Twilio
Step 1. Open your Neoleads dashboard. Go to Settings → Inboxes → Add Inbox.
Step 2. Click on the "SMS" icon.
Step 3. Choose "Twilio" as the API provider and configure the inbox. Fill in the appropriate details.
These are the inputs required to create this channel:
Channel Name
This is the name inbox, this will be used across the application.
N/A
Phone Number
This is the number you will be using to communicate with your customer. This has to be verified in Twilio.
Enter your number as in the Twilio Dashboard
Account SID
Account SID in Twilio Console
Login to Twilio Console. Here, you would be able to see the Account SID and the Auth Token
Auth Token
Auth token for the account
Login to the Twilio Console. Here, you would be able to see the Account SID and the Auth Token
Click Create Twilio Channel after filling in the information.
Step 4. "Add agents" to your inbox.
Hooray! You have successfully created an SMS inbox.
You will start receiving the messages in your Chatwoot dashboard.
Configuring Neo with Twilio Studio
If you are using Twilio Studio for a custom conversation flow, updating the webhook URL directly will break your existing integration.
For such cases, you can follow the steps given here.
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