The Twilio integration allows you to deploy SMS text messages through your Total Expert dashboard.

There are two steps that must be taken before the integration can be setup:

  1. Add a payment method to your Total Expert account if you haven't already
  2. Purchase a phone number to send messages from

Step 1: How to Add a Payment Method

  1. In the top navigation bar, click your account name > Payment Methods.
  2. Input your card information then click Add Card.

Step 2: How to Purchase a Phone Number

NOTE: You must purchase a new phone number since you will be sending messages through the CRM system. You will not be able to use an existing number. 

  • Total Expert gives your account $2 each month to send/receive text messages. Each phone number cost $1 per month, while each text that is sent or received costs 1¢. If needed, you have the option to purchase additional messages.

  1. In the top navigation bar, click your account name > Integration Settings
  2. Next to the Twilio integration, click Connect
  3. Next to Phone Number Settings, click Buy Phone Number
  4. Continue to purchase your phone number. 
    • NOTE: If a consumer tries to call the number associated with your Twilio account, it will redirect to the mobile number listed in your account settings.