AUTOMATION PLAYBOOK

On-call SMS (urgent)

After a call tagged “urgent”, SMS hits the on-call list with transcript and client number. No ACK in 5 minutes triggers the next escalation.

Owner gets SMS before checking voicemail.

Trigger

Call tagged “urgent”

Automated flow

  1. 1 SMS to on-call list
  2. 2 Transcript in message
  3. 3 Escalate after 5 min without ACK
Enable this playbook

Example scenario

Boiler failure at 10 PM. Agent collects address and issue. SMS to tech #1; after 5 min no reply — SMS #2 and Telegram to the service group.

After the call: On-call SMS (urgent)

Micro-business owners cannot watch voicemail 24/7. On-call SMS cuts response from hours to minutes.

When it runs

The playbook starts automatically when Coldbot tags a call or event as: “Call tagged “urgent””. You can narrow filters (location, channel, business hours) without changing the voice script.

What happens automatically

Each step runs in sequence (or in parallel where noted). No copy-paste between voice AI, SMS gateway, and CRM.

What you configure

Tunable during onboarding — copy, thresholds, and channel priority:

Recommended integrations

Native connectors or Zapier/Make/webhooks. Status “coming soon” means we enable it on request during rollout.

Works with voice templates

Deploy these agent scripts together with the playbook — same disposition tags power both sides:

Onboarding checklist

We configure this playbook during Coldbot setup — usually in one working session:

Zapier / Make recipe

We export a starter automation: Coldbot webhook → your stack. Field mapping is done in onboarding.

FAQ

Frequently asked questions

Do I need a developer?

Not for standard stacks (SMSAPI, Google Calendar, HubSpot, Slack). Custom webhooks usually need about one hour of IT time.

Can we change copy and timing?

Yes — triggers, filters, SMS templates, and quiet hours are fully configurable in the dashboard or with our team.

Is this included in setup?

One playbook is configured during onboarding; additional playbooks are added per package or integration bundle.

How do we test before go-live?

Sandbox numbers, test calls, and a dry-run checklist — we do not enable production SMS until you approve samples.

How many on-call numbers?

Typically 3–5 with rotation and active hours.