What’s included

Conversations, reminders and follow-ups by text.

01 / INBOX

A shared business texting inbox

Two-way text conversations from your business number.
Your team can see, claim and assign conversations, with private notes.
Conversations match to the customer’s record by phone number.
Delivery receipts show what went through.

02 / REMINDERS

Reminders and follow-ups

Appointment confirmations and reminders by text from the booking calendar.
Text steps inside follow-up sequences, alongside email.
Saved message templates with merge fields such as a first name.

03 / OPT-OUTS

Opt-outs handled for you

STOP, HELP and START replies are handled automatically.
Opted-out numbers are blocked from future sends.
The date and source of each customer’s text permission is recorded on their record.
Optional: the AI agent can answer incoming texts, and your team can take over any conversation.

Before you start

What you’ll need, and what this isn’t.

What to have ready

A business texting number through a texting-service account connected to Digital Back Office; we’ll talk through the options.
Carrier registration for business texting, which US carriers require.
Permission from the people you plan to text.

What it isn’t

Text messaging is for conversations, reminders and follow-up sequences with people who have agreed to hear from you. It isn’t a mass text-blast tool. You remain responsible for consent and for the texting rules that apply to your business.

Pricing

Text messaging is set up by conversation.

Carrier fees and setup depend on your texting account and volume, so we confirm pricing and requirements with you before anything is turned on.

Meet customers where they are

Tell us how customers reach you today.

If people already text your cell phone, a shared business inbox can bring those conversations into one place your team can see. The existing contact form is the place to start; pricing and scope are confirmed with you before anything is set up.

Ask about text messaging