How to Set Up Two-Way SMS Conversations
How Two-Way SMS Works
When you send an SMS campaign, recipients can reply directly to the number the message came from. Their reply is captured by your SMS provider via a webhook and delivered to the platform, where it appears in your SMS inbox alongside the original conversation thread. You can then respond from the inbox, and your reply is sent back to the subscriber's phone as a regular text message.
The conversation persists as a thread tied to the subscriber's phone number, so both you and the subscriber can see the full history of the exchange. If the same subscriber texts again days later, their new message appears in the existing conversation thread with full context of previous interactions.
Setting Up Two-Way SMS
Configure your SMS number to accept incoming messages. The platform sets up a webhook with your SMS provider that forwards incoming texts to the platform in real time. This is typically configured automatically when you connect your sending number.
Set up the SMS inbox where incoming messages appear. The inbox shows all conversations organized by phone number, with the most recent messages at the top. You can assign conversations to team members, mark them as resolved, or flag them for follow-up.
Configure automatic responses for standard keywords. STOP, CANCEL, UNSUBSCRIBE, QUIT, and END should trigger the opt-out process. START and JOIN should trigger re-subscription. HELP should send your business contact information. These keywords are processed before the message reaches your inbox.
Connect an AI chatbot to handle incoming messages automatically. The AI responds to common questions using your business knowledge base while flagging complex issues for human follow-up. This ensures every message gets a response even outside business hours.
Configure notifications so your team knows when new messages arrive. Options include email notifications, browser push notifications, or webhook integrations with tools like Slack. Set up different notification rules for different message types (urgent customer issues get immediate alerts, general inquiries can wait for batch review).
Use Cases for Two-Way SMS
Customer Support
Many customers prefer texting over calling for support questions. Two-way SMS gives them a convenient channel to ask questions, report issues, or request help. Support conversations via SMS are asynchronous, meaning the customer does not have to stay on hold, and your team can handle multiple conversations simultaneously.
Appointment Scheduling
Let customers text to book, reschedule, or cancel appointments. A subscriber might reply "Can I move my appointment to Friday?" and your team (or AI) can respond with available times. This is faster and more convenient than making a phone call for both parties.
Order Inquiries
"Where is my order?" is one of the most common customer questions. Two-way SMS lets customers text their order inquiry and receive a tracking update or status response without navigating a website or waiting on hold.
Feedback Collection
After a purchase or service, send a follow-up text asking for feedback. "How was your experience today? Reply with a rating 1-5." Subscribers who reply with a low rating can be immediately routed to a support agent, while high ratings can be followed up with a review request.
Polls and Surveys
Run quick polls via SMS. "Which new flavor should we add? Reply A for Mango, B for Strawberry, C for Vanilla." The simplicity of replying with a single letter makes participation effortless, and response rates are much higher than email surveys.
Managing Conversation Volume
As your SMS list grows, two-way conversations can generate significant volume. Strategies for managing this:
- Use AI for first response. Let the AI chatbot handle the initial reply. Most questions (hours, pricing, shipping) can be answered automatically, leaving only complex issues for human agents.
- Set response time expectations. If you cannot respond instantly during off-hours, set up an auto-reply: "Thanks for your message. Our team responds within 2 business hours." This prevents frustration while being honest about response times.
- Assign by topic. Route conversations to different team members based on keywords or intent. Sales questions go to the sales team, support issues go to support.
- Use canned responses. Create templates for common replies that agents can send with one click, personalizing them with the subscriber's name and details.
Compliance for Two-Way SMS
Two-way conversations have specific compliance considerations. Replies you send to an incoming message are generally considered part of the same conversation and do not require separate consent, as long as the subscriber initiated the exchange. However, if a subscriber texts you with a question and you respond with an answer plus a marketing promotion, the promotional portion still needs prior marketing consent. Keep support and marketing messaging separate to stay compliant.
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