Summer Re-Engagement
847 contacts · Active
Day 1
Sent
4
Day 4
Active
10
Day 10
Upcoming
Message Preview
Hey {FirstName} 👋 It's been {MonthsSinceService} months since your last visit at Premier Smiles. We'd love to see you back — reply YES to grab a spot this week!
Sent
312
Opened
98%
Replied
45%
Booked
38 🎉
💬 98% Open Rate · AI-Personalized at Scale

Don't Send Blasts.
Send Conversations.

Generic SMS blasts get ignored. Desk Wizard AI uses your CRM data to personalize every outbound text — the customer's name, last service, preferences, and history — then handles every reply automatically, from booking to payment.

Launch Your Campaign → Watch Demo

No credit card required · 98% open rate · TCPA compliant

98% OPEN RATE CRM SMART VARIABLES TWO-WAY AI REPLIES AI COPYWRITER TEXT-TO-PAY DRIP SEQUENCES COMPLIANCE BUILT-IN 1,000+ TEXTS/HOUR 98% OPEN RATE CRM SMART VARIABLES TWO-WAY AI REPLIES AI COPYWRITER TEXT-TO-PAY DRIP SEQUENCES COMPLIANCE BUILT-IN 1,000+ TEXTS/HOUR

GENERIC BLASTS GET DELETED. PERSONAL TEXTS GET REPLIES.

30-40%
Generic Blast Open Rate
Mass SMS blasts feel impersonal. Customers recognize them instantly, and open rates reflect it.
98%
Personalized SMS Open Rate
Texts that use the customer's name, reference their history, and feel one-to-one get opened almost every time.
Higher ROI vs. Generic
Personalized, two-way AI SMS campaigns generate 3× the ROI of generic blast tools — because they actually start conversations.
How It Works

From CRM Trigger to Closed Booking

CRM Trigger Met
Campaign condition fires — date, tag, or field change
🤖
AI Personalizes Each Message
Name, history, and context filled per recipient
💬
Text Sent & AI Handles Replies
Two-way conversations run automatically
💳
Bookings & Payments Close
Appointments booked, payments collected in thread
What You Get

SMS That Feels Personal — At Any Scale

✍️
AI-Personalized Messages
Every text is written by AI with the recipient's name, service history, and last interaction baked in. It reads like a real person reached out.
🔄
Full Two-Way Conversations
When a lead replies, the AI picks up and carries the full conversation — answering questions, handling objections, and booking appointments.
🤖
AI Copywriter Built In
Generate 3 optimized message variations for any campaign goal. Test what converts best. Let the AI improve over time.
💳
Text-to-Pay
Customers pay directly inside the SMS thread with one tap. No portals. No links. No friction. Revenue collected in the conversation.
📅
Drip Sequence Builder
Design multi-step SMS campaigns: Day 1 intro, Day 4 value add, Day 10 re-engage. Visual builder. Zero code. Fully automated.
🛡️
Compliance-First
TCPA compliance, opt-out handling, quiet hours, and double opt-in flows are built in and enforced automatically. Text with confidence.
Deep Dive

Explore the Smart SMS Engine

Smart Variables
CRM fields fill every message — name, service history, preferences, and more.
Two-Way AI Replies
AI handles every reply, carries the conversation, and books the appointment.
Drip Sequences
Multi-step campaigns on autopilot — Day 1, Day 4, Day 10 and beyond.
Compliance & Controls
TCPA, quiet hours, opt-outs, and double opt-in — all enforced automatically.
Variable Message Preview
"Hey {FirstName} 👋 It's been {MonthsSinceService} months since your last {ServiceType} at {BusinessName}. We'd love to see you back!"
{FirstName} — Contact record
{MonthsSinceService} — Calculated
{ServiceType} — CRM field
{BusinessName} — Your brand
Live Conversation Thread
Hey Sarah! It's been 6 months since your last cleaning at Premier Smiles — reply YES to grab a spot this week 😊
Yes! I've been meaning to call
Awesome! I have Tuesday at 2pm or Thursday at 10am open. Which works for you?
Thursday works!
Booked! Thursday at 10am at Premier Smiles. We'll send a reminder the day before. See you then! 🦷
✓ Appointment booked · CRM updated · Reminder scheduled
Re-Engagement Drip Sequence
Day 1 — Intro & offer
Personalized greeting + easy call-to-action
4
Day 4 — Value add
Reminder + social proof or urgency
10
Day 10 — Final re-engage
Last chance angle with different hook
Compliance Dashboard
TCPA Compliance✓ Active
Quiet Hours8am – 9pm
Opt-Out HandlingAuto-honored
Double Opt-In✓ Active
Your Industry

Smart SMS for Every Business

HVAC & Home Services

Send personalized seasonal reminders, maintenance due alerts, and emergency follow-ups via SMS — each referencing the customer's specific equipment and service history.

  • Filter replacement reminders with equipment type
  • Seasonal tune-up campaigns (spring/fall)
  • Emergency service follow-up texts
  • Maintenance agreement renewal campaigns
HVAC SMS Performance
98%
open rate
3× more bookings vs. email

Property Management

SMS is the fastest way to reach tenants. Automate lease renewal reminders, maintenance follow-ups, and unit availability campaigns — all personalized per property and tenant.

  • Lease renewal SMS campaigns (60/30/7 days out)
  • Maintenance request status updates
  • Unit availability alerts for waitlisted prospects
  • Move-in/move-out coordination texts
Property SMS Performance
95%
open rate
Tenants prefer texting

Dental Practices

Recall campaigns via SMS outperform email 3-to-1 for dental practices. Personalized texts referencing last visit date and available slots book more appointments with less effort.

  • Cleaning reminders with last visit date
  • Treatment follow-up texts post-procedure
  • Insurance benefit end-of-year campaigns
  • No-show reactivation texts same day
Dental SMS Performance
97%
open rate
2× recall conversion rate

Medical Practices

SMS is the preferred communication channel for medical appointment reminders. HIPAA-compliant automated texts reduce no-shows and drive annual wellness visit bookings.

  • Test result follow-up texts (HIPAA-compliant)
  • Medication refill reminder campaigns
  • Annual wellness visit recall SMS
  • Appointment confirmations and reminders
Medical SMS Performance
96%
open rate
40% reduction in no-shows

Retail

Drive repeat purchases with abandoned cart SMS, new arrival alerts for customers who've bought similar items, and loyalty program updates that feel personal not promotional.

  • Abandoned cart recovery with product name included
  • New arrival alerts by purchase history
  • Loyalty points balance and reward alerts
  • VIP customer early access campaigns
Retail SMS Performance
94%
open rate
3× higher than email

Restaurants

Fill tables on slow nights, promote events to past diners, and run loyalty campaigns via SMS — all personalized to what each customer has ordered or how often they visit.

  • Reservation reminders and confirmations
  • Slow night fill campaigns with special offer
  • Event and new menu announcements
  • Loyalty program and reward texts
Restaurant SMS Performance
96%
open rate
Fills tables on slow nights
0%
Average Open Rate
Higher ROI Than Generic
1k+
Texts Per Hour
24/7
Always Running
Why Desk Wizard

Compared to the Alternatives

Manual Texting Generic SMS Blast Tool Desk Wizard Smart SMS
CRM IntegrationCopy-paste onlyBasic importFull CRM sync ✓
PersonalizationManual onlyName field onlyFull history & context ✓
Open RateHigh (limited scale)30–40%98% average ✓
Two-Way AI RepliesManual responseFull AI conversation ✓
Text-to-PayBuilt-in ✓
ComplianceManual managementBasic opt-outFull TCPA automation ✓

Common Questions

Before each text is sent, the AI pulls the recipient's CRM record and fills in the variable placeholders in your message template. Every text is generated individually — not just a mass blast with one name field swapped in. The result reads like a one-to-one message from your business.

Any CRM field can become a variable: first name, last service date, service type, months since last visit, assigned rep, upcoming appointment date, account balance, or any custom field you've created. If it's in your CRM, it can go in your message.

Yes. You write the template with variable placeholders, and the AI fills them per recipient. You can also use the built-in AI Copywriter to generate 3 versions of any message and A/B test which converts best. Templates can be saved, versioned, and reused across campaigns.

Every reply is handled by the AI automatically. It reads the context of the full conversation, responds naturally, answers questions, handles objections, offers appointment times from your calendar, and books confirmations — all without any human involvement unless you choose to step in.

Texts send based on the triggers and schedule you define — CRM condition met, specific date/time, or campaign start. Quiet hours are enforced automatically (no texts before 8am or after 9pm in the recipient's time zone). You can also set manual send windows for maximum response rates.

Desk Wizard integrates natively with GoHighLevel and connects to HubSpot, Salesforce, Zoho, and other major CRMs. If your CRM supports webhooks or API access, we can pull the contact data needed for personalized SMS campaigns.

Every variable has a configurable fallback. If {FirstName} is blank, the message might say "Hey there" instead of "Hey ." You define the fallback text for each variable, so messages always read naturally even when CRM data is incomplete.

Personalization accuracy depends entirely on your CRM data quality. The AI uses whatever is in the CRM record — if the data is accurate, the message is accurate. We recommend auditing key fields before launching campaigns to ensure the best results.

Smart Outbound SMS

Your Customers Are Already
on Their Phones.

Meet them there — with a message that feels personal and a conversation that closes automatically.

Start Free Trial → Schedule a Demo