Integrating Twilio

13min

Introduction

AcquisitionAI allows seamless integration with your Twilio account to enhance your application with advanced voice and SMS capabilities.

Benefits of Integrating Twilio with AcquisitionAI

  • Robust Infrastructure: Utilize Twilio’s reliable network for consistent call and SMS services.
  • Regulatory Compliance: Stay compliant with messaging regulations to ensure uninterrupted service.

Finding Your Twilio SID and Auth Credentials

You can find your Twilio SID and Auth Token by following the instructions provided in the Twilio documentation.

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The next steps are optional but recommended.

We reccomend that you create a customer profile For Twilio to truly understand its customers and how they use our platform, we require information from customers about their business. We ask our customers to provide us with their business information, including business name, a real HQ address, an authorized representative, their Business Identification Numbers, etc. This information is gathered in a Business Profile.

A Business Profile goes through multiple stages in its lifecycle. A Business Profile's current stage is indicated by its status, which will be one of the following values:

  • Draft
  • In Review
  • Twilio Approved
  • Twilio Rejected

Profile vetting

After a Business Profile has been submitted, it is vetted by our expert operations team. This process can take up to 24 hours. The team will confirm the supplied business information and then approve or reject the submission. We will notify you via email about the outcome of the vetting process and the status of the Business Profile.

During the vetting process, Twilio may reach out to the authorized representatives included in your Business Profiles to confirm your business identity.

Why Business Profiles may be rejected

A Business Profile submission will be rejected in certain circumstances. For example, we may not be able to validate some of the information included in the Profile. If this occurs with your submission, please be reassured that you can reach out to our support team for further assistance at any time.

Navigate to the Customer Profiles dashboard

Currently, you can only create a Primary Customer Profile in the Twilio Console on a master account level. Navigate to Account > Trust Hub > Customer Profile and click Create Primary Business Profile to start the process.

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General Information

Fill in your company's general information including your business name and physical address.

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Create/Select Physical Business Address

Add a physical business address to your customer profile. If you have a previously saved address, you will be able to select it. Or you can always create a new one.

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After creating/selecting a physical address, you should be able to see it on the Customer Profile edit page.

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Business Information

If you have a US entity or an International Tax ID, use EIN to register your business profile and to avoid brand registration failures. Do not use a DUNS number.



After saving your general information, you will need to fill in the Business Information section.

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Authorized Representative

A Primary Customer Profile requires two authorized representatives from your company whom Twilio can reach out to to confirm the business and use case. These need to be two different representatives.

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Notification Settings

Twilio provides a customized way to notify you when your Primary Customer Profile gets approved or rejected. It could be an email address or through a status callback webhook.

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Terms

Always review the terms of service and privacy policy before submitting for review.

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Submit for Review

When you fill in and verify all information for your Primary Customer Profile, you can click Submit for Review. After that, if all required information has been filled in correctly, your Primary Customer Profile will move to In Review status, waiting for Twilio to review. Once your Primary Customer Profile is in review, you cannot edit it anymore.

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If there is any missing or wrong information, your Primary Customer Profile will be rejected immediately and the status will be Twilio Rejected. In that case, you can still edit your information and resubmit when you're done based on the Rejection Reasons displayed in the Console.

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Approve

Your Customer Profile will get approved after Twilio vets your information. Once approved, the status will change to Twilio Approved and you cannot edit the profile anymore.

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Congratulations! You've successfully created your Primary Customer Profile.

🚧 Note: By staying informed and compliant with Twilio's regulations, you can fully utilize AcquisitionAI's capabilities, ensuring high-quality communication experiences for your users.



By following these guidelines, you can effectively integrate Twilio with AcquisitionAI and leverage their powerful communication tools while maintaining compliance with necessary regulations.