Overview

A snapshot of your SMS campaign CRM.

Contacts by status

Contacts

Everyone you've texted, and where they stand.

Export CSV

Leads

Your warmest contacts — people who’ve responded positively or already booked time with you.

Responded positively

Scheduled a meeting

Chat

See what's actually going out per contact — including which replies were auto-classified by keyword vs AI — and send a message directly.

Select a contact to view messages

Pick someone from the list to see the full conversation.

Call Queue

Everyone who said "call me now," oldest wait first. Mark someone called once you've reached them.

0 waiting

Uploads

Add contacts CSVs here, then go to Campaigns to send one.

Add a CSV

Contacts CSV

Header row required. Only a "phone" column is required (E.164 or 10-digit US); an optional "name" column personalizes messages later.

Upload history

Campaigns

Pick an uploaded CSV, name the campaign, write the message, and send.

Uploaded CSV

Don't see it? Upload it first on the Uploads page.

Campaign name

Business type (tag)

Optional. Tags every contact in this batch so you can filter/export by business type later — type any value, this list is just a shortcut.

Message template

Use {name} to personalize (falls back gracefully if a contact has no name).

Send Now sends the whole list back-to-back (throttled ~1/sec). Send Drip paces it in batches of 25 every 5 minutes instead.

Templates

Reusable first-touch messages. Use one in Campaigns without retyping it.

Appointments

Bookings made through your Cal.com link, matched back to contacts.

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Analytics

How contacts move from the text link to a booked call.

Video page funnel

Watched to the end

Contacts who watched the whole video, newest first. Uses the campaign and date range above.

Quick links

Clarity dashboard Clarity recordings Cal.com bookings Video page Render settings (video split) Raw funnel data

Overview

Contacts

Leads

Chat

Call Queue

Uploads

Campaigns

Templates

Appointments

Analytics

Contact

Appointments

New template

Tag colors

Edit message template