Intermediate

How to Set Up AI Auto-Responders for Email and SMS

How to turn on AI Auto-Responders in Agent Hub, choose draft-for-review or send-automatically, ground replies in your knowledge bases, and see what gets routed to a human instead.

AI Auto-Responders read incoming emails and texts and draft a reply for you, grounded in your business's own knowledge bases. You decide, per phone number and per email address, whether replies wait in your approval queue for a human to check first or send straight away.

Find every Auto-Responder at https://app.trustpager.com/ai-agents/agent-hub.

What you'll see in Agent Hub

The Auto-Responders section lists every phone number and every workspace email address you have, whether an auto-responder is set up on it yet or not. Each row shows the number or address, and its current status. Click any row to open that Auto-Responder's detail page and configure it.

Turning one on

Each Auto-Responder detail page has an on/off switch at the top right. Nothing drafts or sends until you switch it on.

Draft for review or send automatically

Choose how confident you want to be before a reply goes out:

  • Draft for review (the default, and what we recommend) drafts a reply and queues it in your approvals queue. A person on your team reads it, edits it if needed, and approves it before it sends. Nothing reaches a customer without a human checking it first.
  • Send automatically sends the AI's reply straight away, with no review step. Only switch to this once you have seen enough drafted replies to trust the tone and accuracy.

Review, edit, and approve queued drafts at https://app.trustpager.com/settings/api?tab=approvals.

Grounding replies in your knowledge bases

Tick which knowledge bases the AI can draw on when it writes a reply. The more relevant material you attach, the more accurate and specific its answers will be. Create and manage knowledge bases at https://app.trustpager.com/ai-agents/knowledgebase, then come back and tick the ones that apply to this number or address.

Tone and Instructions

Use Tone for a short style note, for example "warm and concise" or "formal". Use Instructions for anything business-specific the AI should always follow when replying: products and pricing to mention, policies to stick to, and anything it should never promise. Both are optional, but the more specific your instructions, the closer the drafts will match how you'd actually reply.

Business hours only

Turn this on and the Auto-Responder only drafts or sends outside your set business hours. Outside those hours, the message simply sits in your inbox, waiting for a person to reply as normal, the same as if the Auto-Responder was off.

Bound to and Reply from

The "Bound to" card shows the incoming number or address this Auto-Responder is listening on. That's fixed, since it's what defines the Auto-Responder. For email, you also get a Reply from selector: choose which of your workspace's sending addresses the reply actually goes out from. The AI signs off as whichever address you pick, so a shared inbox like info@ can still have replies go out under the right name.

What it won't answer on its own

Every incoming message is checked before a reply is drafted. If the message is a complaint, a refund request, touches on anything legal, or needs account-specific detail the AI can't safely confirm, it leaves that message for a person to answer instead of drafting anything. Those show up in the Auto-Responder's stats as "Sent to human", so you can see how often that happens.

Tracking activity

Each Auto-Responder's detail page shows four running totals over the last 30 days: replies drafted, sent to human, total messages handled, and failed. If any drafts are currently waiting in your approvals queue, a banner on the page tells you how many, with a direct link through to review them.

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