Enable verified users to send text messages (SMS or MMS) to a mobile number that you
define for a Twilio account. As a result, users can later interact with Pega Intelligent
Virtual Assistant (IVA) and your application by sending and receiving text messages
requesting more information, reporting an issue, or asking for help.
Twilio is a commercial cloud communications platform that lets software developers
send and receive text messages, and perform additional communication functions using its
web service APIs. Twilio determines SMS and MMS support for your account based on
operator settings for your mobile number. For example, if you create a Twilio account
for a mobile number that supports MMS, then Twilio also supports MMS.
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Create a Twilio account:
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In a web browser, go to the Twilio portal login page, and then click
Sign up.
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Enter your name, email address, and password, and then click
Start your free trial.
Result: Twilio sends you an email with a verification link.
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Click the verification link in the email, and then enter a mobile
number to use with your Twilio account.
Result: Twilio sends an SMS message with a verification code to your
phone.
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In the Twilio portal, verify the mobile number for your account by
entering the verification code.
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Set up your mobile number for use with the Twilio account:
-
In the Twilio portal, click Get a Trial Number
in the Dashboard section, and then click
Choose this Number.
You use the generated account identifier and authentication token by
Twilio to later configure an IVA for
Unified Messaging
so that verified users can send SMS or MMS messages to your
Pega Platform application. For more information, see
Setting up the IVA for SMS/MMS (Twilio).
For example: Twilio generates
BA6d82c336e8d135edef20311c2287g8cd (account
identifier) and d2377c436100cd1edd0836cf5feab23d
(authentication token).
Result: Twilio displays an account identifier and authorization token
for your account, as well as information about whether your mobile
number supports SMS and MMS.
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In the left panel, click Phone Numbers, and then
in the Active Numbers section, click the link for
your mobile number.
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Scroll down to the Messaging section, and in the
A Message Comes In field for a webhook, enter
a URL in the following format:
https://incoming-dev.itc.chat/twilio/<CONSUMER_ID>.
To obtain a consumer identifier for your Pega Platform account, contact Pega Global Client
Support.
For example: Enter:
https://incoming-dev.itc.chat/twilio/cf20d4ad-ecce-382d-ad71-8f2ee2ec0183
-
Click Save.
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Add test users for your Twilio mobile number:
Before your Twilio mobile number is available in a production environment for
a Pega Platform application, only users that you set up in
the system as verified callers can send and receive SMS or MMS messages for your
account.
-
In the left panel in the Phone Numbers section,
click Verified Caller IDs.
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Click the Add icon, and then click
Text me instead.
-
Enter the mobile number of a test caller to use with your Twilio
account.
Result: Twilio sends a text message with a verification code to this
mobile number.
-
Enter the verification code.
Result: The verified user can now send SMS or MMS messages from this
mobile number to your Twilio account.
- Optional:
To add more verified users for your Twilio account, for example, for
testing purposes, repeat steps 3.b through 3.d.
What to do next: Set up an IVA for Unified Messaging so that users can interact
with a Pega Platform application by sending SMS and MMS
messages.