The SMS Lead Conversion Agent is an AI Agent power-up that helps businesses convert inbound leads into active customers through SMS conversations. It can automatically engage leads, collect the information needed to qualify them, and book appointments based on your available schedules.
The AI Agent can:
Convert more leads into bookings by automatically engaging, qualifying, and following up with inbound leads through SMS.
Respond faster and consistently with customizable conversation scripts, openers, and response schedules.
Escalate leads when needed by notifying staff, sending SMS alerts, or adding report tags when a lead requests a live agent.
The agent sends an initial message using your configured Conversation Opener, then uses a dynamic AI conversation to gather the required information and work toward completing the booking or closing the lead.
Pricing: Standard SMS rates apply, plus $1.00 per completed static conversation or $1.75 per completed dynamic conversation.
Notice: The system only allows 30 SMS per hour per number to prevent spam and protect user SMS AI credits.
With the SMS Lead Conversion Agent, you can choose your Lead Source, customize your Scripts, and configure Response Schedule and Frequency.
Activating your Lead Conversion Agent
This feature is available to all Pro users. To access this, just go to Addons > AI Agents (Receptionist).
From there, enable the SMS Lead Conversion Agent power-up then click Manage.
Choose source: Once activated, you can now set-up your agent. First step is choosing which inbound sources you want to use. You can click to activate the following sources:
Portal - Contact Form
Zapier
API
GorillaDesk
AI Agent
Write the Conversation Script: Provide the flow and instructions the AI should follow when interacting with leads, while referring to your existing Knowledge Base for additional information.
Choose what happens When a customer requests a live agent
Send a text message - Set up the SMS content and add the phone numbers that should receive it.
Send a system notification to - Select which users will receive a push notification.
Add tag to Reports - Add a custom tag for conversations where the customer/lead requested for a live agent.
Set-up Agent Response Schedule: You can configure when the agent should respond using:
Anytime
During Business Hours
Outside Business Hours
Custom Schedule (Different configurations per day)
Agent can either:Reply Immediately
Reply After a Delay
Do Not Reply
Determine Quiet Hours: Choose which hours the AI agent should not initiate a conversations.
Choose Response Frequency: Configure how frequent the AI agent will reach out to your leads.
Set-up Conversation Openers: This will be the initial messages your AI agent will send to leads. The number of this will be based on the number of attempts you choose on Response Frequency.
The system provides default conversation openers for up to Attempt 5, giving you ready-to-use SMS content if you don't have your own yet.
Once finished, click Save and you're ready to go.
How the SMS Lead Conversion Agent Works
The SMS Lead Conversion Agent follows a two-stage conversation:
Conversation Opener — The agent sends a conversation opener to the inbound lead.
Dynamic Conversation — After the lead replies, the AI takes over the conversation and works toward collecting the required information and finalizing the booking or closing the lead.
The AI can use your Knowledge Base, AI Agent data, and available booking schedules when responding to leads. The AI will also mainly follow your Conversation Script.
What is the Conversation Script?
The Conversation Script provides specific instructions and scripts for converting inbound leads. The AI Agent uses this information as the source of its actions when deciding what to say or do during the conversation. For additional information, the AI can refer to your existing Knowledge Base.
Use the script to provide specific instructions for how the agent should handle and convert your inbound leads.
When the AI Will Not Respond
The SMS Lead Conversion Agent will not send a response when:
The lead is already scheduled for a job.
An Admin took over the conversation.
If a lead comes in during Quiet Hours or outside the AI Agent’s configured response schedule, the Conversation Opener will be queued and sent 1 hour after the next working period begins, giving live staff time to handle the lead first.
However, if the lead replies during Quiet Hours or outside the configured schedule, the AI Agent will still engage in a dynamic conversation regardless of the day or time. Changes to your settings, company timezone, or working hours will only apply to new leads; leads already scheduled will follow their original scheduled time.
The system also prevents duplicate outbound messages if the same lead is processed multiple times by the scheduled job.
Where can you see lead conversations handled by the AI Agent?
All conversations handled by the SMS Lead Conversion Agent are available under AI Receptionist > Reports > SMS AI Agent.
These conversations are identified with the Lead Conversion Agent tag, making it easy to distinguish them from other AI Agent conversations and review lead conversion activity.