The last automated touch before the close. Fires only if the lead has gone quiet.
Active · Currently In PlayPhase 4 is a conditional safety net. It fires only when the AI conversation has gone silent and the lead still hasn't booked. Temperature-routed content — Hot gets a booking nudge, Warm gets soft options, Cool gets no-pressure presence. New patients only.
If the patient is still actively chatting with the AI, the SMS suppresses. If they've booked, skipped. Zero double contact.
qual_lead_temperature. First match wins."Hi {{contact.first_name}}, {{custom_values.sys_brand_name}} here. We still have your enquiry open and would love to get you booked in. You can choose a time here: {{custom_values.qual_booking_link}} or reply to this message."
"Hi {{contact.first_name}}, just a quick note from {{custom_values.sys_brand_name}}. If you'd like to chat through your options or find a time to visit, reply here or call us on {{custom_values.sys_practice_phone}}. We're happy to help either way."
"Hi {{contact.first_name}}, {{custom_values.sys_brand_name}} here. No pressure at all. Whenever you'd like to pick things back up, just reply and we'll take it from there."
Day 2 already spent the email slot. A second email inside three days into an unresponsive inbox trains the spam filter to bucket everything. SMS has a different gut-check — people read them, even the ones they don't reply to. One short message, temperature-matched tone, then silence until Day 6.
The patient who's already actively chatting with the AI doesn't need a prompt — they're engaging. The patient who's booked doesn't need another touch — they're in. The Day 4 SMS only fires when it's actually useful: AI silent, lead not booked, temperature known. That's the difference between a system that respects the patient and one that just runs on a timer.