Twilio

Guide on How to Set Up Twilio-Wonderchat Live Chat SMS Triggers.

This guide teaches you how to set-up SMS notifications by connecting Wonderchat to the Twilio app on Zapier.

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Step 1: Open Zapier Template for Wonderchat and Twilio

Livechat to SMSZapier

Click above to open template

Step 2: Select 'Wonderchat' as App

Select 'Wonderchat' as App

Step 3: Choose 'New Live Chat Requested' as Trigger Event

Select 'New Live Chat Requested'

Step 4: Connect your Wonderchat account

Click on 'Sign in'

Key in your Wonderchat API Key details

How to Retrieve API Keys from Wonderchat

• In a separate tab, retrieve your API Keys from ↗ Wonderchat

• From the left-panel on the Wonderchat App, go to Settings > API Keys > "Generate API Key"

• Click the 'Show' icon, and copy the API Key generated

Copy the API Key generated

Step 5: Key in your Chatbot ID

Key in your Chatbot ID

How to retrieve Chatbot ID

• Go to Dashboard > Actions (⋮) > "View Chatbot"

• Your Chatbot ID can be found at the end of your chatbot URL

• For example, your chatbot url is: https://app.wonderchat.io/chatbot/cm0w2lbcf0fyienmkv56pepde

• Your Chatbot ID is therefore: "cm0w2lbcf0fyienmkv56pepde"

Step 6: Test Trigger

Click on 'Test Trigger'

Once done, click 'Continue with Selected Record'

Step 7: Connect your Twilio account

Connect to Twilio

Key in your Twilio Account details

How to Retrieve Account SID for Twilio

• To connect to your Twilio account, you may follow the guide below to retrieve your API Keys:

• https://www.twilio.com/user/account/settings

Step 8: Configure Settings under 'Send SMS in Twilio' Action Trigger

Under the “Send SMS in Twilio” action trigger, include the following information:

"Send SMS in Twilio " Action Settings

• From Number: Select a number from your Twilio account to send the SMS

• Alphanumeric Sender ID: You may leave this blank

• To Number: Enter the phone number you want an SMS to be delivered to, this should be your business or personal phone number

• Message: Copy and paste the following message below

  • Livechat initiated on Wonderchat: [Insert the Question field]

  • Sent from email: [Insert the Email field]

  • Phone number: [Insert the Phone number field]

  • To reply, log into https://app.wonderchat.io

Sample of 'Message (required)' field settings

Step 9: Test the Zap

You can now run the Zap, and you should receive an SMS from Zapier notifying you of the new user query.

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If you have any more questions, feel free to reach out to us at [email protected]