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Overview

Enable your AI voice assistant to send SMS messages during active phone calls — perfect for sharing links, documents, or information that can’t be conveyed over voice alone.

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Setup

1

Create the Custom Tool

In your assistant settings:
  • Name: sms_content
  • Description: “Trigger when the user requests links, resources, or information via SMS during a call. Sends the requested information instantly.”
  • Save (endpoint URL added in the next step)
2

Set Up the Automation Workflow

  1. Go to Automations → Create New Workflow
  2. Name: “Custom Tool - Send SMS During Call”
  3. Add trigger: Inbound Webhook
  4. Copy the webhook URL and paste it into your custom tool’s endpoint field
3

Configure the SMS Action

In the workflow, add an SMS action after the webhook trigger. Configure the message body to include the link or information passed from the AI.
4

Update Your Prompt

Add instructions and the link to your AI prompt. Tell the assistant when to offer sending a text (e.g., when sharing URLs, booking links, or documents).
This is the reverse of Call from SMS — there you go from text to voice, here you go from voice to text.

Call from SMS

Transition from SMS to phone calls

Custom Tools Overview

Custom tool fundamentals

Voice AI Setup

Configure voice assistants