How to Set Up Missed-Call Text-Back // AIO HQ SOP

[ AIO HQ · Capture ]

// GUIDE 06 / 16Capture7 STEPS

How to Set Up Missed-Call Text-Back

Ensure that missed calls from potential customers are automatically followed up with a text message, helping you capture leads even when you're unavailable to answer the phone.

WhereWithin AIO HQ's Settings under the Business Profile section.
Who Runs ItBusiness owners, Managers, or anyone responsible for managing client communications within the organization.
FormatStep-by-step build
// MISSION BRIEF
Goal
Ensure that missed calls from potential customers are automatically followed up with a text message, helping you capture leads even when you're unavailable to answer the phone.
Ideal Outcome
Successfully configure AIO HQ to send an automatic text message whenever a call is missed, keeping potential customers engaged and reducing the risk of lost business.
Why It Matters
Missed calls can lead to missed opportunities. By automatically responding to missed calls with a text message, you increase the chances of retaining potential customers and securing their business.
When
This should be set up as soon as you have a phone number connected to AIO HQ, ensuring that no missed call goes unanswered.

// Prerequisites

  • Access to AIO HQ's phone number settings.
  • A business phone number connected to AIO HQ.
  • Customizable message templates ready to personalize the responses.
// STEP-BY-STEP
01

Access the Missed Call Text Back Feature

  1. Login to Your the platform: Begin by logging into AIO HQ dashboard.
  2. Navigate to Settings: Click on the Settings tab
  3. Locate the Business Profile Section: Once in Settings, select Business Profile.
02

Enable the Missed Call Text Back Feature

  1. Scroll Down to Missed Call Text Back: In the Business Profile section, scroll down until you see the Missed Call Text Back option.
  2. Enable the Feature: Make sure the checkbox is ticked to enable the Missed Call Text Back feature.
  3. Customize Your Message: Click on the text box to edit the message that will be sent out when a call is missed. Personalize the message using custom values like AI Operators to automatically insert your business name.
  • Example: "Hi, this is AI Operators. Sorry we missed your call\! How can we help you today? 📨"
03

Test the Feature

  1. Enter a Test Phone Number: Input your mobile number in the test field provided.
  2. Simulate a Missed Call: Call your business number, let it ring, and hang up. You should receive the custom text message you set up in the previous step.
  3. Verify the Message: Ensure that the text message is received promptly and that it appears as expected.
04

Fine-Tune Your Text Back Message

  1. Update the Message as Needed: Regularly review and update the text message to ensure it remains relevant and effective.
05

Monitor and Optimize

  1. Check Notifications: Ensure that you are receiving notifications for missed calls and the text messages sent out.
  2. Analyze Responses: Keep track of how customers respond to the missed call text and adjust your strategy as needed.
06

Save Your Settings

  1. Save Changes: After customizing your message and settings, ensure you click Save to apply all changes.
  2. Confirm Activation: Double-check that the Missed Call Text Back feature is active and functioning as expected by calling the number in AIO HQ.
07

(Optional) Set Up More Detailed Reminders via Workflows

  1. Access Workflows: Go to the Automations tab and select Workflows.
  2. Create a New Workflow: Click on +Create Workflow and start from scratch or use a recipe to build a more advanced Missed Call Text Back sequence.
  3. Customize the Workflow:
  • Set the trigger to Call Status with conditions like Busy, No Answer, or Voicemail.
  • Add actions like assigning the contact to a specific user, sending a follow-up SMS, and setting delays to avoid sending multiple texts too quickly.
  • Example: "Hey , we noticed you tried to reach us but couldn't connect. How can we assist you? 😊"
  1. Test and Activate: Test the workflow to ensure it functions correctly and then activate it.
WRAP-UP

You’ve successfully set up the Missed Call Text Back feature in AIO HQ. This tool will help you capture leads that might otherwise slip away, ensuring you maximize every opportunity to connect with potential customers.

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