SMS Widget: Enhance Your Communication Strategy

With the new SMS widget, your AI assistants can interact directly with users via SMS. This feature requires a Twilio phone number and can be leveraged within the Tools section to send SMS messages through your assistants or forms.

Twilio Account

To set up Twilio, follow these steps:

1. Generate a Twilio account API Keys: https://www.twilio.com/docs/iam/api-keys#create-an-api-key
2. Get a Twilio Phone Number: https://help.twilio.com/articles/223135247-How-to-Search-for-and-Buy-a-Twilio-Phone-Number-from-Console

Setting Up Twilio

1. To set up Twilio, go to the Tools section under AI Agents from the sidebar. Click on the Set Up button under Twilio to begin the integration process.
2. The Setup Your Tool dialog box appears. Click on Start New to initiate the configuration.
3. Enter a name for the integration. Next, input the Account SID and Auth Token you obtained while creating your account on Twilio. Click on Create.
4. Select the function for the integration (i.e., to send an SMS). Click on Save.
5. In the next step, choose the default phone number and click on Finish.

 *** A2P Verification in the US *** 

As of June 2021, the US Federal Communications Commission (FCC) requires all SMS messages sent from a business or organization to be verified through a process called A2P (Application-to-Person) verification. This means that before sending an SMS message, you must verify the recipient's phone number to ensure that it is a legitimate number and not a spam trap.

To comply with this regulation, you will need to use a verified Twilio phone number and ensure that your SMS messages are sent through a verified A2P channel.

Creating an Assistant

You can use the SMS widget with any AI chatbot assistant. To create a chatbot assistant, follow the steps mentioned in this guide [Link].

Creating a Widget

1. Navigate to the AI Agents section from the sidebar. Click on the Widgets tab and select the Add a Widget button.
2. In the Add a Widget dialog box, enter the following details:
   • Name: Enter a name for your widget.
   • Assistant: Choose the assistant from the dropdown menu that you created in the previous steps.
   • Description: Enter a suitable description for your widget.
   • Widget Type: Select SMS.
   • Twilio Tool Configuration: Select the tool configuration name you entered in Step 3.
   • Phone Number: Choose your Twilio phone number from the dropdown list.
   • Click on Submit.

By following these steps, you can effectively integrate the SMS widget with Flowforge and enhance your communication strategy. Whether it's for customer support, lead generation, or streamlined communication, the SMS widget provides a powerful tool for engaging with your audience.

If you have any questions or need further assistance, feel free to reach out to our support team.