How to set up automated texts

Automated texts use a third-party messaging service. You agree to per-message charges before creating your first template, and you can manage credits and auto-reload from your account settings.

On the Dashboard , scroll to Twilio Phone Numbers and click Add Twilio Phone Number. You will walk through toll-free verification (TFV) required by carriers.

The automated text form asks for your business details, sample messages, and opt-in proof. Submit the form and wait for approval—status appears on the dashboard when the number is ready.

Edit or create a rule , choose Send a text → Twilio text, and select your approved template. Pick who receives the text (usually the phone number found in the triggering email).

When someone replies to your automated number, the conversation appears in Chats. You can read and respond there without opening your phone.