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Twilio setup for credentials, HCP Experience Cloud site and trusted URLs

Key Takeaway

Twilio remote engagement setup runs in a set order. First, finish the packaged Twilio credentials. Next, set up an Experience Cloud site for healthcare professionals (HCPs). Then add the Twilio WSS endpoints as trusted URLs. Last, define video call settings in the Admin Console. To let HCPs join video calls without logging in, grant Access Remote Engagement for Digital Experience to the site's guest user profile.

Remote engagement lets field users hold video call sessions with HCPs. Life Sciences Cloud can use Twilio as the service provider for those sessions. Setup has three connected parts. The first part is the Twilio credentials that ship in the Life Sciences Customer Engagement managed package. The second is an Experience Cloud site where HCPs join the calls. The third is trusted URLs for the Twilio WSS endpoints, so attendees can connect.

Where Twilio remote engagement is available

Twilio remote engagement is available in Enterprise and Unlimited Editions. The org also needs these three things:

  • Life Sciences Cloud
  • The Life Sciences Cloud for Customer Engagement Add-on license
  • The Life Sciences Customer Engagement managed package
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