Contact list organization

Texting the right people depends on lists that stay current. A Beam agent reads Project Broadcast contacts and their activity, then applies your segmentation rules to group them by interest, stage, or last response, updating tags as behavior changes. It keeps lists aligned with your CRM where the connector allows. Contacts that look like duplicates, opt-out edge cases, or records with conflicting details are routed to a person rather than merged blindly, so someone confirms the change before a customer receives a message meant for a different segment entirely.

Scheduled message sequences

Timely follow-up texts keep relationships warm but are easy to forget. A Beam agent reads where each contact sits in a sequence and queues the next Project Broadcast message under the timing and content rules your team approved, personalizing fields from the contact record. It records what went out and updates the contact's stage. Messages tied to sensitive moments, a complaint, a payment issue, or anything the rules mark as needing a human touch, are held and routed to a team member to send personally rather than dispatched on the schedule.

Inbound reply routing

Replies to a broadcast need a fast, correct response. A Beam agent reads incoming Project Broadcast messages, interprets intent, and applies your rules to tag the reply, update the contact, and send an approved answer for common questions. Opt-out requests are honored immediately and recorded. Anything that reads as upset, a real sales opportunity, or a question outside the approved set is routed to a person with the conversation summarized, so a team member replies with judgment instead of the agent guessing at a message that could damage the relationship.