Adding SMS to your Trengo inbox

In Trengo there are two ways you can connect an SMS channel to Trengo: 

  1. Use your own Twilio account 
  2. Connect with Trengo directly 

Connect the Twilio account for SMS

To link your Twilio account to Trengo:

  1. Go to settings >channels >SMS
  2. Select 'Use my Twilio account'.


  3. Click on "Add your credentials" to add the details of the Twilio Account to Trengo. This requires the Account SID and the Auth Token (see below).
  4. Make sure "Agent conference" is enabled in Twilio for the link to succeed.
  5. Fill out the form:

     
    1. Internal name
      The name is for internal purposes only.
    2. Teams
      Assign the team(s) that'll be responsible for your one-way SMS channel.
    3. SMS settings
      Choose whether you wish to use One-way or Two-Way SMS.
      Select the Twilio number you wish to use in Trengo.
      Sender Name: Assign the name that'll be shown to the receiver of your SMS.
    4. Create channel
      Click on 'Create channel' to add the one-way SMS method to your Trengo inbox.

Where can I find the Account SID and the Auth Token in Twilio?

Both the Account SID and the Auth Token can be found on the home page of the Twilio Dashboard.

How do I use Agent Conference at Twilio?

In Twilio navigate to Conferences -> Settings and check "Agent conference".


Add SMS via Trengo directly

It is also possible to directly link SMS with Trengo. 

  1. Go to your settings >channels >sms.
  2. Click on the green + sign to add SMS to your Trengo inbox and choose: 'I don't have a Twilio account'.



  3. Fill out the form:
    1. Internal name
      The name is for internal purposes only.
    2. Teams
      Assign the team(s) that'll be responsible for your one-way SMS channel.
    3. SMS settings
      Choose whether you wish to use One-way or Two-Way SMS.
      Note: if you choose Two-Way, additional info may be required.
      Sender Name: Assign the name that'll be shown to the receiver of your SMS.
    4. Create channel
      Click on 'Create channel' to add the one-way SMS method to your Trengo inbox.

Congratulations, you have added SMS to Trengo!

Learn how to send your first message.