The Manual SMS action enables workflow users to generate tasks requiring human intervention to send personalized SMS messages to contacts. These tasks appear in the Conversations > Manual Actions section.

Action Name

Manual SMS

Action Description

This workflow action creates a manual task for sending SMS messages. It supports template selection, custom personalization values, trigger links, and test messaging capabilities. Users can assign tasks to specific team members rather than defaulting to the contact owner.

Action Details

Action Name: Identifies the action within the workflow (Required)

Templates: Pre-defined SMS template selection (Optional)

Message: Message body supporting custom values and trigger links (Required)

Custom Values: Personalization options (contact name, appointment details) (Optional)

Add Attachment: File attachment via URL (Optional)

Test Phone Number: Number for testing SMS delivery (Optional)

Assign To: Designate specific user for task assignment (Optional)

Configuration Steps

1. Select an SMS template if applicable
2. Enter message content with custom value placeholders
3. Optionally add attachment URLs
4. Test delivery using a phone number
5. Assign task to specific user via Advanced Settings

Assignment Logic