimize

Track Performance

1. Go to Dashboard and filter by:
2. • Agent: Your specific SMS agent
   • Goal: Your specific goal

2. Go to Contacts and filter by:

• Agent type: Messaging only

3. Review Conversations

• Go to Sessions
• Filter by your SMS agent
• Identify common objections or questions
• Filter by 'Has responses' 
• Review conversations to see what's working

SMS Agent transforms how you engage contacts - turning missed opportunities into revenue through intelligent, context-aware conversations.

Ready to stop losing revenue to leaky funnels? Start with a small test campaign and watch your conversion rates improve.