Allows participation in voice calls, chats, or SMS messages using Twilio.
See Also: Setting Up Twilio To Work with Appian
Twilio is a cloud-based communications platform that provides support for voice calls, chat, and SMS messages. You can access Twilio's features in Appian by using the Twilio Component on an interface in your application.
Access Twilio's API documentation for more details.
Twilio is a third-party service with independent costs and billing. For information on Twilio costs, consult their pricing information.
Appian integrates with the following Twilio services when using the Twilio Component:
All services can be managed from the Twilio console.
For voice calls, the Twilio component uses a web browser to enable real-time calls through WebRTC. It relies on the browser's ability to access the computer's microphone and speaker. When an agent receives a call for the first time, their browser will prompt the agent for permission to use the computer's microphone. The agent must allow access to use the component.
There are several requirements for Appian to properly communicate to Twilio, as listed below.
For additional details on networking, please refer to Twilio's network connectivity requirements for ports, bandwidth, and firewall configuration.
|Label||label||Text||Optional text to display as the field label.|
|Label Position||labelPosition||Text|| Optional text to determine where the label appears. Valid values include
|Instructions||instructions||Text||Optional text displayed below the field's label.|
|Help Tooltip||helpTooltip||Text|| Displays a help icon with the specified text as a tooltip. The tooltip displays a maximum of 500 characters. The help icon does not show when the label position is
|Required||required||Boolean|| Determines if a value is required to submit the form. Default is
|Disabled||disabled||Boolean|| Determines if the user is prevented from changing the value and determines if the field should be grayed out. Default is
|Validations||validations||Text Array||Validation errors to be displayed below the field when the value is not null.|
|Height||height||Text|| Determines the layout height. Valid values:
|Visibility||showWhen||Boolean|| Determines whether the component is displayed on the interface. When set to false, the component is hidden and is not evaluated. Default is
|Supported Channels||supportedChannels||Text Array|| Determines which communication channels are supported. Valid values:
|Twilio Connected System||twilioWorkerConnectedSystem||Connected System|| The connected system used to communicate with Twilio and to generate the Twilio TaskRouter token. This should be an HTTP connected system with Basic authentication, using the Twilio Account SID (e.g.,
|Twilio TwiML App SID||twilioTwiMLAppSid||Text|| The Twilio TwiML App SID (e.g.,
|Twilio Workspace SID||twilioWorkspaceSid||Text|| The Twilio Workspace SID (e.g.,
|Twilio Worker SID||twilioWorkerSid||Text|| The Twilio Worker SID (e.g.,
|Twilio Chat Connected System||twilioChatConnectedSystem||Connected System|| The connected system used to generate the Twilio chat token. This should be an HTTP connected system with Basic authentication, using the Twilio Chat API Key SID (e.g.,
|Twilio Chat Service SID||twilioChatServiceSid||Text|| The Twilio Chat Service SID (e.g.,
|Chat Suggestion||chatSuggestion||Text||A suggested chat message which will appear in the chat message window. The message can be edited by the user before being sent.|
|On Task Load||onTaskLoad||Save Array|| One or more variables that are updated when a Twilio TaskRouter task is loaded. The value to be saved will be a dictionary representing the loaded task, including fields for:
|On New Chat Message||onNewChatMessage||Save Array|| One or more variables that are updated when a new chat message is sent or received. The value to be saved will be a dictionary representing the new message, including fields for:
|On Communication Complete||onCommunicationComplete||Save Array|| One or more variables that are updated when the call or chat ends. The value to be saved will be the current task SID. Use
|On Task Complete||onTaskComplete||Save Array|| One or more variables that are updated when the Twilio task is completed. The value to be saved will be the current task SID. Use
|Record Call||recordCall||Boolean|| Determines whether phone calls will be recorded by Twilio. Default is
|Twilio Transfer Workflow SID||twilioTransferWorkflowSid||Text||The Twilio Workflow SID (e.g., "WW...") to use for call transfers. If no value is specified, the transfer function will be disabled.|
|On Transfer||onTransfer||Save Array|| One or more variables that are updated when a transfer is initiated. The value to be saved will be:
The Twilio component uses several attributes on each Twilio task for the various functions it needs to perform. There is no configuration required, but it may be of value for designers to be aware of these reserved attributes. These attributes should not be overwritten at any point.
1 2 3 4 parentTaskSid targetTaskQueueSid isAgentMuted isCustomerOnHold
Call transfers must be properly set up in the Twilio workflow as well as in the Twilio field. The Twilio component searches for a specific attribute expression in the ‘Matching Task’ section of the workflow to display a list of transfer targets to the agent, as well as execute the transfer successfully. This section explains how the Twilio component handles queue transfers and walks through how to properly set up the Twilio workflow to handle transfers.
A Twilio workflow routes a task by its attributes to a particular queue. The ensure correct routing, the Twilio component will only display a list of queue transfer targets in which the transfer routing has been properly configured. To configure this routing, the “Matching Task” section of the workflow filter expression should look for the attribute targetTaskQueueSid with a value of the pertinent TaskQueue. The exact syntax of the expression is provided below.
1 targetTaskQueueSid == '(ID of taskqueue)'
Once this expression has been set in the workflow, the TaskQueue will appear as a transfer target in the Twilio component. The rest of this section will focus on how the transfer is executed. To transfer a voice task, the component creates a new task as a clone of the original (with the same attributes). We then add additional attributes, parentTaskSid and targetTaskQueueSid, to reference the parent task and ensure that the cloned task is routed to the appropriate TaskQueue. The targetTaskQueueSid attribute will be set to the SID of the Twilio TaskQueue that was selected in the component. The parentTaskSid will be the taskSid of the task that originally spawned the transfer.
Keep in mind that Twilio will route a newly created task to the first TaskQueue that matches the task and has an available worker. Therefore, the cloned attributes of the parent task must be considered as well when routing this transfer task. Please see the example below of a matching task expression that is used for the ICC App.
1 (type == 'Normal Support' AND targetTaskQueueSid == NULL) OR targetTaskQueueSid == 'WQxxxxxxxxxxxxxxxxxxxxxxxx'
The following diagrams describe the events associated with voice calls and chat/SMS sessions.
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