Missed Call Text-Back for New Prospects
When a prospective client calls but no one answers, the system instantly sends an SMS within 60 seconds offering to sche
What This Automation Does
How It Works
Missed Call Detected
Call status = missed / no answer / voicemail after 4 rings
Existing Client?
Check CRM contacts — is caller a current client vs. new prospect?
Instant SMS (< 60s)
"Hi! Sorry we missed your call at {{firm_name}}. Are you looking for help with taxes, bookkeeping, or another accounting need? Reply and we'll get you scheduled — {{booking_link}}"
AI Chat Engagement
If prospect replies, AI chat qualifies their needs: individual tax, business tax, bookkeeping, payroll, advisory, etc.
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All SMS must include firm name and opt-out language. TCPA consent required for ongoing messaging
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