Connecting Twilio

Twilio – What It Does

Phone infrastructure for call funnels:

• Provides phone numbers
• Handles call routing
• SMS capabilities
• Call recording
• Global coverage

Connection Options

Funneler offers two Twilio modes:

Mode 1: Use Funneler’s Twilio (Recommended)

• Easiest setup
• No Twilio account needed
• Funneler manages everything
• Numbers available in 60+ countries

Mode 2: Bring Your Own Twilio

• Use your existing Twilio account
• Access to your Twilio console
• Custom configurations

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Mode 1: Platform Numbers (Simple)

How to Get a Number:

1. Go to your Call Funnel
2. Navigate to “Phone Number” section
3. Click “Get a Number”
4. Select your country
5. Choose area code/region
6. Browse available numbers
7. Click “Claim Number”
8. Number activates instantly

No API keys needed! Everything is managed automatically.

Releasing a number:

1. Open call funnel
2. Go to “Phone Number”
3. Click “Release Number”
4. Confirm release

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Mode 2: Your Own Twilio Account (Only Available on Agency Plan)

Step 1: Get Twilio Credentials

1. Sign up at twilio.com
2. Go to Twilio Console
3. Note your:

• Account SID (starts with AC…)
• Auth Token (click to reveal)

Step 2: Add to Funneler

1. Go to Integrations in Funneler
2. Find “Twilio”
3. Click “Connect Your Account”
4. Enter:

• Account SID
• Auth Token

1. Click “Verify & Save”

Step 3: Import Number

Make sure number is in your Twilio account

1. Go to call funnel
2. Click “Use Existing Number”
3. Select from your Twilio numbers
4. Click “Configure”

Step 4: Verify Connection

1. Make a test call to your number
2. AI agent should answer
3. Check call appears in funnel analytics

Twilio Status Monitoring

Check connection health:

1. Go to Integrations
2. View Twilio status:

• ✅ Connected and working
• ⚠️ Credentials expired – need update
• ❌ Connection failed – check credentials

Troubleshooting connection issues:

1. Verify Account SID is correct
2. Regenerate Auth Token in Twilio
3. Update credentials in Funneler
4. Check Twilio account is active
5. Ensure sufficient Twilio balance

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