Save and verify the Twilio account
Enter the Account SID and Auth token, then choose Save and verify Twilio. The token is not shown again. Leave the token blank to keep the one already saved.
Connect Zoho first
If OAuth is disconnected, the page links to OAuth Setup. If CRM logging is paused, that same link is the fix. Numbers cannot be connected for Messenger until Zoho is connected.
Connect each phone number
Refresh the list, set the default outbound number, and for each number set a friendly name of up to 64 characters. The friendly name syncs to Twilio. Then Connect text, and Set up call routing. Buy numbers in Twilio if the list is empty. An existing number works only when Twilio already has it with the capabilities you need.
Choose inbound call routing
Route with ZE Messenger, or keep the current Twilio settings. Keeping Twilio follows your existing Twilio setup, and those calls are not logged in ZE Messenger. ZE Messenger routing is an ordered list of steps: the record owner, a user, an AI bot, a direct number, an external number, or play a message and email. You can also set a default outbound bot.
Connect WhatsApp senders
Refresh the sender list, then Connect WhatsApp only when the sender status is ONLINE. WhatsApp registration stays in Twilio and Meta.