Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.
What the integration does
Send SMS from AccountKit. Use your Twilio account to text clients from within AccountKit.
Capture replies as well. Receive SMS through the connection and retain the conversation with the applicable client.
Keep the group’s message history. Capture messages against the client and client group so texts form part of the practice record.
Keep a quick client exchange out of a personal phone
Send the client a text through AccountKit and keep the response attached to their record for the team to refer to.
Send a client SMS
Receive their reply
Find the exchange against the client
What it doesn’t do
You need your own Twilio account. Confirm Twilio’s account, number and usage requirements before connecting it.
Is a Twilio account included with AccountKit?
AccountKit’s published integration instructions say to start by setting up your own Twilio account. Check Twilio directly for its current charges and requirements.