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📘 Video Overview — Twilio Integration + Trust Products Explained

In this video, you’ll learn exactly how to connect your Twilio account to your Cortex Growth Agency Platform and what each Twilio trust product means — so your phone numbers, call quality, SMS deliverability, and caller ID reputation all work seamlessly for you and your sub-accounts.

Here’s everything this walkthrough covers:

1. Connecting Twilio to Your Agency Platform

• Navigating to the Twilio integration
• Clicking “Add” to begin the setup
• Copying your Twilio Account SID and Auth Token from your Twilio Console
• Pasting your keys into the platform to activate Twilio
• Verifying that your Twilio connection is successfully approved

2. Sub-Accounts Claiming Phone Numbers

• Once Twilio is connected:
  • Sub-accounts can search for numbers
  • Buy numbers based on area code
  • Use them for calls and SMS
• You can upsell these numbers for profit
• The video reminds you that a deeper upsell breakdown is available in the School community

3. Understanding Twilio Trust Products

The video explains what each trust product does and why it matters for your agency:

CNAM (Caller ID Name)

• Lets you add a branded caller ID
• Shows your business name when your AI agent calls
• Helps increase answer rates and professionalism