Keyword Detection & Auto-Response – Setup Guide

Keyword Detection & Auto-Response – Setup Guide

Overview:


Keyword Detection & Auto-Response in OktoRocket allows you to automatically respond to incoming SMS messages based on specific keywords. It’s ideal for automating common replies like appointment confirmations, cancellations, or rescheduling requests.

How to Enable & Use It:

  1. Go to the Campaign Setup:

    • Navigate to the campaign you want to modify — for example, “Appointment Reminder.”


  2. Scroll to the Bottom of the Campaign Settings:

    • Locate the section labeled “Keyword Dictation and Auto Response.”


  3. Enable Keyword Detection:

    • Turn this feature ON to detect keywords in SMS responses and send automatic replies.

    • This is perfect for appointment confirmations, cancellations, or other automated interactions.


  4. Trigger Keywords:

    • Enter the words or phrases that should trigger this auto-response.

    • Use commas to separate multiple keywords (e.g., confirm, okay, reschedule).

    • Keywords are not case sensitive but must match exactly in the customer’s reply.


Notes

⚠️ Note: Certain keywords such as “yes” are restricted due to 10DLC compliance and cannot be used.


Warning

❗ Duplicate Keyword Warning:

Each keyword can only be used in one rule per campaign. If reused, you will receive this error:
“Keyword validation failed: Duplicate keywords found: confirm."

 

  1. Auto Response Message:

    • This is the message automatically sent when a customer reply matches the trigger keyword(s).

    • You can insert campaign variables (like customer name or appointment time) by clicking into the field and selecting from the Dynamic Content panel.


  2. Add Multiple Rules (Optional):

    • You can create multiple keyword rules within the same campaign to handle different types of replies.

    • Examples:

      • confirm → “Thanks for confirming, [Customer First Name]! We’ll see you then.”

      • reschedule → “No problem! We’ll reach out shortly to reschedule.”

      • cancel → “Your appointment has been canceled. Let us know if you'd like to rebook.”

    • Click “+ Add Rule” to create a new rule.


  3. Manage Rules:

    • You can Enable/Disable any rule at any time without deleting it.

    • You can also Delete a rule entirely if it's no longer needed.


  4. Save the Campaign:

    • Once all rules are configured, click Save to activate the feature.




Idea

Tips for Best Results:

  • Keep responses simple and actionable.

  • Use a variety of keywords to match how customers naturally reply.

  • Monitor auto-response effectiveness and adjust keywords as needed.

  • Make sure each keyword is unique within the campaign to avoid validation errors.