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What Are AI Agents in Textedly? (Overview & Use Cases)

Learn what AI Agents are, how they work, and why they’re powerful for your business.

Emily avatar
Written by Emily
Updated over 2 months ago

AI Agents are AI-powered voice assistants that answer inbound phone calls on your Textedly numbers. Instead of ringing directly to a person, your calls can be answered by a smart virtual agent that sounds natural, understands callers, and takes action for your business.

Once enabled on a phone number, your AI Agent can:

  • Greet callers with a friendly, branded message

  • Answer common questions using your own business information

  • Collect contact details, questions, and preferences

  • Route calls to departments or people you define

  • Send follow-up information by text (such as links or next steps)

Your existing Textedly number becomes a “smart number” that can handle both SMS messaging and AI-powered voice calls.

How AI Agents Work

When someone calls a Textedly number with an active AI Agent:

  1. The caller hears your custom greeting.

  2. The AI Agent listens and responds in real time.

  3. The Agent uses your uploaded documents, FAQs, your website, and settings to answer questions.

  4. If needed, the Agent can transfer the caller, collect a message, or end the call politely.

  5. The call is logged with details and, when available, a transcript of the call conversation is in your AI Agents area.

You’re in control of how your Agent behaves and what you want it to say.

What You Need to Use AI Agents

To use AI Agents, you’ll need:

  • An active Textedly account

  • Select the phone number (10DLC or toll-free) you want to become a voice enabled AI Agent

  • A voice minutes plan to power your AI Agent

If you need help setting up your AI Agents, reach out to our support team so we can fast track your success.

Popular Use Cases

AI Agents can help many different types of businesses. Here are some common scenarios:

Customer support triage

  • Answer basic questions (“What are your hours?” “Where are you located?”)

  • Route callers to the right department or teammate

  • Capture call-back info when no one is available

  • Send a text message to you support articles

Sales and lead capture

  • Greet new callers with a professional, consistent experience

  • Ask a few qualifying questions and record the answers

  • Tag or pass leads into your existing Textedly workflows

  • Send a text message to your pricing page

Appointment-based businesses

  • Provide location and parking information

  • Share pre-appointment instructions

  • Take messages when staff are busy

  • Send a text message to your calendar and book an appointment

After-hours and overflow handling

  • Answer calls when your team is offline

  • Collect detailed messages instead of sending callers to a generic voicemail

  • Reduce missed calls and lost opportunities

  • Send a text message with follow up instructions

What You Can Customize

With AI Agents you can customize:

  • Agent name (internal label)

  • Assigned phone number(s)

  • Voice & gender (how the Agent sounds)

  • Greeting & tone (what it says first and how it speaks)

  • Knowledge sources (documents, FAQs, website links, etc.)

  • Departments and routing rules

  • When the Agent is active (all calls, after-hours, overflow, etc.)

You can change these settings at any time, then place a test call to hear the updates live.

Where to Manage AI Agents in Your Account

Once the feature is active on your Textedly account, you’ll see an option in the left-hand navigation called AI Agents. From there you can:

  • View and manage all your Agents

  • Create new Agents

  • Assign Agents to phone numbers (10DLC or toll-free)

  • Train Agents with your business documentation

  • Review call usage and performance

  • Purchase additional voice minutes for your Agents

If you’re ready to set up your first AI Agent, continue to:

How to Enable an AI Agent on Your Textedly Phone Number

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