Introduction

Shuttle's Twilio integration allows you to accept payments over the phone using Twilio's Pay capabilities. This enables secure payment collection through DTMF (touch-tone) input during phone calls, supporting both credit card and ACH payments.

Integration Methods

Twilio Pay supports two integration patterns depending on your use case:

IVR Integration

Use the <Pay> TwiML verb for fully automated payment collection. The customer interacts directly with voice prompts without agent involvement. Best for:

• Self-service bill pay
• Automated payment reminders
• After-hours payment collection

Agent Assist Integration

Use the Payments Subresource API when agents need to guide customers through payment collection. The agent controls the flow through a custom UI while Twilio securely captures the card data. Best for:

• Contact center payments
• Complex transactions requiring agent assistance
• Sales calls with payment collection

Overview

The Twilio Pay Connector integration provides:

• DTMF Payment Collection: Accept credit card and ACH payments through phone keypad input
• PCI Compliance: Secure payment handling without storing sensitive card data
• Multiple Payment Methods: Support for credit cards and ACH bank transfers
• Recurring Payments: Set up scheduled and recurring payment plans
• Tokenization: Save payment methods for future use
• Real-time Processing: Immediate payment confirmation during calls

Getting Started

Step 1: Install the Pay Connector

To start accepting payments through Twilio, you'll need to install the Shuttle Pay Connector in your Twilio account.

Enable PCI Mode

1. Log into your Twilio account
2. Navigate to Voice Settings
3. Click "Enable PCI Mode"
4. Accept the Terms and Conditions
5. Save your settings

Install Shuttle Pay Connector

1. In Twilio Console, enter <Pay> Connectors in the "Jump to" search box, or click here
2. Select the "Shuttle Pay Connector" from the catalog

3. Configure the connector with these settings:
   • Unique Name: shuttle-pay-connector (or similar - note this for later use)
   • Username: Your Shuttle instance key
   • Password: Your Shuttle secret key

Tip: Take note of the "Unique Name" as you'll need it when implementing the <Pay> verb in your TwiML.

Step 2: Test Your Configuration

We've created a demo application to help you test your Twilio integration quickly.

Using the Demo App

1. Map a Twilio phone number to our demo webhook URL:

   https://[your-host]/demo/shuttle-pay-connector/[instance_key]/[secret_key]/start

   Replace /shuttle-pay-connector/ with your unique connector name from Step 1.

2. Configure your phone number:

   • Go to Phone Numbers > Manage > Active Numbers in Twilio Console, or click here
   • Set "Voice" > "A Call Comes In" to "Webhook"
   • Enter the demo URL and set method to HTTP POST
   • Save the configuration

3. Call your configured number and follow the prompts to make a test payment!

Resources: View the demo app source code or watch the walkthrough video.

Next Steps

Once you've verified your setup with the demo app, choose your integration method:

IVR Integration Guide - For automated self-service payments:

• Implement the <Pay> verb in your TwiML
• Handle payment responses and errors

Agent Assist Integration Guide - For contact center payments:

• Build a custom payment widget for agents
• Use the Payments Subresource API

Shuttle Pay Connector Reference - Detailed reference for both methods:

• Request parameters and response fields
• Status values and decline types
• Webhooks and API operations