Setup

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Setting Up a Text Agent

Text agent setup defines how your agent sends and receives messages and when messages are delivered. Proper configuration ensures it runs smoothly.

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Creating a New Text Agent

1. Navigate to your Callers dashboard.
2. Click the New Agent button.
3. Select Text as the agent type.
4. Enter a Agent Name.

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General Settings

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Agent Details

• Agent Name: A descriptive name for internal reference.
• Agent Direction: Agents are Outbound (you initiate) by default. Switch to Inbound (contacts initiate), or set the agent to handle both.
• AI Instructions: Provide general guidelines for the AI agent’s behavior and tone across all conversations.

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Availability

Configure when your text agent is active and how follow-ups are handled. Open the Availability modal from your agent settings.

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Time Zone

Select the time zone for message scheduling (e.g., (GMT-05:00) America/New_York).

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Sending Days and Hours

• Sending Days: Click the day buttons to toggle which days of the week messages can be sent (e.g., Monday through Friday).
• Sending Hours: Define the daily time window for sending messages (e.g., 9:00 AM - 5:00 PM).

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Attempts

• Total Follow Up Attempts: Set the number of follow-up messages the AI agent will send if a contact does not respond.
• Min Wait Time Between Follow Up Attempts: Set the minimum wait time between follow-ups, in minutes or hours.

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Custom Follow-Up Prompt

Follow-ups are auto-rephrased by the AI. Add custom instructions to adjust the content and tone of follow-up messages.

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Saving and Launching

1. Click Save Changes to save your agent configuration.
2. Review all settings before launching.
3. When ready, click Launch Agent to start sending messages.

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Next Steps

• Upload contacts to your agent.
• Review Analytics & Insights for monitoring agent performance.