Setting up an effective Salesmsg Agent is a breeze! It involves several steps to ensure it meets business objectives and delivers a seamless user experience. This guide will walk you through each section of the Salesmsg Agent creation interface, explaining what you need to do at each step.

Find and click a new Agent icon located in the left menu. Next click on the New Agent button in the top right.

Select one of our existing templates to help you set up your Bot. Add a clear and descriptive name for your Agent that reflects its purpose to your consumer.

Set the rules for adding contacts to the Agent sequence. You can choose later whether to enroll existing contacts when you activate the Agent. Use various filter options like segments, tags, or specific field conditions.

Create a welcoming message to kick off the conversation, and enable a slight delay for a natural feel. This message will be sent to all contacts in the Agent. We recommend making the first message an invitation to chat about a specific topic.

Salesmsg’s AI Agent can also initiate conversations with contacts by sending AI-generated messages. This can be used in two key scenarios:

This feature is especially useful when a contact has asked multiple general or open-ended questions. Instead of crafting a reply manually, a human team member can pass the conversation to the AI Agent, allowing it to respond intelligently based on the conversation history.

Key benefits:

This capability helps streamline workflows while ensuring contacts receive timely and context-aware responses.

Set Your Conversation Style section allows you to give Agent additional context on why the conversatoin is happening. Agent can use this information to answer questions, make desicions, follow instructions. This section is bread and butter of your Txtbot set up. Make sure you try out different versions in testing to find the best one.

Set a message limit: Set the maximum length of conversation. For example, you can set it to 10. Only outbound messages generated by Agent are counted.

Briefly describe your business: provide a brief overview of your services and how the Agent will assist.

Explain the topic of the conversation: enter the purpose of the conversation, such as "We have limited time offers on our great products."

Define the style and tone of your messages: define the Agent's response style, e.g., "Keep messages brief and very friendly."

We reccomend trying out different instrustions and test Agent before launching in this section in order to acheive the best results.

Objective section allows you to set collectable fields. The goal of Agent will be to complete all of these fields for each Contact enrolled. Each field will be mandatory for Agent to collect to ensure success for each Contact enrolled.

You can specify friendly name for each field and Agent will use friendly name in the discussion.

Maximum number of fields to collect by a single Agent is limited to 5.

After you have completed the 5 steps above you can start testing and experimenting with you Agent.

Agents are also capable to use prefilled contact information — but only if the “Skip questions if data is already known” checkbox is selected in the “Set Your Objective” section of your Agent.

You can preset information like a Booking Link or Sales Rep Name on the contact record, and the Agent will automatically include that info in the conversation, without asking for it again.

Agent should use existing contact info and skip related questions.

Expected Result:

Agent should ask for all fields, even if they’re already filled.

Expected Result:

The changes that the Agent notices it will then reflect in the contact information of the contact that you are messaging with!

Your Agent can perform a number of actions when success or fallback criteria's are met. For now collecting all required information is a single success criteria and exceeding session timeout or length are fallback criteria's.

For both cases Available actions are:

Success actions are triggered once all fields are collected for a specific Contact.

Fallback is triggered by session time out or by exhausting the message limit set in set your conversation style section.

No more conversations left hanging, every new AI Agent you create comes with built-in follow-up reminders—automatically nudging your contacts to respond and keeping the conversation alive.

By default, your Agent will send 2 smart reminders over 3 days if a contact doesn’t reply. It’s a simple way to dramatically improve engagement without lifting a finger.

With this feature, your Agent becomes even more proactive—driving more responses, more conversions, and better outcomes for your business.

Table below describes what are the delays and number of reminders for each option:

Users can now seamlessly enroll contacts into an Active Agent from both the Contacts and Conversations pages. This feature includes various options and conditions to ensure proper enrollment.

Now in your settings there is a permission settings that allow users to enable or restrict access to the Agent feature.

This enhancement provides greater security and control for clients, ensuring that only authorized users can interact with or manage Agents. These permission controls help safeguard sensitive operations while allowing flexibility for different team roles.

You can change the access to AI Agent based on individual accounts or roles as a whole.

Test your Agent to ensure it behaves as expected and make necessary adjustments. Save your changes before restarting your test session. We recommend you do multiple rounds of testing to make sure you get adequate performance from your Agent.

Once satisfied click on the Publish toggle at the bottom of the page. You will have option to enroll Contacts that already meet enrollment criteria or skip them. While your Agent is active any new Contact that matches enrollment criteria's will be enrolled into Agent.

When your Agent is chatting with a user it will automatically learn who it is talking to if your contact is saved for the person it is contacting the AI will use the persons name, and if no name is saved the AI will use their phone number.

This makes your Agents conversations much more personalizable and more intuitive.

Ensure your contact matches the enrollment criteria (e.g., adding the "New Lead" tag). The Agent should start the session by sending the first message.

If you have a success or fallback message set up in the Agent, you will now see it in the text conversation window.

This update ensures the user experience during test sessions is as close to real interactions as possible.

Analytics: Monitor which contacts were enrolled and track session completion or abandonment. Access analytics by clicking on the Agent in the table.

Claiming Conversations: View conversation history and take over sessions if needed. If the Agent is active, you’ll see a notification and a disabled message box. Click "Claim Conversation" to manually stop and intervene in the session.

To use your Agent smoothly and stay on top of new messages, follow these steps:

This setup helps you quickly notice and respond to new messages while using your Agent.

Now once you publish your Salesmsg Agent your are now able to check details of your Agent when it is active with the Details section.

To find the Details section you have to go to the more options button for your active Agents and chose the details option.

When you enter you will see the same tabs as you saw during the set up phase. You can quickly check if you need to make changes to your first message, how many Contacts were enrolled and what Inbox are you sending from.

Secondly is Styling your Conversation, you can see the message limit and the topics and background information that your Agent is using.

Thirdly is Set your Objective you can change what data and information that your Agent is collecting such as first names, last names, and much more.

Lastly is Actions will show you what actions does your bot perform in case success or fallback is triggered.

How do I set up contact enrollment?
Define the rules for adding contacts to the Agent sequence using filters like segments, tags, or field conditions. You can choose to enroll existing contacts later when you activate the Agent.

Can I enroll contact manually?

Yes. Set enrollment criteria to something easy, like matching a tag. Publish yout Agent. Add selected tag to any contact you want to enroll in Agent.

What is the purpose of the first message?
Create a welcoming message to start the conversation. We recommend making it an invitation to discuss a specific topic. Set this up in the "First message" section and choose the inbox from which to send it.

How do I configure the Agent?
Provide context for the conversation in the "Configure" section. Set the conversation length, describe your business, specify the conversation's purpose, and define the Agent response style.

What should I include in the Objective section?
Select up to five fields that the Agent should collect from each contact, such as email, phone number, and service interest. Ensure the objective is clear and specify any optional friendly names.

What are Success Actions?
Success Actions define what the Agent should do after successfully gathering information. You can choose to send a thank you message, add a "Qualified Lead" tag, or leave a note in the contact's profile.

How can I test the Agent on real devices?
Ensure your contact meets the enrollment criteria, such as having the "New Lead" tag. The Agent will start the session by sending the first message.

How do I access analytics?
Monitor enrollment and session outcomes by accessing the analytics view. Click on the Agent in the table to see detailed analytics.

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