Texting & Inbox with Your AI Assistant

Have Claude, ChatGPT or Codex check your texting setup, give every rep a line, and work through replies, safely.

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”.

🩺 1. Check your texting setup

Paste this into your assistant:

Check my AI Sync texting setup and give me a short report:
1. List my phone numbers. For each: A2P linked or not, routed to which rep,
   and whether an AI agent uses it.
2. Which reps have their own texting line, and which will use the team line?
3. Is there at least one team line (A2P linked, not routed to anyone, not
   used by an AI agent)?
4. Anything that would stop a rep from texting.
Don't change anything.

What a good answer looks like:

Check	Healthy
Numbers that can text	Every number meant for texting shows A2P linked
Rep lines	Each rep who texts has a number routed to them, or a team line exists
AI agent numbers	Kept separate; they’re never used as texting lines

Background: Texting lines.

👤 2. Give a rep their own line

Make [phone] Maria Gomez's texting line.
Tell me what will change first, then wait for my OK.

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.

This only changes who texts from the number and gets its replies. To also send the number’s calls to Maria, ask: “Route that number’s calls to Maria too.”

🔍 3. Check which number a lead will get

What number will a text to Jordan Lee go out from, and why?

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”.

📥 4. Work through the Inbox

Show my unread conversations. For each: who, what they said, and a
suggested reply. Don't send anything yet.

Then:

Send the reply to Jordan Lee. Leave the others.

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.

⚙️ 5. Automate the follow-up

Add the voicemail follow-up text to my Voicemail disposition and turn it on.

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

🧰 For people building their own agents

If you’re writing standing instructions for an agent that works your inbox, start from these:

- Before sending any text, show the message and the "from" number, and wait
  for approval.
- Never set a "from" number unless the user names one.
- Never text anyone who replied STOP or is marked Do Not Text.
- Ask before "mark all read"; it clears every rep's unread list.
- Send one message per lead per decision. Never loop.

The tools behind these requests

What you ask	Tool
List numbers, A2P status and who they’re routed to	settings_phone_numbers_list
Who a number can be routed to	settings_phone_numbers_assignable
Every number that can text, and who texts from it	texting_lines_list
Set who texts from a number	texting_lines_assign
Route a number’s calls to a rep	settings_phone_numbers_assign
Which number a lead will be texted from	texting_line_get
Conversations (filters: unread, mine, with emails)	messages_threads_list
One whole conversation	messages_thread_get
Send a text	messages_send
Mark one read / all read	messages_mark_read / messages_mark_all_read
Unread count	messages_unread_count
Disposition follow-ups	dialer_automations_list, dialer_automations_add

Your assistant picks these itself. You never need to name them.

🧯 If something is off

"No texting line set up"

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.

"This contact is marked Do Not Text"

Working as intended. The contact opted out. Don’t text them.

The assistant says it sent, but the lead never got it

Check the number is A2P linked and your 10DLC campaign is approved. See Texting lines.

The assistant can't see the new inbox tools

Reconnect AI Sync in your assistant so it loads the latest tools. See Connect MCP.