Add new twilio number

Twilio number provides toll free and local phone numbers for customers to receive phone calls and SMS messages as well as send SMS messages from several countries around the world.

App: Select the App for the Twilio number.

Title: The title for the Twilio number can be given from here.

Twilio number: Twilio account number is to be mentioned here. One can get the Twilio account number from https://www.twilio.com/user/account/phone-numbers

Welcome message: The welcome message can be entered here so that whenever the client calls on this number,

User can hear the welcome message.

Allow outbound calls to contacts: The permission can be set whether to allow the out bound calls to contacts or not.

Call Direction Settings: All the call direction settings can be done from Add new option.

Key: There can be a key that can be set with a key message for each of the department. There should be a unique message that can be set for each of the key.

Depending upon the key that is pressed by the client, the call will be forwarded to that particular department.

Call forwarding:

1) To phone number: The call can be either forwarded to the phone number and the forwarding number needs to be mentioned here. It should be in the proper format.

2) To staff browser: The call can be selected to the staff by selecting the particular staff member from the listing. The call will be send to first 10 staff members that are selected at a time.

When this setting is completed there will be a menu that will appear after notifications. It will consist of options like:

Online: When the status is set to online by the staff member then he will receive all the incoming call that are set by the Twilio setting.

Offline: If the status is set to offline then he will not receive any of the incoming calls.

Forward to: If forward to is set then the calls will get forwarded to the forward number.

Call: Staff will be able to make the calls to the clients from here.

Send message: Staff will be able to send messages to the clients from here.

Now the staff members can also call the clients from client details page.

Note: To accept calls in browser please make sure your browser supports requirements specified by Twilio http://clientsupport.twilio.com/

Staff will be able to see call & message details on Twilio section from header menu on manage portal.

After the successful adding of the Twilio account go to:

Path: Settings/Staff Section/Team/Integration/Twilio/ Select Yes.