Nothing sends until you switch it on. Every channel below ships disabled. With
Require approval on, the system drafts a message and waits — a person reads it on the
pipeline board and approves before anything leaves. SMS additionally cannot send until your
A2P 10DLC campaign is approved by the carriers, no matter what is set here.
Can we actually send?
Live check — this is what the pipeline board reads
Follow-up sequence
Day 0 / 2 / 5 / 10 from the scope. Change the days once you see real reply behaviour.
#
Day
Channel
Label
Applies to tiers
Sending
The master switches
Email follow-upsSends from quotes@boltproducts.com through Microsoft Graph.
SMS follow-upsRequires an approved A2P 10DLC campaign. Carriers will silently drop messages without one.
Outbound AI callsSandy calls the customer about their quote. Enable this last — it is the biggest step in the customer's eyes.
Require approval before anything sendsStrongly recommended. A person reads every draft on the board first. Turning this off is what makes the system autonomous.
Don't send at weekendsThese are trade buyers; a Saturday text reaches them at home.
Hour, 24h clock, in the timezone below.
Bolt is Pacific. An SMS at 3am costs more goodwill than the quote is worth.
Who the messages come from
Follow-ups are signed by a person, never by a system
Must be the mailbox the app has Graph access to.
SMS · Twilio
—
Stored server-side. Never shown again once saved — you'll see only the last 4.
Preferred over a bare from-number once the campaign is live.
SMS stays blocked until this reads Approved — that is a carrier rule, not ours.
Twilio console → Messaging → Services → your service → Integration → “Send a webhook”, method POST. This is how a customer's reply stops their chase and how STOP is recorded here. Delivery receipts need no setup — every text asks for its own.
Twilio sends the HELP reply itself. Put the same wording in Twilio → your Messaging Service → Opt-Out Management; this copy is for the campaign record.
Twilio sends this and blocks the number the moment someone texts STOP; this app also records it and cancels their pending texts and AI calls. Set the wording in Twilio's Opt-Out Management.
Voice · Retell (Sandy)
Inbound already works. These fields enable the outbound call step.
Must be the key carrying the Webhook badge — the same one that verifies inbound webhooks.
Can be the same agent, but an outbound Sandy should open differently — she is calling them.
What the customer sees. Use a Bolt number they can call back.
Sandy currently cannot transfer. Do not point this at the number she answers — it would loop her to herself.
Leave a voicemail if nobody answersOff by default. A voicemail from an AI is a judgement call Gary should make.
Rules
Below this, the day-5 call step is skipped. A $90 quote does not warrant a phone call.
The letters in front of every new quote number, so a quote from this app is never confused with a NetSuite estimate (EST…). Quotes already issued keep their numbers.
Stop the sequence the moment the customer repliesStep 4 of the scope. Leave this on.
Stop when a quote is marked won or lostPrevents chasing a deal that already closed.