Ask your texting platform anything.
An assistant that works with you, built into the platform. Ask it anything, from “How do I set up a campaign?” to “How are my agents doing?” Drag in any file, and it builds campaigns from a CSV, too. From your phone or your laptop. No other texting platform does this.
Ana Ruiz is your top agent: 214 conversations, a 41% reply rate, and a 2-minute average reply. Marcus Diaz is falling behind. His replies take 31 minutes on average, and his reply rate dropped to 18%.
Want me to move Marcus's unanswered threads to Ana and Devon?
Ask it anything. Drag in anything. Nobody else has this.
An assistant that works with you, connected to your team, your campaigns, and your conversations. Ask it anything, from “How do I set up a campaign?” to whatever's on your mind, in plain English, and get the answer instead of a dashboard to dig through.
“How are my agents doing this week?”
Team“Who's my best agent, and who needs help?”
Team“Which campaign got the most replies?”
Campaigns“Turn this CSV into campaigns”
Build“How do I set up a campaign?”
Help“Summarize every conversation with Daniel Price”
InboxAna Ruiz, again. Here's today's board:
Drop in a CSV. Get campaigns back.
Other platforms make you clean the spreadsheet, map the columns, build the segments, and write every message. Drag a file into the assistant and our proprietary model does all of it. You just approve.
- 01
Drop in any CSV
Upload contact files in whatever shape they're in. Messy columns, mixed phone formats, and duplicates across files are fine.
- 02
Cleaned and deduped
The model maps columns, normalizes names and numbers, and merges duplicates automatically. No templates, no manual mapping.
- 03
Consent checked
Contacts without an opt-in record are held back, and numbers are scrubbed against the Do Not Call registry before anyone can be messaged.
- 04
Segmented for you
Contacts are sorted into segments based on what's in your data, such as loan stage, status, or timing, with the reason for each group.
- 05
Campaigns written and built
Each segment gets a complete campaign: message sequence, timing, sender name, and opt-out language, written for that audience.
- 06
You approve and launch
Review every campaign, edit anything, then launch. Nothing is sent until a person on your team approves it.
Team insights
Know who's winning, and who needs help.
Ask how your agents are doing and get a straight answer: who's replying fastest, who's getting the most responses, and who's falling behind, with the numbers to back it up and a suggested next step.
- Rankings by reply rate, volume, and speed
- Spot slow responders before deals go cold
- Ask follow-ups like you would a teammate
Ana Ruiz leads with a 41% reply rate.
Import
Any file, any format. Cleaned before you blink.
Upload exports from your LOS, CRM, or a spreadsheet someone built years ago. The model maps the columns, normalizes names and phone numbers, merges duplicates across files, and checks every contact for consent.
- No templates or manual column mapping
- Duplicates merged across every file
- Contacts without an opt-in record held back
- Do Not Call scrub on every import
Cleaned by AI
Names and phones normalized
1 duplicate merged
1 held back, no opt-in
DNC scrub passed
3 contacts ready to message
Campaign builder
A complete campaign for every segment.
Each segment gets its own campaign: a message sequence written for that audience, send timing in the contact's local time, your sender name, and opt-out language. Review it, edit it, approve it.
- Multi-step sequences, not one-off blasts
- Sender name and opt-out language included
- Nothing sends until you approve
Day 1 · 10:30 AM local
Hi {first_name}, you're pre-approved with us. Rates moved this week. Want me to walk you through locking today?
Day 3 · 10:30 AM local
Quick follow-up, {first_name}: happy to send your updated rate options. Reply YES and I'll text them over.
Day 7 · 10:30 AM local
Last check-in on your rate lock. Reply anytime and I'll take it from here.
Replies
When they write back, AI has a draft ready.
Replies land in a shared team inbox, tagged by what the customer needs and summarized so anyone can pick up the thread. AI drafts the next message from the full conversation. Your team approves it.
- AI reply drafts grounded in the thread
- Summaries and intent tags on every conversation
- AI never sends on its own
AI draft· based on this loan's status
Great question, Kevin. Once you're approved we'll order the appraisal and send your closing disclosure. I'll text you as soon as each step is done.
And everything else a texting team needs.
The essentials of a business texting platform, built around the campaigns the model creates for you.
Shared team inbox
Every SMS and MMS conversation in one place, with assignment, notes, and full history for each contact.
AI-built campaigns
Campaigns generated from your contact files, with per-campaign reporting on delivery, replies, and opt-outs.
Contacts and consent records
Store contacts alongside their opt-in source and date, so you can show consent when a carrier or regulator asks.
Automatic opt-out handling
STOP, END, CANCEL, UNSUBSCRIBE, and QUIT are processed automatically, and opted-out numbers are blocked from future sends.
10DLC registration handled for you
We submit your brand and campaign registration to carriers and The Campaign Registry as your campaign service provider.
Numbers you can take with you
We provision local numbers for your team. Accounts in good standing can port their numbers out at any time.
Seats for every team member
Each user gets a named seat with their own login. Admins control who can see and send from each number.
Your data, exportable
You own your contacts and message history. Export them any time your account is active, and for 30 days after it ends.
From signed to sending.
Carrier registration usually sets the pace. We handle the filing, and your campaigns can be built and waiting the moment it clears.
- 1
Request access and sign
Tell us about your team and we'll send a quote. Your Order Form lists seats, message credits, and fees, and references our Texting Platform MSA.
- 2
Register with carriers
We file your 10DLC brand and campaign registration. You provide your business details, sample messages, and opt-in process.
- 3
Upload your CSVs
Drop in your contact files. The model cleans them, checks consent, segments contacts, and builds your campaigns.
- 4
Approve and launch
Review the campaigns, make any edits, and launch. Replies land in your shared inbox with AI drafts ready.
Built for regulated messaging.
Business texting is governed by the TCPA, state laws like Florida's FTSA, and carrier rules. The platform is designed around them, and our agreement is clear about who is responsible for what.
Consent check · borrowers_q3.csv
2,773
Opted in
214
Held back
0
On DNC
Contacts without an opt-in record can't be added to a campaign until consent is recorded.
Suppressed everywhere
Automatic. Can't be disabled.
10DLC campaign
Approved
Brand, campaign, and numbers registered
Consent comes first
You may only text people who have given the consent the law requires. Purchased contact data, including refiready lead data, is not consent to receive text messages.
Opt-outs are honored automatically
Standard opt-out keywords can't be disabled, and opted-out numbers are suppressed across your account.
Carrier-registered messaging
Every account sends through a registered 10DLC campaign, and messages must match the approved use case and sample content.
Safeguards for financial data
Where your data includes nonpublic personal information, we act as your GLBA service provider with safeguards consistent with the FTC Safeguards Rule. We never sell your data or use it to market to your contacts.
Mortgage lenders and brokers
Keep borrowers who opted in updated through application, underwriting, and closing, without losing threads across loan officers.
Loan officer teams
Give every LO a seat and a shared inbox, so conversations stay with the company when people change roles.
Contact centers
Turn raw contact exports into running campaigns, then handle replies at volume with AI drafts, intent tags, and summaries.
Quoted for your team.
Every team messages differently, so we quote each account on seats and expected volume. Your quote and Order Form spell out every charge before you sign.
AI Texting Platform
Custom quote
Billed monthly
Seat subscription
A monthly fee per named user, billed in advance
Included message credits
Credits included with every seat, every month
Credit packs
Optional, for teams that send more
Carrier pass-through fees
10DLC registration and number fees, at cost
Every account includes
- AI assistant on phone and laptop
- CSV-to-campaign builder
- AI segmentation
- Consent and DNC checks
- AI reply drafts
- Summaries and intent tags
- Shared team inbox
- SMS and MMS
- Automatic opt-outs
- Consent records
- 10DLC registration
- Number porting
- Data export
- Email support