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Create one Send SMS tool for your organization, then attach its published version to any agent that should send messages during a call.

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Prerequisites

  • A Twilio account with an SMS-capable phone number.
  • The Twilio Account SID and Auth Token.
  • Permission to manage organization tools and Vault secrets.
1

Open Send SMS

Go to Global Tools, choose New tool, then select Send SMS under Pre configured.
The New tool page with Send SMS highlighted

Select Send SMS from the New tool page

2

Connect Twilio

Enter the Twilio Account SID and Auth token. The dashboard stores them in your Vault as TWILIO_ACCOUNT_SID and TWILIO_AUTH_TOKEN.
The Send SMS editor with Twilio credentials and the Test panel

Configure Twilio and test the Send SMS tool

3

Send a test message

Enter a verified recipient, message body, and SMS-capable Twilio sender in the Test panel. Use E.164 numbers such as +15551234567.You must complete a successful test before publishing the tool.
4

Publish the tool

Choose Publish. Publishing creates an immutable numbered version.If publishing fails, review the Twilio credentials, phone numbers, and the latest test result.
5

Attach it to an agent

Attach the published version, then set recipient, body, and from_number for that agent. from_number must be a literal E.164 number. recipient and body can use call values.See Attach a tool to an agent.

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Verify the result

Open Global Tools and confirm that Send SMS shows a published version. Then place a test call and ask the agent to send a message. Confirm that Twilio accepted the message and that the agent received a successful tool result.