To set up your Twilio account with Cerbo, go to Twilio's site and set up your account. Answer the initial questions as follows:
- Which Twilio product are you here to use? – SMS
- What do you plan to build with Twilio? – Alerts & Notifications
- How do you want to build with Twilio? – With no code at all
- What is your goal today? – 3rd Party Integrations
or the final question, your goal is "3rd Party Integration"
Once you are logged in, you will need to upgrade your account to be able to buy a number.
Click Upgrade to upgrade and fund your account (the money you deposit will be used to pay the fees per SMS or Call (at the time of this writing $.75 per 100 SMS messages and/or calling starting at $0.0085/min to receive and $0.013/min to place).
Once your account is upgraded, make sure to set up a number. The number should be capable of sending voice, SMS and MMS messages.
Every Twilio customers will need to register their phone number for successful sms messaging:
https://www.twilio.com/docs/messaging/compliance/a2p-10dlc/direct-standard-onboarding
Once your number is set up, there are two remaining steps. First, send us your account information. Second, configure Twilio on your side.
Step 1: Send us your Twilio information
We need the following items from you to set up the Twilio integration in Cerbo. They are:
- Security ID
- Authentication Token (help with where to find these in Twilio is here)
- The Twilio Phone Number(s)
Once you have this information, paste it into a sticky note in John Doe's chart.
Do not email Cerbo these credentials Once you have posted the information on a sticky note in John Doe's chart, please email [email protected] to let us know and we will enable your Twilio integration.
The last step is to configure webhooks, which will let Twilio alert Cerbo to new calls/messages. There are three to add: incoming calls, call status changes, and incoming messages. Use the links below, replacing [yourURL] with your Cerbo URL.
- Incoming calls: https://[yourURL].md-hq.com/apps/twilio/actions/inbound_call.php
- Call status changes: https://[yourURL].md-hq.com/apps/twilio/actions/finished.php
- Incoming messages: https://[yourURL].md-hq.com/apps/twilio/actions/inbound_sms.php
On the left side of your Twilio account console, in the "Develop" tab go to Phone Numbers > Manage > Active numbers and click on the number(s) that you'll be using with Cerbo to set the webhooks.
A support representative will let you know when the integration is activated. Then you'll be able to configure your phone numbers under Admin > Manage > Integrations > Twilio and start using them.
See also: