Summary
This article outlines the process for configuring a Twilio channel in Surveda for both phone calls and SMS.
Configuring a Verboice channels for phone calls
1.) If you don't have one already, create a free account with Twilio.
2.) In the Twilio console, select the All Products and Services button on the left panel. Select # Phone Numbers and then Buy a Number. Ensure that the number has both Voice and SMS capability, and press Search. Select a phone number to purchase.
3.) Log into Surveda, and navigate to the Channels screen. Create a new channel by clicking on the green plus button and toggle on Verboice to enable a Verboice channel. A new window will pop up asking for your newly created Verboice account login credentials.
4.) In the pop-up window, click on the Create Account button in the upper right-hand corner and register an account using the same email address you used for Surveda. When finished, click the Create Account button. An account confirmation email will be sent to this email address.
5.) After confirming the account, log into Verboice and click on the Projects tab and create a new project giving it a name and accepting all of the defaults.
6.) After the project has been created, click on the Call Flows tab and create a new Call Flow giving it name and accepting all of the defaults.
7.) After the Call Flow has been created click on the Channels menu item on the top of the screen. From the Create new... drop-down menu, select Twilio channel.
8.) In the Twilio channel configuration screen, provide a Name that will identify the channel in Surveda, set Call flow for incoming calls to the Call Flow you created in step 6, and copy the Twilio Account sid and Auth token from the Twilio console dashboard. Finally, copy the Twilio number you purchased in Step 2 to the Number field with a leading plus sign (i.e. +19702359379). The Limit field can remain blank. Click Save.
9.) Back in the Surveda Channel screen, click on the channel refresh icon to refresh the channel list. You should see the new Twilio channel listed. If you don't see the refresh icon, enable and disable the Voice channel in Surveda using the green slider (see screen shot in step #3).
Configuring a Nuntium channel for SMS
1.) If you don't have one already, create a free account with Twilio.
2.) In the Twilio console, select the All Products and Services button on the left panel. Select # Phone Numbers and then Buy a Number. Ensure that the number has both Voice and SMS capability, and press Search. Select a phone number to purchase.
3.) Log into Surveda, and navigate to the Channels screen. Create a new channel and toggle on Nuntium to enable a Nuntium channel. A new window will pop up asking for your newly created Verboice account login credentials.
4.) In the pop-up window, click on the Create Account button in the upper right-hand corner and register an account using the same email address you used for Surveda. When finished, click the Create Account button. An account confirmation email will be sent to this email address. Once you have confirmed your account, fill out the New Account form below. Do not include spaces or special character in your account name.
5.) Under the Channels tab, select Twilio channel from the drop down menu.
6.) In the Twilio channel configuration screen, provide a Name that will identify the channel in Surveda, leave Protocol as sms, Priority as 100, Application as Ask, and Direction as Bi-directional. Copy the Twilio Account SID and Auth token from the Twilio console dashboard. Finally, copy the Twilio number you purchased in Step 2 to the Twilio phone number field without a leading plus sign (i.e. 19702359379). Leave all other fields blank. Click Create Twilio Channel at the bottom of the page.
Helpful Tip: If you get an error about not being able to save an SmsUrl, please ensure that your Nuntium username doesn't contain a space. If it does, go back to #4 and switch to a new account without a space in the name.
7.) Back in Surveda in the Channel screen click on the channel refresh icon to refresh the channel list. You should see the new Twilio channel listed. If you don't see the refresh icon, enable and disable the Voice channel in Surveda using the green slider (see screen shot in step #3).