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Guide · Agent skill

How to use the SMS Marketing Playbook agent skill

Updated · written with AI from the project's own documentation and checked against our catalogue data

The SMS Marketing Playbook is an agent skill, a folder of instructions and reference files that an AI agent such as Claude loads when your request matches its topic. Once installed, it turns the agent into an SMS and WhatsApp marketing adviser that helps you decide when texting beats email, plan message flows, and check legal requirements before you send. This guide shows you how to install the skill, trigger it with plain requests, and get useful output from it.

SMS Marketing Playbookcoreyhaines31/marketingskills · MIT

Quick start

  1. 1Download the ZIP. Get the sms skill ZIP from the directory page.
  2. 2Unzip into the skills folder. Extract it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder.
  3. 3Or upload in the Claude apps. Go to Settings → Capabilities → Skills and upload the skill there.
  4. 4Describe your program. Give the agent your business type, list size, geography and goal.
  5. 5Ask a specific question. Request a channel decision, a flow plan, or a compliance check, using the skill's trigger phrases where they fit.
  6. 6Review against the reference files. Check the answer against the compliance and platform guidance, then confirm details with your vendor.

What the sms skill makes the agent do

The skill covers SMS, MMS and WhatsApp marketing for ecommerce and DTC brands, mobile app and SaaS teams. It is meant for planning, building or optimizing a program, including welcome flows, abandoned cart texts, post-purchase messages, win-back sequences, promotional sends and transactional or authentication SMS.

The skill's own guidance is that SMS suits messages that benefit from immediacy, such as abandoned cart recovery, order updates and flash sales. Longer educational content and newsletters belong in email, and the skill says so. It also warns about legal requirements including TCPA consent, STOP and HELP handling, quiet hours and US A2P 10DLC registration, and covers WhatsApp rules such as the 24-hour window and template approval.

Install the sms skill from a ZIP file

Download the ZIP for the skill from our page. Then choose one of two install locations. For a personal install available across your projects, unzip the folder into ~/.claude/skills/. For a single project, unzip it into that project's .claude/skills/ folder.

If you use the Claude apps instead, upload the skill under Settings → Capabilities → Skills.

  • Personal: ~/.claude/skills/
  • Project only: .claude/skills/ inside your project folder
  • Claude apps: Settings → Capabilities → Skills, then upload

Trigger the skill with natural requests

You do not need a special command. The skill loads when your request matches its description. The description lists phrases such as "SMS marketing," "text message campaigns," "abandoned cart text," "TCPA," "A2P 10DLC," "Klaviyo SMS," "Twilio," "should I do SMS" and "WhatsApp templates." Describe your business and goal in the same message so the agent has context.

If your request is about email sequences, popups that collect phone numbers, or SMS copy wording, the skill's description points to other skills for those topics.

  • "Should I send abandoned cart texts or emails for my Shopify store?"
  • "Plan a 3-message welcome SMS flow for a skincare brand with a 10% code."
  • "Check my SMS opt-in disclosure for TCPA and STOP/HELP requirements."
  • "What do I need to finish A2P 10DLC registration before sending US promo texts?"
  • "Set up a WhatsApp win-back template for customers outside the US."

Get useful answers: what to include in your request

The skill asks for context if you do not provide it. It covers business type, order volume or list size, geography (US, EU or both, since compliance differs), your current SMS and email programs, the phone number type you use or plan to use, and your compliance setup such as opt-in method and whether your privacy policy has SMS disclosures.

If you keep a product marketing context file at .agents/product-marketing.md or .claude/product-marketing.md, the skill reads it first.

Use the compliance and planning outputs safely

The skill gives general guidance from its reference files. Its compliance reference states that this is operational guidance, not legal advice, and recommends that high-volume programs (50K+ subscribers) or programs with meaningful revenue have their setup reviewed by a TCPA-experienced attorney. The skill also says a TCPA class action can cost millions, so treat its checklists as a starting point, not a sign-off.

  • Use the checklist to find gaps, then confirm with your SMS platform and counsel.
  • Make sure sample messages in A2P 10DLC registration match what you actually send.
  • Do not message anyone who has not given clear consent.

What people use it for

  • Deciding whether an abandoned cart message should be SMS, email or both.
  • Drafting a welcome flow with an opt-in confirmation, a 24-hour reminder and a conditional third send.
  • Reviewing an opt-in disclosure for program name, message frequency, STOP/HELP instructions and the 'Msg & data rates may apply' line.
  • Planning WhatsApp template use for customers outside the US, including the 24-hour window.
  • Choosing between short code, toll-free and 10DLC numbers based on list size.

Frequently asked questions

How do I install the sms agent skill?

Download the ZIP from our page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. In the Claude apps, you can instead upload it under Settings → Capabilities → Skills.

Is the SMS Marketing Playbook skill free?

The skill is listed under the MIT licence. Check the licence file in the repository for the terms that apply to your use. Any SMS platform or messaging costs are separate and not covered by the skill.

What does the sms skill require?

The skill lists no required tools. It does not run scripts and does not use the network, according to its listing. You still need an agent that supports skills to use it.

Does the skill replace a lawyer for TCPA, GDPR or CASL?

No. The skill gives general guidance and its own reference says it is not legal advice. For TCPA, GDPR or CASL obligations, especially at high volume, get advice from a qualified lawyer.

Why does the skill say SMS needs 10DLC registration in the US?

The skill states that A2P 10DLC registration has been required since 2022 and that unregistered messages can be throttled or filtered, so recipients may not get them even when the status shows delivered.

Should I use this skill or a platform like Klaviyo or Postscript?

The skill is guidance for planning and checking your program, not a sending platform. It can compare platforms and explain their features and compliance handling, but you still send messages through a provider such as Klaviyo, Postscript, Attentive or Twilio.

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Our verdict

Use the sms skill if you run or plan a text message program for an ecommerce, app or SaaS business and want a structured checklist covering channel choice, flows, WhatsApp rules and US, EU or Canadian compliance. Skip it if you need formal legal advice, want to send to people who have not consented, or mainly need long-form newsletter content, which the skill itself says belongs in email.

Download the skill