SMS Messaging (Twilio) for Sugar

Overview

Finding your Account SID

You will need your Twilio Account SID in order to complete your setup of the Faye Messaging connector.  There are two ways to find your Twilio Account SID:

Twilio Console:

1. Log into the Twilio Console
   1. Your Account SID can be found on the dashboard under Account Info. It is a 34-character alphanumeric identifier that begins with "AC"
2. Email and Invoices:
   1. Your Account SID can also be found in Twilio communications sent to your registered email or on your Twilio invoice.

Generating an AuthKey

You will also need to generate an Auth Key that will be paired with your Account SID to allow the Faye Messaging plugin to connect to your Twilio account.

Web Hook Configuration

For inbound messages to come into Sugar immediately a web hook needs to configured in the Twilio admin section.

The web hook url is the following for Sugar On Demand clients

https://COMPANY-NAME.sugarondemand.com/rest/v11/fbsg/messaging/status

OR for self-hosted clients the url would be

https://YOUR-SUGAR-URL/rest/v11/fbsg/messaging/status

Follow the steps below to set this into your Twilio configuration

1. Under the Develop section go to Phone Numbers > Manage > Active Numbers
2. Select the number you want to receive text messages to
3. After clicking on that number go to the Configure tab
   1. 
4. Then scroll down to the Messaging Configuration section
   1. Set the Configure with option to Webhook, TwiML, Bin, Function, Studio Flow, Proxy Service
   2. Set A message comes in to Webhook
   3. In the URL set the web hook url
   4.