連携の概要
Engium connects with third-party services to handle phone calls, WhatsApp メッセージ, 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.
For businesses in India, we recommend Exotel for voice calls and Meta WhatsApp Cloud API - they're 60–75% cheaper than international providers を備えた better local support.
Twilio - Voice Calls
Voice CallsInternational
Twilio is the industry-leading cloud communications platform. Use it for inbound と outbound phone calls, IVR menus, call recording, and AI-powered voice responses.
Prerequisites
- A Twilio account (無料 trial available with $15 credit)
- A verified email address と phone number
- A purchased phone number を備えた Voice capability (~$1/month)
Setup Steps
2
Verify your identity
Twilio will ask you へ verify your email address and phone number. Complete both verifications to activate your account.
3
Find your Account SID と Auth Token
After signing in, go to the Twilio Console dashboard. Your Account SID (starts を備えた 'AC') and Auth Token are displayed right on the main page. Click the eye icon to reveal the Auth Token.
Open Twilio Console ↗
4
Purchase a phone number
Go へ 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).
Buy a Twilio number ↗
5
Enter credentials in Engium
In Engium, go へ Integrations → Voice → Twilio. Enter your Account SID, Auth Token, and give the integration a name (e.g., 'Main Business Line'). Click 'Verify Credentials'.
6
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 を備えた 'AC', 34 characters) |
| Auth Token* | Twilio Console → Dashboard → Auth Token (click eye icon へ reveal, 32 characters) |
| Phone Number* | Twilio Console → Phone Numbers → Manage → Active Numbers |
料金
Twilio Pay-as-you-go 料金 (US)
| Phone Number | ~$1.00/month |
| Incoming Voice Calls | ~$0.0085/min |
| Outgoing Voice Calls | ~$0.013/min |
使用ful 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)
Voice + SMS India Recommended
Exotel is India's leading cloud telephony provider. A single Exotel integration enables both voice calls と 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 |
| cheaper | 60–75% cheaper |
Setup Steps
2
Complete KYC verification
Upload your business documentation as required. This is mandatory for Indian telecom regulation. Approval typically takes 1–2 business days.
3
取得 your API credentials
Log in へ your Exotel dashboard. Go to Settings → API. Copy your API Key, API Token, and Account SID.
Open Exotel Dashboard ↗
4
取得 a virtual number
In your Exotel dashboard, navigate へ Numbers and purchase or activate a virtual phone number. This will be your business caller ID.
5
Enter credentials in Engium
In Engium, go へ 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) |
使用ful Links
Exotel requires KYC/business verification for Indian telecom compliance. プラン for 1–2 business days for approval. Have your business PAN, GST certificate, and address proof ready.
WhatsApp BusinessMeta Cloud API
Meta Cloud APIを通じてWhatsApp Businessに直接接続し、信頼性が高くスケーラブルなメッセージングを実現します。これは海外展開する企業向けに推奨される公式な連携方法です。
Prerequisites
- A Meta Business account (business.facebook.com)
- A phone number NOT already registered を備えた WhatsApp - it will be converted to a Business number
- 貴社のFacebookページ（任意ですが推奨）
- A payment method on your Meta Business account
Setup Steps
1
Create a Meta Business account
If you don't have one, go to Meta Business Suite and create a business account. This is 無料 and takes a few minutes.
Open Meta Business Suite ↗
2
Create a Meta App
Go へ Meta for Developers, click 'Create App', and select 'Business' type. Add the WhatsApp product to your app.
Go へ Meta for Developers ↗
3
Add と verify your phone number
In the WhatsApp section of your app, add a phone number. Meta will send a verification code via SMS または voice call. Important: this number must NOT be already registered on WhatsApp - remove it from WhatsApp first if needed.
4
Create a System User と generate Access Token
In Meta Business Suite → Settings → Business Settings → Users → System Users: create a System User を備えた '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.
5
Get your Phone Number ID と Business Account ID
In Meta for Developers → your app → WhatsApp → API Setup: you'll find both your Phone Number ID (numeric) と WhatsApp Business Account ID.
WhatsApp Cloud API documentation ↗
6
Enter credentials in Engium
In Engium, go へ Integrations → WhatsApp → Meta Cloud API. Enter your Phone Number ID, Business Account ID, and Access Token. Click 'Verify & Connect'.
7
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 'メッセージ' 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) |
料金
WhatsApp Conversation-based 料金
| Business-Initiated (Marketing/Utility) | ~$0.04–0.06 |
| 使用r-Initiated (Service) | ~$0.01–0.03 |
| 無料枠 | First 1,000 conversations/month 無料 |
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 無料-form messages.
使用ful Links
Email Integration
Email3 Providers
Connect an email provider へ enable AI-powered email responses, automated follow-ups, and notification emails. Engium supports three providers - choose the one that fits your needs.
対応プロバイダー
| Provider | Best 用 | 無料 Tier | ダッシュボード |
|---|
| SendGrid | Most businesses - easy setup | 100 emails/day | app.sendgrid.com ↗ |
| AWS SES | High volume - cheapest at スケール | 62,000/month (EC2) | AWS Console ↗ |
| Mailgun | Developers - powerful APIs | 100 emails/day (trial) | mailgun.com ↗ |
SendGrid Setup
1
Create a SendGrid account
Sign up at SendGrid (owned by Twilio). The 無料 plan includes 100 emails/day.
Sign up at SendGrid ↗
2
Verify a sender identity
Go へ Settings → Sender Authentication. Either verify a single sender email address, or authenticate your entire domain for better deliverability.
3
Create an API key
Go to Settings → API Keys → Create API Key. Select 'Full Access' or 'Restricted Access' を備えた Mail Send permission. Copy the key immediately - it won't be shown again.
SendGrid API Keys page ↗
4
Enter in Engium
In Engium, go へ Integrations → Email. Select 'SendGrid', paste your API key, enter your verified sender email address, and save.
AWS SES Setup
1
Access AWS SES
Log in へ the AWS Console and navigate to Amazon SES. If you're new to AWS, create an account first.
Open AWS SES Console ↗
2
Verify your email/domain
In SES, go へ Identities → Create Identity. Verify either a single email address (quick) or an entire domain (add DNS records). You'll start in Sandbox mode.
3
Create SMTP credentials または API key
Go to AWS IAM and create an access key を備えた SES permissions. Or use SES → SMTP Settings to generate SMTP credentials. Copy the Access Key ID and Secret Access Key.
4
Enter in Engium
In Engium, go へ 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
1
Create a Mailgun account
Mailgunでサインアップしてください。トライアルでは最初の1か月間、1日あたり100通のメールが含まれます。
Sign up at Mailgun ↗
2
Add と verify your domain
In Mailgun, go へ Domains → Add New Domain. Follow the DNS record instructions to verify your domain. This improves email deliverability significantly.
3
取得 your API key
Go へ Settings → API Keys. Copy your Private API key. This is used for sending emails via the Mailgun API.
4
Enter in Engium
In Engium, go へ 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 |
|---|
| プロバイダー* | Select SendGrid, AWS SES, または Mailgun from the dropdown |
| API Key* | Provider dashboard → API Keys section (see individual steps above) |
| 送信元メールアドレス* | 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 へ set up SPF/DKIM DNS records for your domain.
Google Calendar - Two-Way Sync
Calendar SyncFree
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
1
Go へ Calendar Settings
In Engium, navigate へ Settings → Calendar. You'll see the option to connect Google Calendar.
2
Click 'Connect Google Calendar'
A Google sign-in window will open. Sign in を備えた the Google account that has the calendar you want to sync. Grant Engium permission to read and write calendar events.
3
Select your calendar
After authorization, select which Google Calendar to sync を備えた (you may have multiple). Choose your primary business calendar.
4
同期が機能していることを確認
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 と Google Calendar
- Double-booking prevention - Google Calendar events block Engium time slots
- Automatic updates - reschedules and cancellations sync both ways
- 複数カレンダー — チームメンバーごとに異なるカレンダーを接続
使用ful Links
If you don't need Google Calendar sync, Engium's built-in calendar works out of the box を備えた zero setup. You can always connect Google Calendar later.
Web Chat Widget
Built-inNo Setup Required
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 を備えた your AI assistant directly.
Setup Steps
1
Enable Web Chat
In Engium, go へ Integrations → Web Chat and toggle it on. Customize the widget appearance: colors, welcome message, position, and avatar.
2
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.
3
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 を備えた 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 と tablets
- Conversation history - all chats are saved in your Engium dashboard
Troubleshooting
Common integration issues and how へ 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 メッセージ not arriving"
Check your webhook configuration in Meta dashboard - the URL must exactly match what Engium provided. Verify you subscribed to 'メッセージ' 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 へo long"
Exotel KYC typically takes 1–2 business days. Ensure all documents (PAN, GST certificate, business address proof) are clear と legible. Contact Exotel support at support@exotel.com if it takes more than 3 days.
"Emails going へ 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 へ 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 へ 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 を備えた business verification complete. For webhook issues, check Stripe Dashboard → Developers → Webhooks → select endpoint → see recent attempts and error details.
