The Scenario
You inherited a workbook. The previous ops lead had it labeled "Field Team SMS Survey Contacts" and left behind 300 rows: phone number, name, store ID. No documentation on what was supposed to happen to this list. A Slack message from two weeks ago, unanswered, says: "Can someone get these into Delighted SMS Autopilot before we kick off the next pulse check?"
The pulse check starts next week. You have the list. You have Delighted. There is no obvious path between them.
The bad version:
- Look for a bulk import option in Delighted — find that SMS Autopilot contacts must be added via API or one at a time through the UI
- Try the UI. Add one phone number. Confirm it worked. Realize you have 299 left
- Look at the API docs, find the AddPersonToAutopilotSMS endpoint, realize you'd need to write a script or find someone who can
Nobody on your immediate team writes scripts. The pulse check is in six days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the structure, and through its built-in Delighted integration it can call the SMS Autopilot enrollment endpoint for every row — including passing custom properties like store ID.
In Excel, read the FieldTeamContacts table and call Delighted AddPersonToAutopilotSMS for every row using the PhoneNumber column, passing the Region column as a custom property
What You Get
- One Delighted SMS Autopilot record created per row
- Phone number and name passed exactly as written in the workbook
- Region passed as a custom property on each contact so you can filter responses by region later
- Any failed rows surfaced in the SheetXAI response with the error detail
What If the Data Is Not Quite Ready
Some phone numbers are formatted inconsistently
For each row in the FieldTeamContacts table, normalize the phone number in the PhoneNumber column to E.164 format (e.g., +15551234567), then add the person to Delighted's SMS Autopilot with name from the Name column and store_id from the StoreID column as a custom property
You want to track enrollment status back in the workbook
For each row in the FieldTeamContacts table where the Enrolled column is blank, add the person to Delighted's SMS Autopilot using PhoneNumber, Name, and Region columns, then write 'enrolled' in the Enrolled column and today's date in the EnrolledDate column after each successful call
You only want to enroll contacts for a specific region
Read all rows in the FieldTeamContacts table where the Region column equals 'West', add each person to Delighted's SMS Autopilot with PhoneNumber, Name, and StoreID as a custom property, and write 'enrolled' in the Enrolled column for each success
Full enrollment with dedup, status tracking, and region filter in one pass
Read all rows in the FieldTeamContacts table where Region equals 'West' and Enrolled is blank, check whether each phone number already exists in Delighted before enrolling, skip existing contacts and write 'already enrolled' in the Enrolled column, enroll new contacts via SMS Autopilot with Name and StoreID as a custom property, then write 'enrolled' and today's date in the Enrolled and EnrolledDate columns
One prompt. No scripting. No one-at-a-time clicking.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of field contacts you've been meaning to push into Delighted SMS Autopilot. Or see how to pull survey responses back out into your workbook once the pulse check is complete. Full overview at Delighted + Excel.