Managed Connection: Twilio

What is Twilio?

Twilio allows us to send and receive text messages globally using applications like VoiceWorx platform.

The VoiceWorx platform allows for the rapid integration of Twilio Text message service to various voice channels such as, Alexa, Lex, Google Assistant and more.

Prerequisites

  • You need to have an active Twilio account

  • Enough balance so you can send messages.

  • Configuration

    • Account SID

    • Auth Token

    • Phone Number

Twilio uses two credentials to determine which project an API request is coming from: The Account SID, which acts as a username, and the Auth Token which acts as a password.

To get the required information, Log into your Twilio Account. If you do not already have a Twilio account, click on Sign Up for free and fill the details as shown below to get a trial account.

You’ll get a confirmation message on your mail, confirm the account and you shall be directed to the Twilio dashboard

Save the following details from the Twilio dashboard:

  1. Account SID

  2. Auth Token

The next step is to get a trial number from Twilio so that we can proceed our tests with Twilio SMS and MMS. By default, the trial account has a trial balance which can be used to get the trial numbers.

Click on Get a Trial Number, you’ll be provided an option, select on Choose this number and you’ll receive the confirmation message as shown below:

To manage the Phone numbers, click on Phone numbers menu in the left navigation and select options to manage active numbers, released numbers, buying a new number etc.

If you do not have any Active Number, you can purchase one by clicking on “Buy a Number” option available in the same screen in left menu.

Setup Integration Configuration in VoiceWorx

Keep record of your Account SID, Auth Token and Twilio phone number. Go to Connect System on Integration Menu. Click on Add New Connection.

Select following:

Integration Category: Custom

System Type: Twilio

Fill in the details from above steps and click on Validate and Save Settings.

Configuration

Info

Account Sid

A unique number that is available on your Twilio account’s Dashboard. This behaves like a username.

Auth Token

A long string that is also available on your Twilio account’s Dashboard. This behaves like a password.

Twilio Number

One of the 10-digit phone number (without +1 and without -) that you have purchased on Twilio and is available at Manage Numbers > Active Numbers section on your Twilio account.

You can now use the integration to build apps in VoiceWorx that can use Twilio to send SMS and MMS.

Create App in VoiceWorx

On Manage Apps menu under Custom Apps menu in the left navigation, click on New Custom App.

Fill up following details to create app.

Name: Twilio Demo

Custom App Type: Search

Category: Default

Click on Save.

Next step is to create a datasource that communicates with the integration created in Step 2.

After the data source has been created, we now have to create methods. VoiceWorx supports

  1. SendTextSMS

  2. SendSMSWithMedia

Send Text SMS

Parameter

Sample Value

Info

ToNumber

{{ToNumber}}

A phone number which is going to receive the message.

Body

{{Message}}

Actual Message Content.

Note: {{}} represents that the value for these parameters are going to be read from the user as input.

Fill the following details:

Parameter

Info

Method Name

SendTextSMS

Request Type

SendTextSMS

This is the method that you are using

Parameters

As explained in table above

Result Type

Record

It indicates that the method can return a single record.

Record JsonPath

Each method returns data in json format and to pick any specific information from the json, we need to specify the Record JsonPath so Voice Worx platform will pick that data in consideration while displaying results.

Example: $.[*]

This selects all the records that is returned.

Empty Result Template

I'm sorry, there was problem delivering your message to {{Input.ToNumber}}. Please try again, How else can I help you?

Note:

Anything written in between {{ }} is represented as a json field and it’s case-sensitive. Input.* refers that you are taking that value from the inputs provided above.

Result Template

Your message has been delivered to {{Input.ToNumber}}. How else can I help you?

You can now test the method. On the actions menu, click on Test, provide the parameter value and

Send SMS With Media

  1. Parameter

Sample Value

Info

ToNumber

{{ToNumber}}

e.g. 6787014967

A phone number which is going to receive the message.

Body

{{Message}}

e.g. Hello there

Actual Message Content

MediaURL

{{MediaUrl}}

e.g['https://voiceworx.ai/assets/images/vw-logo-100.png']

Public URL for the media content.

Fill the following details:

Parameter

Info

Method Name

SendSMSWithMedia

Request Type

SendSMSWithMedia

This is the method that you are using

Parameters

As explained in table above

Result Type

Record

It indicates that the method can return a single record.

Record JsonPath

Each method returns data in json format and to pick any specific information from the json, we need to specify the Record JsonPath so Voice Worx platform will pick that data in consideration while displaying results.

Example: $.[*]

This selects all the records that is returned.

Empty Result Template

I'm sorry, there was problem delivering your message to {{Input.ToNumber}}. Please try again, How else can I help you?

Note:

Anything written in between {{ }} is represented as a json field and it’s case-sensitive.

Result Template

Your message has been delivered to {{Input.ToNumber}}. How else can I help you?

You can repeat the same method to test the method. Following screen shows a sample response.

Create Intents:

Create Intents corresponding to the methods.

  1. SendTextSMSIntent

Details

Name: SendTextSMSIntent

Intent Type: Search

Intent Action: Execute Method

DataSource : Twilio DS

Data Source Method: SendTextSMS

  1. SendSMSWithMediaIntent

Details

Name: SendSMSWithMediaIntent

Intent Type: Search

Intent Action: Execute Method

DataSource : Twilio DS

Data Source Method: SendSMSWithMediaI

Create Slots:

Slots represent the parameters for the intents. You shall create slots of the exact same name as the parameters used in the method. Slots map to the parameters of the method.

  1. SendTextSMSIntent

Details:

  1. Name: ToNumber

Slot Order: 0 or 1

Reprompt message: what’s the phone number

Type: Number

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

  1. Name: Message

Slot Order: 3

Reprompt message: what’s your message

Type: Full Name

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

  1. SendSMSWithMediaIntent

Details:

  1. Name: ToNumber

Slot Order: 0 or 1

Reprompt message: what’s the phone number

Type: Number

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

  1. Name: MediaUrl

Slot Order: 2

Reprompt message: please provide the media url

Type: Text

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

  1. Name: Message

Slot Order: 3

Reprompt message: what’s your message

Type: Full Name

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

Note: If you have slot with same name in different intents of the same app, e,g. Message slot in above example, make sure that their type is also same , other wise you might encounter error in further steps.

Create Utterances

Utterances are the short texts that invoke the intent. You have to define a unique utterance for each method.

  1. SendTextSMS

Details

Value: send text message

Custom App: Twilio Demo

Intent: SendTextSMSIntent

  1. SendSMSWithMedia

Details

Value: send multi media message

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

Create Input

The next step is to create input for the intents. Create Inputs corresponding to every intent. You need to create and manage parameters corresponding to the slots for each intent. For example for SendTextSMSIntent, you had two slots: “ToNumber” and “Message”, hence for SendTextSMSInput , you need to create two parameters: “ToNumber” and “Message”. Let’s look into the process in the following screens:

  1. SendTextSMSInput

Click on Manage parameters on the action menu.

Click on Input Parameters and provide the details as shown below in the resulting pop up: Make sure to map the Input parameter to the same parameter. Also be careful of the data type used. It should be similar/ compatible with the data type of the slot.

Let’s Add another parameter “Message”.

  1. Send SMSWithMediaInput

Repeat the same process for SMSWithMediaIntent. Create Input “SMSWithMediaInput” and create parameters.

Parameter Details:

Details:

  1. Name: ToNumber

Slot Order: 0 or 1

Reprompt message: what’s the phone number

Type: Number

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

  1. Name: MediaUrl

Slot Order: 2

Reprompt message: please provide the media url

Type: Text

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

  1. Name: Message

Slot Order: 3

Reprompt message: what’s your message

Type: Text

Custom App: Twilio Demo

Intent: SendSMSWithMediaIntent

Create Publish Profile

Once you’ve completed all of the above steps, your app is now ready to be publish to VoiceWorx supported channels. Let’s set up a publish profile.

Details:

External App Name: Twilio Name

App Type: Search

Channel: Alexa

Skill Invocation: twilio messaging

Messaging: all of the messages shall be auto populated. You would want to double check and confirm all of the messages are provided.

Click on Save and you shall see the publish profile in VoiceWorx portal. Click on the actions menu and then on Publish to Alexa.

Select the appropriate LWA account and click on publish.

On success, you shall get a similar screen

Click on Go to Alexa Skill. It will redirect you to Alexa developer console, where you can start testing your app starting with the skill invocation text defined in previous step.

For further details on app building, you can refer to this document for required guidance on building the remaining steps of app building.

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