Sendify help center
Everything you need to understand, configure, test, launch, monitor, and troubleshoot Sendify. New here? Start with getting started, then come back for the reference material.
Getting started
- Getting started with SendifyTwo setup paths: one for GoHighLevel accounts and one for Sendify Direct and API customers.GoHighLevelSendify Direct
- How Sendify worksThe path a lead takes from your CRM to a booked appointment, and where Sendify fits alongside your existing tools.
- Test your AI before going liveThe routing, messaging, AI, calendar, and automation checks to run before you send production traffic.
iMessage
- The complete iMessage guideLine limits, adding capacity, conversational copy, message length, pacing, follow-ups, and caller ID masking.iMessageBest practices
- iMessage vs SMS: how your messages get deliveredWhen a lead gets a blue bubble, when they get a normal text, and why there is nothing for you to configure.iMessage
- Understanding iMessage line healthRead the difference between healthy traffic, a temporary delivery problem, and a line that is genuinely restricted.iMessageBest practices
- How many iMessage lines do I need?Match your daily lead volume and lead bursts to the right number of lines, with headroom built in.iMessage
- The Pool vs a dedicated iMessage lineChoose shared managed capacity or a dedicated line based on daily lead volume and area code needs.iMessagePricing
AI agents
- Build your own AI agentRules, scenarios, roles, phases, lead context, qualification, follow ups, knowledge base, and automations.ReferenceAdvanced
- Prompt vs rule vs scenario vs knowledgeA plain language map of every AI building block and which one to reach for.
- Train your AI from real conversationsWhich past conversations to feed your AI, which to leave out, and why quality beats volume.
- AI recipes for common use casesSetup patterns for inbound leads, cold outreach, database reactivation, confirmations, no-show recovery, and support.
- Sendify automations guideTurn conversation events into actions: notify a rep, update your CRM, book, reschedule, hand off, or switch the AI off.Advanced
- How do I take over a conversation from the AI?Why sending a message does not pause the AI on its own, and the right ways to hand a conversation to a human.
- Managing opt-outs and STOP requestsWhat happens when a lead replies STOP or asks not to be texted, and how to mark DND in your CRM.Best practices
- Business hours, time zones, and follow-up timingWhich hours Sendify follows, what happens after hours, and why a follow up shows as deferred.
GoHighLevel
- Connecting GoHighLevelInstalling the integration, agency versus sub account level, auto installing new locations, and fixing the telephony provider.GoHighLevel
- What syncs between GoHighLevel and Sendify?Contacts, tags, custom fields, conversations, appointments, and what stays the source of truth.GoHighLevelReference
Sendify Direct and API
- Sendify Direct overviewThe native Sendify environment for teams running Sendify through the API alongside their own CRM.Sendify DirectAPI
- Lead ConfigurationHow leads arriving from your own CRM get distributed across representatives and iMessage lines.Sendify DirectAPI
- API quickstart: send your first leadGet a key, push one contact, start the AI, and confirm the conversation, then jump into the full reference.API
- API referenceYour API key, call order, contact pushes, and the AI conversation endpoints, all open on one page.APIReference
Analytics
Troubleshooting
- Why are some of my messages failing?Tell a handful of normal delivery failures apart from a line that is genuinely restricted, and what to check first.TroubleshootingiMessage
- Why is my message queued, pending, or deferred?Queued, pending, and deferred are not failures. What each status means, when it clears itself, and when to act.Troubleshooting
- Why is my Sendify AI not responding?A step by step decision tree from the initial message all the way to automations that switched the AI off.Troubleshooting
- Why is my AI not booking appointments?Calendar connection, availability, qualification state, routing, and automation checks in order.Troubleshooting
Billing and account
Agencies
Reference
- Using custom fields in SendifyWhere fields come from, inserting them in messages, using them as AI context, and writing answers back.Reference
- What's new in SendifyCustomer facing product updates, newest first, with links to the relevant documentation.
- Sendify glossaryEvery term used across the help center, defined in one place.Reference
Still need a hand?
If your volume is going to run past the daily or hourly limits, or something is not behaving the way these docs describe, talk to our team.