Twilio Setup (WhatsApp + Voice)

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Objective

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Requirements

• Active Twilio account
• Access to Twilio Console

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Data you need

• Account SID -Auth Token
• WhatsApp number (sandbox or productive)
• Telephone number (voice)

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Step 1: Create account and obtain credentials

1. Go to https://www.twilio.com/try-twilio
2. Complete the registration and verify phone number.
3. In the Dashboard copy:
   • Account SID (starts with AC)
   • Auth Token (32 chars)

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Step 2: Save Twilio to Helios

1. Go to /app//integrations.
2. In Twilio (Voice & WhatsApp) paste Account SID and Auth Token.
3. Tap Save Twilio Credentials.

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Step 3: WhatsApp (sandbox or production)

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Sandbox (tests)

1. In Twilio Console: Messaging -> Try it out -> Send a WhatsApp message.
2. Connect your personal number following the sandbox code.
3. Copy the WhatsApp Sandbox Number.

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Production

1. In Twilio Console: Messaging -> Senders -> WhatsApp Senders.
2. Request access and complete verification.
3. Once approved, use your productive number.

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WhatsApp Webhook

• URL: https://TU_DOMINIO.com/api/whatsapp/webhook
• Method: POST

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Step 4: Voice (telephony)

1. Buy or use a number in Twilio -> Phone Numbers.
2. In the number configuration:
   • Voice webhook URL: https://TU_DOMINIO.com/api/voice/webhook
   • Method: POST
   • (Optional) Status callback: https://TU_DOMINIO.com/api/voice/status-callback

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Step 5: Connect number in Helios

• WhatsApp: /app//whatsapp -> Connect New Number
• Voice: /app//voice-agents -> Create Voice Agent

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Good practices

• Use a separate number for testing and production.
• Verify that webhooks respond 200.
• Check logs if messages or calls do not arrive.

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Common errors

• Webhook does not arrive: incorrect URL or without HTTPS.
• Invalid signature: Check saved Auth Token.
• Number does not appear: check that it is active in Twilio.

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Screenshot