Text a Link
Send callers links to booking pages, directions, forms, and more — during the call.
What is Text a Link?
Text a Link lets Izzy send callers a text message with a clickable link while they’re still on the phone. When a caller asks for directions, your booking page, a payment link, or a form — Izzy texts it to them instantly. No more spelling out URLs over the phone.
This feature is included with Pro and Enterprise plans.
Setting up your links
- Go to Agent Settings > Text a Link in your portal
- Click Add Link
- For each link, provide:
- Label — what Izzy calls it (e.g., “directions”, “booking page”, “new patient forms”)
- URL — the full web address
- Message — the text message sent with the link (e.g., “Here are directions to our office!”)
- Description — helps Izzy know when to offer this link (e.g., “Google Maps link to the office”)
- Click Save
How it works
During a call, when a caller asks about something that matches one of your configured links, Izzy offers to text it to them. For example:
Caller: “How do I get to your office?” Izzy: “I can text you a link with directions right now. Would you like that?” Caller: “Yes please!” Izzy: “Done! I just sent it to your phone.”
The caller receives an SMS with your custom message and clickable link while still on the call.
Common use cases
- Directions — Google Maps link to your location
- Booking / appointments — Link to your online scheduling page
- New patient / client forms — Download or fill out forms before their visit
- Online payments — Link to your payment portal
- Menu / services — Link to your service offerings or pricing page
Tips
- Keep labels short and natural — Izzy uses them in conversation (e.g., “directions” not “Google Maps Navigation Link”)
- Write descriptions that help Izzy understand when to offer the link
- You can add up to 10 links per location
- Links work with any URL — no special integration needed
Requirements
- Pro or Enterprise plan required
- Caller must be calling from a mobile phone to receive SMS
- Standard SMS rates may apply to the caller
Still have questions?
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