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Platform Overview

Texterz is a modular AI agent infrastructure built for agencies operating multiple client deployments.

Instead of building isolated bots per channel or per client, Texterz provides a shared backend with strict tenant isolation, allowing the same system to power many white-labeled agents across channels.

This page explains the core system components and how they interact at runtime.


Core System Components

Texterz is composed of five primary layers:

  1. Knowledge
  2. Agents
  3. Channels
  4. Tools
  5. Outbound Campaigns

Each layer has a single responsibility and can be combined without duplicating logic.


1. Knowledge (Source of Truth)

Knowledge defines what an agent is allowed to know.

Knowledge Management

In Texterz, knowledge is stored in Knowledge Buckets, which act as controlled context containers.

  • Supported formats: PDF, DOCX, TXT, Web URLs
  • Knowledge is indexed and reused across channels
  • Buckets are scoped per client and per organization
  • Multiple agents can reference the same bucket

Knowledge never talks to users directly.
It is only accessed through an agent.

Go to Knowledge Guide


2. Agents (Decision & Behavior Layer)

Agents are the runtime logic layer.

Agent List

They define:

  • Goals (e.g. qualify leads, answer support questions)
  • Behavioral constraints and tone
  • Which knowledge buckets can be accessed
  • Which tools can be triggered

Agents are channel-agnostic.
The same agent can operate on WhatsApp, Web, Email, or Social without modification.

Go to Agent Guide


3. Channels (Transport Layer)

Channels connect agents to end users.

Channel Configuration

  • Channels handle message delivery and formatting
  • Business logic stays inside the agent
  • No channel-specific duplication of prompts or knowledge

Supported channels:

  • WhatsApp
  • Web Widget
  • Email
  • Instagram
  • Telegram

Agents remain unchanged regardless of where the conversation happens.

Go to Channels Guide


4. Tools (Execution Layer)

Tools allow agents to perform specific tasks, not just respond with text.

Tool Configuration

Example tool outcomes:

  • Schedule appointments
  • Submit structured data
  • Trigger internal workflows

Key characteristics:

  • Tools are explicitly enabled per agent
  • Tool access is permissioned and controlled
  • Tools are executed outside the LLM

Currently supported:

  • Calendly (booking & scheduling)

Go to Tools Guide


5. Outbound Campaigns (Proactive Messaging)

Outbound Campaigns enable agent-driven outreach.

Outbound Overview

  • Send messages across supported channels
  • Reuse existing agents and knowledge
  • Campaigns run within the same tenant and permission model

Typical use cases:

  • Lead follow-ups
  • Reactivation campaigns
  • Notifications and reminders

Go to Outbound Guide


Multi-Tenant Architecture

Texterz is built for agencies managing multiple clients.

  • Each client operates as a Sub-Organization
  • Data, knowledge, agents, and credits are isolated
  • Branding and domains are configurable per client

This allows agencies to scale deployments without shared state or cross-client leakage.


Runtime Flow (Simplified)

At runtime, every interaction follows the same flow:

  1. A message enters through a channel
  2. The assigned agent receives the message
  3. The agent queries allowed knowledge buckets
  4. Optional tools are triggered if required
  5. A response is returned through the same channel

This flow remains consistent across all channels.


Next Steps

Start with the foundation:
1. Managing Knowledge