hyperfx-ai/marketing-skills

twilio

Twilio messaging, voice, phone number management, and verification workflows.

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Twilio Communications

Use this skill for all Twilio tasks including SMS, WhatsApp, voice calls, and verification.

Requirements

WhatsApp Sandbox Setup (Required for Testing)

Before sending WhatsApp messages in sandbox/testing mode, users must join the sandbox:

  1. User goes to: https://console.twilio.com/us1/develop/sms/try-it-out/whatsapp-learn
  2. They find their unique join code (e.g., "join happy-turtle")
  3. They send that message from WhatsApp to +14155238886
  4. Once confirmed, use twilio_whatsapp_send with from_number set to "+14155238886"

If WhatsApp message fails with "not a valid WhatsApp-enabled number" or similar:

  • The user likely hasn't joined the sandbox yet
  • Guide them through the steps above

Tool Quick Reference

Messaging

  • twilio_sms_send - Send SMS/MMS messages
  • twilio_whatsapp_send - Send WhatsApp messages (sandbox: use +14155238886 as from_number)
  • twilio_messages_list - List message history
  • twilio_messages_delivery_status_check - Check if message was delivered

Voice Calls

  • twilio_calls_create - Initiate outbound call (requires TwiML URL or inline TwiML)
  • twilio_calls_list - List call history
  • twilio_recordings_list - List call recordings

Phone Numbers

  • twilio_phone_numbers_list - List numbers in account (use to find valid from_number)
  • twilio_phone_numbers_lookup - Validate phone number and get carrier info

Verification (OTP)

  • twilio_verification_services_create - Create verification service first
  • twilio_verifications_send - Send OTP code
  • twilio_verifications_check - Verify user's code

Common Patterns

Before sending SMS/WhatsApp: Call twilio_phone_numbers_list first to find a valid sender number.

WhatsApp sandbox flow:

  1. Confirm user has joined sandbox (provide instructions if not)
  2. Call twilio_whatsapp_send with:
json
{
  "to": "+1XXXXXXXXXX",
  "body": "Hello from the assistant",
  "from_number": "+14155238886"
}

Phone verification flow:

Step 1 -- Call twilio_verification_services_create with:

json
{
  "friendly_name": "My App"
}

Step 2 -- Call twilio_verifications_send with:

json
{
  "service_sid": "<service_sid_from_step_1>",
  "to": "+1XXXXXXXXXX",
  "channel": "sms"
}

Step 3 -- Call twilio_verifications_check with:

json
{
  "service_sid": "<service_sid>",
  "to": "+1XXXXXXXXXX",
  "code": "<user_provided_code>"
}

Safety Rules

  • Never assume a valid sender number; always verify with twilio_phone_numbers_list.
  • Do not continue silently after failures; report exact error and ask user how to proceed.
  • For verification flows, keep service SIDs and code checks explicit and auditable.
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