---
title: "Text Application"
canonical: "https://support.inphonite.com/space/KBPUB/1165164545/Text%20Application"
format: markdown
---
# Introduction

> 📝 Text applications are how Inphonite engages with the text response from a contact. When a contact sends a text back, you can choose exactly what a contact receives on their end based on who is responding, when the response is accepted, or a myriad of options so you can collect the results you need.

# Prerequisites

> ⚠️ To use a text application, you must have a rented phone number. This can be completed by visiting the article below. If you already have a rented number, you can proceed.

# Navigation to Text Applications

To access *Text Applications*, click on the icon named *Text Applications.*

![image-20240605-152746.png](media://762d5012-b23e-4600-bc6a-7b29638d2e70)

## Creating a text app

| **Icon** | **Description** |
| --- | --- |
| ![image](media://dd306030-badf-4a47-9fde-6d71001c8252) | > ⚠️ Click on the *New Text App* button in the column on the left. |
| ![image](media://84ebc220-1aff-4729-8f12-a3b4ee524134) | > 📝 Review the details shown and select one of the templates. Then, click OK. |
| ![image](media://4988a2d4-5d2e-4270-8b21-f6944f336e67) | > 📝 Add your own Name and Description |
| ![image](media://d8fb7ea4-b155-4655-b0a8-5dbb7311c043)<br>![image](media://141c138f-8961-419e-aae9-5018d477feb0)<br>![image](media://52cddd2e-863b-4c2a-aef6-343495961e12) | > 📝 Click the down arrow and select the rented phone number to use. |
| ![image](media://c351d237-b4ad-4993-aa18-c293a5fcbbd0) | > ✅ Click Save |

## Creating a new text action

| **Icon** | **Description** |
| --- | --- |
| ![image-20240312-141008.png](media://a7bf20b2-dc8e-4e3d-a721-c1d31984f418)<br>![image-20240301-215653.png](media://81fd93e9-87ea-4960-bfd5-1e56329b0a28) | > ⚠️ Click New action |
| ![image-20240301-221800.png](media://d2ada4c3-cdae-4e36-98c4-aa760cffcaff) | > 📝 Select your match filters |
| ![image-20240301-221837.png](media://927e1d6d-7ea0-4f86-93c7-9d8a7581816e)<br>![image-20240301-221859.png](media://c1413d14-9d96-47ca-a8bd-14b490892727) | > 📝 Select your actions |
| ![image-20240312-141220.png](media://79cc1838-445e-42fe-88f8-fe24ca8440fc) | > 📝 Click OK |
| ![image](media://c351d237-b4ad-4993-aa18-c293a5fcbbd0) | > ✅ Click Save |

# Text Actions

![image-20240301-210046.png](media://cc6f8204-dbb3-452c-8f7e-3810c12fff1c)

> ⚠️ Text Actions are preset instructions based on the automated text messages responses received from contacts. Text Actions are based on where they are placed in the text application, so the catch-all responses should be listed below responses asking for a specific phrase/AI intent.

## Moving Text Actions


![image-20240304-202920.png](media://0e92d8d1-4bfd-494a-89f7-b5f1ddd61c46)

> ❌ The text actions will execute from top to bottom. Each action will be evaluated and if the criteria is met, the action is taken.

## How does the Text application work?

> 📝 Text applications only work if the messages are sent using a rule. 
> 📝 
> 📝 The text application relies on the match filters for how to handle the message.

> ⚠️ If you are quick chatting with a contact, the text application will not work for your messages.

![image-20240229-165854.png](media://eb20df90-207e-4e03-9e7d-26d7e64fdf93)

### Data Match

> 📝 Data match allows for users to select from three of 20 custom fields on the account to allocate a response. 
> 📝 
> 📝 
> 📝 For example, if you are sending text messages to a client who is seeing a specific provider at a specific location, the text application can take into account that information and deliver a tailored response.

![image-20240304-204150.png](media://ace1d96c-2b9f-4366-a865-a7ec32dcbf53)

If followed correctly, the data match field will look as so.

![image-20240304-204130.png](media://1110a0a9-3f74-436f-b039-6e2a90cefac5)

### Message Match

| **Message Match option** | **Description** |
| --- | --- |
| AI Intent | AI Intent lets users select from a handful of responses from positive or negative sentiment to other presets like asking for help or directions. |
| Contains | The response contains contains a word or phrase |
| Ends With | The response ends with a specific word or phrase |
| Exact Match | the response is exactly what has been answered |
| One of | One of many results separated. Each option is by a comma. |
| Regular Expression | Using Regular Expression to parse a phrase |
| Starts With | The response starts with a phrase |

### Received for

> 📝 ***“Received for”*** allows for users to choose how close to an appointment this response can be logged. For example, if the contact has an appointment for at 11AM tomorrow, the contact’s response will not be logged by this text action. Leaving this on all appointments is a catch all. If you have a response using received by, you should organize it above your response using All appointments.

### Received Between

> 📝 ***“Received between”*** allows for responses to be collected during specific times. If you configure this for a specific range of time, you should create another response using anytime

### Execute on Survey pilots only?

> 📝 ***“Execute on Survey pilots only”*** is for responses collected which need to continue to a survey.

# Actions Tab

> ℹ️ Each of the text actions is detailed below as well as their corresponding icon in the text actions section.

![image-20240304-205014.png](media://4d8631c3-2d91-443b-8101-ed5dd425db5a)

## Log a report result?

> 📝 With **“*****Log a report result?”*** enabled, you are enabling this text action to log a result from a list of results. If you don’t see something that describes what you need, you can choose Custom Result and type in your own result.

## Send a reply message?

> 📝 ***“Send a reply message”*** enabled the text application to send a response. This can come in handy if you are sending appointment reminders, the patient responds, and then you tell them thank you.
> 📝 
> 📝 To customize the response, check this box and then click on this tab and type in your response.


![image-20240229-174152.png](media://33cb9aac-ae46-4890-aa64-7ad13d502505)


![image-20240229-175707.png](media://29b729fc-c07d-4245-ad3e-96a4ff3cf690)


## Forward a message to someone else?

> 📝 Relays the message to either an email address or a phone number. After checking this box, click on the tab that says forward message.

![image-20240229-175756.png](media://db0ec9d0-7e63-4955-9b53-a4beded5702b)

![image-20240312-194251.png](media://5f774648-1e7c-444f-879f-ea7f3cc898d8)


## Unsubscribe and add to the do not contact list?

> ⚠️ This will unsubscribe the patient from future text messages. Their number will be on the Do Not contact list until removed.

## Trigger and Art of Chat operator alert?

> 📝 Sends a message to the alerts tab on the dashboard. Will send an email if you have alerts emails enabled.

## Continue to survey

> ⚠️ You must have a survey to see surveys in this list.

> 📝 This response will go to a survey based on their response. For example if you ask somebody if they liked their experience, you can send them a survey, but if they didn’t like their experience send them a different survey.

## Execute customer script (after all other actions)?

> ❌ Add the custom script tab. This is for support only.

![image-20240229-175953.png](media://a813e46b-45a7-482b-b81f-fdac00fcc37c)

![image-20240229-180010.png](media://f8870eb0-a793-4c2f-9f0b-58d9385b9c24)

## Update a field

![image-20240229-180110.png](media://0c52bb68-4b7b-4186-bc51-869053f40e50)

> ✅ Upon response, this message will update one of the contact or appointment custom field.

# Deleting a Text action

![image-20240229-182244.png](media://4056040a-0c27-488f-8eb3-fb02eccfa05f)

---

# Support

If you are unable to find answers to your questions, our Technical Support Department is here to help.

**Contact Us:**

- **Email:** [support@inphonite.com](mailto:support@inphonite.com) to open a support ticket.

**Support Hours:**

- **Eastern Time:** 9:00 AM - 6:00 PM
- **Pacific Time:** 6:00 AM - 3:00 PM
- **Days:** Monday through Friday

All requests will be responded to within one business day. Our Technical Support team addresses requests in the order they are received. Customers with Elite support will be prioritized and attended to by the next available Support Technician.

**PLEASE NOTE:** Before contacting our Technical Support Team, please review our article [Before You Contact Support](https://support.inphonite.com/space/KBPUB/56950798/Before+You+Contact+Support).

For more tips and useful information check out our other resources**:**  
● [Inphonite Blog](https://www.inphonite.com/resources/blog) ● [News](https://www.inphonite.com/resources/news) ● [YouTube](https://www.youtube.com/user/inphonite)