Communication

Twilio Integration

Send and read SMS — list and read messages and send SMS (sending requires approval).

Capabilities

This integration enables workers to:

  • List messages
  • Read a single message
  • Send an SMS (approval-gated)

Setup

Follow these steps to connect Twilio:

  1. Find your Account SID and Auth Token in the Twilio Console dashboard
  2. Navigate to Integrations and click 'Add Connection'
  3. Select Twilio and enter your Account SID and Auth Token
  4. Assign your support/sales/lifecycle workers to use it

Official links

Security

  • The Auth Token is encrypted at rest (AES-256-GCM)
  • Consider using a scoped API key credential instead of the primary Auth Token
  • Sending SMS requires human approval

Credential Storage

All integration credentials are encrypted at rest using AES-256-GCM encryption. OAuth tokens are automatically refreshed when needed.

Supported Roles

The following roles can use this integration by default:

Related Documentation