OVERVIEW
Virtual Assistants
Kore.ai Platform
Key Concepts
Natural Language Processing (NLP)
Accessing Platform
VIRTUAL ASSISTANTS
Virtual Assistant Builder
Virtual Assistant Types
Getting Started
Creating a Simple Bot
SKILLS
Storyboard
Dialog Task
Introduction
Dialog Builder (New)
Dialog Builder (Legacy)
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Bot Action Node
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Manage Dialogs
User Prompts
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Build
Alert Tasks
Introduction
Ignore Words and Field Memory
How to Schedule a Smart Alert
Small Talk
Digital Views
Overview
Configuring Digital Views
Digital Forms
Overview
How to Configure Digital Forms
NATURAL LANGUAGE
Overview
Machine Learning
Introduction
Model Validation
Fundamental Meaning
Introduction
NLP Guidelines
Knowledge Graph
Traits
Introduction
How to Use Traits
Ranking and Resolver
Advanced NLP Configurations
INTELLIGENCE
Overview
Context Management
Overview
Session and Context Variables
Context Object
How to Manage Context Switching
Manage Interruptions
Dialog Management
Sub-Intents & Follow-up Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Event Based Bot Actions
Default Conversations
Default Standard Responses
TEST & DEBUG
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
CHANNELS
PUBLISH
ANALYZE
Overview
Dashboard
Custom Dashboard
Overview
How to Create Custom Dashboard
Conversation Flows
NLP Metrics
ADVANCED TOPICS
Universal Bots
Overview
Defining
Creating
Training
Customizing
Enabling Languages
Store
Smart Bots
Defining
koreUtil Libraries
SETTINGS
Authorization
Language Management
PII Settings
Variables
Functions
IVR Integration
General Settings
Management
Import & Export
Delete
Versioning
Collaborative Development
PLAN & USAGE
Overview
Usage Plans
Support Plans
Invoices
API GUIDE
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
ADMINISTRATION
HOW TOs
Creating a Simple Bot
Creating a Banking Bot
Context Switching
Using Traits
Schedule a Smart Alert
Configure UI Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
Update Balance Task
Transfer Funds Task
RELEASE NOTES
  1. Docs
  2. Virtual Assistants
  3. Channel Enablement
  4. Adding the Twilio SMS Channel

Adding the Twilio SMS Channel

To add Twilio SMS as a channel, you must set up a Programmable SMS app, define the messaging service, and associate the bot with a Twilio Phone Number. When you add the Twilio channel to your bot, end-users for your bot can interact with your bot using text messages.

To add the Twilio SMS channel, follow the below steps:

  1. Setup Account – Login to Twilio developer portal and set up an account.
  2. Setup Messaging Service – In the Programmable Messages section, create a messaging service
  3. Add Phone Number – Associate a Twilio Phone Number to your bot.

To add the Twilio Channel, follow the below steps:
The following procedure requires an active Twilio account for developers with access to the Twilio Console. For more information, refer to Creating a Twilio Trial Account later in this topic.

  1. In Bots section of the Bot Builder, click the bot that you want to add the Twilio SMS channel to.
  2. On the Channels tab, click the Twilio SMS icon. The Twilio SMS Channel page is displayed.
  3. Login to Twilio developer portal.
  4. Under the Settings section, click the General tab.
  5. Create your API credentials, if you have not already set up your account.
  6. Copy your Account SID and Auth Token and enter them in the Configurations tab of the Twilio channel page.
  7. Go to the Programmable SMS section from the All Products & Services menu.
  8. Click Create New Messaging Service option. Provide a name for your messaging service and select Use Case as Chat Bot/Interactive 2-way.
  9. After creating the service, make note of the Service SID of this service and enter it in the Configurations tab of the Twilio SMS channel page.
  10. Under Inbound Settings section, select the Process Inbound Messages option and update the Request URL and Fallback URL fields with the information provided in Configurations tab of the Twilio SMS channel page.
  11. Under Outbound Settings, update the Status Callback Request URL field with the information provided in the Configurations tab.
  12. Under Copilot Features section, make sure that Sticky Sender, MMS Converter, Scaler, Short Code Reroute, and Country Code Geomatch options are enabled.
  13. Save your changes and proceed.
  14. To add a number, go to the Numbers section and associate a Twilio Phone Number to this bot. If you do not have a Twilio Number, you must buy one.
  15. Go to the Configurations tab in the Twilio SMS channel page to review and complete the channel setup.

Edit the Twilio Channel

To edit the Twilio channel, follow the below steps:

  1. Hover over the channel and click to modify.
  2. You can make necessary updates to your channel configurations and save them. You can also disable or delete the channel information by clicking the Settings icon.

    Select one of the following commands to modify the channel:
  • Disable/Enable
    • Click Disable to temporarily disable the use of the Twilio SMS channel for your bot. To enable the use of the Twilio SMS channel, click Enable.
  • Delete
    • Click Delete.
    • On the Delete Confirmation dialog box, click OK to permanently delete the bot channel configuration.
Warning: This operation is permanent, and cannot be undone.

Create a Twilio Trial Account

  1. You can sign up and create a free Twilio trial account at https://www.twilio.com/try-twilio.
  2. After you create an account, you can sign in and open the Twilio Console Dashboard.
  3. In the Account Summary section, you can find the Account SID and Auth Token.
  4. Copy the Account SID and Auth Token and save for configuring the Twilio channel settings in Kore.ai Bot Builder. You also need a telephone number for your end users to send text message interactions to for your bot.
  5. On the Dashboard page, you can scroll down and click Numbers. The Phone Numbers Dashboard is displayed.
  6. Click Numbers on the left menu to display the Numbers page. Click Buy a number.
  7. On the Get Started with Phone Numbers page, click Get your first Twilio phone number.
  8. On the corresponding dialog box, you can find the phone number that you must configure the Kore.ai Twilio channel.
  9. Click Buy This Number to save the number to your account.
  10. The phone number is saved and accessible from the Home screen on the Dashboard. You are now ready to configure the Twilio channel in Kore.ai Bot Builder.
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