SMS

Once your SMS Agent is configured, it’s time to take it live so it can engage users directly via text messages — answering questions, qualifying leads, and continuing conversations beyond your website.

Going live with SMS means your MagicBlocks Agent can:

  • Respond to incoming SMS messages in real-time
  • Continue conversations started on your website
  • Trigger SMS follow-ups from specific journey blocks
  • Notify you or your team via SMS for qualified leads

This turns your Agent into a mobile-first sales assistant, active 24/7 on your business number.

What You Need Before Going Live

Before activating SMS, make sure:

  • Your Twilio account is connected
  • You have an active Twilio phone number
  • Your SMS channel is enabled for the Agent
  • Your Journeys include SMS actions or follow-up rules (if needed)

Not done yet? Follow the full setup guide:
Create an AI SMS Agent

How to Go Live with SMS

There are two ways your Agent can operate over SMS:

1. SMS-Only Agent

Your users text your number directly.
The Agent replies and handles conversations end-to-end inside SMS.

Use this when:

  • You want an SMS autoresponder
  • Leads text your business number to inquire
  • You serve industries where texting is preferred (mortgage, services, coaching, local businesses)

User experience example:

User: Hi, do you do roof repairs?
Agent: Hey! 👋 Yes we do. Where is your property located?

2. SMS Follow-Up After Website Chat

Your Agent chats on your site first, then continues the conversation via SMS automatically.

Great for:

  • Booking follow-ups
  • Quote delivery
  • Reminder sequences
  • Lead nurturing
  • Drop-off recovery

Example flow:

Website Chat

SMS Follow-Up

User visits your site & chats

Agent sends SMS with link, reminder, or offer

User leaves site

Conversation continues on mobile

Automation example:

User shares phone → finishes chat → Agent sends SMS
“Thanks for chatting! Here’s your quote link 👉 …”

Real-World Use Cases

Use Case

What Happens

Lead follows up via SMS

Continue the conversation & qualify

Hyper-fast sales response

New lead triggers SMS to your team

Appointment reminders

Reduce no-shows with smart reminders

Drop-off recovery

“Hey, looks like you left — want help?”

SMS opt-out automation

Allow users to unsubscribe via text

Benefits of SMS Follow-Up

Benefit

Description

Instant response

Reach users directly after they leave your site

Higher conversions

Follow up while interest is fresh

Personal touch

Continue the same tone and Persona from the web

Seamless automation

Lead Transfer and Twilio handle everything

24/7 reachability

Keep leads warm, even outside business hours

Common Configurations

Type

Example

Setup

Sales follow-up

“Hey Alex, still interested in our AI agent setup?”

Add Send SMS action in “Get in Touch” block

Booking confirmation

“Your demo with MagicBlocks is confirmed for 3PM.”

Add Send SMS action in “Book a Call” block

Internal alert

“New lead: Alex (415-555-8922)”

Add Send SMS → Notify Team

Abandoned chat

“We saw you didn’t finish — want help?”

Trigger SMS when user drops off mid-chat

SMS vs Web Conversations

Feature

Website ChatSMS Follow-Up

Where it starts

On your website

On user’s phone

How it’s triggered

Embedded chat

Action or Lead Transfer

Response speed

Instant (browser)

Instant (mobile)

Tone

Rich, detailed

Short, direct

When it happens

During live visit

After visit or trigger event

Testing Before Live

Run through these checks:

  • Send yourself a test SMS
  • Trigger the SMS from a Journey action
  • Check for correct reply behavior
  • Verify timezone + country code formats  

Pro Tips for SMS Going-Live

Best Practice

Why

Keep messages short

SMS = concise, punchy engagement

Add personalization

Use tags like

{{name}}

for natural tone

Ensure opt-in consent

Compliance + better user trust

Align tone with chat persona

Consistency = trust

Test with your own phone first

Validate speed & UX

Troubleshooting

Issue

Cause

Fix

SMS not sending

Twilio not connected

Reconnect in

Connections → Twilio

Wrong phone number

Invalid or missing country code

Use international (+1, +62, etc.)

Duplicate SMS

Multiple actions triggering

Check Journey logic

No reply from user

Message too long or filtered

Keep messages concise

Consent issues

No opt-in flow

Add phone permission step in Journey

Why It Matters

Your website Agent captures interest.
SMS keeps that interest alive.

By going live with SMS, your AI doesn’t stop when the chat ends — it becomes a persistent, mobile-ready assistant that drives conversions through real-time text engagement.

Your Agent, Now in Their Pocket

With SMS activated, your Agent doesn’t sit on your homepage waiting — it travels with your prospects and customers, continues conversations, and closes deals in the one inbox they always check: their text messages.

Twilio Integration (Setup Guide)
Build Your AI SMS Agent

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