Can the AI agent text a checkout link during a call?

In a Recover Abandoned Checkout campaign, the AI agent can send the shopper a text with their checkout link during a call. The agent can then help the shopper complete the purchase while the call continues. This article tells you when the agent offers the link and how to control it.

1. What controls this feature

The SMS channel of the campaign controls this feature. There is no separate toggle.

• When the SMS channel is on, the agent can text the checkout link during the call.

• When the SMS channel is off, the agent never offers to text the link.

ℹ Note: The old toggle Send an Abandoned Checkout link during the call is removed from abandoned checkout campaigns.

IMPORTANT: If your campaign has the SMS channel on, the agent now offers the link on calls. This is true also if you turned off the old toggle before. If you do not want this, turn off the SMS channel.

2. How to turn it on or off

1. Open your campaign.

2. Go to Outreach Channels.

3. Turn the SMS channel on or off. [CHECK: exact name of the SMS on/off control in the SMS Configure panel]

4. Publish the campaign.

The agent uses the published version of the campaign. A change that you do not publish has no effect on calls.

3. What the agent needs

• A cart link. The lead must have a checkout link. If there is no cart link, the agent does not send a text. Set up cart links in General Settings. See General Settings: Follow-ups, Sendable Links & Hand-offs.

• SMS consent. The agent does not text a shopper who opted out of SMS.

4. Limits

• This feature is only for abandoned checkout campaigns.

• This feature is not available for accounts installed from the Shopify App Store.

• Texts to US numbers need A2P registration. See Configuring Outreach Channels: Voice, Email, SMS & WhatsApp.

For the full campaign setup, see Recover Abandoned Cart: Campaign Setup Guide.