Manual SMS Workflow Action in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Manual SMS action queues a task for a user to send a personalized text to a contact. The task lands in Conversations > Manual Actions for review before sending.

The Manual SMS action creates a task that requires human review before a text goes out. Use it when the message needs a personal touch — a follow-up to a hot lead, a custom quote, or an apology — instead of a fully automated send.

What it does

When a contact hits this step in a workflow, Sparkforge generates a manual task. The assigned user opens it in Conversations > Manual Actions, picks a template or writes from scratch, swaps in custom values, and sends.

Action fields

Field	Description	Required
Action Name	Label for the step inside the workflow.	Yes
Templates	Pick from saved SMS templates.	No
Message	Body text. Supports custom values and trigger links.	Yes
Custom Values	Insert contact, appointment, or other dynamic fields.	No
Add Attachment	Attach files via URL.	No
Test Phone Number	Send a test SMS (include country code).	No
Assign To	Under Advanced Settings. Routes the task to a specific user. Defaults to the contact owner if blank.	No

How to configure

Drop the Manual SMS action into your workflow.
Name the action so it's recognizable in the canvas.
Pick a template or write the message body.
Insert custom values where you want personalization.
Add attachments if needed.
Open Advanced Settings and assign the task to a specific user, or leave it on contact owner.
Send a test SMS to confirm the message renders correctly.
Save the workflow.

Where the task shows up

Tasks land in Conversations > Manual Actions. The assigned user reviews, edits if needed, and sends. If the assigned user can't see the contact, the task falls to the contact owner or goes Unassigned.

When to use it

High-value lead follow-up that deserves a human read.
Quotes or estimates that vary per contact.
Apologies or service-recovery messages.
Any time templated automation feels too cold.

Frequently Asked Questions

Where do Manual SMS tasks appear?

In Conversations > Manual Actions. The assigned user reviews and sends from there.

Can I assign a Manual SMS to a specific user?

Yes. Open Advanced Settings on the action and pick a user. If left blank, it defaults to the contact owner.

What happens if the assigned user can't access the contact?

The task falls back to the contact owner. If neither has access, it lands in Unassigned.

Can I attach files to a Manual SMS?

Yes, via URL. Use the Add Attachment field to include images or documents.

Does Manual SMS support custom values?

Yes. The message body accepts custom values and trigger links so each task is pre-filled with the right contact data.