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These steps assume that a customer has created a Twilio account and has logged in to the management dashboard.
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Customer
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Reserve a Number
If a new phone number is required for this use case, use Twilio’s admin UI to provision it. Note the number provisioned.
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Add ClinSpark Support as a admin user
A service desk ticket should be raised to notify ClinSpark Support of the account setup, and identify an engineering support team member as an admin user in the customer account. We may add additional internal support users as needed, though this is cost neutral. We will use this access only to configure and manage integration with your ClinSpark instance.
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ClinSpark Support
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Create a TwiML App
A TwiML app binds a phone number to application endpoints such as webhooks. Create a new app or re-purpose another if that’s no longer used.
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Note the SID, this is the Application SID to be configured in ClinSpark later
Ensure that the ‘optional’ settings are shown
Replace the ‘YOUR_CLINSPARK_DOMAIN’ with the subdomain used to interact with ClinSpark. Ensure the URLs are otherwise the same
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Configure Number to Use TwiML App
Ensure that the voice and messaging sections are configured with the configured TwiML App
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ClinSpark Instance Setup
Ensure that Twilio Support is enabled in ClinSpark. This can only be done by a ClinSpark Support ‘superadmin’ account.
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Twilio Settings in ClinSpark
Apply Twilio account settings. Note, this can only be done by a ClinSpark Support ‘superadmin’ account.
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