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Send SMS Messages in Kizen with Twilio

Audience: Admins, Developers, Solution Architects

Purpose: Explains how to send SMS messages in Kizen using a connected Twilio account, including single-contact, bulk, and Agentic Workflow-based messaging.

Overview

This page explains the ways SMS messages can be sent within Kizen after a Twilio account has been configured.

Once connected, SMS messages can be sent:

  • From an individual Contact Record

  • As a bulk action to multiple Contacts

  • Automatically through Agentic Workflows

In all cases, Kizen sends the message using the Twilio credentials stored in Settings > Privacy Settings, and Twilio handles carrier delivery.

Before You Begin

Before sending SMS messages in Kizen, ensure:

  • A Twilio account is connected under Settings > Privacy Settings

  • A valid Twilio phone number is configured

  • The Contact record(s) include a valid phone number

  • You have permission to perform bulk actions or configure Agentic Workflows (if applicable)

Keep in mind:

  • Kizen supports only one Twilio phone number per business

  • All SMS messages are sent from that configured number

  • Kizen does not manage A2P 10DLC registration or carrier compliance

  • Delivery logs and detailed error information are available in Twilio, not in Kizen

If Twilio is not configured, SMS options will not be available. Learn more about the Twilio Configuration.

Three Ways to Send SMS in Kizen

Once your Twilio account is connected in Kizen, SMS messages can be sent in one of three ways:

Send a Single SMS to a Contact

You can send an SMS directly from an individual Contact Record.

1

Open the Contact

  1. Go to Data > Contacts.

  2. Click the Contact’s name to open their Record.

2

Select PERFORM ACTION

  1. In the top right corner of the Contact Record, select PERFORM ACTION.

  2. Select Send Text from the dropdown.

3

Compose the Message

  1. Enter your message in the text field.

  2. Review the phone number associated with the Contact.

  3. Click CONFIRM to send.

What Happens Next

  • Kizen sends the message to Twilio using your configured credentials

  • Twilio routes the message to the carrier

  • Delivery status and logs are available in your Twilio account

Note: Contacts may opt out of SMS messaging through Twilio. Twilio tracks and enforces opt-out status, and messages cannot be sent to Contacts who have opted out.

Send Bulk SMS to Multiple Contacts

You can send a text message to multiple Contacts at once using PERFORM ACTION > Send Text.

1

In your top navigation, select Data > Contacts

Select all of the Contacts you want to message using the checkboxes.

You can select:

  • Individual Contacts

  • All Contacts on the page

  • All Contacts in your search results

  • All Contacts in a saved group

Note: If you do not select Contacts first, you will be prompted to select them before composing your message.

2

Select PERFORM ACTION > Send Text

In the dropdown menu, select Send Text.

3

Compose Your Message

The Send Text screen appears.

  1. Enter your message in the text field.

  2. Review the number of recipients.

Note: If Twilio is not configured, you will see a message indicating that a text messaging provider must be set up.

4

Confirm and Send your SMS Messages

  1. Click NEXT.

  2. Review your message.

  3. Click CONFIRM to send.

Send Bulk SMS Using Agentic Workflows

SMS can also be sent through Agentic Workflows. Agentic Workflows allow SMS to trigger automatically based on any Agentic Workflow trigger, such as:

  • Record updates

  • Status changes

  • Time-based conditions

  • Workflow events

Common use cases include appointment reminders, task notifications, form follow-ups, and event alerts. For more information about using SMS actions in Agentic Workflows, see Agentic Workflows.

Note: SMS messages sent through Twilio from Kizen consume messaging credits associated with your license. Ensure your business has sufficient messaging credits available before sending high-volume or automated SMS messages.

What’s Next

For higher-volume or automated messaging, review your Agentic Workflow setup and trigger configuration, your compliance requirements (including A2P 10DLC for U.S. messaging) and your Twilio delivery logs and account health monitoring

Ensure your messaging workflows align with consent, carrier policies, and business communication standards before scaling SMS usage. If you haven't done so, learn how to Configure Twilio in Kizen or check out the topics below:

Related Topics
PreviousConfigure Twilio SMSNextPostalytics

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