Our platform provides appointment scheduling automation for local service businesses such as roofers, plumbers, carpenters, and general contractors. These businesses often rely on phone-based communication with customers, and SMS is the most convenient way for both sides to coordinate appointments.
By leveraging Twilio phone numbers, service providers can publish a single point of contact on their websites and marketing materials. When a customer reaches out, the conversation is handled by an AI agent running on our platform, which guides the customer through the process of booking an appointment via SMS.
Initial Contact by Customer
A customer visits a service provider’s website and sees a Twilio phone number listed for “Book an Appointment” or “Text Us to Schedule.”
The customer sends the first SMS message to initiate the conversation.
Automated Response and Disclosure
Upon receiving the initial SMS, the AI agent responds with an acknowledgment message that includes:
A welcome message from the service provider.
Disclosure that the conversation may be automated.
A clear statement that by continuing, the customer consents to receive SMS messages related to scheduling.
Example:
“Thanks for contacting [Business Name]! This is our scheduling assistant. By replying, you agree to receive SMS messages about your appointment. Msg & data rates may apply. Reply STOP to opt out.”
Ongoing Conversation
The AI agent guides the customer step-by-step to confirm service type, preferred date/time, and contact details.
All messages remain strictly transactional, limited to appointment scheduling and confirmations.
Opt-Out
At any time, the customer can reply with STOP to end communications.
The system immediately acknowledges the request and no further messages are sent.
Single Purpose Messaging: Messages are strictly related to booking, confirming, or rescheduling appointments.
Consent Transparency: Consent is explicit when the customer initiates the conversation and is reinforced in the first automated response.
Opt-Out Controls: STOP, CANCEL, or UNSUBSCRIBE are supported at any time, with immediate suppression.
Opt-In Records: All opt-ins (the initial SMS sent by a customer) are logged with timestamps for compliance tracking.
Customer Action: Sends “Hi, I’d like to book a roofing inspection.”
Platform Reply:
“Thanks for contacting [Business Name]! This is our scheduling assistant. By continuing, you agree to receive SMS messages about booking your appointment. Msg & data rates may apply. Reply STOP to opt out. What service would you like to schedule?”
Customer: “Roof inspection.”
Platform: “Got it. What date works best for you?”
…and so on, until the appointment is confirmed.