Configuring an SMS AI Flow

Prerequisites

Before configuring an SMS AI flow:

1. The company must have the Incoming and Outgoing SMS feature flag enabled in the company's feature settings.
2. A Meera AI campaign ID must be available.
3. The offer must support SMS capabilities.

Setup Steps

1. Navigate to the offer that should use SMS AI.
2. In the offer's inline form, locate the SMS AI Bots section (visible when the user has read permission on offer has SMS AI flows and SMS is enabled).
3. Create a new SMS AI flow:
   • name: a descriptive label. Required.
   • SMS AI Campaign ID: the Meera campaign ID. Required.
   • Delay Lead Actions: how long to pause schedule processing. Options range from 5 minutes to 7 days. Default: 12 hours.
   • traffic_source_id: optionally restrict to a specific traffic source.
   • Token filters: optionally add token filters so only matching leads trigger the AI flow.
4. Save the flow.

Matching Logic

When an incoming SMS arrives, the system iterates the
offer's SMS AI flows in their configured order. The
first flow
where either no token filters are set, or the lead's
tokens match the filters, is selected. Only one flow
processes each incoming message.

Deduplication

Processing is deduplicated via a run-once lock with a
1-hour expiry, preventing the same incoming message from
being forwarded to Meera multiple times.