SMS Integration

Follow these steps to integrate SMS functionality using Twilio with our platform:

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Step 1: Prepare Twilio Account

1. Log in to Your Twilio Account
   • Note down your Twilio account SID, auth token, and make sure you have purchased a phone number for sending SMS.

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Step 2: Connect Twilio Account to Jupiter

1. Navigate to Jupiter Assistant Main Page

   • Log in to your Jupiter account and go to the assistant main page.

2. Click ‘SMS’

   • From the sidebar, click the “SMS” option.

3. Click ‘Connect Twilio Account’

   • In the center of the page, you will find “Connect Twilio Account.” Click it.

4. Enter Twilio Account Details

   • A new window will pop up requesting your account SID, auth token, and Twilio phone number (starting with +).
   • Fill in all the information and click “Connect.”

5. Add Additional Twilio Phone Numbers

   • If you have more Twilio phone numbers to use for sending SMS, click the Twilio cog icon on the top right of the page to update your Twilio SMS integration details.

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Step 3: Add SMS Template

1. Click ‘Add SMS’

   • Once connected, click “Add SMS” from the top right corner of the page.

2. Fill in SMS Details

   • Provide a title, SMS body, and choose the phone number from which the SMS will originate.
   • The title is for the creator’s use in the knowledge base, and the SMS body is what will be sent to the receiver.

3. Click ‘Add’

   • After filling in the details, click “Add” to create the SMS template.

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Step 4: Invoke SMS Action from Knowledge Base

1. Navigate to Knowledge Base Builder Page

   • Ensure you are on the knowledge base builder page.

2. Add Actions to Knowledge Base Card

   • In any knowledge base card, click “Add Actions.”

3. Set SMS Action

   • Prompt something like “If someone asks for more details, send” in the action box.
   • Click the + button on the right-hand side of the box and choose SMS > {SMS template title created}.

4. Click ‘Save’ and ‘Publish’

   • Save and publish your changes.

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Conclusion

By following these steps, you can successfully integrate Twilio for SMS functionality and incorporate SMS responses in assistant behavior.

For further assistance, please refer to our Support Page or contact our support team.