Video Messaging

Video Messaging

Make first contact faster, more human, and more likely to get a reply by sending short, reusable videos from inside the lead follow-up workflow.

See the workflow
ChannelsText, MMS, chat widgets, profile messages
Reusable contentPersonal library + account-approved videos
AutomationInclude video in first-response automations

Personal outreach

Where video fits in the daily workflow

Video Messaging turns a standard lead reply into a personal introduction. Salespeople can record quick videos from their phone or upload pre-recorded clips, attach them to a lead conversation, and send via the same SMS/chat workflows teams already use. Videos are visible on the customer profile so any teammate who inherits the lead can continue the same tone.

TECOBI Video Messaging workflow image for Where video fits in the daily workflow
01

One-off personalized videos

Record or upload short clips directly from the lead screen and attach them to messages.

02

Salesperson video library

Save frequently used clips to a personal library for fast reuse across conversations.

03

Approved, dealership-wide assets

Shared account-level libraries let managers publish approved videos for the whole team to use.

Conversation continuity

How video improves follow-up

TECOBI keeps video simple for operators: send a single personalized video to open a conversation, attach a walkaround before a showroom visit, or send a quick thank-you after an appointment. Each video is tied to the lead and appears in conversation history so managers can review messaging and sales reps can pick up conversations without repeating themselves.

TECOBI Video Messaging workflow image for How video improves follow-up
01

Unified conversation view

Videos appear inline with SMS and chat so customers get one cohesive message history.

02

Seamless human handoff

Any agent who inherits the lead sees previously sent videos and can reuse approved clips.

03

Drive better show rates

Use videos to explain next steps—test drives, document requests, or trade evaluations—so customers arrive informed.

Automation

Use video in automated outreach

Video Messaging integrates into automated lead-response flows. Configure the assigned rep or a pre-approved clip to send as part of your first outreach so every new internet lead receives a human-facing message instead of a plain text blast. This is especially useful for standing out during high lead volume periods.

TECOBI Video Messaging workflow image for Use video in automated outreach
01

Automated first responses

Include a personalized or approved video in the first-response automation to increase reply rates.

02

Video + appointment workflow

Combine video with appointment invites and reminders to reduce no-shows.

03

Send and attribution visibility

Track send attribution so you know whether automated or manual videos drive more engagement.

Governance

Control and consistency for managers

Managers control what the team can send by publishing approved video templates at the account level. Approved libraries make it easy to keep messaging consistent—owner intros, finance explainers, or service process clips—while still letting reps add personal one-off messages when appropriate.

01

Account-level video library

Publish and manage shared videos so every user has access to approved messaging.

02

Consistent, approved content

Keep compliance and disclosures consistent by standardizing which clips can be used in automated flows.

03

Centralized control

Managers can remove or replace assets without touching individual conversations.

Connected follow-up

Video as part of the end-to-end sale

Because TECOBI stores videos alongside documents and lead activity, teams get a single source for customer interactions and can combine video with document requests, appointment scheduling, and follow-up reminders. That joined workflow makes it straightforward to move a prospect from initial outreach to a scheduled appointment and signed offer.

01

Single customer record

Videos live on the customer profile with documents, appointment history, and communication logs.

02

Complementary to document and signature workflows

Use video to warm customers before document requests or to explain signing steps on the profile page.

03

Outcome-driven reporting

Measure replies, show rates, and appointment confirmations driven by video-inclusive outreach.

See TECOBI in action

Request a demo

See Video Messaging in action with a live walkthrough — learn how to add shared videos, send one-off recordings, and automate first-response videos for new leads.

Live walkthrough See the workflow on your process.

Google review proof

Customer reviews add proof next to the platform workflow.

This platform page explains the workflow. These public Google reviews show how customers describe TECOBI's support, response coverage, follow-up, and handoff experience.

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