2 way
Threads that book and update, not dead end replies
Platform · Messaging
Web chat and SMS that keep the lead in one thread.
Engage customers across SMS, web chat and in app messaging with fast, consistent experiences that verify, act in your systems, and close the loop.
Chat+SMS
Website and text under one playbook
Instant
Reply while the visitor is still on the page
Shared
Context carried into Voice and Email
Why Messaging keeps the lead warm
One thread from site to text
Start on web chat, continue on SMS. The ZIP, issue, and preferred window travel with the customer.
Same thread
Elyt · one desk
Chat · ZIP captured
SMS · window offered
Booked · confirmation sent
Nothing repeated
Actions inside the conversation
Verify details, offer slots, and confirm in thread, not a ticket that waits until morning.
Channels homeowners already use
Web chat on the site, SMS on the phone they live in, under your shop identity.
ServiceTitanHousecall ProJobberGHL
Pairs cleanly with Voice
A call can continue as text, or a text can escalate to a call, without resetting context.
✓ZIP verified
✓Window offered
✓Confirmation queued
Audit ready history
Full conversation record for the desk, estimators, and owners who want the trail.
RulesAuditWarm transferQuiet hours
Shop playbook · human takeover ready
Inside the platform
The text desk that remembers the call
Prompt, channels, working hours, and autopilot live beside a live test thread. Reschedules handled, calendar updated, confirmations sent, configured once per shop.
app.elytagents.com
Appointment Reminders Autopilot
Prompt
Context
You are the appointment coordinator for Summit HVAC. Customers text this number to confirm, move, or cancel visits. You share this number with the shop's voice agent, if a customer calls, the voice desk answers, and both agents see the same conversation history. Pull {{last_call_summary}} before asking again.
Tone
Warm, brief, and human. First names only. Keep replies under 280 characters. One question at a time.
Rules
- Always offer the next two open slots from live capacity.
- Confirm every change with a short SMS receipt via send_sms_receipt.
- If a customer reports no cool, gas smell, or water damage, stop scheduling and hand off to dispatch.
- Never invent prices, ETAs, or technician names.
Booking
Use book_window against ServiceTitan / Housecall Pro. Prefer ZIP {{service_zip}}. Diagnostics usually need someone 18+ on site for the first 30 minutes. Never invent availability.
Membership & payments
If {{membership_tier}} is on file, mention plan benefits once (diagnostic credit, priority window). For card on file holds use authorize_deposit, never collect full card numbers in SMS. Quote published rates only; financing questions → hand off to office.
After the conversation
Send confirm SMS, update the ticket with crm_note, and sync calendar.
Channels
Connected
SMS
+1 (602) 555-0142
Voice agent
Answers calls on this number
Calls and texts share one number. If a customer calls, the voice desk answers, and both agents see the same conversation history.
Add a channel
WhatsApp via Meta Business+ Add
Messenger via Meta Business+ Add
Agent
Model
Elyt Desk Model▾
Autopilot
Replies send without approval
Working hours
8:00 AM to 6:00 PM Mon to Sat
Test conversation
Today
Call finished · 3m 42s, Voice agent booked a diagnostic for tomorrow
SMS follow up · sent automatically after the call
Hi Jordan, great chatting just now! You're booked for a diagnostic tomorrow 2 to 4 with Summit HVAC. Reply here any time if something changes.
Delivered · 2:38 PM
Hi, I have a visit tomorrow but something came up. Can I move it?
2:41 PM
Of course! I can offer Thursday 10:30 AM or Friday 2:15 PM, do either of those work for you?
Delivered · 2:41 PM
Thursday morning is perfect. Do I need to be home for the diagnostic?
2:42 PM
Yes, someone 18+ should be there for the first 30 minutes. You're set for Thursday 10:30 AM.
Delivered · 2:42 PM
Calendar updatedAPI
Text the agent to test it…
Message agent editor · demo content · the platform is constantly evolving, the live interface may vary slightly
From first ping to booked outcome
01
Identity checked in the thread
Name, address, and ZIP confirmed without sending the customer to a form graveyard.
In thread checks
Verified without leaving chat
NameJordan P.
ZIP85045
Issuewarm air
Cleared to offer a window
02
Live systems mid conversation
Open windows and membership status are read while the customer is still typing.
Live lookup
Read mid conversation
Next windowTomorrow 1 to 3
Membershipactive
Techsouth route
Live data, not a stale copy
03
Booked without leaving the chat
Multi step scheduling finishes in the same thread, including photo requests when needed.
In the conversation
Booked without leaving chat
Slot booked1 to 3
CRM note written
Confirmation sent
Completed in thread
04
Closed with a full record
Confirmations land in the same conversation and the desk keeps a clean history.
Close out
Closed with confirmations
14:02Intake complete
14:04Slot booked
14:05SMS confirmation
History kept in one place
Quality
Complex requests without rigid scripts
Intent first messaging that follows your policies instead of keyword trees.
Understands intent, not brittle keyword matching
Pulls live availability mid thread
Follows service area and membership rules every time
Completes multi step booking instead of escalating early
Consistent tone across chat and SMS
Full history ready for a human takeover
Key capabilities
Two way messaging
Every enquiry answered, instantly.
- Website chat while ads are running
- FAQs, hours, pricing, service area
- Appointment booking and reschedules
- Order and job status questions
- Lead qualification and intake
- Details confirmed in thread
- 24/7 replies, no hold music
Proactive outreach
Follow up on the channels customers read.
- Speed to lead texts on new forms
- Appointment reminders that cut no shows
- Estimate follow up nudges
- Dormant list reactivation
- Quiet hours and opt out respected
Human handoff
When a person must join.
- Clean transfer with full history attached
- Escalation into queues you already run
- Customer stays in the same thread
Systems
Works with your existing systems
Connects to the CRM, scheduling, and operational tools you already use. Actions in messaging write directly, no double entry.
During the run
Appointment written to your calendar
Record updated in your CRM
Confirmation sent in the same thread
Photos attached to the job file
Channels
Web chatSMSIn app messaging
Desk tools
ServiceTitanHousecall ProJobberGoHighLevelGoogle Calendar
Writes into
CRMCalendarsDispatch notesConfirmations
Multi-channel
Seamless continuity with Voice
Start on a call and continue on text, or the other way around, without losing context. Your team never loses the thread.
One thread
- 01 · MessagingReschedule requested · details verified
- 02 · VoiceComplex question · call continues the thread
- 03 · SMSConfirmation sent · nothing repeated
Built for shops that live in text threads
- Same booking rules as Voice, different door
- Works beside your existing SMS number
- Opt out and quiet hours respected on outreach
- Full conversation history for the desk
- Pairs cleanly with Front Office seats
Frequently asked questions
Website chat and SMS under your shop identity, with conversation history kept in one place. Proactive texts follow the quiet hours and opt out rules you set.
Ready for messaging that books while the lead is still warm?
Book an assessment. We map chat, SMS, and handoffs into one AI Employee desk for your shop.
A working session with the team that builds the shop playbook, not a scripted demo.