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Dialogflow CX Onboarding Guide


Twilio's Dialogflow CX Connector provides native telephony integration with Google Dialogflow CX. With this integration, Twilio offers rich conversational AI experiences to customer applications. A common use case for this would be enterprises with medium to large sized contact centers.

This guide explains the integration process between your Twilio application and your Google Dialogflow CX virtual agent.

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Google is rebranding Dialogflow CX as Conversational Agents. Until that rebranding concludes, this guide continues to use Dialogflow or Dialogflow CX. Consider these equivalent terms.


Prerequisites

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Before starting the integration, complete these prerequisites.

Set up your Google Dialogflow CX agent

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To start using Dialogflow CX in Google Cloud, consult Google's Dialogflow CX setup documentation(link takes you to an external page).

Grant Twilio permission to access your Dialogflow CX agent

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Before setting up one-click integration, Google Cloud requires you to grant access to Twilio's service account. To run your Dialogflow agent, grant Twilio's production service account permission to use Google Cloud.

  1. Log in to your Google Cloud console(link takes you to an external page).
  2. Select the Google Project in which you want to set up your Dialogflow CX Agent.
    To find the project, use the dropdown menu to the right of the Google Cloud logo.
  3. Verify that you have turned on the Resource Manager API(link takes you to an external page).
    If you need to turn on this API, confirm that you selected your desired project, click Next, then click Enable.
  4. Verify that your Google Cloud administrator has granted you the resourcemanager.projects.setIamPolicy permission for your project.
  5. Click the menu button at the top left of the page.
  6. Navigate to IAM & Admin > IAM(link takes you to an external page) from the left navigation.
  7. Click the Allow tab, then click the View by Principals tab.
  8. Click +Grant Access.
  9. In the New Principals box, add virtualagent-ccai-prod@dialogflow-prod-env.iam.gserviceaccount.com.
  10. Under Assign roles, click the Role combo box and search for Dialogflow API Reader.
  11. Click Dialogflow API Reader.
  12. Click + Add another role.
  13. Click the second Role combo box and search for Dialogflow API Client.
  14. Click Dialogflow API Client.
  15. Click Save.

When successful, a box appears stating Policy updated.

Log in to the Twilio Console

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Before performing the one-click integration with Google Dialogflow, verify that you have logged into the Twilio console with the appropriate account.

  1. Choose which account or sub-account to integrate with your Dialogflow CX agent.
  2. Log in to the Twilio Console(link takes you to an external page) with that account.

Connect Twilio to your Dialogflow CX Agent with the one-click integration

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Once you have completed the prerequisite steps, you are ready to use the one-click integration to connect your Twilio Dialogflow CX Connector to your desired Dialogflow CX agent.

Configure Dialogflow CX for integration

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  1. Log in to your Google Dialogflow CX cloud console(link takes you to an external page).
  2. Choose your project from the Select Project modal.
  3. Click Enable API if prompted. This may take a few seconds.
  4. Create or choose an agent(link takes you to an external page).
  5. Click the Manage tab on the left toolbar.
  6. Scroll to Integrations then click Integrations.
  7. Scroll to One-click telephony .
    Twilio under the One-click telephony integrations in the Dialogflow CX agent Manage console.

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