Connect a phone number to your agent
Your agent answers calls on a number from your own Twilio account. Connecting it takes a few minutes, and you never have to edit anything in Twilio by hand.
Before you start
- A Twilio account with a phone number that can take voice calls. Buy one in Twilio, or use one you already have there.
- An agent in your Tansivo workspace, switched on for phone calls.
Steps
- In the Twilio console, open your account dashboard and copy the Account SID and the Auth token.
- In Tansivo, open Connectors, click Add more tools, and choose Twilio. Paste the two values and connect. They are checked with Twilio before anything is saved, so a typo shows up straight away.
- Your Twilio numbers appear. For each one, choose the agent that answers it. Tansivo points the number’s incoming-call webhook at your agent for you. The URL is shown too, if you would rather set it in Twilio yourself.
- Call the number. Your agent answers.
What callers hear
The agent’s greeting, and, if the call is recorded, a short notice that it is. You choose the greeting and whether calls are recorded, per agent.
Calling out
Campaigns, which call a list of customers from a spreadsheet, ring out from a number on the same Twilio account. See COD order confirmation calls for how a list is called.
What it costs
Twilio bills you directly for the number and the phone line. Tansivo charges credits for the conversation: 10 for every started 30 seconds. See pricing.
If calls are not answered
- Check the number shows your agent on the Twilio connector.
- Check the agent is switched on for phone calls.
- Check your credit balance in the console: calls stop when it reaches zero, and the console warns you before that.
Other carriers
Telnyx, Plivo, Exotel and Vonage accounts can be connected from the same Add more tools list. Twilio is the one we have tested on live calls, so it is the one we recommend today.