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Native Integration

AgentDesk + Twilio

Your agent sends SMS, voice messages, and WhatsApp communications at scale — triggered by any event in your workflow.

What Your Agent Can Do with Twilio

Read Access

  • Read inbound SMS messages and reply content
  • Monitor delivery status and failure rates
  • Pull opt-out and consent status per number
  • Read call logs and recording transcripts
  • Access conversation history per phone number

Write Actions

  • Send personalized SMS messages programmatically
  • Trigger outbound calls with dynamic scripts
  • Send WhatsApp messages via Twilio WhatsApp API
  • Handle two-way SMS conversations with reply routing
  • Send bulk SMS with rate limiting and compliance controls

Real-World Use Cases

Use Case 1

Appointment Reminders via SMS

Your agent sends SMS appointment reminders 24 hours and 2 hours before each scheduled appointment, processes confirmations, and flags no-responses for your front desk to call.

Use Case 2

Lead Response via Text

When a new lead submits a form, your agent sends a personalized SMS within 60 seconds — before any competitor can reach them — and continues the conversation until a meeting is booked.

Use Case 3

Payment Reminders

Overdue invoices trigger an SMS reminder sequence from your agent — professional, timed, and automatically halted when payment is received.

Get Connected in 3 Steps

1

Connect Twilio

Add your Twilio Account SID and Auth Token. Configure the phone numbers and messaging services you want your agent to use.

2

Set Message Templates

Configure message templates for each workflow — appointment reminders, lead follow-up, payment reminders — with dynamic personalization fields.

3

Activate Sequences

Your agent sends and manages SMS conversations automatically, with full delivery tracking and opt-out compliance built in.

Ready to connect Twilio?

Setup takes under 10 minutes. Your agent starts working immediately.