SMS Widget

With the new SMS widget, your AI assistants can interact directly with users via SMS. This feature requires a Twilio phone number and can be leveraged within the Tools section to send SMS messages through your assistants or forms.

Twilio Account 

Once you follow the steps, you should have generated a pair of account SID and a secret key.

You should now have a Twilio phone number ready to be used by your AI assistant.  

Setting Up Twilio

   1. To set up Twilio, go to the Tools section under AI Agents from the sidebar. Click on the Set Up button under Twilio to begin the integration process.

    2. The Setup Your Tool dialog box appears. Click on Start New to initiate the configuration. 

    5. In the next step, choose the default phone number and click on Finish.

Creating an Assistant

You can use the SMS widget with any AI chatbot assistant.

    6. To create a chatbot assistant, follow the steps mentioned in this guide [Link].

Creating a Widget

Next, you need to create an SMS widget for your assistant.

     7. Navigate to the AI Agents section from the sidebar. Click on the Widgets tab and select the Add a Widget button.

     8. In the Add a Widget dialog box, enter the following details:

• Name: Enter a name for your widget.
• Assistant: Choose the assistant from the dropdown menu that you created in the previous steps.
• Description: Enter a suitable description for your widget.
• Widget Type: Select SMS.
• Twilio Tool Configuration: Select the tool configuration name you entered in Step 3.
• Phone Number: Choose your Twilio phone number from the dropdown list.

Click on Submit.

By following these steps, you can effectively integrate the SMS widget with Insighto.ai and enhance your communication strategy. Whether it's for customer support, lead generation, or streamlined communication, the SMS widget provides a powerful tool for engaging with your audience.

If you have any questions or need further assistance, feel free to reach out to our support team.