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2. Twilio Signup, Account Upgrade, and Number Acquisition

2 min read

Introduction #

Welcome to this detailed guide for signing up at Twilio, upgrading your account, and buying a number! 

Step-by-Step Instructions

  • Access Twilio Console
  • Sign Up or Log In
    • If you have an account, click the “Log In” button and enter your credentials.

If you have an account, click the “Log In” button and enter your credentials.

  • Navigate to Homepage
    • After signing in, observe the Twilio homepage with your dashboard.
  • Upgrade to a Paid Account
    • Click “Admin” in the top-right dropdown menu.
    • Click “Account Management” from the options.
    • Follow the payment prompts, enter your payment details, and click “Submit” to upgrade.

Note: You need to upgrade in two places , one at Twilio and another in the WorkDial app on Salesforce. Twilio manages your call costs, while WorkDial manages your app licenses.

Phone Numbers Configuration: #

  • Access Phone Numbers
    • On the left-hand side, click “Phone Numbers” under the Account dashboard.
    • If not visible, click “Explore Products,” find “Phone Numbers,” and pin it to the left panel.
  • Buy a Number 
    • Under “Phone Numbers,” click “Manage” then “Active Numbers” to view purchased, porting, and hosting numbers.
    • Click “Buy a Number” from the “Phone Numbers” menu.
    • Enter a country (e.g., USA) or a prefix (e.g., +1202) in the search bar, then click Search. If no numbers are available for your selected country, please refer to Twilio’s guide onhttps://help.twilio.com/articles/223183068-Twilio-international-phone-number-availability-and-their-capabilities
    • Browse the list of available numbers and review their capabilities (Voice, SMS, MMS, Fax). When selecting a number, ensure it has Voice capability. If you also plan to configure the same number in ValueText for SMS, make sure it includes SMS capability as well.

Copy Account Sid & Auth Token #

Account Sid & Auth Token will be used in Salesforce, similar to a username and password, so please keep them secure.

You can find your Twilio details on the Twilio Console homepage by scrolling down under the Account Info section.

✅ Next Step: Connect Twilio and WorkDial in Salesforce.

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