[{"data":1,"prerenderedAt":524},["ShallowReactive",2],{"shell":3,"path:c-calling-and-texting":33,"article:settings-sms-templates":117},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"title":35,"href":36,"letter":37,"icon":38,"cover":39,"goal":60,"summary":61,"level":62,"lessons":63,"next":106},"c-calling-and-texting","C — Understand calling and texting readiness","\u002Flearn\u002Fc-calling-and-texting","C","phone-call",{"id":40,"src":41,"alt":42,"caption":43,"width":44,"height":45,"annotated":46},"speed-dial-workspace-desktop","\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-workspace-desktop.jpg","Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.","Speed Dial, where you pick a lead from Companies, review its Contact Info, then select Call when you are ready.",1920,873,{"src":47,"width":48,"height":45,"title":49,"callouts":50},"\u002Fmedia\u002Fannotated\u002Fspeed-dial-workspace-desktop-annotated.svg",2390,"Get started in Speed Dial",[51,54,57],{"number":52,"text":53},1,"Choose which leads to work through, such as Recommended, then select a lead.",{"number":55,"text":56},2,"Select View Details to open the lead's full record.",{"number":58,"text":59},3,"Call starts the selected action right away. Use the arrow to pick a different one.","Call or text people","Find call and message history, and check what calling and texting need first.","beginner",[64,69,73,77,81,85,89,93,98,102],{"slug":65,"title":66,"href":67,"icon":68},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","users",{"slug":70,"title":71,"href":72,"icon":38},"workflow-lead-calls","Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls",{"slug":74,"title":75,"href":76,"icon":68},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages",{"slug":78,"title":79,"href":80,"icon":38},"workflow-speed-dial","Review the Speed Dial queue before calling","\u002Fguides\u002Fworkflow-speed-dial",{"slug":82,"title":83,"href":84,"icon":38},"settings-dialer","Dialer settings","\u002Fguides\u002Fsettings-dialer",{"slug":86,"title":87,"href":88,"icon":38},"settings-call-scripts","Call Scripts for representatives","\u002Fguides\u002Fsettings-call-scripts",{"slug":90,"title":91,"href":92,"icon":38},"settings-my-numbers","My Numbers","\u002Fguides\u002Fsettings-my-numbers",{"slug":94,"title":95,"href":96,"icon":97},"settings-phone-registration","Caller ID and SMS Registration","\u002Fguides\u002Fsettings-phone-registration","message-square-text",{"slug":99,"title":100,"href":101,"icon":38},"settings-calling-countries","Calling Countries","\u002Fguides\u002Fsettings-calling-countries",{"slug":103,"title":104,"href":105,"icon":97},"settings-sms-templates","SMS Templates and automatic replies","\u002Fguides\u002Fsettings-sms-templates",[107,112],{"slug":108,"title":109,"href":110,"icon":111},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","calendar-check",{"slug":113,"title":114,"href":115,"icon":116},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column",{"id":103,"slug":103,"kind":118,"href":105,"icon":97,"title":104,"description":119,"level":120,"status":121,"verification":122,"reviewedAt":123,"videoStatus":124,"productLocation":125,"settingsCategory":126,"topic":127,"html":130,"toc":131,"shots":147,"related":153,"paths":166,"videos":173,"sidebar":174},"guide","This page contains two different tools: reusable SMS templates and SMS replies, which controls automatic responses. Saving a template does not send a text…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Settings → Templates → SMS Templates","Templates",{"slug":31,"title":128,"href":129},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>This page contains two different tools: reusable SMS templates and \u003Cstrong>SMS replies\u003C\u002Fstrong>, which controls automatic responses. Saving a template does not send a text. Enabling and saving reply rules can affect future incoming messages.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-communication-sms-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-communication-sms-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: SMS tab in Templates, with SMS replies switches off and the SMS Templates section starting below.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-communication-sms-desktop.jpg\" alt=\"SMS tab in Templates, with SMS replies switches off and the SMS Templates section starting below.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The SMS tab, where you set up automatic SMS replies and select Save reply settings. SMS Templates starts below.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-communication-sms-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"box box-prereq\" data-section=\"before-you-start\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2 id=\"before-you-start\">Before you start\u003C\u002Fh2>\u003Cp>You need permission to edit the relevant settings. Actual SMS use requires an owned text-capable number, approved registration, and working sending and reply connections. The Demo Account has no active number; its settings cannot establish successful texting.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"review-the-two-sections\">\u003Ch2 id=\"review-the-two-sections\">Review the two sections\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Settings → Templates → SMS Templates\u003C\u002Fstrong>. Start with \u003Cstrong>SMS replies\u003C\u002Fstrong> and inspect \u003Cstrong>Enable automatic SMS replies\u003C\u002Fstrong>, \u003Cstrong>Allow AI replies for approved rules\u003C\u002Fstrong>, and \u003Cstrong>Maximum reply length\u003C\u002Fstrong>. Leave automation unchanged during a read-only review.\u003C\u002Fli>\n\u003Cli>For an authorized policy change, use \u003Cstrong>Add reply type\u003C\u002Fstrong>. Choose \u003Cstrong>Reply type\u003C\u002Fstrong>, \u003Cstrong>Respond with\u003C\u002Fstrong>, and an \u003Cstrong>Approved template\u003C\u002Fstrong>. AI rules also require \u003Cstrong>What may AI answer?\u003C\u002Fstrong> instructions that define allowed facts and answers.\u003C\u002Fli>\n\u003Cli>Inspect \u003Cstrong>Options for individual numbers\u003C\u002Fstrong>. Numbers inherit the account policy unless overridden; new overrides start off. \u003Cstrong>Use account policy\u003C\u002Fstrong> removes an override rather than turning all replies off.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Save reply settings\u003C\u002Fstrong> persists the reply policy. It is separate from the template editor's save action and is not a harmless template preview.\u003C\u002Fli>\n\u003Cli>In the template workspace below, select an SMS template or \u003Cstrong>New Template\u003C\u002Fstrong>. Review its name, type, module, message content, and AI instructions. Use \u003Cstrong>Create Template\u003C\u002Fstrong> or \u003Cstrong>Save Changes\u003C\u002Fstrong>, then reopen the template.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-the-result-and-recover\">\u003Ch2 id=\"check-the-result-and-recover\">Check the result and recover\u003C\u002Fh2>\u003Cp>A reopened template confirms saved wording, not carrier delivery. A saved reply policy confirms configuration, not that an incoming message matched a rule. If readiness is unavailable, inspect the existing number's registration and connection rather than buying another. If a policy save fails, reload and review the authoritative values before retrying. Keep AI and automatic replies disabled until their exact behavior is intentionally approved.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"related-guides\">\u003Csummary>\u003Ch2 id=\"related-guides\">Related guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>\u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings\">Settings overview\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[132,135,138,141,144],{"id":133,"text":134,"depth":55},"before-you-start","Before you start",{"id":136,"text":137,"depth":55},"review-the-two-sections","Review the two sections",{"id":139,"text":140,"depth":55},"check-the-result-and-recover","Check the result and recover",{"id":142,"text":143,"depth":55},"related-guides","Related guides",{"id":145,"text":146,"depth":55},"screenshots","Screenshots",{"settings-communication-sms-desktop":148},{"id":149,"src":150,"alt":151,"caption":152,"width":44,"height":45},"settings-communication-sms-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-communication-sms-desktop.jpg","SMS tab in Templates, with SMS replies switches off and the SMS Templates section starting below.","The SMS tab, where you set up automatic SMS replies and select Save reply settings. SMS Templates starts below.",[154,161],{"slug":155,"title":156,"href":157,"icon":158,"description":159,"level":120,"productLocation":160},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","mail","Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…","Communication",{"slug":31,"title":162,"href":163,"icon":31,"description":164,"level":120,"productLocation":165},"Find the right workspace setting","\u002Fguides\u002Fsettings","Settings is a curated directory of configuration pages. Use its search and category links to find the area you need. 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