# Text agent onboarding

This page walks you through the onboarding process for Spara Text agents. Spara uses **Twilio** to send and receive SMS messages on your behalf. Before your text agent can go live, Twilio requires that your brand and messaging campaign are registered and approved — this is an industry-wide compliance requirement to protect consumers from unwanted messages.

For a refresher on how Text agents work, see [Agent Overview](/agents/agent-overview.md) and [Text Agents](/agents/text-agents.md).

## Overview

Twilio's **A2P 10DLC** (Application-to-Person 10-Digit Long Code) registration process ensures that businesses sending text messages through standard US phone numbers are verified and compliant. The process has three parts:

1. **Brand registration** — Twilio verifies your business identity.
2. **Campaign registration** — Twilio reviews how you plan to use messaging.
3. **Phone number assignment** — Once approved, Spara provisions a phone number for your text agent.

Your Spara CSM handles the registration on your behalf, but you'll need to provide the information below.

{% hint style="info" %}
The registration and approval process typically takes **3–7 business days** depending on Twilio and carrier review times. Plan accordingly when scheduling your text agent launch.
{% endhint %}

## What you need to provide

Send the following information to your Spara CSM to begin the registration process.

### 1. Campaign description

A clear explanation of how your organization will use Spara to send text messages. This is reviewed by Twilio and mobile carriers to ensure compliance.

Your description should cover:

* **Who receives texts** — e.g., inbound leads who submit a form on your website, existing customers who opt in to text communication
* **What texts contain** — e.g., follow-up messages encouraging leads to schedule a meeting, answers to product questions, appointment confirmations
* **How contacts opt in** — e.g., by submitting a web form that includes SMS consent language, by texting your number first

**Example campaign description:**

> We use Spara's AI text agent to engage inbound sales leads who opt in through our website contact form. Texts include follow-up messages encouraging leads to schedule a meeting, responses to product questions, and appointment confirmations. Contacts opt in by submitting a form that includes explicit SMS consent.

### 2. Terms of Service and Privacy Policy

Provide public URLs to:

* **Terms of Service** — Must be publicly accessible on your website.
* **Privacy Policy** — Must be publicly accessible on your website.

Both documents must include:

* **Explicit SMS opt-in language** — A clear statement that users consent to receive text messages by taking a specific action (e.g., submitting a form, checking a box). The opt-in must not be buried in unrelated terms.
* **Message frequency disclosure** — e.g., "Message frequency varies" or "You may receive up to X messages per month."
* **Opt-out instructions** — e.g., "Reply STOP to unsubscribe from text messages at any time."
* **"Message and data rates may apply"** — This standard carrier disclosure is required.
* **Contact information** — A way for recipients to reach you with questions about your messaging program (email or phone number).

{% hint style="warning" %}
Your Terms of Service and Privacy Policy must **not** authorize the following use cases, which are prohibited by Twilio and mobile carriers:

* Third-party or affiliate marketing messages
* Messages on behalf of another company or brand
* High-risk financial services (payday loans, debt collection)
* Cannabis or CBD-related messaging
* Gambling-related messaging
* Messages containing links to age-gated content

If your documents include language that could be interpreted as authorizing these use cases, your campaign may be rejected.
{% endhint %}

**Example opt-in language for your website form:**

> By submitting this form, you consent to receive automated text messages from \[Your Company] at the phone number provided. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. View our \[Privacy Policy] and \[Terms of Service].

### 3. Sample text messages

Provide **3 example text messages** that represent the types of texts your agent will send. These help Twilio and carriers understand your messaging content.

**Examples:**

1. > Hi \[First Name], thanks for reaching out! I'd love to help you learn more about \[Product]. Do you have a few minutes to chat, or would you prefer to schedule a call? Reply STOP to opt out.
2. > Hey \[First Name], just following up on your inquiry about \[Product]. We have availability this week if you'd like to set up a quick demo. Here's a link to book a time: \[calendar link]. Reply STOP to opt out.
3. > Hi \[First Name], thanks for booking a demo with us! You're confirmed for \[Date] at \[Time]. We'll send a reminder before the call. Let me know if you have any questions. Reply STOP to opt out.

{% hint style="info" %}
Every text message must include opt-out language (e.g., "Reply STOP to opt out"). Spara automatically appends this to outgoing messages if it is not already present in the message body.
{% endhint %}

## After approval

Once your brand and campaign are approved by Twilio:

1. Your Spara CSM will provision a phone number and assign it to your organization.
2. Configure your text agent in the [Agent Editor](/agents/agent-overview/ai-instructions.md) with instructions for how it should respond to incoming texts.
3. Build [Workflows](/agents/workflows.md) using the [Send Text Step](/agents/workflows/send-text.md) step to automate outgoing texts.

## FAQ

**How long does approval take?**\
Typically 3–7 business days, depending on Twilio and carrier review times.

**Can I use a toll-free number instead of a local number?**\
Yes — toll-free numbers have a separate verification process. Ask your Spara CSM about toll-free options if you prefer a toll-free number.

**What happens if my campaign is rejected?**\
Your Spara CSM will share the rejection reason and help you update your campaign description or policy documents to address the issue. Most rejections are resolved by updating opt-in language or clarifying the campaign use case.

**Do I need a separate campaign for each phone number?**\
Not typically. A single campaign registration can cover multiple phone numbers as long as they are used for the same messaging purpose.


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