Creating a Texting Agent
Set up an agent that holds two-way SMS conversations.
Set up an agent that holds two-way SMS conversations.
Steps
Start from My Agents
A texting agent holds two-way SMS conversations — answering questions, qualifying leads, and following up. Let's build one.
Choose Texting
Open the Create Agent menu and choose Texting.
Name your agent
Give the agent a name so you can find it later.
The number it texts from
Pick which of your numbers the agent sends from. It has to be a number that's cleared for messaging.
How the conversation goes
A texting agent runs on a Conversation Flow — the branching script that decides what it says next based on how the person replies.
What it's trying to do
The objective is the agent's goal in plain language. Keep it to one clear outcome — book the appointment, confirm the order, qualify the lead.
Message settings
SMS Settings control where conversation updates are sent and how long the agent waits before it considers a thread finished.
Chasing a reply
Most people don't reply the first time. Follow-Up Settings let the agent nudge them on a schedule you choose, and stop as soon as they answer.
Create the agent
When everything looks right, click Create Agent — and your texting agent is ready to start conversations.