Messaging & Communication

Short: SMS/Email messaging, Twilio setup, AI receptionist, and templates.

SMS (Twilio)

Setup

• Settings → Messaging → Enter Twilio Account SID and Auth Token and phone number.

Use

• Send SMS from client page or Messages page.
• Two-way messaging with history logged to client events.

Email

Send from

• Client/job/estimate/invoice pages.

Features

• Templates, tracking (delivered/opened/clicks), PDF attachments.

AI Receptionist

Location: Settings → AI

Setup

• Connect Twilio, configure greeting, business hours, booking rules.

Features

• 24/7 call handling, appointment booking, lead creation, transcripts and recordings.

Updated on: 11/01/2026