- WhatsApp
Templates
- Email
Connecting a mailbox
- What you need before an AI can answer your email
- Connect Gmail to an AI that reads and answers your email
- Connect a Google Workspace shared inbox (and what your admin has to approve)
- Put an AI on a support@ or sales@ Google Group — no admin needed
- Send email as an alias: connect a Gmail "Send mail as" address
- Connect Outlook or Microsoft 365 to an AI email assistant
- Connect a Microsoft 365 shared mailbox: Full Access and Send As explained
- Connect a Microsoft 365 Group so an AI can answer its shared inbox
- Why your Gmail or Outlook connection isn't working
Answering mail
- Can AI answer my emails? Draft, autonomous and human-only, explained
- Let AI draft your email replies and approve them before they send
- Make the AI answer email from your website and your documents
- Summarise a long email thread
- What an AI email assistant can't do with your inbox
- Why the AI didn't reply to an email
- Voice
Answering calls
Making calls
- SMS
- Telegram
- Agents
- Integrations
- Conversations
Real-time insights and actions
Post-conversation insights and actions
SMS
SMS, as the carriers see it.
Text messaging looks like the simplest channel and is governed by the strictest intermediaries. These guides cover registration, consent, and the gap between sent and delivered.
Everything in this section
How to Send a Mass Text Message (SMS Blast) to Your Customers One text to a whole customer list, from Octo's chat or from the campaign editor: the message and its segment count, who gets it, what it costs before it goes out, and what the campaign page tells you afterwards. How to Get a Business Texting Number: 10DLC Registration or Your Own Twilio Number Why US carriers make a business register before it texts, the two ways to get a number that is cleared to send in Omni Octo (ask for one of ours, or bring your own Twilio number), what each texting state on Phone numbers means, and what you can get ready while you wait. How to Increase SMS Click-Through Rates: Tracked Short Links, Follow-Up Texts and Photo Replies Text messages have no open rate, so clicks and replies are what you can measure. Turn on tracked short links, see who clicked, send a second offer to the people who didn't, and let your AI agent answer the replies, photos included.