Part 1
Create & configure
~5 min
1
Create the workflow
Automation → Workflows
Go to Automation → Workflows → + New Workflow → Start from scratch.
Name it:
Name it:
AIBS – Missed Call Text-Back| Setting | Value |
|---|---|
| Workflow name | AIBS – Missed Call Text-Back |
| Allow re-entry | On |
| Stop on reply | On |
| Send window | 8am – 9pm (missed calls can come any time) |
ℹUnlike the follow-up sequence, Allow re-entry is ON here. The same person can miss a call twice — they should get the text-back both times.
2
Set the trigger — missed call
+ Add Trigger → Missed Call
Click + Add Trigger. Select Missed Call. No additional filters needed — this fires on any missed inbound call to your business number.
| Field | Value |
|---|---|
| Trigger type | Missed Call |
| Phone number filter | All numbers (or select a specific line) |
💡If you have multiple phone numbers in your account (main line, tracking numbers), you can set this trigger to fire only on specific numbers. Run one workflow per line if they need different messaging.
Part 2
Build the message sequence
~8 min
3
Instant SMS — fires within 60 seconds
Send SMS — no wait
Add a Send SMS action immediately after the trigger — no wait step. This must fire as fast as the platform allows. Use snippet:
AIBS – Missed call replySMS — fires instantly on missed call
Hey
—
{{contact.first_name}}! Sorry we missed your call — we want to make sure we connect with you. Grab a quick time here: —
💡Keep this SMS under 160 characters where possible. Longer messages split into multiple SMS segments and can feel spammy. The booking link is the only CTA — one action, one click.
4
Tag the contact and update fields
After instant SMS
Immediately after the SMS, add these two actions. They run in the background while the lead is reading their text.
Actions after instant SMS:
1
Add tag — missed-call-textback2
Add tag — new-lead (if not already tagged)3
Update contact field — Lead Source = Missed Call (if Lead Source is blank)ℹAdding the
new-lead tag here will trigger the AI follow-up sequence automatically — if the lead doesn't reply to this text-back, they'll enter the 7-day nurture. Two workflows, one tag, fully connected.5
Wait 2 hours then check for reply or booking
Wait → If/Else
Add a Wait 2 hours step, then an If/Else condition.
If/Else condition logic:
?
Condition A: Contact replied = Yes?
Condition B: Contact has tag: appointment-booked→
YES (either): Remove tag missed-call-textback → End workflow→
NO (both false): Continue to follow-up SMS6
2-hour follow-up SMS (NO branch)
Second touchpoint
On the NO branch, add the follow-up SMS. Softer tone — acknowledge they might be busy, keep the door open.
SMS — 2-hour follow-up
Hey
{{contact.first_name}}, still thinking about you — whenever you're free, here's an easy way to connect: 7
Notify assigned team member + end workflow
Internal notification → End
After the 2-hour follow-up SMS, add an internal notification so the assigned user knows a missed call lead has been texted twice with no response — time for a human touch.
Final actions (NO branch — after 2-hr SMS):
1
Internal notification — "{{contact.first_name}} missed a call and hasn't responded to 2 texts. Manual follow-up needed."2
Update lead score — Set Lead Score = 40 (called in, no reply)3
End workflow✓A lead who called your business and got texted twice with no response is still a warm lead. The internal notification ensures your team calls them back manually — closing the loop the automation opened.
Part 3
Test and activate
~5 min
8
Test with a real missed call then publish
Test → Publish
Call your business number from a test phone and don't answer. Then verify:
✓
SMS arrives within 60 seconds of the missed call
✓
Merge tags resolve — name and booking link appear correctly
✓
Tags applied — missed-call-textback and new-lead on contact record
✓
Reply test — reply to SMS, confirm workflow stops and team notified
✓
No-reply test — wait 2 hrs, confirm follow-up SMS arrives and internal alert fires
✓
All pass → click Publish
