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🤖 Turn on your AI engine

Connect Twilio & switch your AI on

Connecting a Twilio account is the step that turns your AI on — it's what lets Pulse text and call your leads for you, 24/7. The best part: you only set up the Twilio account. Once it's upgraded, Pulse registers you with the carriers and buys your number automatically — no console work, no paperwork.

Your part (~15 min)

  • 1. Create a Twilio account
  • 2. Upgrade it & add ~$30 + your business details
  • 3. Copy your SID + Auth Token into Pulse
  • 4. Pick your area code, leave the number blank

Pulse's part (automatic)

  • ✓ Registers your business with the carriers (A2P 10DLC)
  • ✓ Creates your texting campaign
  • ✓ Buys your number in your area code
  • ✓ Emails you the moment your AI is live

▶ Watch it done on the real Twilio screens

twilio.com/try-twilio
twilio

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Free trial · no charge until you upgrade

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1. Create your Twilio account

Where:twilio.com ▸ Start free trial

Go to twilio.com/try-twilio and sign up. You bring your own Twilio — you own the number and the spend, Pulse never marks it up.

Step 1 of 8
1

Create your Twilio account

Go to twilio.com/try-twilio and sign up — name, email, password, agree to the terms, then Start.

2

Verify your email + set up 2-factor login

Click Twilio's confirmation email, then add a phone number to secure the account. Use your own cell — this is just login security, not your texting number. Enter the 6-digit code Twilio texts you.

This 2-factor step trips people up — it's only protecting your login. Pulse buys your actual sending number for you later.
3

Upgrade to Pay As You Go + add funds

A free trial can't send to real leads and can't be registered with the carriers — so this is the step that actually turns things on. When prompted, choose Pay As You Go and add a starting balance.

  • • Add about $30. The one-time carrier-registration fee (~$19.50, brand + campaign) comes out of this, plus your number and starter texts. It's paid to Twilio — Pulse never marks it up.
  • • Auto-recharge is optional — turn it on later once you're sending daily.
🛑 STOP after you pay. Twilio shows a "A bonus for your next build" page with a big blue "Start building" button. Do NOT click it and do NOT set anything up in Twilio. Once your balance shows (e.g. "$50 starting balance"), you're done in Twilio — just grab your SID + Auth Token (Step 6) and come back to Pulse. Pulse builds everything else for you.
4

Enter your business & tax details

Twilio asks who owns the account. This has to match your IRS records exactly:

  • • User type: Business
  • • Legal business name: character-for-character as on your EIN letter (CP-575), including "LLC"
  • • Your EIN, country (United States), and registered business address
A legal-name or EIN mismatch is the #1 reason carrier registration gets rejected. Copy them straight off the IRS letter.
No EIN? You're a sole proprietor — that's fine. Choose user type Individual instead of Business, skip the EIN, and use your own legal name + home/business address. In Pulse, leave the EIN field blank. Pulse registers you on the sole-proprietor path automatically (one number, lower daily volume). Want higher volume later? Get a free EIN from the IRS (about 5 minutes) and switch to the Business path.
5

Let Twilio review your account

After you fund the account and submit your business profile, Twilio puts your account "under review." That's completely normal and can take a bit.

You don't need to buy a number or register anything. Don't create a brand or campaign yourself — Pulse does all of that for you, and doing it twice creates a duplicate ~$15 charge.
6

Copy your Account SID + Auth Token

In the Twilio Console, open Account Info on the homepage. Copy your Account SID (starts with AC…) and click "view" to reveal the Auth Token.

Treat the Auth Token like a password. Pulse encrypts it with AES-256-GCM before it's stored — the plaintext never leaves our secure function.
7

Paste them into Pulse & pick your area code

Back in Settings → Messaging, paste your Account SID and Auth Token, enter your preferred area code (e.g. 704), and leave the phone-number field blank. Click Verify & connect.

Leaving the number blank is the whole point — Pulse buys you a local number in your area code automatically (and falls back to your city/state if that area code is full).
8

Pulse takes it from here — automatically

The moment your Twilio account clears review, Pulse — with no action from you:

  • • Registers your business with the carriers (A2P 10DLC brand + campaign)
  • • Buys your number in your area code and wires it up
  • • Emails you the moment your AI is live and sending

Carrier approval usually takes a few business days — that part runs on the carriers' clock, not ours. You'll get the email the second it clears.

Sole proprietors — one quick step: to prove the number is yours, Twilio texts a verification code to your cell. Just reply to that text (within 24 hours) — nothing to type into Pulse. Didn't get it? Use the Resend button in Settings → Messaging. That's the only extra step on the sole-proprietor path.

✅ That's your whole part.

Once you're approved, your AI texts and calls every lead 24/7, drafts every reply, and hands you the hot ones the moment a deal heats up. You pay Twilio directly for usage — Pulse never touches the dollar.

Go to Settings → Messaging →

Need the exact answer for a specific Twilio field? See the guided A2P walkthrough.