HeartBeatAgents

Twilio SMS

View as Markdown

Send and receive SMS messages, and make calls, via Twilio.

What it does

Connects an agent to Twilio. Agents can send an SMS, list recent messages, and place a call.

Setup

  1. Get your Account SID, Auth Token, and a Twilio phone number from your Twilio account.
  2. Go to Settings → Integrations → Twilio SMS and enter all three.
  3. Assign the connection to an agent.

Credentials needed

Your Twilio Account SID, Auth Token, and sending phone number. The Auth Token is encrypted at rest and never shown again after saving.

Typical use

An agent that sends an appointment reminder or order update by text, or one that follows up with a two-factor code when a workflow needs it.

  • Integrations Guide: the full catalog and security model these connections share
  • Channels: the platform's own conversational channels, a separate concept from this outbound messaging integration