TextWork|Documentation
Log in
  • Get started in 4 steps
  • How conversations begin
  • Filter your data
  • Read a report
  • Read a transcript
  • Reply to users
  • Get notifications
  • Invite your team
  • Email in
  • Schedule meetings
  • Signing documents
  • Call someone
  • Share your data

Get started

Get started in 4 steps

Create a script, a report template, and a custom action.

How conversations begin

Join codes, SmartRecruiters and Zillow webhooks, and the widgets you put on your own site.

Filter your data

Using TextWork filters to analyze your data.

Read a report

Open a person's report and read what TextWork saved.

Read a transcript

Open the full transcript of a conversation.

Reply to users

Send a text from the transcript, and pause the assistant while you answer.

Get notifications

Text someone when a report is completed.

Team

Invite your team

Who can log into the dashboard, and how to make them an admin.

Channels

Email in

Mail to your address becomes a conversation and a report.

Pages

Schedule meetings

Connect a calendar, publish a meeting page, and text someone the link.

Signing documents

Upload a PDF or Word file and text someone a link to sign it.

Call someone

A link a teammate opens to review a person, call them, and file a report.

Sharing

Share your data

A read-only link to your charts for someone who does not log in.