Integration Setup Guides
Step-by-step instructions for connecting every third-party service to your Engium platform. Includes credentials, links, pricing, and troubleshooting.
Integration Overview
Engium connects with third-party services to handle phone calls, WhatsApp messages, emails, payments, and calendar bookings. Each integration requires credentials from the third-party provider. Below you'll find step-by-step guides for every supported service.
Voice Calls
Twilio (international) or Exotel (India)
Meta Cloud API or Gupshup (India)
SendGrid, AWS SES, or Mailgun
Calendar
Google Calendar two-way sync
Web Chat
Built-in widget — no setup needed
For businesses in India, we recommend Exotel for voice calls and Gupshup for WhatsApp — they're 60–75% cheaper than international providers with better local support.
📞 Twilio — Voice Calls
Twilio is the industry-leading cloud communications platform. Use it for inbound and outbound phone calls, IVR menus, call recording, and AI-powered voice responses.
Prerequisites
- A Twilio account (free trial available with $15 credit)
- A verified email address and phone number
- A purchased phone number with Voice capability (~$1/month)
Setup Steps
Create a Twilio account
Go to the Twilio website and sign up for a free trial. You'll get $15 in free credit to test with.
Verify your identity
Twilio will ask you to verify your email address and phone number. Complete both verifications to activate your account.
Find your Account SID and Auth Token
After signing in, go to the Twilio Console dashboard. Your Account SID (starts with 'AC') and Auth Token are displayed right on the main page. Click the eye icon to reveal the Auth Token.
Purchase a phone number
Go to Phone Numbers → Manage → Buy a Number. Search for a number in your country, make sure it has 'Voice' capability enabled, and purchase it (~$1/month).
Enter credentials in Engium
In Engium, go to Integrations → Voice → Twilio. Enter your Account SID, Auth Token, and give the integration a name (e.g., 'Main Business Line'). Click 'Verify Credentials'.
Select your phone number
After verification succeeds, select the phone number you purchased from the dropdown. Click 'Save' and your voice channel is live. Engium automatically configures the webhook.
Credentials Reference
| Field | Where to find it |
|---|---|
| Account SID* | Twilio Console → Dashboard → Account SID (starts with 'AC', 34 characters) |
| Auth Token* | Twilio Console → Dashboard → Auth Token (click eye icon to reveal, 32 characters) |
| Phone Number* | Twilio Console → Phone Numbers → Manage → Active Numbers |
Pricing
Twilio Pay-as-you-go Pricing (US)
| Phone Number | ~$1.00/month |
| Incoming Voice Calls | ~$0.0085/min |
| Outgoing Voice Calls | ~$0.013/min |
Useful Links
Twilio offers test credentials that simulate calls without charges. Find them at Console → Settings → Test Credentials. Perfect for checking your setup before going live.
📞 Exotel — Voice & SMS (India)
Exotel is India's leading cloud telephony provider. A single Exotel integration enables both voice calls and SMS — and it's 60–75% cheaper than Twilio for Indian numbers.
Why Exotel? Price Comparison
| Exotel | Twilio | |
|---|---|---|
| Voice Calls (India) | ₹0.50/min | ₹1.25/min |
| SMS (India) | ₹0.15/msg | ₹0.55/msg |
| Savings | 60–75% cheaper | |
Setup Steps
Create an Exotel account
Sign up on the Exotel website. Business verification may be required for Indian telecom compliance.
Complete KYC verification
Upload your business documentation as required. This is mandatory for Indian telecom regulation. Approval typically takes 1–2 business days.
Get your API credentials
Log in to your Exotel dashboard. Go to Settings → API. Copy your API Key, API Token, and Account SID.
Get a virtual number
In your Exotel dashboard, navigate to Numbers and purchase or activate a virtual phone number. This will be your business caller ID.
Enter credentials in Engium
In Engium, go to Integrations → Providers → Exotel. Enter your API Key, API Token, Account SID, and From Number. Click 'Verify & Connect'. Engium automatically enables both Voice and SMS channels.
Credentials Reference
| Field | Where to find it |
|---|---|
| API Key* | Exotel Dashboard → Settings → API → API Key |
| API Token* | Exotel Dashboard → Settings → API → API Token |
| Account SID* | Exotel Dashboard → Settings → API → Account SID |
| From Number | Your Exotel virtual number (digits only, e.g. 08047190000) |
Useful Links
Exotel requires KYC/business verification for Indian telecom compliance. Plan for 1–2 business days for approval. Have your business PAN, GST certificate, and address proof ready.
💬 WhatsApp Business — Meta Cloud API
Connect WhatsApp Business directly via Meta's Cloud API for reliable, scalable messaging. This is the official integration path recommended for international businesses.
Prerequisites
- A Meta Business account (business.facebook.com)
- A phone number NOT already registered with WhatsApp — it will be converted to a Business number
- A Facebook Page for your business (optional but recommended)
- A payment method on your Meta Business account
Setup Steps
Create a Meta Business account
If you don't have one, go to Meta Business Suite and create a business account. This is free and takes a few minutes.
Create a Meta App
Go to Meta for Developers, click 'Create App', and select 'Business' type. Add the WhatsApp product to your app.
Add and verify your phone number
In the WhatsApp section of your app, add a phone number. Meta will send a verification code via SMS or voice call. Important: this number must NOT be already registered on WhatsApp — remove it from WhatsApp first if needed.
Create a System User and generate Access Token
In Meta Business Suite → Settings → Business Settings → Users → System Users: create a System User with 'Admin' role, then click 'Generate New Token'. Select the WhatsApp app and grant whatsapp_business_management and whatsapp_business_messaging permissions. Copy the token — you won't see it again.
Get your Phone Number ID and Business Account ID
In Meta for Developers → your app → WhatsApp → API Setup: you'll find both your Phone Number ID (numeric) and WhatsApp Business Account ID.
Enter credentials in Engium
In Engium, go to Integrations → WhatsApp → Meta Cloud API. Enter your Phone Number ID, Business Account ID, and Access Token. Click 'Verify & Connect'.
Configure webhook (automatic)
After successful verification, Engium provides a webhook URL. Copy it and paste it into your Meta App → WhatsApp → Configuration → Callback URL. Subscribe to 'messages' events. Engium will now receive all incoming WhatsApp messages.
Credentials Reference
| Field | Where to find it |
|---|---|
| Phone Number ID* | Meta for Developers → App → WhatsApp → API Setup → Phone Number ID |
| Business Account ID* | Meta for Developers → App → WhatsApp → API Setup → Business Account ID |
| Access Token* | Meta Business Suite → Settings → System Users → Generate Token (use permanent System User token, NOT the temporary test token) |
Pricing
WhatsApp Conversation-based Pricing
| Business-Initiated (Marketing/Utility) | ~$0.04–0.06 |
| User-Initiated (Service) | ~$0.01–0.03 |
| Free allowance | First 1,000 conversations/month free |
Use a permanent System User Access Token for production. The temporary test token from API Setup expires in 24 hours and will break your integration.
First messages to customers must use pre-approved Message Templates (approve via WhatsApp Manager). After a customer replies, you have a 24-hour window for free-form messages.
Useful Links
💬 Gupshup — WhatsApp for India
Gupshup is India's largest WhatsApp Business API provider. It's ~70% cheaper than Twilio for WhatsApp messaging in India, with fast onboarding and excellent local support.
Why Gupshup? Price Comparison
| Gupshup | Twilio | |
|---|---|---|
| WhatsApp Message (India) | ₹0.30/msg | ₹0.85/msg |
| Savings | ~70% cheaper | |
Setup Steps
Create a Gupshup account
Sign up on the Gupshup developer portal. You'll get access to the dashboard and sandbox for testing.
Create a WhatsApp Business app
In the Gupshup dashboard, click 'Create App' and select 'WhatsApp'. Follow the prompts to register your WhatsApp Business number and display name.
Get your API credentials
Go to your Profile → API Keys to find your API Token. Then go to your App → Settings → App Info for the App ID.
Enter credentials in Engium
In Engium, go to Integrations → WhatsApp → Gupshup. Enter your API Token, Source Phone Number (in E.164 format without '+', e.g., 919876543210), and optionally the App ID. Click 'Verify & Connect'.
Copy the webhook URL
After successful verification, Engium displays a webhook URL. Copy this URL — you'll need it in the next step.
Configure webhook in Gupshup
Go to your Gupshup dashboard → App Settings → Webhooks. Paste the webhook URL from Engium and enable 'message-event' and 'user-event' webhooks. Click Save.
Credentials Reference
| Field | Where to find it |
|---|---|
| API Token* | Gupshup Dashboard → Profile → API Keys → API Token |
| Source Phone* | Your registered WhatsApp number in E.164 format without '+' (e.g. 919876543210) |
| App ID | Gupshup Dashboard → App → Settings → App Info → App ID (optional) |
Webhook Configuration
After connecting Gupshup in Engium, you must configure the webhook in your Gupshup dashboard:
- Log in to your Gupshup dashboard
- Go to your WhatsApp Business App → Settings → Webhooks
- Paste the webhook URL provided by Engium
- Enable these events: 'message-event' and 'user-event'
- Click Save — messages will now flow to Engium automatically
Useful Links
Use Gupshup's sandbox environment to test your integration before going live. Send a message to their sandbox number and verify that messages appear in Engium.
📧 Email Integration
Connect an email provider to enable AI-powered email responses, automated follow-ups, and notification emails. Engium supports three providers — choose the one that fits your needs.
Supported Providers
| Provider | Best For | Free Tier | Dashboard |
|---|---|---|---|
| SendGrid | Most businesses — easy setup | 100 emails/day | app.sendgrid.com ↗ |
| AWS SES | High volume — cheapest at scale | 62,000/month (EC2) | AWS Console ↗ |
| Mailgun | Developers — powerful APIs | 100 emails/day (trial) | mailgun.com ↗ |
SendGrid Setup
Create a SendGrid account
Sign up at SendGrid (owned by Twilio). The free plan includes 100 emails/day.
Verify a sender identity
Go to Settings → Sender Authentication. Either verify a single sender email address, or authenticate your entire domain for better deliverability.
Create an API key
Go to Settings → API Keys → Create API Key. Select 'Full Access' or 'Restricted Access' with Mail Send permission. Copy the key immediately — it won't be shown again.
Enter in Engium
In Engium, go to Integrations → Email. Select 'SendGrid', paste your API key, enter your verified sender email address, and save.
AWS SES Setup
Access AWS SES
Log in to the AWS Console and navigate to Amazon SES. If you're new to AWS, create an account first.
Verify your email/domain
In SES, go to Identities → Create Identity. Verify either a single email address (quick) or an entire domain (add DNS records). You'll start in Sandbox mode.
Create SMTP credentials or API key
Go to AWS IAM and create an access key with SES permissions. Or use SES → SMTP Settings to generate SMTP credentials. Copy the Access Key ID and Secret Access Key.
Enter in Engium
In Engium, go to Integrations → Email. Select 'AWS SES', paste your API key, enter your verified sender email, and save. Note: request production access from SES to send to unverified recipients.
Mailgun Setup
Create a Mailgun account
Sign up at Mailgun. The trial includes 100 emails/day for the first month.
Add and verify your domain
In Mailgun, go to Domains → Add New Domain. Follow the DNS record instructions to verify your domain. This improves email deliverability significantly.
Get your API key
Go to Settings → API Keys. Copy your Private API key. This is used for sending emails via the Mailgun API.
Enter in Engium
In Engium, go to Integrations → Email. Select 'Mailgun', paste your Private API key, enter your verified sender email address, and save.
Credentials Reference (All Providers)
| Field | Where to find it |
|---|---|
| Provider* | Select SendGrid, AWS SES, or Mailgun from the dropdown |
| API Key* | Provider dashboard → API Keys section (see individual steps above) |
| From Email* | Must be a verified sender email in your provider's dashboard |
Test your email integration by sending a test email from Engium after setup. Check your spam folder if it doesn't arrive — you may need to set up SPF/DKIM DNS records for your domain.
📅 Google Calendar — Two-Way Sync
Connect Google Calendar for automatic two-way booking sync. When AI books an appointment, it appears in your Google Calendar immediately. Events created in Google Calendar block the time in Engium to prevent double-bookings.
Setup Steps
Go to Calendar Settings
In Engium, navigate to Settings → Calendar. You'll see the option to connect Google Calendar.
Click 'Connect Google Calendar'
A Google sign-in window will open. Sign in with the Google account that has the calendar you want to sync. Grant Engium permission to read and write calendar events.
Select your calendar
After authorization, select which Google Calendar to sync with (you may have multiple). Choose your primary business calendar.
Verify sync is working
Create a test booking in Engium and check that it appears in your Google Calendar within a few seconds. Then create an event in Google Calendar and verify it blocks the time in Engium.
Features
- Two-way sync — bookings appear in both Engium and Google Calendar
- Double-booking prevention — Google Calendar events block Engium time slots
- Automatic updates — reschedules and cancellations sync both ways
- Multiple calendars — connect different calendars for different team members
Useful Links
If you don't need Google Calendar sync, Engium's built-in calendar works out of the box with zero setup. You can always connect Google Calendar later.
🌐 Web Chat Widget
Engium's web chat widget is built-in and requires no third-party setup. Just enable it and paste a snippet on your website. Visitors can chat with your AI assistant directly.
Setup Steps
Enable Web Chat
In Engium, go to Integrations → Web Chat and toggle it on. Customize the widget appearance: colors, welcome message, position, and avatar.
Copy the embed code
Engium generates a JavaScript snippet. Copy it and paste it into your website's HTML, just before the closing </body> tag. It works on any website platform.
Test on your website
Visit your website and look for the chat bubble in the bottom-right corner. Click it to start a test conversation with your AI assistant.
Features
- Real-time AI responses — visitors get instant answers
- Customizable appearance — match your brand colors and style
- File sharing — customers can send images and documents
- Mobile responsive — works perfectly on phones and tablets
- Conversation history — all chats are saved in your Engium dashboard
🔧 Troubleshooting
Common integration issues and how to fix them.
"Credentials verification failed"
Double-check you copied the full credential value without trailing spaces. Ensure the API key/token hasn't been revoked or expired. For Twilio, the Account SID must start with 'AC'. For Stripe, Secret Key starts with 'sk_live_' or 'sk_test_'.
"WhatsApp messages not arriving"
Check your webhook configuration in Meta/Gupshup dashboard — the URL must exactly match what Engium provided. Verify you subscribed to 'messages' events. Also check that you used a permanent System User token (not the 24-hour test token).
"Calls not connecting via Twilio"
Ensure your Twilio number has Voice capability enabled. Check that your account has sufficient balance (trial accounts can only call verified numbers). Verify the webhook URL is accessible — check Twilio Console → Monitor → Logs for error details.
"Exotel KYC is taking too long"
Exotel KYC typically takes 1–2 business days. Ensure all documents (PAN, GST certificate, business address proof) are clear and legible. Contact Exotel support at support@exotel.com if it takes more than 3 days.
"Emails going to spam"
Set up SPF, DKIM, and DMARC DNS records for your domain. Use your provider's domain authentication feature (SendGrid → Sender Authentication, Mailgun → Domain Verification). AWS SES: request production access to leave sandbox mode.
"Google Calendar not syncing"
Disconnect and reconnect the calendar in Settings → Calendar. Make sure you selected the correct calendar during setup. Check that the Google account has Calendar API access enabled. Sync may take up to 30 seconds for new events.
"Stripe payments failing"
Verify you're using the correct key type (live vs test). Check that your Stripe account is fully activated with business verification complete. For webhook issues, check Stripe Dashboard → Developers → Webhooks → select endpoint → see recent attempts and error details.