Quick Start Guide: 3-Minute Setup

A simple, beginner-friendly step-by-step.

Step 1 — Log in at https://app.trytexto.com/auth/login

• Enter your email

• Click the magic link sent to your inbox

(If it doesn’t arrive immediately, wait up to one minute — delivery can sometimes be delayed.)

Step 2 — Complete Your Business Profile

You’ll fill in:

• First name

• Last name

• Business website

• Phone number (choose your country manually)

Texto analyzes your website and prepares your AI agent.

Step 3 — Import Leads

Choose one method:

Option A — Upload CSV (During Onboarding)

A simple CSV file with:

• first_name

• last_name

• phone

• query (optional but recommended)

• Upload → Map fields → Confirm.

Option B — Connect Zapier (Live Lead Capture)

Inside Zapier:

• Choose your lead source (e.g., Typeform, FB Lead Ads)

• Add Texto → Create Lead as the action

• Map fields

• test → turn ON

No setup required inside Texto — just make sure you're logged in.

Step 4 — Texto Starts Messaging

Once leads enter:

• Texto sends the first message

• AI responds to all incoming replies

• Conversations appear in the Inbox

Step 5 — Track Everything in the Dashboard

Monitor:

• Lead activity

• Conversations

• AI performance

• Appointment bookings