Exploring Conversational SMS Integration with Twilio
Summarize
Summary of Exploring Conversational SMS Integration with Twilio
Conversational SMS Integration with Twilio allows ServiceNow customers to engage users through SMS by connecting Twilio phone numbers with Virtual Agent. Users can initiate conversations by messaging a dedicated Twilio number (separate from other Twilio integrations like ServiceNowTwilioDirect). Conversations can be escalated to live agents who manage SMS replies within Agent Workspace. After setup, customers can create SMS conversation topics using Virtual Agent Designer.
Show less
Supported Controls and Responses
The integration supports a subset of Virtual Agent user input controls and bot responses optimized for SMS:
- User Input Controls Supported: Text input, Static Choice, Dynamic Choice (e.g., selecting from a dynamic list like cases), Boolean responses (e.g., “Yes”/“No”), and File picker (limited to image files only).
- Bot Responses Supported: Text messages, Images, Web links, and Cards displaying selected record information from ServiceNow.
- Live agents can respond using Text, Card, and Image response controls in SMS conversations.
User SMS Notification Subscriptions
From version 1.1.1 onward, ServiceNow users (sysuser profiles) can opt in or out of receiving SMS conversation updates to comply with privacy regulations. Notifications are disabled by default.
- Users can check notification status by texting: Notification
- Opt in by texting: START
- Opt out by texting: STOP
Note that only users with ServiceNow accounts can receive these SMS notifications, while guests cannot.
Practical Benefits for ServiceNow Customers
- Enables seamless SMS-based engagement with Virtual Agent, expanding user accessibility.
- Facilitates smooth escalation to live agents within familiar Agent Workspace for consistent support.
- Supports common conversational inputs and outputs optimized for SMS, ensuring effective interactions.
- Allows users to control their notification preferences, helping organizations comply with privacy requirements.
Conversational SMS Integration with Twilio enables users to initiate conversations with Virtual Agent by messaging your Twilio phone number.
If a bot transfers the conversation to a live agent, the agent can respond to SMS messages in Agent Workspace.
After you set up the Conversational SMS Integration with Twilio, you can create SMS conversation topics in Virtual Agent Designer. For more information about using the tool, see Getting started with the Asset library in Assistant Designer.
Capturing information from a user in an SMS chat conversation
Supported controls
The Conversational SMS Integration with Twilio does not support all the available controls in Virtual Agent Designer.
| User input control | Description |
|---|---|
| Text |
User enters a plain text string in the conversation. |
| Static Choice |
User selects an item from a predefined list. |
| Dynamic Choice |
User selects an item from a list that is created dynamically. For example, the user can select from a list of cases that they opened. |
| Boolean |
User enters a Boolean response to the bot. For example, the user can reply "Yes" or "No" in the conversation. |
| File picker | User sends a file to the bot. Note: Conversational SMS Integration with Twilio doesn't support all file types. Only images can be sent in an SMS conversation. |
For more information on configuring user input controls, see Virtual Agent Designer user input controls.
| Bot response | Description |
|---|---|
| Text | Bot sends a plain text string to the user. |
| Image | Bot sends an image to the user. |
| Link | Bot sends a web link to the user. |
| Card | Bot sends selected information from a record on your instance. |
Live agents can use the Text, Card, and Image response controls to reply to users in SMS conversations.
User subscriptions for SMS update notifications
- To check SMS notification settings for the account, send this text: Notification
- To receive SMS notifications, send this text: START
- To stop receiving SMS notifications, send this text: STOP
To learn more about Virtual Agent notifications, see Configuring Virtual Agent notifications.
For details about creating content for a messaging notification, see Define Virtual Agent notification contents.