Skills
skills/claude-office-skills/skills/Twilio SMS Automation

Twilio SMS Automation

Installation
SKILL.md

Twilio SMS Automation

Comprehensive skill for automating SMS, voice, and verification workflows with Twilio.

Core Workflows

1. SMS Messaging Flow

SMS AUTOMATION FLOW:
┌─────────────────┐
│    Trigger      │
│  (Event/API)    │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Message Build  │
│  - Template     │
│  - Personalize  │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Number Lookup  │
│  - Validate     │
│  - Format       │
└────────┬────────┘
         ▼
┌─────────────────┐
│     Send        │
│  - Twilio API   │
│  - Queue        │
└────────┬────────┘
         ▼
┌─────────────────┐
│    Delivery     │
│  - Status       │
│  - Callback     │
└─────────────────┘

2. Message Configuration

sms_config:
  sender:
    phone_number: "+1234567890"
    messaging_service_sid: "MG..."  # For higher throughput
    
  defaults:
    status_callback: "https://api.example.com/sms/status"
    validity_period: 14400  # 4 hours
    
  rate_limiting:
    messages_per_second: 10
    daily_limit_per_recipient: 5
    
  compliance:
    opt_out_keywords: ["STOP", "UNSUBSCRIBE", "CANCEL"]
    opt_in_required: true
    quiet_hours:
      start: "21:00"
      end: "09:00"
      timezone: "America/New_York"

Message Templates

Notification Templates

templates:
  order_confirmation:
    content: |
      {{company}}: Your order #{{order_id}} has been confirmed!
      Total: ${{total}}
      Track: {{tracking_url}}
      Reply HELP for assistance.
    max_length: 160
    
  shipping_update:
    content: |
      {{company}}: Your order #{{order_id}} has shipped!
      Carrier: {{carrier}}
      Tracking: {{tracking_number}}
      Delivery: {{estimated_date}}
    
  appointment_reminder:
    content: |
      Reminder: Your appointment with {{provider}} is tomorrow at {{time}}.
      Location: {{address}}
      Reply C to confirm or R to reschedule.
    
  two_factor:
    content: |
      Your {{company}} verification code is: {{code}}
      This code expires in 10 minutes.
      Don't share this code with anyone.

Conversational Templates

two_way_messaging:
  welcome:
    trigger: opt_in
    response: |
      Welcome to {{company}} updates! 
      You'll receive order and shipping notifications.
      Reply HELP for commands or STOP to unsubscribe.
      
  help:
    trigger: ["HELP", "?", "INFO"]
    response: |
      {{company}} SMS Commands:
      STATUS - Check order status
      TRACK - Get tracking info
      SUPPORT - Contact support
      STOP - Unsubscribe
      
  status_inquiry:
    trigger: ["STATUS", "ORDER"]
    action: lookup_order
    response: |
      Order #{{order_id}}: {{status}}
      {{#if tracking}}
      Tracking: {{tracking_url}}
      {{/if}}
      
  unsubscribe:
    trigger: ["STOP", "UNSUBSCRIBE"]
    action: opt_out
    response: |
      You've been unsubscribed from {{company}} messages.
      Reply START to resubscribe anytime.

Verification (2FA)

Verify API Integration

verification_config:
  channel: sms  # or: call, email, whatsapp
  
  code_settings:
    length: 6
    expiry_minutes: 10
    
  rate_limits:
    max_attempts: 5
    lockout_minutes: 30
    
  templates:
    sms: "Your {{company}} code is {{code}}"
    call: "Your verification code is {{code_spoken}}"

Verification Flow

// Start Verification
const verification = await twilio.verify.v2
  .services('VA...')
  .verifications
  .create({
    to: '+1234567890',
    channel: 'sms',
    customCode: '123456', // Optional
    locale: 'en'
  });

// Check Verification
const check = await twilio.verify.v2
  .services('VA...')
  .verificationChecks
  .create({
    to: '+1234567890',
    code: '123456'
  });

// Result
if (check.status === 'approved') {
  // Verification successful
} else {
  // Invalid code
}

Voice Automation

Outbound Calls

voice_config:
  outbound_call:
    from: "+1234567890"
    twiml_url: "https://api.example.com/voice/script"
    status_callback: "https://api.example.com/voice/status"
    timeout: 30
    record: true
    
  twiml_script: |
    <?xml version="1.0" encoding="UTF-8"?>
    <Response>
      <Say voice="alice">
        Hello {{name}}, this is a reminder about your
        appointment tomorrow at {{time}}.
      </Say>
      <Gather numDigits="1" action="/handle-response">
        <Say>Press 1 to confirm, 2 to reschedule.</Say>
      </Gather>
    </Response>

IVR Menu

ivr_menu:
  greeting: |
    Thank you for calling {{company}}.
    For sales, press 1.
    For support, press 2.
    For billing, press 3.
    To speak with an operator, press 0.
    
  routing:
    - digit: "1"
      action: transfer
      destination: "+1987654321"
      queue: "sales"
      
    - digit: "2"
      action: transfer
      destination: "+1876543210"
      queue: "support"
      
    - digit: "3"
      action: transfer
      destination: "+1765432109"
      queue: "billing"
      
    - digit: "0"
      action: operator
      fallback: voicemail

Bulk Messaging

Campaign Configuration

bulk_campaign:
  name: "Holiday Promotion"
  
  audience:
    source: segment
    filter:
      opted_in: true
      last_purchase: "> 30_days"
      
  message:
    template: holiday_promo
    variables:
      discount_code: "HOLIDAY20"
      
  schedule:
    start_time: "2024-11-25T10:00:00"
    timezone: "America/New_York"
    batch_size: 100
    delay_between_batches: 60  # seconds
    
  tracking:
    delivery_report: true
    click_tracking: true
    conversion_tracking: true

Broadcast Status

CAMPAIGN STATUS: Holiday Promotion
═══════════════════════════════════════

Progress: ████████████████░░░░ 78%

DELIVERY STATS:
Sent:        7,800
Delivered:   7,450 (95.5%)
Failed:      125 (1.6%)
Pending:     225 (2.9%)

ENGAGEMENT:
Clicks:      1,245 (16.7%)
Replies:     89 (1.2%)
Opt-outs:    23 (0.3%)

ERRORS:
Invalid Number:  45
Unsubscribed:    52
Carrier Block:   18
Rate Limited:    10

ESTIMATED COMPLETION: 25 minutes

Phone Number Management

Number Lookup

number_lookup:
  capabilities:
    - carrier_info
    - caller_name
    - line_type
    
  validation:
    - check_format
    - verify_active
    - detect_landline_vs_mobile
    
  example_response:
    phone_number: "+14155551234"
    country_code: "US"
    carrier:
      name: "Verizon"
      type: "mobile"
    caller_name: "John Doe"
    valid: true

Number Provisioning

number_management:
  search_criteria:
    country: "US"
    area_code: "415"
    capabilities: ["SMS", "MMS", "Voice"]
    
  purchase:
    phone_number: "+14155559999"
    friendly_name: "Marketing Line"
    sms_url: "https://api.example.com/sms/incoming"
    voice_url: "https://api.example.com/voice/incoming"

Analytics Dashboard

SMS ANALYTICS - LAST 30 DAYS
═══════════════════════════════════════

VOLUME:
Sent:        45,230
Delivered:   43,456 (96.1%)
Failed:      1,774 (3.9%)

BY TYPE:
Notifications  ████████████░░░░ 62%
Marketing      ██████░░░░░░░░░░ 23%
2FA            ████░░░░░░░░░░░░ 15%

DELIVERY BY CARRIER:
Verizon     ████████████████ 97%
AT&T        ███████████████░ 95%
T-Mobile    ██████████████░░ 94%
Sprint      █████████████░░░ 92%

COST:
Total Spend:     $1,245.67
Per Message:     $0.0275
Per Delivered:   $0.0287

ENGAGEMENT:
Link Clicks:     3,456 (7.9%)
Replies:         892 (2.1%)
Opt-outs:        56 (0.1%)

API Examples

Send SMS

// Simple SMS
const message = await twilio.messages.create({
  body: 'Hello from Twilio!',
  from: '+1234567890',
  to: '+0987654321',
  statusCallback: 'https://api.example.com/sms/status'
});

// With Messaging Service (recommended for scale)
const message = await twilio.messages.create({
  body: 'Order confirmed!',
  messagingServiceSid: 'MG...',
  to: '+0987654321'
});

// MMS with Media
const mms = await twilio.messages.create({
  body: 'Check out this image!',
  from: '+1234567890',
  to: '+0987654321',
  mediaUrl: ['https://example.com/image.jpg']
});

Handle Incoming SMS

// Express webhook handler
app.post('/sms/incoming', (req, res) => {
  const { From, Body } = req.body;
  
  const twiml = new twilio.twiml.MessagingResponse();
  
  if (Body.toUpperCase() === 'STATUS') {
    twiml.message('Your order is on the way!');
  } else {
    twiml.message('Thanks for your message. We\'ll respond shortly.');
  }
  
  res.type('text/xml');
  res.send(twiml.toString());
});

Best Practices

  1. Get Consent: Always have opt-in before messaging
  2. Include Opt-Out: STOP keyword in every message
  3. Respect Quiet Hours: Don't message late night
  4. Validate Numbers: Use Lookup API before sending
  5. Handle Failures: Retry logic for transient errors
  6. Monitor Delivery: Track delivery rates by carrier
  7. Stay Compliant: Follow TCPA/CTIA guidelines
  8. Use Templates: Consistent, tested messages
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