Twilio integration
Cloud communications platform for building SMS, Voice & Messaging applications. Use Twilio from Zoft voice agents, chat agents, workflows and AI employees.
- Username and password
- 7 actions
- 5 triggers
- Starts with
New Call - ZoftAgent or workflow decides what happens next
- Then in TwilioSend SMS
- AndGet Message
Zoft + Twilio
What Zoft can do with Twilio.
- 01Voice agentsA phone agent can use Twilio actions such as Send SMS and Get Message during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Twilio while it talks to the customer.
- 03WorkflowsStart a workflow when “New Call” happens in Twilio, or use Twilio as any step on the canvas.
- 04AI employeesAn AI employee can find and use Twilio actions on its own, and ask for your approval before it sends or changes anything important.
Example automations
Ideas to start with Twilio.
Illustrative examples of what you can build, not customer results.
- Voice agentText a booking link after the callA voice agent sends the caller an SMS with the link while they are still on the phone.
- WorkflowText back missed callsA workflow sends an SMS to anyone who called and could not get through.
Actions 7
Things Zoft can do in Twilio.
- Send SMSSend a new SMS message
- Call PhoneCall a number and say a message.
- Get MessageRetrieves the details of a specific message.
- Custom API CallMake a custom API call to a specific endpoint
- List Phone NumbersList purchased Twilio inventory numbers (Incoming Phone Numbers), including active subaccounts.
- Phone Number LookupLookup information about a phone number.
- Download Recording MediaDownload the media file for a specific recording.
Triggers 5
Events in Twilio that can start a workflow.
- New CallTriggers when a call completes (incoming or outgoing).
- New RecordingTriggers when a new call recording is completed and available.
- New Incoming SMSTriggers when a new SMS message is received
- New Phone NumberTriggers when you add a new phone number to your account.
- New TranscriptionTriggers when a new call recording transcription is completed.
Setup
Connect Twilio in three steps.
- 01ConnectChoose Twilio in Connections and enter the username and password for your Twilio account.
- 02Put it to workAdd Twilio as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Twilio on Zoft, answered.
What can Zoft do with Twilio?
Zoft supports 7 actions and 5 triggers for Twilio. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Twilio to Zoft?
Choose Twilio in Connections and enter the username and password for your Twilio account.
Can a voice agent or chat agent use Twilio?
Yes. Once Twilio is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Twilio without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.