Configuring Twilio Integration

iSupport integrates with Twilio for sending iSupport notifications and authentication codes to support representatives via SMS (Short Message Services) messaging. Rules with the Notify - SMS action will send the contents of the SMS Text field in the specified notification; if that field is blank or if it is a default notification, the text in the Subject field will be used.

If sending to a support representative, the message will be sent to the following in their Support Representative record: if Twilio integration is configured, the number in the Mobile field; if Twilio is not configured, the address in the Alt Email field; if that is unavailable, the address in the Email field. If sending to a customer, the message will be sent to the following in their Customer Profile record: if Twilio integration is configured, the number in the Mobile field; if Twilio is not configured, the SMS email from mySupport (email to text); if that is unavailable, the address in the Email field.

After signing up at Twilio.com, use the Options and Tools | Integrate | Twilio Integrations screen to set up a number from which iSupport SMS notifications can be sent.

Name Enter a name for the Twilio integration.
Phone Number Enter the number for an SMS-enabled mobile phone to which SMS texts will be sent.
Account SID Enter the value for the Account SID from your Twilio.com account dashboard.
Auth Token Enter the value for the Auth Token from your Twilio.com account dashboard.
Default

Select Yes to use this Twilio integration phone number for all work items that have not been assigned a Twilio integration phone number via a rule.