Twilio SMS

Customer Responsibility

To integrate Twilio with OptiKPI, customers must handle the initial configuration within their Twilio account and then share the required details with the OptiKPI team. OptiKPI does not need access to the Twilio dashboard.

1. Verify Your Twilio Account

Complete the verification process via email or phone to activate messaging services.

2. Configure a Messaging Service & Sender ID

• Navigate to Messaging > Services in your Twilio dashboard
  
• Create a new messaging service and register the sender ID or number
  
• This setup determines how messages appear to recipients

3. Purchase SMS Credits

Ensure your Twilio account is funded with SMS credits, required for outbound messaging.

4. Generate API Credentials

• Go to Account Settings > API Keys
  
• Create a new API key and note both the SID and AUTH TOKEN

See more details

5. Enable Webhooks

• Use the Webhook URL provided by OptiKPI
  
• Add it under your messaging service settings
  
• Select relevant event types (e.g., delivered, failed, sent) for delivery and engagement tracking

See more details

Required Configuration Details
These are the fields the customer must provide to complete the configuration in OptiKPI:

Field	Description
Account SID	Unique identifier of your Twilio account
API Key / Auth Token	Authentication credentials generated in Twilio
Sender SID	Messaging Service SID or sender ID configured in Twilio
Name	Internal configuration name in the OptiKPI UI

OptiKPI Responsibility

After receiving the required details, the OptiKPI team will:

1. Add Twilio to the SMS Configuration UI

2. Populate all fields using the provided credentials

3. Activate and verify the configuration
   
4. Ensure all event logs are accurately tracked in campaign and workflow reports