By adding SMS to your VoiceAgent, you give customers a smoother experience. Important details, links, or follow-ups can reach them instantly, right when they need them. In this guide, you’ll learn how to set up a tool that automatically sends text messages to clients.
User level:
Admin
Sometimes a voice conversation alone is not enough to move things forward. By adding SMS capabilities to your VoiceAgent, you can automatically send important information right when it is needed, without interrupting the flow of the call.
For example, if the VoiceAgent confirms that a customer is interested in your service, through VoiceAgent Tools it can immediately send an SMS with a personalized link to book a meeting at their convenience. This makes the process smoother for the customer and helps your team turn interest into action more effectively.
With this setup, SMS becomes a natural extension of your conversations. It is a quick and reliable way to deliver links, confirmations, or follow-up details at the right moment.
Building the Tool
Open the Tools Management section in your CloudTalk Dashboard.
Click the + button to create a new tool.
Enter a clear Name and Description so you can easily recognize the tool later.
Set up the message that will be sent to the client when the action is triggered.
Configure the request to the CloudTalk API Send SMS endpoint:
Select POST as the request method.
Insert the endpoint URL as described in the CloudTalk API documentation.
Add the Authorization header for your request:
Use
Authorizationas the Header Name.Insert the Base64 Hash as the Header Value.
Skip Path Parameters
No configuration is needed here, so you can leave this section as is.Set up Body Parameters using the API documentation:
Recipient
Choose String as the Data type.
Set the Type to Parameter, which means VoiceAgent will pull the value from system_prompt variables included in the body of the request that triggers the call.
In the Value field, enter the name of the system_prompt variable that holds the phone number. This ensures the SMS is sent to the right client when needed.
Sender
Choose String as the Data type.
Set the Type to Constant.
In the Value field, enter the SMS-capable phone number you want to use as the sender.
Message
Choose String as the Data type.
Set the Type to Constant.
In the Value field, enter the text message that should be sent to custom
Save your configuration to apply the settings.
Reference your new tool in the VoiceAgent System Prompt configuration.
Example:
....
5. If client is interested into free trial session, reply with “Perfect! I’ll send you the direct booking link by SMS right now.". Use SendSMS to send SMS. Then say: “The link is on its way. Can you please check if you received it?”
....
FAQ
Q: Can the value for Recipient be collected during the call?
A: Yes. Any value used in the tool configuration can be collected directly during the call. To make this work, set the property Type to LLM. Then add a short instruction telling the VoiceAgent what information it should capture from the conversation.
Example:
Q: Does the API rate limit apply for this VoiceAgent tool?
A: Yes. The tool described in this guide uses the CloudTalk API Send SMS endpoint, so the standard CloudTalk API rate limits apply. Make sure to review the API documentation for details on current limits.