Your Nedzo AI agent can now send messages during a conversation. It can text the caller a booking link while they're still on the phone, email the customer a recap, or post a live summary to your team's Slack. You set it up once in your agent's procedures, and you can test it before it goes live.
Send an SMS to the caller during the call
A caller asks, "Can you text me the link?" Before, the Send Message action could only go to a number you typed in by hand, so it couldn't reach the person on the line.
Now the "To" field lets you pick the contact's phone for SMS, or the contact's email for email. A tag shows that the message goes to the customer.
When the action fires, Nedzo looks up the contact in that conversation and sends to them. Your agent never types the number. Nedzo pulls it from the contact record, so the text goes to the right person.
Say a dental clinic gets a call at 7pm and the caller wants to book. Your agent says, "I'll text you the link now," and the link is on their phone before they hang up.
Actions you already set up with a fixed number or email keep working as before.
Set the recipient for every channel
The Send Message action now asks for everything it needs to send. You'll find it in your agent's training, under Procedures, as a Take Action step.
- Email: who it goes to and the subject line.
- SMS: the phone number it goes to.
- Slack: a channel from your connected Slack.
Your message goes out word for word as you wrote it, and the AI doesn't rewrite it. You can still drop in variables like the contact's first name.
Nedzo won't let you save a half-built action. If the recipient is missing or an email has no subject, it tells you. If Slack isn't connected, it tells you that too.
Send a conversation summary to your team
Your team gets a Slack ping that says "New hot lead." Then they have to dig through the transcript to find out why.
Now you can add a live summary to any Send Message. In the message box, open the variable picker, go to Live Conversation and pick Summary. When the message fires, Nedzo writes a summary of the conversation so far and puts it in the message. Your team reads what happened in a few lines and acts on it.
This works on web chat, SMS, email and voice calls, as long as summaries are turned on for that agent. Nedzo only writes the summary when a message uses the Summary variable.
Test the message before it goes live
You don't want to find out an alert is broken after a lead slips through. The Send Message action now has a Test button. Click it, and Nedzo sends the message once to the place you set up, with no live conversation needed.
Variables get sample values, like John Doe for the contact name and a one-line sample summary. You see right away whether it worked or what went wrong, so you can fix it before a real customer triggers it.
It's live in your account now.