An AI SMS agent for the customers who live on text
The OptiFlow SMS Agent runs two way text conversations with your customers. It answers questions, sends quotes and order confirmations, keeps people posted on deliveries and chases quotes that have gone quiet, from £750 a month.
Why text still wins for trade customers
Builders, engineers and drivers do not sit at a desk. They read and reply to a text in the van, on site and between jobs, when they would never pick up a call or open an email. An AI SMS agent meets them there. It handles a proper two way conversation by text, understands what they are asking, and replies with the real answer from your systems rather than a link to a web page.
That means a customer can text a list and get a priced quote back, text to ask whether something is in stock, or reply to a delivery update to change the slot. Confirmations, reminders and quote follow ups go out automatically, and every message is logged against the customer.
What the SMS Agent does
Two way conversations
Understands replies and questions, not just one way broadcasts, and answers in context.
Quotes by text
A texted list becomes a priced quote with a link to accept or pay.
Order confirmations
Confirms orders and amendments the moment they happen, with the detail the customer needs.
Delivery and collection updates
Keeps customers posted and lets them reply to change a slot.
Quote chasing
Follows up open quotes with a short, timed nudge that gets a reply.
Full audit trail
Every message logged against the account in your CRM and ERP.
The channel that gets a reply
Text messages are opened and answered faster than any other channel, which makes SMS the right place for the short, urgent exchanges that drive trade sales. Is it in? How much? Can you do Thursday? The SMS Agent answers those in seconds from your live stock and pricing, and it escalates to a person the moment a conversation needs one.
It is one channel of Otis, so the same customer can text, ring or use your website and get one joined up conversation. Pricing starts at £750 a month, and it pairs naturally with the Voice Agent for customers who start on the phone and finish by text.
Texts it handles
The list from the van
A builder texts six lines at 7am. He gets a priced quote and a link to confirm before he reaches site.
The delivery change
Running late at the last job. He replies to the update to move the slot, and the yard is told.
The quiet quote
Three days later the agent texts a reminder and the order comes in.
Questions people ask
Do customers need an app?
No. It works on normal SMS, so any mobile can use it without installing anything.
Can it send payment links?
Yes. Quotes and orders can include a secure pay link, or be booked to the trade account.
What about message costs?
We size the messaging to your volumes when we scope it, so there are no surprises on the bill.
Is it compliant?
It only messages customers who have given you their number for this purpose, and every message carries a clear way to stop.
See a quote go out by text
Book a demo and we will run the SMS Agent on a real list from one of your customers.
Related reading: AI voice agent, AI email agent, AI customer service agent, Pricing.