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Install chatbot on SMS

1. Create the SMS Bot

  1. Log in to your dashboard.

2. Click on Create Bot.

3. Select SMS Bot.

4. Choose your business goal, and then click on "Proceed to Next Step".

5. Your SMS Bot will be created automatically!


2. Editing your SMS Bot Chatflow

  1. Open the newly created SMS Bot.

  2. Go to the "Chatflow"

3. Create a new flow or edit the existing.


Installing SMS Bot via Twilio


3. Install the SMS Bot

  1. Click on Install Your Chatbot.

2. Choose Twilio as the provider.

3. You will be redirected to the installation screen.
4. Add the details of Account SID, Auth Token and Phone number details to integrate with Twilio. (specified below in "4. Get Twilio Credentials")
5. Then click on "Save" credentials options to save.


4. Get Twilio Credentials

Follow these steps to collect the required details from Twilio:

  1. Log in to Twilio

    1. Go to https://www.twilio.com/

    2. Log in to your Twilio account.

    3. To get the following prerequisites follow the following steps:

  2. Copy Account SID and Auth Token

    1. From the Twilio Console Dashboard, locate:

      • Account SID

      • Auth Token

  3. Copy both values.


Step 5: Connect Twilio in the SMS Bot

Enter the following details in the installation screen:


Field
What to Enter
Account SID
From Twilio Dashboard
Auth Token
From Twilio Dashboard
Phone Number
Your Twilio SMS-enabled number
  1. Paste the credentials.

  2. Click "Save Credentials" to save the credentials. Leaving without clicking on the button will not update the installation screen.

3. Your Twilio account will now be connected successfully!



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