--- title: Set Up AI SMS Workflow Agent description: Automate AI-powered SMS communication with the AI SMS Workflow Agent. Configure triggers, messaging behavior, notifications, and workflows. --- [Skip to content](https://learn.enginehire.io/en/knowledge/set-up-ai-sms-workflow-agent#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) # Set Up AI SMS Workflow Agent ## Set up the AI SMS Workflow Agent to automatically send AI-powered text messages when a candidate or client reaches a specific status. Configure message instructions, AI conversation behavior, notification settings, and workflow triggers to automate SMS communication throughout your workflow. For demonstration purposes, this article uses Candidates as an example. However, you can follow the same steps to create and use AI SMS workflow templates for Clients as well. Let’s get started 🚀 ### **Create AI SMS Template** Create an AI SMS template to automatically send AI-powered text messages when a candidate reaches a specific status. **Step 1**: Log in to your agent dashboard and click **More** \> **AI SMS Templates** as shown in the screenshot below.    ![image16](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image16.png?width=670&height=263&name=image16.png) **Step 2**: Click the **Add Template** button. ![image10](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image10.png?width=670&height=213&name=image10.png) **Step 3**: Enter a name for your template. ![image8](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image8.png?width=670&height=223&name=image8.png) **Step 4**: Select the user type in the **Type** field. ![image14](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image14.png?width=670&height=214&name=image14.png) **Step 5**: Select **Status Change Notification** from the dropdown list in the **Trigger** field. ![image5](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image5.png?width=670&height=211&name=image5.png)   **Step 6**: Select the status for which you want to create the AI SMS template. ![image11](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image11.png?width=670&height=293&name=image11.png)   **Step 7**: Select the retry schedule option(s) to determine when the AI should resend the message if the user does not respond. ![image17](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image17.png?width=670&height=207&name=image17.png)    **Step 8**: Enter the email address that should receive a notification when the user completes the SMS conversation. ![image9](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image9.png?width=670&height=160&name=image9.png) **Step 9**: Enter the **First message when AI sends SMS to user**,  the **System Prompt for the AI SMS Assistant**, and the **End SMS Message**. ![image7](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image7.png?width=670&height=286&name=image7.png)    Unlike traditional automated text messages, the AI SMS Agent can engage in intelligent text-based conversations. When a user replies, the AI can continue the conversation and respond while staying focused on the configured topic. **Step 10**: Click the **Create** button to proceed. ![image3](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image3.png?width=670&height=290&name=image3.png) The AI SMS template will be created successfully. ![image13](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image13.png?width=670&height=224&name=image13.png) You can also create AI SMS templates directly from a process flow. To learn how, refer to the [**Create AI SMS Template in Process Flow**](https://learn.enginehire.io/en/knowledge/set-up-ai-sms-workflow-agent#create-ai-sms-template-in-process-flow) section below. ### **Create AI SMS Template in Process Flow** Create AI SMS templates directly from a process flow status to automate SMS communication at specific workflow stages. **Step 1**: On your agent dashboard, click the **View Process Flow** button under **Candidates**. ![image12](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image12.png?width=670&height=211&name=image12.png)   **Step 2**: Click the "**+**" button next to the **AI SMS Templates** option in the status for which you want to create a template. ![image2](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image2.png?width=670&height=269&name=image2.png) **Step 3**: Check the **Create a New AI SMS Template** checkbox. ![image15](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image15.png?width=670&height=153&name=image15.png)   **Step 4**: Click the **Continue** button. ![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image1.png?width=670&height=111&name=image1.png) **Step 5**: Configure the required options, then click the **Continue** button. ![image4](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image4.png?width=670&height=219&name=image4.png) **Step 6**: Enter the remaining **AI SMS template** details, then click the **Create** button. ![image6](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/AI/Set%20Up%20AI%20SMS%20Workflow%20Agent/image6.gif?width=670&height=321&name=image6.gif) Setting up and configuring an AI Agent does not automatically activate it. 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