Twilio Setup

You are helping your user configure Twilio for voice calls. Walk through each step below.

Value Classification

Before you begin, understand how each Twilio value is stored:

• Config values (Account SID, Phone Number) are non-sensitive identifiers. Collect them via normal conversation -- the user can paste them in chat or you can use AskUserQuestion. Auth Token is a secret. Collect it securely via assistant credentials prompt -- never accept it pasted in plaintext chat.

Retrieving Twilio Credentials

Many steps below require the Account SID and Auth Token. Retrieve them with:

TWILIO_SID=$(assistant config get twilio.accountSid)
TWILIO_TOKEN=$(assistant credentials reveal --service twilio --field auth_token)

Checking Current Configuration

You can determine whether Twilio has been fully set up by checking to see that all the following config and credential values have been set:

assistant config get twilio.accountSid
assistant credentials inspect --service twilio --field auth_token --json  # check "hasSecret" field
assistant config get twilio.phoneNumber

• If all three config values are non-empty -- Twilio is fully configured. Offer to show status or reconfigure.
• Otherwise, continue to the missing steps.
• If Account SID and Auth Token are already stored (even when you skip Step 2), give the Channel Trust Floors briefing before continuing unless you already gave it in this conversation.

Twilio Setup Steps

Follow the steps below in order to fully configure Twilio in preparation to make phone calls.

Step 1: Check Current Configuration

Mark setup as started before doing any read-only checks. This lets a managed gateway begin opening the Velay tunnel WebSocket immediately, so the public Twilio HTTP and WebSocket routes are warming up while the user finishes entering credentials and selecting a phone number:

assistant config set twilio.setupStarted true
assistant platform status --json
assistant gateway status --json

If assistant platform status --json reports an available platform assistant but assistant gateway status --json returns {} (no tunnel URL yet), continue with setup and check status again before configuring webhooks. Do not treat this as an ngrok setup problem unless the assistant is local/self-hosted without Velay.

Refer to "Checking Current Configuration" above to see the current state of the user's Twilio setup. If Twilio appears to be fully configured, offer to show status or reconfigure. If they are asking about inbound access or an unexpected first greeting, go to "Channel Trust Floors" and the matching Troubleshooting section. Otherwise, continue to the missing steps below.

Step 2: Collect and Store Credentials

Tell the user: "You'll need a Twilio account. Sign up at https://www.twilio.com/try-twilio -- it's free to start and includes trial credit."

They need two values from the Twilio Console dashboard (https://console.twilio.com):

• Account SID -- visible on the dashboard, starts with AC (this is not a secret value and can be collected conversationally)
• Auth Token -- click "Show" to reveal (this is a secret value and should be collected securely)

Collect Account SID

Ask the user for their Account SID. This is NOT a secret value, so the user should be encouraged to comfortable paste it into the chat directly. Once they have, store it as a config value:

assistant config set twilio.accountSid "<Account SID from user>"

Collect Auth Token

Ask the user for their Auth Token. This IS a secret value, so the user should be prompted to enter the value securely. Do NOT ask them to provide it in the chat. Once they have, store it as a credential:

• Run (via the bash tool):

  assistant credentials prompt --service twilio --field auth_token \
    --label "Twilio Auth Token" --placeholder "your_auth_token" \
    --description "Enter your Auth Token from the Twilio Console dashboard (click 'Show' to reveal it)"

Confirm it has been stored successfully:

assistant credentials inspect --service twilio --field auth_token

If credentials are invalid, Twilio API calls in Step 3 will fail -- ask the user to re-enter.

Once both the Account SID and Auth Token are stored, tell the user how Phone access works before continuing. Do not skip this briefing, even if they already have a number.

Connecting Twilio does not open the line to everyone. Phone starts on Verified contacts: you and people you have verified can talk. Anyone else who calls hears that I don't recognize the number, is asked for their name, and you get a request so you can decide.

Change this any time on the Channels page: select Phone, then Who can message. The options are No one, Only you, Verified contacts, Any contact, and Strangers (anyone who dials can talk immediately).

See "Channel Trust Floors" below if they want more detail or want to change the floor.

Step 3: Get a Phone Number

The assistant needs a phone number for voice calls. Three options:

Option A: Use an Existing Number

You should assume this option if the user had just created their Twilio account. Trial accounts come with one free number.

Retrieve credentials, then list numbers on the account:

curl -s -u "$TWILIO_SID:$TWILIO_TOKEN" \
  "https://api.twilio.com/2010-04-01/Accounts/$TWILIO_SID/IncomingPhoneNumbers.json"

Present the incoming_phone_numbers array. Let the user choose.

Option B: Provision a New Number

Retrieve credentials (see "Retrieving Twilio Credentials" above), then:

Search for available numbers:

curl -s -u "$TWILIO_SID:$TWILIO_TOKEN" \
  "https://api.twilio.com/2010-04-01/Accounts/$TWILIO_SID/AvailablePhoneNumbers/US/Local.json?VoiceEnabled=true&AreaCode=415"

• AreaCode is optional -- ask the user if they have a preference
• Replace US with another country code if needed

Present the first few results from the available_phone_numbers array (show phone_number and friendly_name).

Purchase the chosen number:

curl -s -u "$TWILIO_SID:$TWILIO_TOKEN" -X POST \
  "https://api.twilio.com/2010-04-01/Accounts/$TWILIO_SID/IncomingPhoneNumbers.json" \
  -d "PhoneNumber=+14155551234"

Note the sid field (starts with PN) from the response -- needed for webhook setup in Step 4.

Option C: Manual Entry

If the user already has a number and knows it, skip the API calls. They can paste it directly in chat.

Save the phone number

After choosing a number via any option, store it as a config value:

assistant config set twilio.phoneNumber "+14155551234"

Step 4: Set Up Public Ingress and Webhooks

Verify Public Ingress is Set Up

Twilio needs publicly reachable HTTP webhooks and, for live calls, a publicly reachable WebSocket path. First check managed/platform status:

assistant platform status --json
assistant gateway status --json

If assistant platform status --json reports an available platform assistant and assistant gateway status --json reports a tunnel URL (a { "tunnel": "..." } object), do not load public-ingress or install ngrok. Use the managed Velay route for the WebSocket leg. If it returns {}, restart or re-hatch the assistant/gateway and check gateway logs for Velay tunnel registered; do not treat that as an ngrok setup problem.

For local/self-hosted assistants without Velay, load the public-ingress skill to determine whether ingress.publicBaseUrl is configured and walk the user through setting one up if not.