How Texto Works (Simple Overview)

Texto follows a streamlined 3-step workflow:

1. Connect Your Leads

Leads can enter Texto through:

• Zapier

• CSV Upload

As soon as leads arrive, Texto automatically starts messaging.

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2. Texto Starts Messaging Automatically

Your AI Agent will:

• Introduce your business

• Ask qualifying questions

• Answer pre-sales questions

• Guide leads toward the right service/product

• Book appointments (if Google Calendar is connected)

It behaves like a real sales representative — at scale.

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3. Monitor Everything in the Dashboard

You'll see:

• New leads

• Active conversations

• Replies

• Appointment bookings

• AI performance metrics

Everything is automated — you only step in when needed.