Step 1. Click on "Add Inbox" button from Settings > Inboxes page.
Step 2. Click on "Twilio" icon.
Step 3. Configure the inbox.
These are the inputs required to create this channel:
|Input||Description||Where can I find it|
|Channel Name||This is the name inbox, this will be used across the application.||N/A|
|Channel Type||Select SMS, if you are integrating an SMS channel. Select Whatsapp, if you have a verified Whatsapp number in Twilio.||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|
Step 4. "Add agents" to your inbox.
Step 6. Hooray! You have successfully created a whatsapp/sms inbox.
If it is an SMS Channel, then you don't need to do anything else. You will start receiving the messages in the dashboard whenever a customer sends you one.
If you are connecting a Whatsapp channel, you have to configure a callback URL in the Twilio inbox:
- Login to your Twilio Console.
- Go to
Programmable SMS > Whatsapp > Senders.
- You will be able to see your phone number. Click on it, it will display a field like the one shown below.
https://app.chatwoot.com/twilio/callbackas the value for
WHEN A MESSAGE COMES INinput.
Step 7. If you want to update the agents who have access to the inbox, you can go to Settings > Inboxes.