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Agent Members

Deploy AI team members with their own identity, phone number, and the ability to proactively reach out. Agent Members work alongside your team, handling conversations across DMs, SMS, and voice with full context.

What Agents Do​

Agent Members are autonomous AI identities that live in your workspace:

  • Communicate directly via DMs, SMS, and voice calls
  • Remember context across all conversations with a person
  • Act proactively with scheduled check-ins and follow-ups
  • Own resources like phone numbers and calendars
  • Work 24/7 without needing supervision

Unlike traditional chatbots that wait for users to start conversations, agents can reach out, follow up, and maintain ongoing relationships.

Key Features​

Multi-Channel Communication​

One agent, many channels:

ChannelCapability
Direct MessagesChat within the workspace
SMSText conversations via dedicated number
Voice CallsNatural phone conversations with AI

Persistent Memory​

Agents remember every interaction. A member who texted last week can call today, and the agent picks up where they left off—no need to repeat information.

Customizable Personality​

Define how your agent behaves:

  • System prompt sets role, tone, and boundaries
  • Model selection balances capability and speed
  • Tool access controls what actions agents can take

Scheduled Autonomy​

Enable proactive behavior:

  • Daily check-ins with specific members
  • Weekly status updates
  • Follow-up reminders after appointments

How It Works​

Agent Identity    →    Incoming Message    →    Contextual Response
(name, phone)          (DM, SMS, call)          (memory-aware)

When someone messages your agent, it draws on conversation history, system instructions, and available tools to respond naturally. Agents maintain memory across channels—a conversation started via SMS can continue via DM without losing context.

Use Cases​

Care Coordinator​

An agent named "Sarah" handles patient communication:

  • Answers scheduling questions via SMS
  • Sends appointment reminders
  • Follows up after visits to collect feedback
  • Routes urgent issues to the on-call team

Account Manager​

An agent manages customer relationships:

  • Proactively checks in monthly via DM
  • Answers product questions via their direct line
  • Schedules meetings when customers need help
  • Escalates renewal conversations to sales

Support Representative​

An agent handles tier-1 support:

  • Receives calls on a dedicated number
  • Resolves common issues autonomously
  • Creates tickets for complex problems
  • Follows up to confirm resolution

Getting Started​

  1. Create an Agent - Navigate to Members > Agents and click Create Agent
  2. Configure Identity - Set name, description, and optionally email or phone
  3. Set AI Behavior - Choose a model and write system instructions
  4. Assign Resources - Attach a phone number for SMS/voice capability
  5. Enable Channels - Turn on DMs, SMS, or voice as needed

Your agent is now ready to communicate. Test it by sending a DM from another workspace member.

Pricing & Limits​

Feature availability and limits are determined by your subscription plan. See the pricing page for details.