Sometimes you need to send a message at a certain point in conversation which may be long and needs to be broken up with some formatting. Usually this is done to start the conversation, but it can be done at any time where you want to send a template-based message and have your bot know the context of what was said.

Our bot override message is great, but it doesn't allow formatting. Fortunately there is an alternative that allows text formatting while still giving your bot reference to what was said in the text just like the override message does.

SMS Action

First lets create a new workflow. I created mine as a Reactivation campaign with the trigger being when we add the tag reactivation to contacts. Our first action will be to send an SMS.

In this SMS action, we will write the text we want to send out in the format we like. Make sure to copy the contents of this text so we can let our bot know what was said in a later step. Then save that action.

Webhook

Now under our SMS action we will add a Webhook

We are now going to fill out our webhook just like I have it here except in the Message section you will paste the contents of the sms you copied in the earlier step. Save that action!

Now when your workflow gets triggered it will send your beautifully crafted text to your lead and your CloseBot webhook will update your bot about what was said in your message! ?