This guide is essential for those intending to use SalesAi by walking through payment setup and identity verification. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
Step 1: Choose Plan & Complete Profile
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Go to Twilio.com and log in.
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Select “Pay-as-you-Go” (not the free trial).
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Start building your customer profile:
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Enter your legal name and phone number (must match your government-issued ID).
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Upload a photo ID (e.g., driver’s license, passport).
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Select if you’re using Twilio for Business or Individual purposes.
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Enter business info (name, website with
http://, country, and address).
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Step 2: Add Main Address
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Provide your main address (used for tax purposes).
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Validate and confirm the address.
Step 3: Set Starting Balance
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Choose a starting balance:
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Options: $20, $50 (recommended), $100, or custom.
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Set up auto-recharge (e.g., recharge when balance drops below $10).
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Recommended: Standard ($50 top-up).
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Step 4: Add Payment Info
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Enter card details (name, number, expiry, CVV).
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Confirm billing address (can match main address).
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Click "Confirm Payment" to finish setup.