To get started with Twilio Verify, follow these steps:
Go to the CRM Marketplace.
Locate Twilio Verify and click "Install."
You'll be directed to the Twilio Verify details page for more information about the application.
To proceed with the installation, click "Install".
Once the installation is complete, grant the necessary permissions to your team, which include:
Read Twilio Settings (view-only permissions).
Update Twilio Settings (ability to edit and configure Twilio settings).
Twilio Verify has been seamlessly integrated to our CRM. This integration enhances your security measures by offering clients a diverse array of reliable verification methods. With Twilio Verify, clients now have the flexibility to opt for 2FA via various channels, such as voice, messaging, and WhatsApp during the onboarding process. Bid farewell to the constraints of email OTP verifications and empower your clients to select the verification method that best suits their preferences.
After providing the required permissions, you'll find Twilio in the Settings page.
To register your Twilio account, follow the steps below:
Click "Start for free".
Fill in your details and click "Start your free trial".
Click the verification link sent to your email.
Fill in your phone number and click "Send Verification Code."
Fill in the verification code and click "Submit".
After completing the registration, you'll be automatically logged in to the Twilio Console Dashboard.
To create API Key SID and Secret, follow these steps:
Under the "Accounts" tab, click "API keys & tokens".
Click on “Create API key” to generate your API Key and Token.
To create a service in Twilio, follow these steps:
Navigate to Twilio homepage and click on “Explore Products”.
Scroll down to "Account Security" and click " Verify".
Fill in your details and click "Get Started with Twilio".
Copy and securely save both the API Key SID and Secret.
Click "Done".
Provide a unique “Friendly Name” for your service, and ensure that SMS, WhatsApp and Voice are enabled. Click “Continue” to save your service.
Click the "Edit" icon.
Fill in the API Key SID and Secret that you acquired from your Twilio account.
Click the "Save" icon.
To setup Twilio Services in your CRM, follow these steps:
On the CRM Back Office, navigate to Twilio > Twilio OTP Settings.
Click the "Refresh" button to ensure you have the latest configuration settings from Twilio.
Manually select the channels based on your specific settings in your Twilio account.
Click "Enable" to enable the Twilio service.
To ensure Twilio Verify functions well, you will need to enable the "Phone" field in the registration form. For more details, please refer to this section: Client Portal - Login / Registration Settings
Once you have setup Twilio Verify, your clients can now complete verification via multiple channels:
On the Client Portal, click "Register as a Trader" or "Register as an IB".
Fill in the respective details and click "Register".
Select the preferred verification method. The available options are:
Message
Complete the slider verification.
The OTP will be sent to the client depending on the verification method selected.
Client will be able to input the OTP code and proceed with the registration.
