Step-by-step guides for VirtualText users and admins.
Support hours: Monday–Friday, 6 AM – 6 PM PST · Watch demo
Set up VirtualText as an admin — control panel, teams, inboxes, users, and phone number configuration.
Configure AI agents and playbooks in VirtualText — create agents, build playbooks, and automate customer conversations.
Manage conversations in your VirtualText inbox — unassigned, assigned, and team threads, plus reply, note, attach, and search options.
Organize and manage contacts in VirtualText — view profiles, import CSV lists, and keep customer details up to date.
Navigate the VirtualText user menu — profile settings, away messages, notifications, and account preferences.
Use VirtualText on mobile — conversations, contacts, canned responses, and account settings from your phone.
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