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Twillio

Twilio is a communications platform that allows you to make and receive text messages and phone calls. In Ad Orbit you can connect to Twilio and make phone calls from your site. To set it up in your site you should first make sure you have access to Twilio and you have a Twilio account to use.

  • Go to Settings >Integrations and click on Twilio.

  • You need to get your account SID and authorization token from Twillo. You can find both on your Twillio home screen. Enter in the provided text fields.

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  • You should also set up and validate phone numbers for your reps who plan to call using the Twilio integration. You will need to Verify Caller IDs in Twillio and then associate your verified number with a user.

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  • Once your Twilio account is connected to your site you will be able to make calls right from the system. Click on the phone icon and the Call Pop-up will include a way to call and record your conversation. Only users with a verified phone number can use Twillio. Users can share a number.

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