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Integrations & Channels
WhatsApp & SMS via Twilio or Zendesk
WhatsApp and SMS connect either directly through Twilio, or through Zendesk if you'd rather manage them alongside your other support channels.
Direct via Twilio
Add your Twilio Account SID, Auth Token, and your WhatsApp and/or SMS numbers from Settings → Integrations. Once connected, these channels become available in a campaign’s outreach sequence for the Sales Agent.
Or via Zendesk
If you’re already routing email and social through Zendesk, WhatsApp and SMS can run through the same connection instead of a separate Twilio setup — see Email & Social via Zendesk.
Where it's used
Once connected, they show up as channel options when building a Sales Agent campaign, alongside Email.
Set up WhatsApp or SMS
Add your Twilio credentials, or connect via Zendesk.