SMS Setup - Connect Twilio SMS to ChatMaxima
Connect Twilio SMS to ChatMaxima. Step-by-step guide to add your Twilio number, SID, and Auth Token, set the webhook, and reply to texts.
Overview
The SMS channel connects a Twilio phone number to ChatMaxima so you can send and receive text messages from the same shared inbox as your other channels. You provide your Twilio credentials and a webhook URL, and inbound texts arrive in the inbox. This guide follows the actual connect flow in the dashboard.
Prerequisites
Before you begin, ensure you have:
- A Twilio account
- A Twilio phone number (trial or paid)
- Your Twilio Account SID and Auth Token
Note: We recommend using your company name as the friendly name so recipients can recognize your messages.
Step 1: Get Your Twilio Details
- Create a Twilio account
- Click Get a trial phone number to obtain a Twilio number
- Go to your Twilio dashboard and locate your Account SID and Auth Token
Step 2: Open the SMS Channel
- In ChatMaxima, go to Settings > Channels
- Select SMS
Step 3: Enter Your Twilio Credentials
Fill in the form fields:
| Field | Description |
|---|---|
| Twilio Friendly Name | A label for this integration, for example TwilioBot or your company name |
| Twilio Mobile Number | Your Twilio number with + and country code, for example +14155238886 |
| Twilio SID | Your Twilio Account SID |
| Twilio Auth Token | Your Twilio Auth Token |
| Twilio Webhook Url | The webhook URL ChatMaxima generates for this account |
Step 4: Configure the Webhook in Twilio
- Copy the Twilio Webhook Url shown in the form
- In Twilio, go to your Phone Numbers tab and open your number
- Paste the webhook URL into the messaging webhook field and save in Twilio
Step 5: Submit
Back in ChatMaxima, click Submit. Inbound SMS to your Twilio number now arrives in the Inbox, and you can reply by text.
Updating SMS Settings
To change the friendly name, number, SID, or Auth Token later, open the SMS channel, edit the fields, and click Update.
Troubleshooting
Inbound texts not arriving
- Confirm the webhook URL is pasted into your Twilio number's messaging configuration
- Double-check the SID and Auth Token for typos
- Make sure the number is SMS-capable in Twilio
Cannot send replies
- Verify the Auth Token is current and not rotated in Twilio
- Confirm the number has SMS sending enabled and sufficient balance