Overview
SMS in AMS+ lets you send and receive text messages directly within the platform using your agency's VoIP number. It streamlines communication by centralizing messages, automating outreach, and keeping a complete history for each contact.
This helps you stay compliant with regulations while improving client engagement. Overall, it's a fast, easy way to connect with prospects, clients, and agents right where you manage your business.
IN THIS ARTICLE
Before you begin
- To send SMS text messages, Sales Records, Agent Records, and Individual Records must have a valid cell phone number.
- If your agency has a certain time frame for sending SMS text messages, make sure your users set the allowable times for sending SMS messages in their My Account > Account settings.
Key features
- Sales Automated Workflow - Send automated SMS messages triggered by sales events in AMS+.
- Appointment Reminders - Send SMS reminders to reduce no-shows.
- Rx Collect requests - Request prescription and provider information via SMS.
- Scope of Appointment (SOA) requests - Send SOA forms through SMS for compliance.
- ACA Consent to Contact and ACA Attestation requests - Deliver ACA-related consent and attestation forms via SMS.
- Forward SMS replies - Receive copies of SMS replies on your personal cell phone.
Related resources
In the Academy
- Making Calls & Texts with VoIP (opens in a new window) - Course
- Text Messaging (opens in a new window) - Course
- Sending a Mass Text Message (opens in a new window) - Course
- Texting 101 (opens in a new window) - Live Training Session
In the Knowledge Base
- How to set up SMS text messaging in AMS+
- How to send SMS text messages in AMS+
- How to forward copies of SMS replies from AMS+ to your cell phone
- How to change your default phone number for sending SMS text messages in AMS+
- How to create SMS text message templates in AMS+
- How opt-in and opt-out behavior works for SMS text messages in AMS+
- How to view SMS history in AMS+
- SMS Delivery Report in AMS+
- SMS Best Practices in AMS+: Regulations & Guidance