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client_connect's Introduction

ClientConnect

View ClientConnect on Heroku!

Overview

ClientConnect is a platform for connecting with potential incoming clients. [Need to write more copy]

Dependencies

  • Ruby 2.2.3
  • Rails 5.0.0.rc1

Setup

  1. Create Twilio Number and TwiML App.
  2. Create Slack Bot
  3. Set Up App Locally
  4. Add URLs to TwiML App
  5. Check Out the App!

Create Twilio Number and TwiML App

  1. For this app to work, you will need to purchase a new Twilio Programmable Voice and SMS number.
  2. Add the following environment variables from your Twilio account to your application.yml file:
TWILIO_ACCOUNT_SID: your account sid
TWILIO_AUTH_TOKEN: your auth token
TWILIO_PHONE_NUMBER: your twilio phone number

Twilio screenshot

  1. Create a new TwiML App. We will configure the Voice and Messaging request URLs after our app has been set up locally.
  2. Add the following environment variables to your application.yml file:
TWIML_APPLICATION_SID: your twiml app sid

TwiML screenshot

Create Slack Bot

Slack Custom Integration > Bots

  1. Create a new Slack Bot. Give it any name you'd like, such as @client-connect-bot.
  2. Invite the bot to the Slack channel that you'd like your incoming leads to post to (or create a new channel).
```
/invite @YOUR-BOT-NAME
```
  1. Add the following environment variables to your application.yml file:
```
SLACK_API_TOKEN: your slack bot API token
SLACK_CHANNEL: slack channel that bot messages will post to
```

![Slack screenshot](app/assets/images/slack.png)

Set Up App for Local Development

  1. Install dependencies

    bundle install
    
  2. Create database, run migrations, seed database (if desired):

    rake db:create db:migrate db:seed
    
  3. Make sure tests pass:

```
bundle exec rspec
```
  1. Run the server:

    rails s
    
  2. We will need to make the server of this app publicly accessible, using ngrok. Once you have installed ngrok, run:

    ngrok http 3000
    

Add URLs to TwiML App

  1. Once you have started ngrok, update the TwiML App's Voice and Messaging Request URLs to use your ngrok hostname: VOICE: http://YOUR-NGROK-HOSTNAME.ngrok.io/call/connect MESSAGING: http://YOUR-NGROK-HOSTNAME.ngrok.io/text/connect
![TwiML Screenshot](app/assets/images/twiml-urls.png)

Check It Out!

The app is now ready to accept incoming calls and texts!

http://localhost:3000

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