Overview
In HealthdeskAI, you can start a new SMS text conversation directly from your Inbox to communicate instantly with leads and clients. This feature lets you send personalized one-to-one text messages for faster responses and better engagement. Each new message automatically opens a conversation and assigns it to you, so you'll be notified immediately when the recipient replies.
When to Use This Feature
Use this feature when you want to send an SMS to a new lead or client who doesn't already have a conversation in HealthdeskAI.
Step-by-Step Instructions
- From the left sidebar, click Inbox. Then, press the red plus (+) button at the bottom labeled New Message.
- In the new message window, select the Location you want to send from.
- Type a phone number directly, or click Find to search by name or number from your connected Mindbody database.
- Write your message in the text box, then click Send.
- Once sent, the conversation will be automatically opened and assigned to you.
Pro Tip
After sending your first message, you can click Assign to AI to let your AI Agent take over. This ensures clients receive quick, consistent responses even when your team is busy or offline.
The New Message modal can also start brand-new email conversations, not just SMS, select the email channel before composing, then reply manually or hand the thread to your AI Agent.
FAQs
Q: What happens after I send a message? A: The conversation opens automatically and is assigned to you. If the client replies, you'll get notified right away.
Q: Can I assign a conversation to the AI Agent? A: Yes. Click the Assign to AI button to let your AI Agent manage replies automatically.
Q: How can I see which conversations are handled by AI? A: Go to Search Conversations, open the dropdown, and select Assigned to AI to view all AI-managed conversations.
Q: Can I send a message to a contact who isn't already in my Inbox? A: Yes. You can start a new conversation by typing their phone number manually or by searching for them in your connected Mindbody database.