AI SMS Campaigns
Your Reps Close Calls and Move On.
The AI Closes the Rest.
When a sales call ends without a close, most companies never follow up. Plaibook reads the call transcript, figures out what went wrong, and sends a personalized text that picks up right where your rep left off. It handles the full conversation from there, all the way through booking the appointment and getting the contract signed.
$650K+
recovered from a single upsell campaign
75%
outbound close rate
10×
daily revenue increase
How It Works
From unclosed call to first text in 15 minutes
What happens when a sales call ends without a sale. No manual work required.
Call analysis spots an unclosed lead
Plaibook scores every sales call automatically. When a call ends without a close, it pulls out the details that matter: what objections came up, what price was quoted, what the customer was worried about, and when to follow up.
How call scoring worksThe autopilot triggers at the right moment
The system doesn't fire a text the second the call ends. It uses the follow-up time recommended by the call analysis, typically 15 to 60 minutes later depending on the conversation. You can also set a fixed delay per campaign if you prefer. The timing is intentional: soon enough that the conversation is fresh, late enough that it doesn't feel automated.
The AI reads the full call transcript
Before composing anything, the AI reads the complete transcript. It knows which rep they spoke to, what service was discussed, what price was quoted, and what the customer actually said. If the customer mentioned they just bought a house or that they need to talk to their spouse first, all of that context carries over into the text.
A personalized first message goes out
The AI writes a text that references the actual conversation. It addresses their specific objection, introduces itself by name, and opens with a question to re-engage. If the customer raised price concerns, the text talks about price. If they wanted to wait for summer, it acknowledges that.
A real conversation begins
When the customer replies, the AI doesn't send another canned response. It carries on a real back-and-forth: handling new objections, answering questions, and working toward a close. It can book appointments directly in FieldRoutes, send service contracts for e-signature, and collect payments, all over text.
See all integrationsReal Conversation
It reads the call, then texts like a real person
This is a real example of what the AI sends after a sales call doesn't close. It references the specific rep, the exact service discussed, and the quoted price because it already read the transcript.
When the customer says “I need to talk to my husband,” the AI doesn't push. It backs off, offers something useful, and sets a concrete follow-up time. That's what separates it from a basic auto-responder.
Behind every message, an overseer AI analyzes the conversation in real time. It tracks sentiment, watches the funnel stage, and decides whether the AI should keep going or hand off to a human.
BRD Pest Solutions
AI Agent · Megan
Under the Hood
Three layers behind every reply
Every inbound message passes through three specialized AI systems before a reply goes out.
The Overseer
Every time the customer sends a message, the Overseer AI analyzes it first. It classifies the conversation stage (introduction, qualification, objection handling, close), reads customer sentiment (positive, neutral, negative, not interested), and decides whether the AI should keep going or escalate to a human. Every analysis gets appended to a permanent log, so you can see exactly what the AI was thinking at every turn.
The Sales Agent
With the Overseer's analysis, the customer's profile, and the full conversation history, the sales agent writes its response. It follows your playbook: your company's voice, your objection-handling strategies, your pricing rules. It knows when to be casual and when to be direct. If the customer sent an image, it can see it and respond accordingly.
The Tool Router
When the conversation reaches a point where action is needed, the Tool Router decides what to do. Customer asks about availability? It pulls real appointment slots from your scheduling system. Customer says “book it”? It creates the appointment and sends the contract. Customer says they signed? It sends the payment portal. All of this happens inside the text conversation. No app or phone call needed.
Inbound SMS
Hey, I got your text about the ant treatment. How much is it?
Compliance Gate
Overseer AI
Sales Agent
Tool Router
Outbound SMS
Hi Sarah! The initial ant treatment is $249, and that covers…
Check Schedule
Look Up Pricing
Update CRM
Book Appointment
Capabilities
What the AI can do inside a text conversation
This is not a drip campaign. The AI has access to real tools that connect to your business systems.
Handle objections
The AI reads from your playbook to handle price objections, timing concerns, competitor comparisons, and "I need to think about it" in your company's voice.
Check availability
Pulls real-time appointment slots from FieldRoutes when a customer asks about scheduling. Shows actual dates, times, and technician availability.
Book appointments
When a customer confirms a time, the AI books the appointment directly in your system and sends the service contract for e-signature automatically.
Send contracts
Generates and sends service agreements for e-signature. If the customer agrees to a plan but hasn't picked a time, the contract goes out first.
Collect payments
After the customer signs, the AI sends a secure portal link for billing setup. The full sales cycle completes without anyone picking up the phone.
Escalate to humans
When the AI hits something it can't handle (a complaint, a request to speak to a manager, or a question outside its playbook), it flags the conversation and alerts your team by SMS.
Campaign Types
Four ways to use it
Call Follow-Up
Automatic post-call follow-up
The core use case. When a sales call ends without a close, the AI detects it, reads the transcript, and sends a personalized SMS follow-up at the right time. Runs on autopilot. Your reps don't need to do anything.
How it triggers: Call analysis flags unclosed leads. The autopilot worker scans for candidates whose recommended follow-up time has passed and initiates outreach automatically.
Outbound
Proactive outreach campaigns
Import a list of customers (from a CSV, your CRM, or FieldRoutes) and the AI reaches out to each one with a personalized conversation. Works for seasonal upsells, renewal reminders, win-backs, and reactivation. One upsell campaign generated $650K+ in new revenue.
Pacing: You control the daily send limit, leads per minute, and max concurrent conversations. Set it to “scheduled” pacing to let the system auto-calculate from your end date.
Inbound
Inbound message handling
When a customer texts your business number, the AI responds instantly. It can answer service questions, handle scheduling requests, and route conversations to the right team. Works 24/7, even when your office is closed.
Routing: Inbound messages are matched to existing leads and conversations automatically. If a customer is already in a campaign, the message continues that thread.
Website Chat
AI webchat widget
Embed a chat widget on your website that uses the same AI. Website visitors get instant answers about services, pricing, and availability. When a visitor gives their phone number, the conversation moves from webchat to SMS automatically.
Branding: Customize colors, bubble styles, and messaging to match your brand.
Campaign Setup -- Configuring pacing, follow-up schedules, playbook rules, and compliance settings
Follow-Up System
If they don't reply, the AI doesn't give up
Every campaign has a follow-up schedule. If a customer doesn't respond, the AI sends follow-ups at increasing intervals, but every message is written fresh based on where the conversation actually stands.
4 hours
Gentle bump
Re-engages based on the funnel stage. If the customer never replied, it tries a different angle. If they were mid-conversation, it picks up the thread.
12 hours
Value restatement
Takes a different approach. Might highlight a benefit or share a useful detail. Wording is never repeated from the first follow-up.
48 hours
Direct nudge
More assertive but still respectful. If pricing came up, a light urgency cue. Otherwise, a simple check-in.
5 days
Graceful exit
A short, no-pressure sign-off. Leaves the door open. After this, the conversation archives automatically.
Follow-up timing and messaging are fully customizable per campaign. Each follow-up instruction is funnel-stage-aware, so it tells the AI what it can and can't reference based on how far the conversation got. The AI will never mention a price that was never discussed.
Live Operations
Watch every conversation in real time
The cockpit gives you a Kanban-style view of every active conversation across all campaigns. You see exactly where each lead stands and can intervene in seconds.
Kanban board
Conversations are organized into columns by funnel stage: introduction, qualification, proposal, agreed to deal, and more. Custom columns for escalations and archived conversations. Drag and drop to move conversations between stages manually.
Human takeover
When the AI escalates a conversation, it moves to the “Needs Attention” column and sends an SMS alert to your designated team member. They can read the full history, type a response directly, and hand it back to the AI when they're done.
Emergency stop
One button halts all outreach, all AI responses, and all follow-ups for a campaign instantly. No messages go out until you release it. Available at the campaign level and at the organization level.
Overseer audit trail
Every turn of every conversation has an immutable analysis log: what stage the Overseer classified it as, what the customer sentiment was, whether escalation was recommended, and a one-line summary. You can inspect exactly why the AI said what it said.
Cost tracking
Every conversation tracks costs broken down by category: SMS inbound, SMS outbound, AI agent inference, and Overseer inference. You always know what a conversion cost you.
Billable outcomes
You define what counts as a win: booked appointment, signed contract, payment collected. The system tracks which conversations reached each outcome and flags false positives for review. You only pay for results.
Continuous Optimization
The AI gets better over time
Built-in A/B testing lets you experiment with different approaches (different opening lines, objection strategies, or even different AI models) and measure which one closes more deals.
Experiment: Follow-up Tone Test
Active · Day 12 of 14Testing friendly-casual vs. professional-direct follow-up messages
"Hey Sarah! 👋 Just checking in about that ant situation. Any questions I can help with?"
"Hi Sarah, this is Megan from BRD Pest Solutions. I wanted to follow up on the ant treatment we discussed. Would Thursday or Friday work better for an inspection?"
Recommendation: Professional-direct tone converts 20% better. The shorter path to conversion (3.1 vs 4.2 messages) also reduces SMS costs by ~$0.03 per lead.
Prompt experiments
Modify sections of your playbook and test the variant against the control. The system tracks which conversations actually used the changed sections and only counts those in the results, so you measure real impact instead of noise.
Statistical significance
Win rates, response rates, escalation rates, and opt-out rates are all tracked per variant. Losing variants can be turned off automatically once the data is clear, so your campaign improves on its own.
Gap detection
After conversations end, the system looks for coverage gaps: objections the playbook couldn't handle, questions it couldn't answer. These findings feed directly into playbook improvements.
TCPA Compliance
Every message passes through a compliance engine
Before any outbound message is sent, whether it's the first follow-up or the fourth, it goes through a multi-step validation. If any check fails, the message doesn't send. Here's what gets checked, in order:
Do Not Contact list
The recipient's phone number is checked against your organization's DNC list. If they're on it, the message is blocked and the conversation is flagged for deletion.
Lead exists in system
The system verifies the recipient is a known lead in your organization. Messages to unknown numbers are blocked.
Opt-out status
If the lead has opted out at any point (by texting STOP or through any other channel), no message is sent and the conversation is flagged. The system automatically detects opt-out keywords in inbound messages.
SMS consent verification
The lead must have SMS consent on file, including when and how it was obtained (website form, written consent, verbal agreement). No consent, no message.
Time-of-day restrictions
Messages are only sent between 8 AM and 9 PM in the recipient's local timezone. If it's outside those hours, the message is queued until the next valid window. Day-of-week restrictions are also enforced based on your campaign's workday settings.
State-specific rules
Florida: 3-message daily cap and 8 PM–8 AM quiet hours. Connecticut: requires explicit website opt-in. Oklahoma: auto-dialer restrictions. Each campaign is assigned a compliance state, and the matching rules are applied to every message.
Emergency stop: Every campaign has an emergency stop switch. When activated, all outreach, all AI responses, and all scheduled follow-ups halt immediately. Nothing goes out until you release it. The system also maintains a full audit trail of every conversation and every compliance decision for your records.
Getting Started
What your first month looks like
From kickoff to live campaigns in days, not months. Here is what happens after you sign up.
Days 1-2
Onboarding and setup
We connect your phone system, import your customer data, and set up your first campaign. You fill out a short playbook questionnaire about your services, pricing, and objection-handling preferences. We handle the rest.
Days 3-5
First campaign goes live
Your call follow-up campaign starts running. Every unclosed sales call gets an automatic, personalized text. You watch conversations in the cockpit and give feedback on tone and approach.
Week 2
Tuning and expanding
Based on real conversation data, we refine your playbook. Response rates and close rates climb. If results are strong, we launch your first outbound campaign targeting existing customers for upsells.
Week 3-4
Full speed
A/B tests are running, the AI is handling objections it has seen before, and your team is only stepping in for edge cases. Most customers see measurable revenue impact within the first two weeks.
Safety Net
What happens if the AI gets it wrong
No AI is perfect 100% of the time. That is why the system is built with multiple layers of protection so bad messages never reach your customers.
Real-time sentiment detection
The Overseer AI reads every customer message and tracks sentiment. If a customer sounds frustrated, confused, or angry, the AI flags the conversation for human review before sending its next reply.
Automatic escalation
If the customer asks to speak to a person, mentions a complaint, or says anything outside the playbook, the AI stops responding and alerts your team immediately via SMS.
Human takeover in one click
Your team can jump into any conversation from the cockpit, type a response directly, and hand it back to the AI when the issue is resolved. The customer never knows the difference.
Conversation review queue
Every conversation the AI marks as tricky (negative sentiment, unusual request, low confidence) lands in a review queue. You can audit what the AI said, correct it, and the system learns from the feedback.
“After we started using Plaibook, our daily revenue went up 10X and our outbound close rate hit 75%.”
$650K+
recovered revenue
75%
close rate
10×
daily revenue
Stop leaving revenue on the table
Free for 30 days. No credit card. Outcome-based pricing, so you only pay when the AI closes a deal.