1. Contact Information
Full name of the primary contact for this agent onboarding.
Contact email for questions and updates about this form.
2. Brand & Organization Details
This is the legal name of your organization, and must match exactly as it appears on the IRS CP-575 document.
3. Agent Configuration
Identify the agent's use case. Note: this field cannot be updated after the agent has been created. If multi-use is selected, the preview video must demonstrate both transactional and marketing content.
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Promotional — marketing or sales content
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Transactional — account updates, notifications, alerts
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One Time Pass codes
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Multi-Use
The name displayed on devices when customers interact with your agent. If you have more than one agent, this name must be unique across all agents.
A short description of the agent's purpose that will be displayed to customers on compatible devices. Example: "New Releases, Sales, & Exclusive Offers."
A detailed description of the agent's purpose used during carrier review and verification. Describe primary objectives and the types of messages that will be sent. Example: "This agent will be responsible for providing marketing and sales updates to our subscriber list."
A hex color code used to accent your agent profile. For accessibility, Google requires a minimum 4.5:1 contrast ratio against white. Example: #1B4F8E.
4. Agent Assets
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Dimensions: 1440 x 448 pixels exactly
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Format: JPEG only • Maximum file size: 200 KB
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Note: Carriers use the Hero Image as part of a fingerprint to verify your agent.
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Dimensions: 224 x 224 pixels (1:1 square ratio) exactly
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Format: PNG or JPEG • Maximum file size: 50 KB
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Best practice: use a dark or bright background (avoid white or light gray)
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Note: Carriers use the Logo Image as part of a fingerprint to verify your agent.
5. Agent Contact Details
At least one contact method (phone, email, or website) is required to be displayed in your agent's profile. All three are optional individually.
A support or business phone number displayed in the agent's contact info. Do not use a personal business contact's number.
Label shown next to the phone number. Example: "Support", "Customer Service".
The URL of your brand's website to be displayed in the agent's profile.
Label displayed next to the URL. Example: "Visit", "Home", "Learn More".
A support or business email address displayed in the agent's contact info. Do not use a personal business contact's email.
Label shown next to the email. Example: "Support", "Help".
6. Legal & Compliance
Full URL to your brand's privacy policy.
Full URL to your brand's terms of service.
Describe how you will obtain consent to message users with your agent. If opt-in is collected via a website or app, please provide links. The more detail provided, the smoother the carrier verification process. You may also include a screenshot or video link showing the opt-in flow.
7. Messaging Behavior
Describe the events or user actions that will cause your agent to send a message. Include when the first message is sent, whether messages are triggered by user activity, external events (e.g., shipping updates), or scheduled times.
Describe the primary interactions (most common) and secondary interactions (less frequent but possible) your agent will have with users.
Provide the exact message your agent will send when a user replies "STOP". The message must confirm the user is unsubscribed and that no further messages will be sent unless they opt back in.