Sending an SMS to a client
Send SMS messages to your clients directly from Prospo. Messages go out from your organisation's provisioned number and are logged against the client's record automatically.
Before you begin
The contact you're messaging must have a phone number saved in Prospo. If a client's contacts have no phone numbers on record, the Send SMS option will be unavailable. Add a phone number to at least one contact first - see Editing contact details.
Send an SMS
- Open the client's profile
- Click Send SMS from the client actions menu
- Select the recipient from the Recipient dropdown - the list shows all contacts linked to that client who have a phone number. The primary contact is pre-selected if they have a number.
- Write your message in the body field, or use AI to draft one (see below)
- Click Send Message
A confirmation appears when the message is sent. The body and AI prompt fields clear automatically so you can send another if needed.
Message length
As you type, a character counter shows how many characters you've used out of the 1,600 character limit. Prospo also shows a Segments count.
- Messages up to 160 characters are sent as a single segment
- Longer messages are split into multiple segments - each segment is billed separately by your carrier
- Messages containing emoji or special characters use a different encoding and have a lower single-segment limit of 70 characters
AI-assisted drafting
Click Draft in the AI SMS Generator field and describe what you want to say - for example, "Reminder about our annual review meeting on Thursday". Prospo generates a draft you can review and edit before sending.
Sending to multiple contacts
Each SMS is sent to one recipient at a time. To send the same message to multiple contacts linked to a client, send separate messages by selecting each recipient in turn.