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Adding the Twilio SMS Channel

To add Twilio SMS as a channel, set up a messaging service in Twilio to manage message delivery and routing. Once the bot is added, end-users can interact with your bot through text messages.

Pursue the following steps to add a Twilio SMS channel:

  1. Create a Twilio account and get the Phone Number.
  2. Create a Twilio messaging service.

Create a Twilio Account

  1. Use the https://www.twilio.com/try-twilio to sign up and create a free Twilio trial account.
  2. The Twilio Account Dashboard page is displayed.

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  1. Your Twilio Phone Number is displayed.

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Create a Twilio Messaging Service

To add the Twilio Channel, pursue the following steps:

Note: This procedure requires an active Twilio account access. For more information, refer to Create a Twilio Account.

  1. Login to XO Platform and navigate to Flows & Channels >Digital >Twilio SMS > Configuration tab.
  2. Login to the Twilio portal.
  3. Under the Admin dropdown menu at the top right, select Account Management and then in the left-hand menu, under Keys & Credentials, click API Keys & Tokens.
  4. Create your API credentials if you have not already set up your account.

  5. Copy your Account SID and Auth Token and enter them in the Configurations tab of the Twilio channel page.
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  6. Go to Account Dashboard **> Develop > Messaging > Services** and click Create Messaging Service. The messaging service setup page is displayed.
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  7. Enter the messaging service name, select the one of the messaging service from the dropdown list and click Create Messaging Service.
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  8. Click Add Senders and follow the steps.
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  9. From the Add Senders pop-up, select Phone Number from the dropdown list and click Continue.
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  10. Select the Select Phone Number radio button and click Step 3: Set up integration.
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  11. On the integration page, select Send a Webhook. Then, select the Request URL, Fallback URL, and Status Callback URL fields from the XO Platform Twilio SMS Configurations tab and enter them.
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Note: The callback URL includes the streamid in the API request to identify the virtual assistant being accessed. When an incoming request is qualified with this identifier, it helps with traceability, troubleshooting, and remediation at the network level during anomalies like malicious calls or unusual bot activity. 12. Click Step 4: Add compliance info. The success message is displayed and then, click Complete Messaging Service Setup.
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  1. The setup complete pop-up appeares. Click View my new Messaging Service.
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  2. Copy the Messaging Service SID and click Save.

  3. On the Twilio Configuration tab, paste the Messaging Service SID and click Save. The configuration saved message is displayed.

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