In this article, you will learn how to send automated texts and emails after Genius Answering handles calls for your business.

With Genius Answering, you can enable two types of follow-up messages: one that sends a text message to your client after your AI agent performs an action (like booking or rescheduling a job), and another that sends an email summary to your team after AI-handled calls. These settings send system-generated messages that can't be customized. 

If you want more control over what's sent and when, you can use Workiz Automations to create your own custom follow-ups. For example, you may choose to send a text only if a client has a specific tag or if the call came from a particular flow. 

Creating automated follow-ups for Genius-handled calls

Before you can create automations around calls handled by Genius Answering, you will need to set up the following features:

• Genius Answering
• Workiz Automations

1. From the navigation bar, select Automations
2. Select Add automation
3. Enter a title for your rule 
4. Select This happens > a call > is answered by Genius
   
5. Select do this > Send
6. Select someone and choose who should receive this automated message (e.g., client, assigned team member, specific role, specific team member)
7. Select a reminder and choose what type of automated message to send (e.g., text, email, or both)

8. Enter the automated message you want the recipient to see

   Use dynamic short code to automatically include each client's name or your business name in the message. It's an easy way to make every message feel personal and professional.

9. (Optional) Select Add condition to refine exactly when this rule should be triggered (e.g., only if client tag is X, only if call flow is Y, etc.)
   

10. (Optional) Define the delivery window for your automation rule (e.g., 9 a.m. to 5 p.m., 24/7, or custom)

    All call-based automation rules must be set to trigger immediately. However, when the message is actually sent depends on your delivery window. For example, if a call occurs at 7 p.m. and your delivery window is set to 9 a.m.–5 p.m., the message will be sent at the start of the next delivery window — 9 a.m. the following day.

11. Select Add automation

With automated follow-ups in place, your team and clients can get timely updates after every AI-answered call.