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HOWTO_INTEGRATE_TWILIO.md

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Twilio Integration

You will need to create a Twilio account in order to test outgoing and incoming replies and/or to live text with Heroku or AWS. If you need to use Twilio with live keys, do the following to send messages and receive incoming replies:

Instructions

Note

If you are using these instructions for an Heroku instance or AWS Lambda instance, replace references to <YOUR_NGROK_APP_URL> with your actual app url (i.e. examplespokeapp.herokuapp.com )

  1. If you are using these instructions for development (not Heroku), start ngrok.
  • A reasonable command line for ngrok is ngrok http -subdomain=<UNIQUE_NAME> 3000 (Replace <UNIQUE_NAME> with something likely to be globally unique. Use the same <UNIQUE_NAME> each time you start ngrok. If you use a different <UNIQUE_NAME> it will be necessary to change the configuration in Twilio.)
  • When you start ngrok, it will display the external-facing app URL. Use that below to replace <YOUR_NGROK_APP_URL>
  1. Create a Twilio acccount: https://www.twilio.com/
  2. Click on Programmable SMS on the side panel
  3. Click on Messaging Services, and click the plus
  4. Create a friendly name
  5. Under Properties
  • SERVICE SID is TWILIO_MESSAGE_SERVICE_SID
  1. Under Inbound Settings
  • Make sure PROCESS INBOUND MESSAGES is selected
  • REQUEST URL is https://<YOUR_NGROK_APP_URL>/twilio (or for Heroku instructions, https://<YOUR_HEROKU_APP_URL>/twilio)
  1. Under Outbound Settings
  • STATUS CALLBACK URL in your Twilio console is https://<YOUR_NGROK_APP_URL>/twilio-message-report (or for Heroku instructions, https://<YOUR_HEROKU_APP_URL>/twilio-message-report)
  • TWILIO_STATUS_CALLBACK_URL in your .env file is https://<YOUR_NGROK_APP_URL>/twilio-message-report (or for Heroku instructions, https://<YOUR_HEROKU_APP_URL>/twilio-message-report)
  1. Visit the dashboard
  2. Under Account Summary
  • TWILIO_API_KEY in your .env file (or Heroku config variable) is ACCOUNT SID in your Twilio console
  • TWILIO_APPLICATION_SID is TWILIO_MESSAGE_SERVICE_SID (these are the same values)
  • TWILIO_AUTH_TOKEN in your .env file (or Heroku config variable) is AUTH TOKEN in your Twilio console
  1. If you want to send live text messages as part of your testing, you must buy a phone number and attach it to your project.
  • Click on Numbers and press on +. Search for a area code and click on buy (trial Twilio accounts give you $15~ to work with). In order to send messages, you will have to connect a credit card with a minimum charge of $20.