Overview#
iMessages Campaigns allow you to deploy an agent that communicates with your contacts directly through Apple's iMessage platform. Instead of a voice call, the agent engages users through a natural text message conversation — handling inquiries, qualifying leads, providing support, or following up with contacts, all autonomously.Each campaign is powered by an AI agent you configure with a name, role, knowledge base, and a script. The agent is tied to a dedicated phone number and can reach Apple device users via iMessage, with SMS as an automatic fallback for contacts who are not on iMessage. You can optionally extend reach to Android users by enabling RCS (Rich Communication Services), which delivers the same rich messaging experience on Android devices.Once a campaign is active, any contact who messages the linked phone number — or any contact the campaign is configured to reach out to — will be handled by the AI agent in real time.
How iMessage Campaigns Work#
1.
A contact sends a message to the campaign's phone number, or the campaign initiates outreach to a contact.
2.
The AI agent responds using the script, knowledge, and persona you've defined.
3.
The conversation is logged in real time and accessible from the campaign's Messages tab.
4.
The agent continues the conversation autonomously until it reaches a resolution, completes the goal, or the conversation is marked as completed.
Creating an iMessages Campaign#
To create a new campaign, navigate to iMessages in the left sidebar and click the New Campaign + button in the top-right corner. This opens a 7-step wizard.Step 1 — Campaign Setup#
Give your campaign a name and select the language the agent will use. The campaign name is for internal identification purposes.Step 2 — Agent Data#
Define the identity of the AI agent that will power this campaign:Company Name — The name of your company or organization.
Agent Name — The name the agent will use when identifying itself.
Industry — The industry your business operates in, which helps shape the agent's tone and context.
Template — Choose a starting template for the agent (e.g., Create from Scratch) or select a pre-built one.
Agent Role — The functional role of the agent (e.g., Messages Agent).
Step 3 — Add Knowledge#
Equip the agent with the information it needs to hold meaningful conversations. Knowledge can be added in three ways:Search existing collections — Select from knowledge bases already created in your account.
Upload a file — Drag and drop a document or file directly into the campaign.
Add via Web Link — Provide a URL for the agent to pull information from.
Step 4 — Campaign Actions & Integrations#
Optionally connect external services to expand the agent's capabilities:Tools Integration — Connect external tools or APIs the agent can invoke during a conversation.
Calendar Integration — Allow the agent to interact with a calendar, useful for scheduling or appointment-setting use cases.
CRM / External Data Sources — Enrich conversations by connecting a CRM or other data source, giving the agent access to contact-level context.
Step 5 — Script, Initial Message & Notes#
This step has three sub-tabs for defining the agent's conversation content:Script
The main script guides the agent's behavior throughout the conversation. Use the rich text editor to write your script manually, or click Generate to have it AI-generated based on the information provided in the previous steps. A Talk to Agent button is available to test the agent's responses in real time as you write.Initial Message
This is the first message the agent sends when a conversation begins. It supports dynamic variables that are automatically populated at send time, such as {{agentName}}, {{companyName}}, and {{firstName}}. The default template reads:"Hello, this is {{agentName}} calling from {{companyName}}. Am I speaking with {{firstName}}?"
You can customize this to match your campaign's tone and goal.Notes
Add any extra instructions you want the agent to follow. The content of this field is appended directly to the agent's prompt, so anything written here will influence its behavior across all conversations in this campaign.Step 6 — iMessages Configuration#
This step is where you link a phone number to the campaign. The campaign cannot send or receive messages without an active phone number attached to it. See the Phone Number Setup section below for full details.Step 7 — Review & Activate#
A final summary of the campaign configuration is shown, including the campaign name and agent details. Review everything and click Finish & Activate to launch the campaign.Modified at 2026-03-25 17:39:48
