Twilio
Twilio: Comprehensive Configuration Guide
5 min read•Updated 3 days ago
Integrate Twilio for sending and receiving text messages and phone calls with complete call tracking and SMS logs.
Overview
Integrate Twilio for sending and receiving text messages and phone calls with complete call tracking and SMS logs.
Step-by-step Guide for Twilio
To configure Twilio in AI4B:
• Navigate to the relevant module from the left CRM navigation sidebar.
• Click the Settings gear or "+ New" action button.
• Fill out the required parameters and verify all webhooks/integrations.
• Test the implementation using the preview simulator or a test contact record.
Frequently Asked Questions
Is Twilio included across all AI4B subaccounts?
Yes, Twilio is available in every enabled subaccount with role-based permissions managed by your agency administrator.
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