Twilio API Key and Set Up

Users can access their Twilio API Credentials through their current account, or if not yet a user they can create an account. If you are a current Twilio user, follow the steps below in the How to Access Twilio API Credentials section to get started.

If you do not already have an account, head over to Twilio’s website where you can contact their sales team, or start with a free trial account. 

The Twilio free trial gives you access to a limited amount of credits, allowing you to test out core features like phone number provisioning, messaging, and voice calls.

Setting up is quick and easy:

1. Go to https://www.twilio.com/try-twilio.
2. Sign up using your email address and verify your account.
3. Follow the prompts to complete setup, including verifying your phone number.
4. Once inside the Twilio Console, you’ll receive trial credits to start testing immediately.

Upgrading to a Paid Twilio Account

To set up a paid license, simply log into your Twilio Console and navigate to the billing section. From there, you can add a payment method and upgrade your project from trial to a fully active paid account. 

Learn more about Twilio’s Pricing and Plans here

How to Access Twilio API Credentials

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Step 1: Retrieve Twilio API Credentials

Before integrating Twilio with Seamless, account administrators need to obtain the necessary API credentials from Twilio:

1. Log into your Twilio account and navigate to the account dashboard (located in the top left corner).
2. Retrieve the following API details:
   
   • Account SID
   • Authentication Token
   • Twilio Phone Number‍
3. Use the copy icon next to each credential to quickly copy them.
4. (Optional) If preferred, create a main API key or a restricted API key with the appropriate access scopes for added security.

To learn more about the Twilo API Key Creation and key details, we recommend checking out this Twilio help article: Create API keys in the Twilio Console

Step 2: Configure Twilio in Seamless.AI

Once you have your Twilio API credentials, Seamless.AI account owners or admins can follow these steps to integrate with Seamless.AI:

1. Log into Seamless.AI and navigate to Settings, through your initials in the bottom left corner. 
2. Go to Call Settings and locate the API Setup section.

3. Enter the Twilio API credentials into the corresponding fields in the Call Setup Page.

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4. Ensure the details are accurate to enable call logging and engagement tracking.

Once Twilio is connected, admins can:

• Assign Twilio phone numbers to specific users within Seamless.AI.
• Manage call settings to ensure proper call routing and tracking.

To learn more about properly navigating and setting up the call feature, check out this Knowledge Base Article: Call Connect 

By following these steps, your Twilio integration with Seamless will be successfully set up, enabling seamless call tracking and engagement insights. If you encounter any issues, refer to Twilio’s API documentation or reach out to Seamless support.