Configuring an SMS AI Flow

Prerequisites

Before configuring an SMS AI flow:

1. The company must have the Incoming and Outgoing SMS feature flag enabled in the company's feature settings.
2. The offer must support SMS capabilities.

Setup Steps

1. Navigate to the offer that should use SMS Flows.
2. In the offer's inline form, locate the SMS Flows section (visible when the user has read permission on offer has SMS flows and SMS is enabled).
3. Create a new SMS AI flow:
   • name: a descriptive label. Required.
   • traffic_source_id: optionally restrict to a specific traffic source.
   • Token filters: optionally add token filters so only matching leads trigger the SMS flow.
4. Save the flow.

Matching Logic

When an incoming SMS arrives, the system iterates the
offer's SMS flows in their configured order. The
first flow where either no token filters are set, or the lead's
tokens match the filters, is selected. Only one flow
processes each incoming message.

Deduplication

Processing is deduplicated via redis_run_once with a
1-hour expiry, preventing the same incoming message from
being forwarded multiple times.