Create a Text agent
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Create the agent
Go to Agents, create a new agent, and choose a text channel (SMS or WhatsApp) in the channel picker. You can also switch an existing agent to Text in General Settings. See Create an agent.
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Pick a direction
In General Settings, choose Outgoing (the agent messages your contacts) or Incoming (the agent answers people who text your number).
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Select numbers
Click Channels in the agent header, open Text Channels, choose the connected provider, and tick the numbers this agent should use. Click Refresh if a number you just bought doesn’t appear.
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Set the schedule and follow-ups
Click Availability in the header and configure the settings below.
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Test, then start
Click Test to run a real chat with your own phone, then start the agent from the status badge.

Connected providers in Channels → Text Channels
When you save an agent with a Twilio number, Callers points that number’s incoming-message webhook at Callers. For Telnyx, Callers creates a messaging profile for the agent. You don’t have to configure webhooks yourself.
Agent instructions
General Settings → Agent Instructions holds guidance that applies to every message: tone, length, what to avoid. For text, ask for short messages. For example: “Keep each message under 300 characters. Don’t use emojis. Never send links other than the booking link.” See Instructions & guardrails.Availability
The Availability modal sets when the agent may send messages and how it follows up.
Availability settings for a Text agent
Sending hours
Messages that fall outside these hours wait for the next open window. This applies to first messages, follow-ups, and drop-off follow-ups.
Follow-ups (no reply)
A follow-up is sent when the contact hasn’t answered the agent’s last message. The AI rephrases each one so it doesn’t repeat itself.Drop-off follow-ups (replied, then went silent)
Drop-off follow-ups re-engage contacts who started replying and then stopped mid-conversation. Turn on Drop-Off Follow-Up to use them. They are available on Outgoing agents only.Technical settings
These live in General Settings → Technical Settings.Contacts often send two or three short texts in a row. If the agent answers each one separately, raise the minimum message delay so it waits for the contact to finish.
Message throughput (MPS)
Each provider connection has a Messages Per Second (MPS) Limit, set when you connect it in App Center. It caps how fast Callers sends through that account. The default is 1 message per second. The maximum is 100 for Twilio, 1000 for Telnyx, and 20 for WhatsApp. Match it to the throughput your provider has approved for your numbers. Sending faster than your carrier allows leads to filtered or failed messages.Statuses
Chats move through In progress to a final outcome. Contact outcomes include Interested, Not interested, Follow up, Wrong number, Unsubscribed, Unreached (no reply after all follow-ups), and Failed. See Statuses & outcomes.Troubleshooting
The agent isn't sending anything
The agent isn't sending anything
- Check that the agent is started and not Paused.
- Check that the current time falls within the Availability hours in the schedule’s time zone.
- Make sure at least one number is selected in Channels → Text Channels.
- Confirm your contacts have valid phone numbers in international format.
The agent replies to every short text separately
The agent replies to every short text separately
Increase the minimum Message Delay Range value so the agent waits longer before answering.
Follow-ups are not going out
Follow-ups are not going out
Check Total Follow Up Attempts (it may be
0) and Max Daily Follow-Up Attempts. Follow-ups also wait for the next open window in your schedule.Chats close too quickly
Chats close too quickly
Raise Chat Window Duration. A short window closes the chat and runs analysis before slow typers reply. Replies after the window closes are still answered.
Related
Text agents overview
Channels, conversation flow, pause and terminate, opt-outs.
Scheduling & retries
How schedules and attempts work across channels.
Testing your agent
Run a test chat before launch.
Webhooks
Get chat results in your own systems.