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  1. Home
  2. Integrations
  3. Using the Twilio Action Templates

Using the Twilio Action Templates

You can use the Prebuilt Action Templates from your Twilio Verify integration to auto-create dialog tasks and test them using the Talk to Bot option.

Steps to create a dialog task using the Twilio Verify action templates:

  1. Go to Build > Conversation Skills > Dialog Tasks.
  2. Click Create a Dialog Task.
  3. On the Dialog Task pop-up, under the Integration, select the Twilio Verify option to view the action templates.
  4. If you have not configured any integration for your virtual assistant, you will see the Explore Integrations option. Once you click this option, you will be redirected to the Actions page to configure an integration for your VA. For more information, see Actions Overview.

Twilio Verify Actions

The following Twilio Verify actions are supported in this release:

Supported Tasks Description Method
Send SMS Sends the SMS to the registered phone number. POST
Start Verification Starts the verification of the phone number registered in Twilio. POST
Verification Check Checks whether the verification is successful or unsuccessful. POST

Send SMS

Steps to send an sms to a phone number using the Twilio Verify integration:

  1. Refer to the Installing the Twilio Verify Templates section to install this template.
  2. The Send SMS dialog task is added with the following components:
    • sendSms – A user intent to send SMS.
    • accountSid, twilioNumber, receiverNumber, and message – Entity nodes for gathering the required for sending SMS.
    • sendSmsService – A bot action service to send sms from an external integration. Click the Plus icon to expand to view the sendSmsService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters as shown below:

      Sample Request:

      {
      Body = {{message}}
      From ={{twilioNumber}}
      To={{receiverNumber}}
      }

      To add one or more response, scroll down and click the +Add Response button:

      Sample Response:

      {
      "body": "Sent from your Twilio trial account - Hi Kore",
      "num_segments": "1",
      "direction": "outbound-api",
      "from": "{{twilioNumber}}",
      "date_updated": "Thu, 22 Dec 2022 08:09:10 +0000",
      "price": null,
      "error_message": null,
      "uri": "/2010-04-01/Accounts/AC6bae65f877f2488c902f57cexxxxx/Messages/SMbec6459143755dc1f76b123a2xxxxx.json",
      "account_sid": "AC6bae65f877f2488c902f57ce1fxxxxx",
      "num_media": "0",
      "to": "{{receiverNumber}}",
      "date_created": "Thu, 22 Dec 2022 08:09:10 +0000",
      "status": "queued",
      "sid": "SMbec6459143755dc1f76b123a2xxxxxx",
      "date_sent": null,
      "messaging_service_sid": null,
      "error_code": null,
      "price_unit": "USD",
      "api_version": "2010-04-01",
      "subresource_uris": {
      "media": "/2010-04-01/Accounts/AC6bae65f877f2488c902f57xxxxxxx/Messages/SMbec6459143755dc1f76b123a2xxxxxx/Media.json"
      }
      }
    • sendSmsMessage – A message node with the script to display responses for various scenarios.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to send sms.
  6. Enter an sms message when prompted by the VA as shown below:

    Note: You must add the country code before the receivers phone number to deliver the SMS. For example, to send SMS to phone number in the United States, add country code as +1.
  7. You will notice an sms is sent to the number from the Twilio number.

Start Verification

Steps to start verification of a phone service using Twilio Verify integration:

  1. Refer to the Installing the Twilio Verify Templates section to install this template.
  2. The Start Verification dialog task is added with the following components:
    • startVerifcation – A user intent to start verification of the service.
    • serviceSid, receiverNumber, and channel – Entity nodes to gather required details to start the verification process.
    • startVerificationService – A bot action service to start verification in a Twilio integration. Click the Plus icon to expand to view the startVerificationService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters as shown below:

      Sample Request:

      {
      To ={{receiverNumber}}
      Channel={{channel}}
      }

      To add one or more responses, scroll down and click the +Add Response button:

      Sample Response:

      {
      "status": "pending",
      "payee": null,
      "date_updated": "2022-12-22T08:19:45Z",
      "send_code_attempts": [
      {
      "attempt_sid": "VL0dc72d3662674769417ddba8cxxxxxx",
      "channel": "sms",
      "time": "2022-12-22T08:19:45.268Z"
      }
      ],
      "account_sid": "AC6bae65f877f2488c902f57cexxxxx",
      "to": "+{{receiverNumber}}",
      "amount": null,
      "valid": false,
      "lookup": {
      "carrier": null
      },
      "url": "https://verify.twilio.com/v2/Services/VAd8fb32402129918fda43xxxxxx/Verifications/VEdfa1ba866cc6de52c811402bbxxxxxx",
      "sid": "VEdfa1ba866cc6de52c811402bbxxxxx",
      "date_created": "2022-12-22T08:19:45Z",
      "service_sid": "VAd8fb32402129918fda4368184xxxxx",
      "channel": "sms"
      }
    • startVerificationMessage – A message node with the script to display responses for various scenarios.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to start verification.
  6. Enter the phone numbers when prompted by the VA.
  7. The VA now starts the verification process based on the phone numbers entered.

Verification Check

Steps to check the verification of a phone service using Twilio Verify integration:

  1. Refer to the Installing the Twilio Verify Templates section to install this template.
  2. The Verification Check dialog task is added with the following components:
    • verificationCheck – A user intent to check verification of the service.
    • serviceSid, receiverNumber, and code – Entity nodes to gather required details to check the verification process.
    • verificationCheckService – A bot action service to check the verification in a Twilio integration. Click the Plus icon to expand to view the verificationCheckService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters as shown below:

      Sample Request:

      {
      To ={{receiverNumber}}
      Code={{code}}
      }

      To add one or more responses, scroll down and click the +Add Response button:

      Sample Response:

      {
      "status": "approved",
      "payee": null,
      "date_updated": "2022-12-22T08:22:47Z",
      "account_sid": "AC6bae65f877f2488c902f57xxxxx",
      "to": "{{receiverNumber}}",
      "amount": null,
      "valid": true,
      "sid": "VEdfa1ba866cc6de52c811402xxxx",
      "date_created": "2022-12-22T08:19:45Z",
      "service_sid": "VAd8fb32402129918fda43681xxxxx",
      "channel": "sms"
      }
    • verificationCheckMessage – A message node with the script to display responses for various scenarios.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to check verification.
  6. Enter the phone numbers when prompted by the VA.
  7. The VA now checks the verification based on the phone numbers entered.

Using the Twilio Action Templates

You can use the Prebuilt Action Templates from your Twilio Verify integration to auto-create dialog tasks and test them using the Talk to Bot option.

Steps to create a dialog task using the Twilio Verify action templates:

  1. Go to Build > Conversation Skills > Dialog Tasks.
  2. Click Create a Dialog Task.
  3. On the Dialog Task pop-up, under the Integration, select the Twilio Verify option to view the action templates.
  4. If you have not configured any integration for your virtual assistant, you will see the Explore Integrations option. Once you click this option, you will be redirected to the Actions page to configure an integration for your VA. For more information, see Actions Overview.

Twilio Verify Actions

The following Twilio Verify actions are supported in this release:

Supported Tasks Description Method
Send SMS Sends the SMS to the registered phone number. POST
Start Verification Starts the verification of the phone number registered in Twilio. POST
Verification Check Checks whether the verification is successful or unsuccessful. POST

Send SMS

Steps to send an sms to a phone number using the Twilio Verify integration:

  1. Refer to the Installing the Twilio Verify Templates section to install this template.
  2. The Send SMS dialog task is added with the following components:
    • sendSms – A user intent to send SMS.
    • accountSid, twilioNumber, receiverNumber, and message – Entity nodes for gathering the required for sending SMS.
    • sendSmsService – A bot action service to send sms from an external integration. Click the Plus icon to expand to view the sendSmsService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters as shown below:

      Sample Request:

      {
      Body = {{message}}
      From ={{twilioNumber}}
      To={{receiverNumber}}
      }

      To add one or more response, scroll down and click the +Add Response button:

      Sample Response:

      {
      "body": "Sent from your Twilio trial account - Hi Kore",
      "num_segments": "1",
      "direction": "outbound-api",
      "from": "{{twilioNumber}}",
      "date_updated": "Thu, 22 Dec 2022 08:09:10 +0000",
      "price": null,
      "error_message": null,
      "uri": "/2010-04-01/Accounts/AC6bae65f877f2488c902f57cexxxxx/Messages/SMbec6459143755dc1f76b123a2xxxxx.json",
      "account_sid": "AC6bae65f877f2488c902f57ce1fxxxxx",
      "num_media": "0",
      "to": "{{receiverNumber}}",
      "date_created": "Thu, 22 Dec 2022 08:09:10 +0000",
      "status": "queued",
      "sid": "SMbec6459143755dc1f76b123a2xxxxxx",
      "date_sent": null,
      "messaging_service_sid": null,
      "error_code": null,
      "price_unit": "USD",
      "api_version": "2010-04-01",
      "subresource_uris": {
      "media": "/2010-04-01/Accounts/AC6bae65f877f2488c902f57xxxxxxx/Messages/SMbec6459143755dc1f76b123a2xxxxxx/Media.json"
      }
      }
    • sendSmsMessage – A message node with the script to display responses for various scenarios.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to send sms.
  6. Enter an sms message when prompted by the VA as shown below:

    Note: You must add the country code before the receivers phone number to deliver the SMS. For example, to send SMS to phone number in the United States, add country code as +1.
  7. You will notice an sms is sent to the number from the Twilio number.

Start Verification

Steps to start verification of a phone service using Twilio Verify integration:

  1. Refer to the Installing the Twilio Verify Templates section to install this template.
  2. The Start Verification dialog task is added with the following components:
    • startVerifcation – A user intent to start verification of the service.
    • serviceSid, receiverNumber, and channel – Entity nodes to gather required details to start the verification process.
    • startVerificationService – A bot action service to start verification in a Twilio integration. Click the Plus icon to expand to view the startVerificationService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters as shown below:

      Sample Request:

      {
      To ={{receiverNumber}}
      Channel={{channel}}
      }

      To add one or more responses, scroll down and click the +Add Response button:

      Sample Response:

      {
      "status": "pending",
      "payee": null,
      "date_updated": "2022-12-22T08:19:45Z",
      "send_code_attempts": [
      {
      "attempt_sid": "VL0dc72d3662674769417ddba8cxxxxxx",
      "channel": "sms",
      "time": "2022-12-22T08:19:45.268Z"
      }
      ],
      "account_sid": "AC6bae65f877f2488c902f57cexxxxx",
      "to": "+{{receiverNumber}}",
      "amount": null,
      "valid": false,
      "lookup": {
      "carrier": null
      },
      "url": "https://verify.twilio.com/v2/Services/VAd8fb32402129918fda43xxxxxx/Verifications/VEdfa1ba866cc6de52c811402bbxxxxxx",
      "sid": "VEdfa1ba866cc6de52c811402bbxxxxx",
      "date_created": "2022-12-22T08:19:45Z",
      "service_sid": "VAd8fb32402129918fda4368184xxxxx",
      "channel": "sms"
      }
    • startVerificationMessage – A message node with the script to display responses for various scenarios.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to start verification.
  6. Enter the phone numbers when prompted by the VA.
  7. The VA now starts the verification process based on the phone numbers entered.

Verification Check

Steps to check the verification of a phone service using Twilio Verify integration:

  1. Refer to the Installing the Twilio Verify Templates section to install this template.
  2. The Verification Check dialog task is added with the following components:
    • verificationCheck – A user intent to check verification of the service.
    • serviceSid, receiverNumber, and code – Entity nodes to gather required details to check the verification process.
    • verificationCheckService – A bot action service to check the verification in a Twilio integration. Click the Plus icon to expand to view the verificationCheckService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters as shown below:

      Sample Request:

      {
      To ={{receiverNumber}}
      Code={{code}}
      }

      To add one or more responses, scroll down and click the +Add Response button:

      Sample Response:

      {
      "status": "approved",
      "payee": null,
      "date_updated": "2022-12-22T08:22:47Z",
      "account_sid": "AC6bae65f877f2488c902f57xxxxx",
      "to": "{{receiverNumber}}",
      "amount": null,
      "valid": true,
      "sid": "VEdfa1ba866cc6de52c811402xxxx",
      "date_created": "2022-12-22T08:19:45Z",
      "service_sid": "VAd8fb32402129918fda43681xxxxx",
      "channel": "sms"
      }
    • verificationCheckMessage – A message node with the script to display responses for various scenarios.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to check verification.
  6. Enter the phone numbers when prompted by the VA.
  7. The VA now checks the verification based on the phone numbers entered.
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