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Automate SMS communications, two-way messaging, notifications, and voice workflows with Twilio
Twilio SMS Automation
Comprehensive skill for automating SMS, voice, and verification workflows with Twilio.
Core Workflows
1. SMS Messaging Flow
SMS AUTOMATION FLOW:
┌─────────────────┐
│ Trigger │
│ (Event/API) │
└────────┬────────┘
▼
┌─────────────────┐
│ Message Build │
│ - Template │
│ - Personalize │
└────────┬────────┘
▼
┌─────────────────┐
│ Number Lookup │
│ - Validate │
│ - Format │
└────────┬────────┘
▼
┌─────────────────┐
│ Send │
│ - Twilio API │
│ - Queue │
└────────┬────────┘
▼
┌─────────────────┐
│ Delivery │
│ - Status │
│ - Callback │
└─────────────────┘
2. Message Configuration
sms_config:
sender:
phone_number: "+1234567890"
messaging_service_sid: "MG..." # For higher throughput
defaults:
status_callback: "https://api.example.com/sms/status"
validity_period: 14400 # 4 hours
rate_limiting:
messages_per_second: 10
daily_limit_per_recipient: 5
compliance:
opt_out_keywords: ["STOP", "UNSUBSCRIBE", "CANCEL"]
opt_in_required: true
quiet_hours:
start: "21:00"
end: "09:00"
timezone: "America/New_York"
Message Templates
Notification Templates
templates:
order_confirmation:
content: |
{{company}}: Your order #{{order_id}} has been confirmed!
Total: ${{total}}
Track: {{tracking_url}}
Reply HELP for assistance.
max_length: 160
shipping_update:
content: |
{{company}}: Your order #{{order_id}} has shipped!
Carrier: {{carrier}}
Tracking: {{tracking_number}}
Delivery: {{estimated_date}}
appointment_reminder:
content: |
Reminder: Your appointment with {{provider}} is tomorrow at {{time}}.
Location: {{address}}
Reply C to confirm or R to reschedule.
two_factor:
content: |
Your {{company}} verification code is: {{code}}
This code expires in 10 minutes.
Don't share this code with anyone.
Conversational Templates
two_way_messaging:
welcome:
trigger: opt_in
response: |
Welcome to {{company}} updates!
You'll receive order and shipping notifications.
Reply HELP for commands or STOP to unsubscribe.
help:
trigger: ["HELP", "?", "INFO"]
response: |
{{company}} SMS Commands:
STATUS - Check order status
TRACK - Get tracking info
SUPPORT - Contact support
STOP - Unsubscribe
status_inquiry:
trigger: ["STATUS", "ORDER"]
action: lookup_order
response: |
Order #{{order_id}}: {{status}}
{{#if tracking}}
Tracking: {{tracking_url}}
{{/if}}
unsubscribe:
trigger: ["STOP", "UNSUBSCRIBE"]
action: opt_out
response: |
You've been unsubscribed from {{company}} messages.
Reply START to resubscribe anytime.
Verification (2FA)
Verify API Integration
verification_config:
channel: sms # or: call, email, whatsapp
code_settings:
length: 6
expiry_minutes: 10
rate_limits:
max_attempts: 5
lockout_minutes: 30
templates:
sms: "Your {{company}} code is {{code}}"
call: "Your verification code is {{code_spoken}}"
Verification Flow
// Start Verification
const verification = await twilio.verify.v2
.services('VA...')
.verifications
.create({
to: '+1234567890',
channel: 'sms',
customCode: '123456', // Optional
locale: 'en'
});
// Check Verification
const check = await twilio.verify.v2
.services('VA...')
.verificationChecks
.create({
to: '+1234567890',
code: '123456'
});
// Result
if (check.status === 'approved') {
// Verification successful
} else {
// Invalid code
}
Voice Automation
Outbound Calls
voice_config:
outbound_call:
from: "+1234567890"
twiml_url: "https://api.example.com/voice/script"
status_callback: "https://api.example.com/voice/status"
timeout: 30
record: true
twiml_script: |
<?xml version="1.0" encoding="UTF-8"?>
<Response>
<Say voice="alice">
Hello {{name}}, this is a reminder about your
appointment tomorrow at {{time}}.
</Say>
<Gather numDigits="1" action="/handle-response">
<Say>Press 1 to confirm, 2 to reschedule.</Say>
</Gather>
</Response>
IVR Menu
ivr_menu:
greeting: |
Thank you for calling {{company}}.
For sales, press 1.
For support, press 2.
For billing, press 3.
To speak with an operator, press 0.
routing:
- digit: "1"
action: transfer
destination: "+1987654321"
queue: "sales"
- digit: "2"
action: transfer
destination: "+1876543210"
queue: "support"
- digit: "3"
action: transfer
destination: "+1765432109"
queue: "billing"
- digit: "0"
action: operator
fallback: voicemail
Bulk Messaging
Campaign Configuration
bulk_campaign:
name: "Holiday Promotion"
audience:
source: segment
filter:
opted_in: true
last_purchase: "> 30_days"
message:
template: holiday_promo
variables:
discount_code: "HOLIDAY20"
schedule:
start_time: "2024-11-25T10:00:00"
timezone: "America/New_York"
batch_size: 100
delay_between_batches: 60 # seconds
tracking:
delivery_report: true
click_tracking: true
conversion_tracking: true
Broadcast Status
CAMPAIGN STATUS: Holiday Promotion
═══════════════════════════════════════
Progress: ████████████████░░░░ 78%
DELIVERY STATS:
Sent: 7,800
Delivered: 7,450 (95.5%)
Failed: 125 (1.6%)
Pending: 225 (2.9%)
ENGAGEMENT:
Clicks: 1,245 (16.7%)
Replies: 89 (1.2%)
Opt-outs: 23 (0.3%)
ERRORS:
Invalid Number: 45
Unsubscribed: 52
Carrier Block: 18
Rate Limited: 10
ESTIMATED COMPLETION: 25 minutes
Phone Number Management
Number Lookup
number_lookup:
capabilities:
- carrier_info
- caller_name
- line_type
validation:
- check_format
- verify_active
- detect_landline_vs_mobile
example_response:
phone_number: "+14155551234"
country_code: "US"
carrier:
name: "Verizon"
type: "mobile"
caller_name: "John Doe"
valid: true
Number Provisioning
number_management:
search_criteria:
country: "US"
area_code: "415"
capabilities: ["SMS", "MMS", "Voice"]
purchase:
phone_number: "+14155559999"
friendly_name: "Marketing Line"
sms_url: "https://api.example.com/sms/incoming"
voice_url: "https://api.example.com/voice/incoming"
Analytics Dashboard
SMS ANALYTICS - LAST 30 DAYS
═══════════════════════════════════════
VOLUME:
Sent: 45,230
Delivered: 43,456 (96.1%)
Failed: 1,774 (3.9%)
BY TYPE:
Notifications ████████████░░░░ 62%
Marketing ██████░░░░░░░░░░ 23%
2FA ████░░░░░░░░░░░░ 15%
DELIVERY BY CARRIER:
Verizon ████████████████ 97%
AT&T ███████████████░ 95%
T-Mobile ██████████████░░ 94%
Sprint █████████████░░░ 92%
COST:
Total Spend: $1,245.67
Per Message: $0.0275
Per Delivered: $0.0287
ENGAGEMENT:
Link Clicks: 3,456 (7.9%)
Replies: 892 (2.1%)
Opt-outs: 56 (0.1%)
API Examples
Send SMS
// Simple SMS
const message = await twilio.messages.create({
body: 'Hello from Twilio!',
from: '+1234567890',
to: '+0987654321',
statusCallback: 'https://api.example.com/sms/status'
});
// With Messaging Service (recommended for scale)
const message = await twilio.messages.create({
body: 'Order confirmed!',
messagingServiceSid: 'MG...',
to: '+0987654321'
});
// MMS with Media
const mms = await twilio.messages.create({
body: 'Check out this image!',
from: '+1234567890',
to: '+0987654321',
mediaUrl: ['https://example.com/image.jpg']
});
Handle Incoming SMS
// Express webhook handler
app.post('/sms/incoming', (req, res) => {
const { From, Body } = req.body;
const twiml = new twilio.twiml.MessagingResponse();
if (Body.toUpperCase() === 'STATUS') {
twiml.message('Your order is on the way!');
} else {
twiml.message('Thanks for your message. We\'ll respond shortly.');
}
res.type('text/xml');
res.send(twiml.toString());
});
Best Practices
Get Consent: Always have opt-in before messaging
Include Opt-Out: STOP keyword in every message
Respect Quiet Hours: Don't message late night
Validate Numbers: Use Lookup API before sending
Handle Failures: Retry logic for transient errors
Monitor Delivery: Track delivery rates by carrier
Stay Compliant: Follow TCPA/CTIA guidelines
Use Templates: Consistent, tested messagesdon't have the plugin yet? install it then click "run inline in claude" again.