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Helpwise's Phone inbox can be combined with SMS inbox so that you can call and text your customer from the same place.
How to Setup Phone Inbox in HelpwiseStep 1: Log in to your Helpwise account
Step 2: Navigate to "Inboxes" and click on "Add Inbox"
Step 3: Scroll down and click on "Twilio" under the phone inbox section
Note: A Twilio number with voice capabilities is required to create a phone inbox.
Step 4: Enter your Twilio Account SID and Token, and Click Next
Learn more about Twilio Account SID and Token
Step 5: Enter the Twilio Number associated with your account and Click Configure
Step 6: Enable Calling capabilities for the inbox by selecting "Enable phone inbox"Step 7: Download the Helpwise Dialer web app to start using the Phone Inbox.
- The Helpwise dialer app will need to be installed by anyone in your team who wants to make and receive calls.
- The dialer app can be downloaded at any time from your inbox (once it is created).
Note: All charges for calling and SMS limits are set by Twilio and users need to directly transact with Twilio for call / SMS charges.