Checking reminder texts
Priya Sharma, practice manager at Northwind, asked whether yesterday's reminder texts went out. Memtro listed each sent SMS with recipient and status, and picked out those not delivered. She phoned those patients instead.
ClickSend + Memtro
Did our texts go out, and who is on this list?
ClickSend shows your account balance and the SMS you have sent between two dates, with recipient, sender, status and time. It reads SMS campaigns, saved templates, contact lists with their sizes and the contacts on each list. Message bodies are never returned from the SMS history. When asked and granted, it can text up to 10 numbers or send a campaign to every contact on a list, now or scheduled, which spends credit and cannot be recalled once sent, and cancel scheduled sends. It can also create lists, contacts and templates, and permanently delete contacts, lists and templates.
In Memtro
What you can do with ClickSend in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ClickSend tool, reads what it needs, and answers with the source cited.
What it does
- 01Shows the account name, username and remaining balance with its currency
- 02Lists sent SMS between two dates, with recipient, sender and delivery status, to show whether a text reached someone
- 03Reads SMS campaigns with status, the list each went to and when, and saved templates with their text
- 04Lists contact lists with how many contacts each holds, and the name, organisation, email and phone of each contact
- 05When asked and granted, texts up to 10 numbers or sends a campaign to every contact on a list, now or scheduled, which spends credit and cannot be recalled once sent, and cancels scheduled texts or campaigns
- 06When asked and granted, creates contact lists, adds contacts and saves or rewords templates, which sends nothing, and permanently deletes templates, contacts or a whole list with its contacts
Acts when asked
When you ask it to
These tools change something in ClickSend. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a contact list
- 02Add a contact to a contact list (never overwriting an existing one)
- 03Create an SMS template (nothing is sent)
- 04Send an SMS to up to 10 given numbers, now or scheduled (spends credit)
- 05Send or schedule an SMS campaign to every contact on a list (spends credit)
- 06Cancel a scheduled SMS
- 07Cancel a scheduled SMS campaign
- 08Rename or reword an SMS template
- 09Delete an SMS template (permanent)
- 10Remove a contact from a contact list (permanent)
- 11Delete a contact list and its contacts (permanent)
In practice
Ask it like you would a colleague
Once ClickSend is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
ClickSend + MemtroDid yesterday's reminder texts go out?
What is our ClickSend balance?
Who is on the Clinic reminders list?
Which SMS campaigns went out this month?
Send the appointment reminder to the Clinic reminders list at 9am tomorrow
Moving the open evening
Tom Reilly, events lead at BigCo, asked Memtro to text everyone on the Open evening list that it had moved to Thursday. Memtro sent the campaign with the text he approved, every contact on the list received it, and the credit it spent showed on the balance.
Teams
Where it fits
The teams that lean on ClickSend most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in ClickSend is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesClickSend with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesClickSend with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesClickSend with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportClickSend with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportClickSend with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportClickSend with IntercomCustomer conversations and the people behind them, in your company memory.
- Work managementClickSend with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementClickSend with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementClickSend with LinearIssues, projects and teams, synced hourly into memory.
Also in Email, calendar and chat
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
AgentMail- Gmail
- Google Calendar
- Slack
- Outlook Mail
- Outlook Calendar
- Microsoft Teams
- Granola
Fireflies.ai- Zoom
- Calendly
- Gong
- Cal.com
- Google Meet
- Mattermost
- Postmark
SendGrid
Avoma- Mailgun
Missive
tl;dv
Grain
Fathom Video- Rocket.Chat
- Zulip
- Resend
- Vonage
OneSignal- Courier
Bird- Knock
MeetGeek- Novu
- Plivo
Sinch
Telnyx
Textmagic
SMTP2GO- Mailtrap
MailerSend
Infobip
Setup
How to connect
Connect withUsername and API key
- 1
Sign in at dashboard.clicksend.com and open API Credentials at top right.
- 2
Copy the username shown there, often the email you signed up with, and the API key beneath it.
- 3
In Memtro, open Connections → ClickSend and paste them into Username and API key.
- 4
Ask "Did yesterday's reminder texts go out?"
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The ClickSend tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in ClickSend?+
Only when you ask, and only what it has been granted: create a contact list; add a contact to a contact list (never overwriting an existing one); create an SMS template (nothing is sent); send an SMS to up to 10 given numbers, now or scheduled (spends credit); send or schedule an SMS campaign to every contact on a list (spends credit); cancel a scheduled SMS; cancel a scheduled SMS campaign; rename or reword an SMS template; delete an SMS template (permanent); remove a contact from a contact list (permanent); delete a contact list and its contacts (permanent). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a ClickSend connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my ClickSend data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect ClickSend?+
Username and API key. Sign in at dashboard.clicksend.com and open API Credentials at top right.
Connect ClickSend in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.