Messaging

Twilio + your agents

SMS & call follow-up.

Who uses this connection

  • Follow-up agent

What you paste (3)

Twilio

SMS and call follow-up.

ACCOUNT_SID:AUTH_TOKEN

Twilio from number

The number your SMS sends from (E.164) — required for SMS sends.

+3197010203040

Twilio WhatsApp number

Optional: a WhatsApp-enabled Twilio number (only for the Twilio WhatsApp fallback).

+3197010203040

How to get it

Twilio

  1. 1Sign in at twilio.com/console.
  2. 2Your Account SID and Auth Token are on the dashboard.
  3. 3Paste them here joined by a colon: ACCOUNT_SID:AUTH_TOKEN.
  4. 4Then add your sending number in the "Twilio from number" field below.
Twilio docs

Twilio from number

  1. 1In the Twilio console, open Phone Numbers → Manage → Active numbers.
  2. 2Copy the number you want to send SMS from (E.164, e.g. +3197010203040).
  3. 3Paste it here — without it an SMS send fails with an honest no_sender.
Twilio from number docs

Twilio WhatsApp number

  1. 1Only needed for WhatsApp via Twilio (skip if you use Meta's Cloud API above).
  2. 2In Twilio, set up the WhatsApp sender (Messaging → Senders → WhatsApp).
  3. 3Paste the WhatsApp-enabled number here (E.164); falls back to your SMS number.
Twilio WhatsApp number docs

What it can't do on its own

Your key is stored encrypted, per user, and read server-side only — just in time, for one action. It never reaches the browser and never reaches a model.

Anything outward-facing — sending, publishing, paying, changing an order — waits for your approval, and that gate lives on the server. Refusals land in the same append-only audit trail as the things that went through.

How the trust ladder works · How it's enforced

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