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Once your AI assistant is connected to AI Sync (see Connect MCP or Use your ChatGPT plan), it can do everything on this page by asking. It works as you, with your permissions.
Texts are real. When your assistant sends a text, a real person gets it from your number. Have it show you the message and the number it will send from, then say “send”.

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🩺 1. Check your texting setup

Paste this into your assistant:
What a good answer looks like: Background: Texting lines.

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👤 2. Give a rep their own line

The number must be A2P linked first. If it isn’t, AI Sync refuses and your assistant tells you so. Link it to your 10DLC campaign on the Phone Numbers page.
Routing a number to a rep also sends that number’s incoming calls to that rep. Usually that’s what you want: the lead calls back the number that texted them and reaches the same person.

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🔍 3. Check which number a lead will get

Your assistant looks it up with the same rule the dialer uses: the number the lead was last texted from, else your line, else the team line. Ask this whenever a rep says “it texted from the wrong number”.

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📥 4. Work through the Inbox

Then:
More things to ask:
  • “How many conversations are waiting on a reply?”
  • “Show only conversations routed to me.”
  • “Show the full conversation with Sam Patel, including emails.”
  • “Mark Sam Patel’s conversation as read.”
Don’t pass a “from” number unless you mean to change it. Left out, every text uses the lead’s texting line, so replies keep coming back to the right rep.
AI Sync refuses to text anyone marked Do Not Text, whoever is sending. If your assistant reports that, don’t try to get around it.

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⚙️ 5. Automate the follow-up

Automation texts use the same texting lines. See Dialer Automations.

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🧰 For people building their own agents

If you’re writing standing instructions for an agent that works your inbox, start from these:
Your assistant picks these itself. You never need to name them.

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🧯 If something is off

There’s no A2P-linked number your assistant can text from. Ask it: “Which of my numbers are A2P linked?” Then link one on the Phone Numbers page.
Working as intended. The contact opted out. Don’t text them.
Check the number is A2P linked and your 10DLC campaign is approved. See Texting lines.
Reconnect AI Sync in your assistant so it loads the latest tools. See Connect MCP.