Texto Terminology Guide

Important definitions (Lead, Conversation, Query, Inbox, AI Agent, SMS)

Understanding Texto starts with a few key definitions:

_Lead

A lead is any person added into Texto through:

• Zapier

• CSV upload

A lead must have at minimum:

• A phone number

• Optional fields like name or query

Texto uses this information to start the initial conversation automatically.

_Query

A query is the message that explains what the lead wants or is looking for.

Examples:

• “I need a quote for cleaning.”

• “Do you have this item in stock?”

• “Can I schedule a consultation?”

The query helps Texto understand context so the AI can respond naturally.

_Message

A message is any text sent or received in a conversation:

• Incoming message from a lead

• Response from Texto’s AI ​

Texto communicates only through SMS.

_Conversation

A conversation is the full message thread between:

➡ Texto AI

➡ and the lead ​

A conversation contains:

• All sent + received SMS messages

• Lead replies

• AI responses

• Appointment discussions (if any)

Conversations appear inside the Inbox, where you can step in manually anytime.

_{AI Agent}

The AI Agent is Texto’s automated SMS responder that:

• Sends the initial message when a new lead enters

• Replies to all incoming messages

• Handles questions and objections

• Helps leads understand your service/product

• Books appointments via Google Calendar (if connected)

The AI Agent does not send automated follow-up messages yet if the lead stops replying.

_Channel

SMS (only)

Texto currently communicates exclusively through SMS for:

• AI outbound messages

• Lead replies

• Human agent replies

No email, WhatsApp, or other messaging channels are used at this time.

_Inbox

The Inbox is where you:

• View all conversations

• See lead replies in real time

• Send manual SMS messages

• Watch Texto AI handle responses

• Take over the conversation whenever needed