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Your agent can send a customer an SMS while it is talking to them (a booking link mid-call, an address they asked for) and after the call ends (a thank-you with your booking link, or a “sorry we missed you”). See Actions and After the call. SMS goes through your own provider account. You connect your SMS provider, it sends under your own sender ID, and it bills you directly. Nothing for SMS is taken from your wallet here.
SMS reaches Indian mobile numbers only. Every business SMS in India has to follow the DLT rules below, and those apply to Indian numbers. For customers elsewhere, use WhatsApp.

What DLT asks of you first

India’s telecom rules (TRAI’s DLT) mean an operator only delivers a business SMS that matches what you registered in advance. You register once on any one DLT portal (Jio, Airtel, Vi, BSNL…), and it works on every network. If your business already sends OTPs or order updates, you probably have all of this.
Do the PE–TM chain step, or every message is dropped. Since 2024 operators reject a message unless your DLT registration names the provider that delivered it. Your provider’s support team will give you their telemarketer ID if it is not below.

Providers you can connect

MSG91 and Fast2SMS send by their own copy of each template, so you add the template on their dashboard too and paste their ID here. The others send your template’s text along with your DLT IDs. Using a different provider? Tell us which one. We add a provider once we can test its DLT sending API against its own documentation.

Connect

1

Open Settings → SMS provider

Only owners and admins can change it.
2

Choose your provider and paste its keys

Then enter your DLT sender ID (header) and your DLT entity (PE) ID. Keys are sealed as soon as they arrive and never shown again. To change one field later, leave the secret blank and the saved one is kept.
3

Add your templates

Under DLT templates, add each template you want the agent to use:
  • Name — your own, like booking_link. The agent sees it, so make it say what the message is for.
  • Text — copied from your DLT portal exactly, with {#var#} where it varies.
  • DLT template ID — the number your DLT portal gave it.
  • Category — Transactional, or Service (implicit or explicit). Promotional templates can’t be sent by an agent.
  • Agent may send this during a call or chat — tick it for the templates you want the agent to be able to use mid-call. New templates start unticked. The after the call message doesn’t need the tick.
  • MSG91 template ID / Fast2SMS message ID — only with those two providers.
The page shows how many blanks the template has and how many SMS it will be sent as.
4

Send a test

Under Send a test, send one template to your own mobile. A success marks the provider Working; a refusal shows the provider’s reason, so you can fix it before a customer is waiting.

Writing templates the agent can use well

Each {#var#} takes at most 30 characters when it is sent, so keep the moving parts short: a first name, a date, a short link.
Good
Good
Won't work well
A template that is nothing but a blank was never going to pass DLT, and the agent cannot write free text into an SMS anyway. Every message is one of your approved templates, with only the blanks filled in.
Plain English fits 160 characters in one SMS. Hindi, other Indian scripts and emoji fit 70, so the same message may be sent as two or three SMS, and your provider charges for each one.

Using it

  • During a call or chat — tick the templates the agent may use, then turn on Send the customer an SMS on the agent’s Actions page. See Actions.
  • After a call — choose an SMS template in the After the call card on the same page. See After the call.
Every SMS the agent sends shows up as a note in that conversation, so your team can see what went out.

When something goes wrong

From the API

Everything above is also in the API: SMS.