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iTeam
Integration · Customer service and support Through the API

Twilio integration with AI agents for SMS and WhatsApp

Twilio is an API communications platform for SMS, voice, WhatsApp and email. Companies and tech teams use Twilio to build messaging and calls into their own systems. The agent uses the Twilio API, with your company's account credentials, to send and receive SMS and WhatsApp messages and to look up call records.

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Integration

What AI agents do with Twilio

Reminders that wait for a reply

The agent sends visit or appointment reminders by SMS or WhatsApp through Twilio and understands the customer's reply. Rescheduling is done in the calendar without a person in between.

WhatsApp through your Twilio account

If your company already uses WhatsApp Business through Twilio, the agent answers on that same number. Approved templates are available to start conversations.

Call logs in the CRM

The agent reads the authorized call records and recordings and notes the call duration and summary in the CRM. Managers can follow volume per sales rep.

Message cost control

The agent tracks Twilio account spend by message type and warns when the month is running above expectations. The agent's cost ceiling prevents sends outside the plan.

How it works in iTeam

Connect Twilio once. The agents use it within your rules.

  • Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
  • Each agent gets the right accessYou decide what each agent can read or do in Twilio, by area and by person.
  • Human approval where it mattersSensitive actions wait until someone with the authority approves them.
  • A trail and a cost for every actionWho asked, what the agent did in Twilio and what it cost, all on record.
Questions

Questions about Twilio and AI agents

Does iTeam integrate with Twilio?

Yes, through the public Twilio API, using the Account SID and an auth token or API key from your company's account.

Do I need a Twilio account to use WhatsApp in iTeam?

No. iTeam has its own WhatsApp channel. Twilio makes sense when your company already has numbers and templates there.

How do you prevent mass SMS sends by mistake?

Each agent has a cost ceiling and a volume ceiling, and sends to lists require human approval. Every send is kept in the audit trail.

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