Guides

Practical playbooks for getting more from AthenaText.

Step-by-step walkthroughs of the workflows that move the numbers: qualification, integrations, response speed, and compliance.

Start here

Most teams work through these in order over their first week.

Setup 8 min

How to automate lead qualification

Build a qualification flow that asks the right questions for your industry, scores responses consistently, and routes ready-now leads straight to your team.

Pick the qualification signals that actually predict revenue for your business
Configure scoring thresholds and edge-case fallbacks
Wire qualified leads to your CRM, calendar, or Slack channel

Open the documentation

Getting Started 10 min

Setting up your first AI conversation flow

Go from blank workspace to your first live conversation in under fifteen minutes. Tone, opening message, fallback handling, and handoff rules.

Pick an industry preset or start from scratch
Tune the AI's tone, opening line, and pacing for your audience
Set the handoff trigger: what counts as "ready for a human"

Open the getting-started guide

Connect & operate

Wire AthenaText into the rest of your stack and tune for performance.

Integrations 6 min

Connecting AthenaText to your CRM

Push qualified leads, conversation transcripts, and lead scores into HubSpot, Salesforce, or any system that accepts a webhook in real time, not on a batched sync.

Choose between native integration, Zapier, or direct webhooks
Map qualification fields to your CRM's lead schema
Set up two-way sync so your reps' updates flow back to Athena

See available integrations

Performance 7 min

Optimizing response speed and conversion

The single highest-leverage knob in your funnel. Tune opening message, response cadence, and follow-up timing to lift qualified-rate without retraining the model.

Benchmark your current first-response time honestly
Cut latency with the conversation-pacing settings most teams overlook
A/B test opening messages. What works for solar isn't what works for real estate.

Get a performance review

Compliance 9 min

Compliance basics: 10DLC, TCPA, and quiet hours

What you need in place before you send a single SMS, what AthenaText handles automatically, and what still falls on your operations team to maintain.

10DLC brand and campaign registration: what we file vs. what you provide
TCPA consent capture, opt-outs, and the audit trail your lawyer will ask for
Quiet-hours and frequency caps configured per workspace and per timezone

Open the compliance docs