Making your customers feel valued goes a long way in building a solid relationship with them, leading to more future business. One way to do this is by staying in touch and making sure they feel heard. That said, it's not always possible; there will be times when your team is unavailable and no one can pick up a client's call.

That's why we recommend setting up your Automated Missed Call Text Back and letting the CRM step in when you're away. This feature will immediately send an SMS or WhatsApp message when a call goes unanswered, keeping the conversation going and your customers satisfied.

Requirements

If you haven't already, add your account's phone number by going to your Settings and then opening the Phone System tab. This number will be used for the missed call text-back.

Setting Up the Missed Call Text Back Feature

After setting up your phone number, switch to the Voice tab to find the missed call text back option within the Voicemail & Missed Call TextBack tab.

Ensure that the Missed Call Text Back feature is enabled by checking the box. This option will send an SMS after the missed call.

Next, click "Customize" to modify the message.

You can include a prompt for more information, add details, or even add a link to book an appointment directly. Click the tag icon to include custom values in the message.

Once you have customised your message, send a test message to ensure that the feature is working as intended.

Finally, click Save to keep your changes.

Missed Call WhatsApp Back

If you prefer to send a WhatsApp message, go ahead and enable that feature as well.

A pre-approved WhatsApp template will be ready to use, which you can customise to match your brand and use case.

Like creating a WhatsApp template, you can assign a template name, enter header, body, and footer texts, and create a button.

After filling out each area, preview the message on the right-hand section of the page then click create.

By setting up the Missed Call Text Back feature, you're showing your customers that they matter, even when you can't answer the phone. It's a small step that makes a real difference in building trust, keeping communication going, and ultimately driving more business. Don't miss the opportunity to create a seamless experience; let the CRM do the heavy lifting while you focus on what matters most.

Practical Examples and Use Cases

Imagine you're in a sales meeting and you miss a call because you're with a client. The missed call text back feature automatically sends a message to the caller saying, "Sorry, we missed your call! Can we help you book an appointment or answer any questions? Reply here or book directly at [appointment link]."

This immediate response keeps the lead engaged and increases the chances of booking an appointment.

Troubleshooting Tips

  • Feature Not Working: Ensure your phone number is set up correctly and the missed call text back feature is activated.
  • Customisation Issues: If your message isn't sending as customised, double-check the text for any errors or formatting issues.

Frequently Asked Questions

Q: Can I customise the message for different times of the day? 

  • Currently, the message is standard regardless of the time. However, you can update the message as needed to reflect any time-specific information.