Intelligence

First contact in seconds. A person closes the deal.

After a real, opted-in form, Agent Reply sends a personalized SMS from your business line. Your team gets the push and picks up in Messages.

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What it does

Reply, then hand off.

The agent makes first contact. Intelligence does not replace the conversation. A teammate gets an iOS push, opens the same thread as calls and texts, and closes the deal.

Replies are personalized to what the customer wrote. Add custom instructions for tone, pricing, or scheduling if you want the first text to follow your rules.

How it works

Only after a real form with SMS opt-in.

  • Human Spam Filter must be on so junk never gets a first-contact text.
  • The customer opted in for SMS replies on the form.
  • You have a Pathline Voice line with outbound SMS enabled. The text comes from that business number.
  • Your team is alerted with an iOS push so a person can take the thread.

Usage

One use per successful reply.

Platform includes 20 Intelligence uses per month. Each successful agent auto-reply SMS counts as 1 use, same as a successful spam check. Extra uses are 25¢. One-tap human replies do not count.

Turn Agent Reply & Handoff on or off under Settings → Intelligence → Agents. Optional email when the agent sends a reply.

Good to know: Auto reply runs after a real form submission, not on inbound SMS threads. Spam never gets a reply.

Also see: Spam filter → Agents docs →

FAQ

How does auto-reply work?

After a real form submission with SMS consent, the agent sends a personalized text from your business line, then notifies the team. It requires a Pathline Voice line with outbound SMS enabled. You can add custom reply instructions for tone and scheduling.

Does it reply to inbound texts?

No. Auto reply runs after a real form with SMS opt-in. Inbound SMS on a new thread can be screened by the spam filter, but the agent does not auto-reply to those texts.

What counts as a use?

Each successful agent auto-reply SMS counts as 1 use. Each successful AI spam check also counts as 1 use. Honeypot blocks and one-tap human replies do not.

How many uses are included?

Platform includes 20 Intelligence uses per month. Additional uses are 25¢ each. Usage resets with your billing period. See used vs included in Settings → Intelligence.

Where do I turn it on?

Settings → Intelligence → Agents on web and iOS. Human Spam Filter must be on first. You can turn email notifications on or off per agent.