Replying via SMS

Send staff SMS replies, pause AI for a contact, and resume automated responses from the Inbox.

Replying via SMS

Your team can reply to patients directly from the Inbox when a conversation needs a human response. Staff replies are sent from your practice number and stay in the same conversation timeline as AI messages.

Sending a Staff Reply

  1. Open Inbox.

  2. Select the patient or phone thread.

  3. Review the previous messages and call summaries.

  4. Type your message in the message box.

  5. Press Enter or click Send.

Pausing AI SMS

  1. Open the patient's conversation.

  2. Use the AI toggle in the conversation header.

  3. Switch from AI Active to AI Paused.

  4. Reply manually until the issue is resolved.

Pausing AI affects that contact's SMS automation only. It does not disable Ira for calls, and it does not affect other patients.

When to Take Over

Situation

Recommended action

Routine scheduling question

Let AI handle it.

Patient is upset

Pause AI and reply personally.

Billing dispute

Pause AI and route to staff.

Clinical question

Pause AI and route to the clinical team.

Common Questions

Q: Does the patient know whether staff or AI replied? All SMS replies come from the practice number. Internally, the timeline shows whether a message was from AI or staff.

Q: What happens if AI stays paused? Incoming SMS messages for that contact remain staff-managed until someone turns AI back on.

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