> ## Documentation Index
> Fetch the complete documentation index at: https://help.ringjenny.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Ring Jenny to text a link to callers

> Want Ring Jenny to send helpful links to callers during their conversation with Ring Jenny? We will walk you through the steps and best practices!

This feature is available for users on our Scale (\$109/month) and Growth (\$209/month)

It is not available for users on the Professional plan (\$59/month).

## **What is our Text a Link feature?**

* Ring Jenny will text callers a link based on scenarios you define.
* If Ring Jenny has information to offer, like information from an FAQ, she will provide that answer first and then will offer to text the link
* Ring Jenny will always ask the caller if she can text the link
  * If they say yes, she will send the text and tell the caller that she sent the link with the information pertaining to the scenario you set-up
  * If the caller says no, Ring Jenny will redirect to asking the caller if they need any additional information
* You can enter any number of scenarios you want
* You define the scenario, message (up to 150 characters), and link

**Important:**

This feature is not compatible with sending a link for the caller to book an appointment, or anything else related to scheduling (quotes, estimates, etc.)

To schedule callers, use our <u>Appointment Links</u> feature instead, available on the same list of plans.

## **Setting-up a Scenario**

1. **Navigate to** `Agent Settings -> Text a Link`
2. **Click** `+  Add Scenario `to set-up a new link scenario
3. **Define the Scenario in which Ring Jenny should send the link:**
   * **Scenario**: Enter a keyword or phrase that will trigger Ring Jenny to offer the link (e.g., "directions," "pricing," "promotions").
4. **Customize the message Ring Jenny will send with the link.**
5. **Paste the link you want Ring Jenny to send.**
6. **Click 'Save'**

Ring Jenny will now recognize when a caller asks about a defined scenario and offer to send them a relevant link via text!

## **Example**

**This account has set-up a link to send a link to their location on Google Maps if a caller asks for directions:**

**Here's the full set-up of this account's scenario:**

## **Use Cases**

**Examples from our customers using the Text a Link feature:**

* ***Link to a list of locations*** by a tech repair company with multiple franchises
* ***Client portal login*** by a tax firm
* ***Class schedule*** by martial arts center, fitness franchise, community college, driving education school, medical certification company, art studio, and more
* ***Google Maps Directions*** by an event space
* ***Coupon codes*** by an auto service center
* ***Job openings*** by a fast-growing lawn care company
* ***Complex hair intake*** by a barber shop
* ***Policy questions*** by an executive transportation company
* ***Online order*** by restaurants
* ***Daily specials*** by a bakery and cafe
* ***Dog grooming add-on options*** by a mobile grooming franchise

## **Recommendations for Getting Started**

* We recommend starting with the highest impact scenarios:
  * What calls are often unresolved right now, but could likely be resolved without your involvement if you could send the caller additional information?
  * What information is most important to relay to a lead to increase the likelihood that they turn into a paying customer for you?
* After adding a scenario, place a test call to Ring Jenny and ask about the scenario using a few different phrases, perhaps ones you've heard your callers use word for word. For example:
  * Let's imagine you own a gym and are setting-up a scenario to text a link to your class schedule this week
  * We'd recommend starting by adding 'class schedule' to your 'Scenario'
  * Next, call your Ring Jenny number several times and ask about it in different ways:
    * "Ring Jenny, what classes are coming up?"
    * "Do you have a schedule I can see?"
    * "Is Hannah running classes this week?"
  * Note if any common questions do not trigger your agent to offer sending the link, and consider adjusting the scenario or adding a new scenario to cover the cases your callers ask about

## **My Scenario Doesn't Work?!**

**Scenarios may not work if they are too closely tied to:**

1. booking appointments
2. questions your agent can't resolve that trigger the 'take a message' flow

Continuing our gym example above: if a caller says *"I want to book a class tomorrow"* it is more likely than not the agent will offer to text an appointment link (if applicable) or take a message instead of sending the class schedule link scenario

**Scenarios we do NOT expect to work:**

* Appointment
* Schedule an estimate / quote
* Schedule \[service offering]
* Book \[service offering]
* Make a reservation