PART OF YOUR HARTBEAT OS EXPERIENCE

The right message.
A more direct connection.

Add timely text messages to your customer journey alongside email and other follow-up.

Business tools. One HartBeat OS experience.

SMS Marketing

Bring SMS into your workflow.

Use the supported Twilio connection to send texts from configured automation rules.

  • Personalized templates
  • Email and SMS sequences
  • Delivery reporting
SMS templates dashboard showing message performance metrics including sent, delivered, failed rates, and last sent timestamps.

Product interface examples; screenshots contain sample data. Branding and available options may vary by configuration.

Write a message that feels personal

Use contact fields in reusable SMS templates.

SMS template creation editor with message content, sender number selection, and personalization variables for dynamic fields.

Trigger timely follow-up

Add text messages to workflows after a purchase or another supported event.

Automation rule builder configuring a trigger for new sales and an action to send an SMS campaign to customers.

Connect your messaging service

Link your Twilio account in the integration settings. Messaging charges are separate.

Integrations settings with available apps and Twilio integration setup for connecting SMS services using API credentials.

Review delivery results

Inspect sent, delivered, and failed messages to identify issues.

SMS delivery statistics with sent, delivered, and failed messages

ONE HARTBEAT OS EXPERIENCE

Your tools are part
of something bigger.

Connected business tools

Build your presence, nurture relationships, and deliver your offers from your HartBeat workspace.

A practical place to start

Choose the business outcome that matters first. Let that goal guide your next step.

Room to build with you

HartBeat brings workflow planning and support to the way you want to work.

A few useful answers.

What do I need before sending?

An eligible Twilio setup, an enabled account integration, and appropriate recipient permission. Confirm messaging charges and sender requirements before launching.

How do I get access?

Explore the tools inside HartBeat OS and talk with our team about getting started.

YOUR BUSINESS. YOUR NEXT CHAPTER.

Start with your goals.
Build with HartBeat OS.

Let’s explore the tools, setup, and support that fit the way you want to work.

Let’s talk about HartBeat OS

Already onboarded? Open your customer workspace ↗

YOUR BUSINESS. YOUR CHALLENGES. YOUR NEXT MISSION.

Meet the HartBeat OS
Architecture & Workflow Team.

What would you like to solve in your business? Explore how the HartBeat OS AI workforce can help with the challenges, workflows and outcomes that matter to you.

For a limited time, you may also connect directly with Richard Hart, the HartBeat OS Architect, subject to availability. Whether you meet with Richard or a member of our Architecture & Workflow Team, the focus is the same: understanding your goals and mapping a practical path forward.
Let’s Talk About Your Business

SECURITY & COMPLIANCE

Trust belongs in the architecture.

Security, human authorization, and responsible data handling are priorities in HartBeat OS’s design. Our compliance roadmap starts with defining scope, documenting controls, and validating them with evidence.

Framework labels are educational—not audit or certification badges. HartBeat OS is in development; no SOC 2 report, ISO certification, or HIPAA compliance status is claimed. Vanta is a platform to evaluate, not an announced provider or partner.

Explore our security priorities and compliance roadmap →