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Getting Started

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Prerequisites

• An active Twilio account
• Access to Twilio’s API credentials

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Setting Up Provider Credentials

1

Access the Integrations Page

Navigate to the “Integration > Tools” page. Here you’ll see a grid of various external integrations including Twilio.

2

Select Twilio

On the Integrations page, find the Twilio card. Click the “Setup Credential” button for Twilio.

3

Create Provider Credential

A modal window will appear titled “Create provider credential”. Follow these steps:

1. Ensure Twilio is selected from the dropdown
2. Enter a Key Name: Assign a unique name to this Twilio credential for easy identification
3. Enter the required credentials:
   • Twilio Account SID
   • Twilio Auth Token
4. Click “Configure” to save the credentials

4

Verify Credential Setup

After setting up the credential, you can verify it’s been added:

1. The Twilio card should now show “Connected”
2. If you click on Twilio, you’ll see a “View provider credential” modal
3. This modal displays the credential name, when it was last updated, and options to delete or close

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Features

• Voice Calls: Make outbound calls and receive inbound calls
• SMS and MMS: Send and receive text and multimedia messages
• Video: Implement video conferencing capabilities
• WhatsApp: Send and receive WhatsApp messages
• Programmable Voice: Create custom voice applications
• Two-Factor Authentication: Implement secure user verification

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Usage Examples

1. Customer Support: Set up a cloud-based contact center for your support team
2. Appointment Reminders: Send automated voice or SMS reminders to customers
3. Two-Factor Authentication: Use SMS or voice calls for secure user verification
4. Lead Management: Automate outbound calls and messages for sales and marketing campaigns
5. Survey Collection: Conduct voice or SMS-based surveys for customer feedback