Text your Pipe Crush number and an AI agent replies — creating tasks, taking notes, and answering from your knowledge base. No app to install, on any phone.
Just finished a call in the car? Text “take notes” and talk. The agent stops replying and starts capturing. Text “finish notes” and it writes the summary, turns what you said into tasks, and saves the transcript to your account before you are back at a desk.
The same tools as the dashboard assistant, driven by plain language over SMS.
Ask it to add a task — a follow-up call, a reminder, anything you would otherwise type into the dashboard later. It lands in your task list immediately.
See where tasks live in the CRMText "take notes" and it captures the conversation without replying. Text "finish notes" and it summarises, files action items as tasks, and saves the transcript.
See where conversations land in the inboxConnect a trained chatbot knowledge base to the number and the agent answers product and policy questions from your own documentation.
Train the knowledge base it answers fromIt runs over ordinary SMS. Nobody installs an app, creates an account, or clicks a link to talk to it.
Learn about SMS in Pipe CrushEvery text is answered as the number’s assigned owner. It sees exactly what that person sees in the dashboard, and nothing else.
See the CRM it runs againstAsk it to update a deal or open a ticket and it will tell you that is not available over text yet, instead of guessing or failing silently.
See ticketing in the dashboardEnable it per phone number. Two prerequisites, then a toggle.
Go to Settings, then Phone, and pick the number you want. The AI tab holds everything for this feature.
The number needs an approved 10DLC campaign so it can send, and an assigned owner so the agent has an identity to act under.
Turn on the SMS AI Agent, add any custom instructions about tone or priorities, save, and text the number to try it.
The Knowledge Base picker on a number now feeds both calls and texts, so a knowledge base you already set up for the AI receptionist is what the SMS agent answers from too.
An AI that can act on your data over an open channel needs boundaries that are not optional.
STOP, START and HELP go straight to standard compliance handling. The agent is never consulted on a carrier keyword and cannot override an opt-out.
Actions that reach a third party — sending an email, launching a campaign — are excluded until an in-app approval step exists. The agent says it cannot, rather than doing it quietly.
Every number runs the agent as its assigned owner, so it sees exactly what that user sees. A number without an owner does not run the agent at all.
It is an AI assistant on your Pipe Crush phone number. When someone texts the number, it can reply, create a task, take notes on the conversation, and answer questions from your connected knowledge base — running under the permissions of the user the number is assigned to.
No. It works over ordinary SMS, so anyone with a phone can text your number and get a reply. There is nothing to download on either side.
The number needs an approved 10DLC campaign and an assigned owner. The 10DLC campaign is what allows the number to send at all, and the assigned owner is the identity the agent acts under. Both are set at Settings, then Phone.
Yes. Text "take notes" and the agent quietly captures the conversation instead of replying. Text "finish notes" and it summarises what it heard, files action items as tasks, and saves the transcript to the SMS Agent Transcripts page. Do not lead with the word "stop" to end a note — that word is checked as a carrier opt-out keyword first and will unsubscribe the number instead.
Yes, when you connect a knowledge base to the number. The Knowledge Base picker on a phone number feeds both the voice AI receptionist and the SMS agent, so the agent answers from your own documentation rather than guessing.
Carrier keywords never reach the AI. STOP, START and HELP are handled by standard compliance handling and get the standard reply — the agent is not consulted and cannot override an opt-out.
Not yet. SMS has no login, so anyone who can text your number would be driving those actions as the number's owner. Until an approval step exists for the SMS channel, it is limited to creating tasks, taking notes, and answering from your knowledge base. It will not create leads, update deals, book appointments, or open tickets over text.
No, deliberately. Actions that send on your behalf to a third party — sending an email, launching a campaign — are excluded until an in-app approval step exists. This is the same restriction that keeps it from creating leads or deals over SMS.
Yes. The SMS AI Agent is not plan-gated. It is enabled per phone number, so you choose which of your numbers use it.
Answer texts, capture notes, and keep your CRM current without opening a laptop. Start your free trial and enable it on any number you own.