Any business · Custom agent · by proposal

SMS Agent

Two-way text messages: reminders, confirmations and quick answers. Most customers would rather text than ring, and nobody has time to type the same confirmations all day.

Agent facts

SMS Agent

Any business · Custom build

Reads
The contact record, upcoming bookings and orders, your approved message library
May change
Text messages sent and received, confirmations and reschedules on the record
Never
Texts anyone who has not opted in, gives advice, carries on after STOP
Approval
Anything it cannot answer goes to a person, with the thread
Written to
The HubSpot record, every action, with a timestamp
Run cost
AI usage at cost, with a cap you set
Off switch
One toggle. Nothing is lost

An example run, start to finish.

Press replay to watch each step, and where a person approves.

The work
Most customers would rather text than ring, and nobody has time to type the same confirmations all day.
The agent
Two-way text messages: reminders, confirmations and quick answers. It changes: text messages sent and received, confirmations and reschedules on the record.
A person approves
Anything it cannot answer goes to a person, with the thread.
Example run · text thread
SMS AgentHi Dana, a reminder of your appointment tomorrow at 10am. Reply C to confirm or R to reschedule. Reply STOP to opt out.
CustomerR. Can I do Thursday?
SMS AgentThursday has 9:30am or 2pm. Which suits?
Customer2pm
  • Appointment moved · Thu 2:00pmDone
  • Thread logged on the contactDone

$3k to $9k to set up.

$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.

How long until it is live?

Three to eight weeks, including testing on your real records and a pilot with a person in the loop.

What happens when it gets something wrong?

Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.

Who approves its work?

Anything it cannot answer goes to a person, with the thread.

What does it need from us?

A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.

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They share one HubSpot record, so each picks up where the other left off.

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