Twilio Integration

Custom Frappe Application for Twilio Integration

Features

• Users can make outgoing voice calls by clicking at the phone icon that shows up next to the phone number.
• Users can receive Incoming calls either in Phone or in browser.
• Users can send notifications through whatsapp.

Authorize twilio

To authorise Twilio integration go to Twilio Settings Doctype and provide Account SID and Auth Token. Make sure Twilio Settings are enabled to use Twilio in the system.

Voice Call

Every user(Agent) needs to have voice call settings to make or receive calls. User can use Twilio features once Voice Call Settings created.

In voice call settings

1. choose the Call Receiving Device as Computer to receive calls in the browser or Phone to receive calls in your Phone(Make sure that Mobile No is configured in My Settings section to receive calls in your phone).
2. Choose your twilio number from Twilio Number dropdown field. This is going to be your twilio communication number.

Outgoing Calls

Once the user clicks the phone icon next to the phone number, the user will see a phone popup with a call button. Make sure that area code is included in the phone number(ex: +91) before using the call button to make outgoing calls.

Incoming Calls

When an incoming call comes, the call will be redirected to phone or to browser depending on user voice call Settings. Here is how it looks when call comes to browser.

WhatsApp message

Users can send notifications through WhatsApp channel. While creating/editing a notification please Select Channel as WhatsApp and Twilio number from dropdown if you want to send whatsapp notification.

Development

Pre-requisites

• ERPNext
• Twilio account (More details from Configure Twilio section)

Configure Twilio

• You need to create a new project in Twilio account to use communication features like whatsapp, voice calls etc through ERPNext.

Twilio For Voice Calls

• From your Twilio console you can go to a programmable voice section and get a Twilio number to use for calls(make sure that the number is voice capable).
• Create a TwiML App by passing voice request url as you_project_domain_name/api/method/twilio_integration.twilio_integration.doctype.twilio_settings.twilio_settings.voice . Use ngrok to get public domain for your project in case it is running locally.

Twilio For Whatsapp

• From your Twilio console you can go to a Programmable Messaging section and get a Twilio number to use for whatsapp.

How To Setup

Once you have created a site with ERPNext app installed, you can download and install twilio-integration app using

bench get-app https://github.com/frappe/twilio-integration.git
bench --site site_name install-app twilio_integration

Use bench start command to run the project.

Configure Twilio Settings Through Project's Admin Interface

• For Whatsapp communication you need to set Account SID and Auth Token in Twilio Settings(You can get those from Twilio console).
• For calls you need to pass TwiML SID(Get it from TwiML app you have created) and Outgoing Voice Medium along with Account SID and Auth Token in Twilio Settings
• Make sure that you enabled twilio by clicking Enabled checkbox in settings.

NOTE: While creating a new communication medium for Outgoing Voice Medium pass twilio number(including area code(ex:+91)) as Name, Twilio as communication channel and Voice as Communication Medium Type.

License

MIT