Configure and Connect SMS Integration with BoldDesk via Twilio

Introducing BoldDesk’s Twilio SMS integration for a streamlined communication.

Key features of Twilio SMS integration

• Direct text communication: Connect directly with customers via SMS for a prompt and efficient delivery of updates.
• Enhanced customer support: Businesses can manage inquiries and provide timely updates leading to smooth workflows and improved customer experiences.
• Scalable support: Allows users to manage high volumes of messages that ensures growth of businesses as a fast and reliable solution for customer interactions.

Configuring Twilio in BoldDesk

1. Sign in to BoldDesk and navigate to Admin > Chat > SMS.
   
   

   
   
   

2. Click the Configure option to integrate Twilio with BoldDesk.
   
   

   
   
   

3. After clicking Configure, a pop-up window will appear asking for the Account SID and Auth Token. Enter the required values and click on Verify & Continue. After verification is successful, BoldDesk will provide the Webhook URL.
   
   

   
   
   

4. Copy the Webhook URL and proceed to configure them on the Twilio developer’s website and click Save for a successful configuration.
   
   

   
   
   

How to configure a Twilio account

Follow the given steps to configure the Twilio account in BoldDesk:

1. Click Admin > Chat > SMS> Manage.
   
   
   
   
   
2. Click Add Number.
   
   
   
   
   
3. Enter the Name, Phone Number, Brand, and Group, and click Next.
   
   
   
   
   
4. Enable the Auto Reply toggle if you want to send automated replies when customers message you, then click Save.