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Connecting Your Twilio Account

Connecting Twilio is a one-time setup: give TelBuddy the two credentials it needs to talk to your account, then sync your numbers in.

Where to find your credentials. Log into your own Twilio Console and look at the dashboard homepage โ€” your Account SID and Auth Token are both displayed there. These two values are how TelBuddy authenticates as your account when it reads your numbers and configures their webhooks; they are not a username/password and don't grant TelBuddy any access beyond your Twilio account's own API.

Where to enter them in TelBuddy. Go to System Management โ†’ Phone Numbers โ†’ API Keys tab, paste in the Account SID and Auth Token, and save.

What the Sync from Twilio button actually does. It reads your Twilio account and lists the phone numbers already there โ€” it does not move, port, or repurchase anything. Once a number shows up in TelBuddy's list, TelBuddy automatically points that number's SMS and voice webhooks at TelBuddy's own endpoints. That single step is what makes inbound texts land in the shared inbox and inbound calls reach your IVR menu, forwarding rules, or AI receptionist.

If a number is already attached to a Messaging Service. TelBuddy updates that Messaging Service's webhook so the change applies correctly โ€” it does not create a new Messaging Service or attach the number to a different one on its own. If you manage Messaging Services directly in Twilio for other reasons, this is worth knowing before you sync.

Keeping credentials current. If you ever rotate your Auth Token in Twilio (a normal security practice), come back to the same API Keys tab and update it โ€” TelBuddy's connection breaks silently otherwise, so it's worth re-checking here first if numbers stop syncing or webhooks stop firing.

What syncing actually does

  • Reads your existing Twilio numbers โ€” never moves, ports, or repurchases anything
  • Sets each synced number's SMS and voice webhook to TelBuddy automatically
  • Updates an existing Messaging Service's webhook if a number is already attached to one; never creates a new attachment
  • Safe to re-run anytime โ€” re-syncing just refreshes the number list and webhook targets
  • Credentials can be updated any time from the same screen if they change

Step by step

  1. Go to System Management โ†’ Phone Numbers โ†’ API Keys tab in TelBuddy
  2. Open your Twilio Console and copy the Account SID and Auth Token from the dashboard homepage
  3. Paste both into TelBuddy and save
  4. Click Sync from Twilio
  5. Newly synced numbers appear in your number list, ready to configure with forwarding, an IVR menu, or the AI receptionist