Twilio dialer
Author: S | 2025-04-24
Twilio Flex. User can configure the Twilio Flex dialer for Campaign Manager application to access the Twilio Flex API. Click the Dialer Configuration icon from the System Menu. Twilio Flex Configuration. In Twilio Flex Configuration page, all the configured dialers are listed with the following details:. The dialer Name. The dialer Description. The Workspace SID on the Twilio
Integrating Twilio with the Dialer
Did you find this summary helpful? Thank you for your feedbackUser can configure the Twilio Flex dialer for Campaign Manager application to access the Twilio Flex API.Click the Dialer Configuration icon from the System Menu.Twilio Flex ConfigurationIn Twilio Flex Configuration page, all the configured dialers are listed with the following details:The dialer NameThe dialer DescriptionWorkspace SID on the Twilio Flex dialerSync Status: possible values are:Success: All entities from the Twilio Flex Workspace SID are synchronized with this Campaign Manager instance.Failed: All or some entities are not in sync with the mapped Twilio Flex Workspace.In Progress: The synchronize process is in progress. No edit operation is allowed during this state.The activate toggle button to enable or disable the dialer.Note:Active Twilio Flex configurations cannot be disabled if either Campaigns are executing under the project or Campaign Groups are mapped to Shared Lists in CSS.The Actions button pane allows you to edit a dialer or delete a dialer.Note:Before deleting a dialer, ensure all the Groups (Workflows) and Campaigns are in a Stopped or Time-suspended state.Adding a DialerTo add a new dialer, click Add Twilio Configuration at the bottom right of the listing screen. Perform the following steps:Enter a Name for the dialer. The dialer name should be no longer than eight characters.Enter a Description for the dialer.Enter the Twilio Flex Account SID for this dialer.Enter the Auth Token to enable your Campaign Manager application to access the Twilio Flex APIs.Click Connect to connect to the Twilio Flex application.If the credentials are correct, the
Twilio studio - Twilio Auto dialer - YouTube
Disabled Dialer, you have selected the Workflows again.Select one or many or all workflows for your Campaign Manager application. These are the Groups (Workflows) in your application.When you select one or more Workflows to map to this dialer and synchronize the Campaign Manager application with the dialer, these appear as Campaign Groups. These campaign groups are created with the Predictive Pacing Mode and all the default settings associated with the Predictive pacing Mode. You have to manually change the pacing mode and other associated settings as required.When you expand Campaign, all the campaigns mapped to each workflow are shown in a pop up.Note:If you change the mapping of a Workflow from one Dialer to another, campaigns mapped to both original and the new dialers are displayed in the above list. For example, Workflow1 is mapped to Dialer1. The mapping is changed to Dialer2. Now, campaigns mapped to Workflow1 under both Dialer1 and Dialer2 are displayed.Studio FlowGo to the Studio Flow tab next.The Flow Name, Flow SID, and the mapped number of Groups are displayed.ANIThis tab contains the ANIs (Outbound Caller IDs) in each Twilio Flex account. Create multiple ANIs in the Twilio Flex project. You must add the same numbers as on your Twilio Flex project. Only if you add the same numbers, they are sent to the call recipients as ANIs (Outbound Caller IDs). If the numbers are not as created in the Twilio Flex project, the call fails. The page displays the following details:The Name that goes outAuto Dialer for Twilio Platform
Copied in the previous step. This task channel will be used for routing preview dialing tasks to available agents.twilio api:taskrouter:v1:workspaces:task-channels:create --friendly-name "preview-dialer" --unique-name "previewdialer" --workspace-sid WSXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXExample API Response1SID Friendly Name Date Created2TCXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX preview-dialer Jun 22 2020 22:06:27 GMT-0700Create a workflow filter to accommodate the preview tasks and scheduling for your outbound campaign. In this guide, we will modify the "Assign To Anyone" workflow. Run the following to retrieve your workflow SID:twilio api:taskrouter:v1:workspaces:workflows:list --friendly-name="Assign to Anyone" --workspace-sid WSXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXNext, run the following to retrieve your queue SID:twilio api:taskrouter:v1:workspaces:task-queues:list --workspace-sid WSXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXBefore running the next command, make the following changes:Update the "queue" fields in the JSON configuration with your target and default queue SIDsUpdate "--sid" in the API request to the workflow SID that you retrieved previouslyUpdate "--workspace-sid" with the SID of your Flex Task Assignment workspace.1CONFIGURATION=$(cat EOF6"filter_friendly_name": "Preview Dialer",7"expression": "type = "preview-dialer"",10"queue": "WQYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYY",11"expression": "(taskrouter.dayOfWeek IN task.schedule.week) AND (taskrouter.currentTime > task.schedule.startHour) AND\n(taskrouter.currentTime 17"queue": "WQXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"24twilio api:taskrouter:v1:workspaces:workflows:update --sid="" --workspace-sid="WSXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX" --configuration "$CONFIGURATION"Example API Response1SID Friendly Name Document Content Type2WWXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Assign to Anyone nullTo learn about configuring more complex workflows, see Create a Workflow Resource and Configuring Workflows: Complex Routing Example.Download the Flex Preview Dialer Plugindownload-the-flex-preview-dialer-plugin page anchorDownload the plugin source code(link takes you to an external page) and unzip the files in a local directory. Open a terminal or command shell session.Deploy your Twilio Functiondeploy-your-twilio-function page anchorWe will deploy the Preview Dialer function to your Flex instance. The function is called from the plugin you will deploy in the next step and integrates with TaskRouter, passing in. Twilio Flex. User can configure the Twilio Flex dialer for Campaign Manager application to access the Twilio Flex API. Click the Dialer Configuration icon from the System Menu. Twilio Flex Configuration. In Twilio Flex Configuration page, all the configured dialers are listed with the following details:. The dialer Name. The dialer Description. The Workspace SID on the TwilioIntegrate Salesforce in Twilio dialer
About Twilio AutodialerThe Twilio Autodialer is built on Laravel 5.4. It uses Twilio to place automated calls to phone numbers that you provide.FeaturesSend calls via SMS or VoiceType in custom messages to be sent via SMS or spoken via voice call.Load custom audio files to be played when voice calls are answered.Use the bulk interface for dialing lots of numbers.Process call logs from any gateway to confirm your call has arrived (handy for PBX number porting)Local SetupIf you want to run the autodialer local or deploy your own instance, you can follow these steps to get up and running.Clone the repositorygit clone PHP dependenciesCopy the .env settingsGenerate an application keySetup the database (tested with mysql)DB_CONNECTION=mysqlDB_HOST=127.0.0.1DB_PORT=3306DB_DATABASE=autodialerDB_USERNAME=rootDB_PASSWORD=Migrate the databaseCreate an Admin userphp artisan autodialer:create-adminRun the app locally (optional)If you plan to use social auth to login, be sure to fill out the settings in the .env file for Facebook, Google and Twitter auth!What you will need to get startedAll you need to use the Twilio Autodialer is a Twilio account and at least one Twilio verified phone number. If you have several numbers already, you can pick between them in the UI. You can register for a Twilio account here.Once you have your account created and obtain a verified phone number, you can register for an account with the Autodialer. It will ask for your Twilio SID and Token.Now you can place calls with the Autodialer, which will be charged against your Twilio account.Bulk DialerThe bulk dialer is the main feature of the Autodialer since it enables you to place automated calls to a large list of phone numbers. You can select your Caller ID from the list ofverified phone numbers, choose whether you would like to place an SMS or voice call, or even play an audio file back when the call is answered.Log ProcessingThe log processing feature comes in handy when large enterprises are moving phone numbers between providers or connection types. The Autodailer will accept one or many log fileswhich will be parsed to provide a report on your bulk dialer process.For example:If you process a bulk dialer fileBrands in Twilio auto dialer
Options are activated, ACW State for Failed / Reject Close Preview Call dropdown list is activated. his state allows the agent to set the disposition from Twilio Flex Workspace.Note:The ACW State for Failed Preview Call and Preview Ready State (After ACW) fields are non-editable if ACW Required for Failed Preview Call toggle icon is disabled.Select the Preview Ready State (After ACW) from the dropdown list. The system switches to this agent state after completing the disposition or when the ACW timer expires.Use the slider or enter a value for the Task Timeout for Personal Callback (PCB) field. The is the duration, in seconds, that Personal Callback calls stay in the Queue. After this duration, the call is abandoned. Allowed values are between 1 and 36000; the default is 1800.Click Save to save the information.Click Save and Sync to fetch information related to this dialer from the Twilio Flex application. The application populates the fetched information in other tabs, in relevant fields.WorkflowGo to the Workflows tab. All the workflows on the selected Twilio Flex account are displayed.Note:When you create a Workflow on the Twilio Flex system, ensure that the name is no longer than 55 characters.Do not rename a Workflow on the Twilio Flex system, the Campaign > Campaign Group mapping breaks and pending contacts may not dial out.You can select a Workflow only if the Dialer is in the Enabled state.The Workflow tab is inactive, and no operations can be carried out if the Dialer is disabled.If you re-activate aTwilio Dialer on the App Store
The Flex Preview Dialer for Outbound Campaigns solution helps call center administrators automate and manage outbound campaigns using the Twilio platform. An administrator can use a JSON file to define an array of outbound campaigns and each campaign's schedule.The solution provides the following functionalities:Import a CSV of contacts (name and phone number) and associate them with an outbound campaignSchedule outbound campaigns to happen immediately or at the day and time intervals that you specifyDefine a set of campaigns in a JSON file that gets rendered as a dropdown listArchitecturearchitecture page anchorThis solution leverages the Flex Preview Dialer plugin which uses Twilio Functions and the Actions Framework StartOutboundCall action to create tasks in Twilio TaskRouter. TaskRouter in turn routes the preview dialing tasks to the available agents on the queue(s) you've selected for your outbound campaign. When an agent accepts a preview task, Flex initiates an outbound call (represented as a voice task) to the number on that contact and automatically connects it to that same agent.Prerequisitesprerequisites page anchorTo deploy this solution, you will need:An active Twilio account with Flex provisioned. Refer to the Flex Basics Quickstart to create one.npm version 6.0.0 installed (type npm -v in your terminal to check)A Node.js long-term-support (LTS) version(link takes you to an external page) installed, 14 recommended (type node -v in your terminal to check)Native Dialpad configured on your Flex instanceOutbound campaigns and contacts list you want to leverage for this solution (the solution includes CSV upload and scheduling components for demonstration purposes)Twilio CLI. Twilio Flex. User can configure the Twilio Flex dialer for Campaign Manager application to access the Twilio Flex API. Click the Dialer Configuration icon from the System Menu. Twilio Flex Configuration. In Twilio Flex Configuration page, all the configured dialers are listed with the following details:. The dialer Name. The dialer Description. The Workspace SID on the TwilioComments
Did you find this summary helpful? Thank you for your feedbackUser can configure the Twilio Flex dialer for Campaign Manager application to access the Twilio Flex API.Click the Dialer Configuration icon from the System Menu.Twilio Flex ConfigurationIn Twilio Flex Configuration page, all the configured dialers are listed with the following details:The dialer NameThe dialer DescriptionWorkspace SID on the Twilio Flex dialerSync Status: possible values are:Success: All entities from the Twilio Flex Workspace SID are synchronized with this Campaign Manager instance.Failed: All or some entities are not in sync with the mapped Twilio Flex Workspace.In Progress: The synchronize process is in progress. No edit operation is allowed during this state.The activate toggle button to enable or disable the dialer.Note:Active Twilio Flex configurations cannot be disabled if either Campaigns are executing under the project or Campaign Groups are mapped to Shared Lists in CSS.The Actions button pane allows you to edit a dialer or delete a dialer.Note:Before deleting a dialer, ensure all the Groups (Workflows) and Campaigns are in a Stopped or Time-suspended state.Adding a DialerTo add a new dialer, click Add Twilio Configuration at the bottom right of the listing screen. Perform the following steps:Enter a Name for the dialer. The dialer name should be no longer than eight characters.Enter a Description for the dialer.Enter the Twilio Flex Account SID for this dialer.Enter the Auth Token to enable your Campaign Manager application to access the Twilio Flex APIs.Click Connect to connect to the Twilio Flex application.If the credentials are correct, the
2025-04-18Disabled Dialer, you have selected the Workflows again.Select one or many or all workflows for your Campaign Manager application. These are the Groups (Workflows) in your application.When you select one or more Workflows to map to this dialer and synchronize the Campaign Manager application with the dialer, these appear as Campaign Groups. These campaign groups are created with the Predictive Pacing Mode and all the default settings associated with the Predictive pacing Mode. You have to manually change the pacing mode and other associated settings as required.When you expand Campaign, all the campaigns mapped to each workflow are shown in a pop up.Note:If you change the mapping of a Workflow from one Dialer to another, campaigns mapped to both original and the new dialers are displayed in the above list. For example, Workflow1 is mapped to Dialer1. The mapping is changed to Dialer2. Now, campaigns mapped to Workflow1 under both Dialer1 and Dialer2 are displayed.Studio FlowGo to the Studio Flow tab next.The Flow Name, Flow SID, and the mapped number of Groups are displayed.ANIThis tab contains the ANIs (Outbound Caller IDs) in each Twilio Flex account. Create multiple ANIs in the Twilio Flex project. You must add the same numbers as on your Twilio Flex project. Only if you add the same numbers, they are sent to the call recipients as ANIs (Outbound Caller IDs). If the numbers are not as created in the Twilio Flex project, the call fails. The page displays the following details:The Name that goes out
2025-04-23About Twilio AutodialerThe Twilio Autodialer is built on Laravel 5.4. It uses Twilio to place automated calls to phone numbers that you provide.FeaturesSend calls via SMS or VoiceType in custom messages to be sent via SMS or spoken via voice call.Load custom audio files to be played when voice calls are answered.Use the bulk interface for dialing lots of numbers.Process call logs from any gateway to confirm your call has arrived (handy for PBX number porting)Local SetupIf you want to run the autodialer local or deploy your own instance, you can follow these steps to get up and running.Clone the repositorygit clone PHP dependenciesCopy the .env settingsGenerate an application keySetup the database (tested with mysql)DB_CONNECTION=mysqlDB_HOST=127.0.0.1DB_PORT=3306DB_DATABASE=autodialerDB_USERNAME=rootDB_PASSWORD=Migrate the databaseCreate an Admin userphp artisan autodialer:create-adminRun the app locally (optional)If you plan to use social auth to login, be sure to fill out the settings in the .env file for Facebook, Google and Twitter auth!What you will need to get startedAll you need to use the Twilio Autodialer is a Twilio account and at least one Twilio verified phone number. If you have several numbers already, you can pick between them in the UI. You can register for a Twilio account here.Once you have your account created and obtain a verified phone number, you can register for an account with the Autodialer. It will ask for your Twilio SID and Token.Now you can place calls with the Autodialer, which will be charged against your Twilio account.Bulk DialerThe bulk dialer is the main feature of the Autodialer since it enables you to place automated calls to a large list of phone numbers. You can select your Caller ID from the list ofverified phone numbers, choose whether you would like to place an SMS or voice call, or even play an audio file back when the call is answered.Log ProcessingThe log processing feature comes in handy when large enterprises are moving phone numbers between providers or connection types. The Autodailer will accept one or many log fileswhich will be parsed to provide a report on your bulk dialer process.For example:If you process a bulk dialer file
2025-04-02Options are activated, ACW State for Failed / Reject Close Preview Call dropdown list is activated. his state allows the agent to set the disposition from Twilio Flex Workspace.Note:The ACW State for Failed Preview Call and Preview Ready State (After ACW) fields are non-editable if ACW Required for Failed Preview Call toggle icon is disabled.Select the Preview Ready State (After ACW) from the dropdown list. The system switches to this agent state after completing the disposition or when the ACW timer expires.Use the slider or enter a value for the Task Timeout for Personal Callback (PCB) field. The is the duration, in seconds, that Personal Callback calls stay in the Queue. After this duration, the call is abandoned. Allowed values are between 1 and 36000; the default is 1800.Click Save to save the information.Click Save and Sync to fetch information related to this dialer from the Twilio Flex application. The application populates the fetched information in other tabs, in relevant fields.WorkflowGo to the Workflows tab. All the workflows on the selected Twilio Flex account are displayed.Note:When you create a Workflow on the Twilio Flex system, ensure that the name is no longer than 55 characters.Do not rename a Workflow on the Twilio Flex system, the Campaign > Campaign Group mapping breaks and pending contacts may not dial out.You can select a Workflow only if the Dialer is in the Enabled state.The Workflow tab is inactive, and no operations can be carried out if the Dialer is disabled.If you re-activate a
2025-04-06Required attributes to generate the preview dialing task, and the subsequent voice task which is routed to the agent who accepted the preview task.Step 1: Change into the serverless directory and rename .env.example.flex-preview-dialer $ cd serverless && mv .env.example .envStep 2: Open .env and set the environment variables mentioned in the file.ACCOUNT_SID = your Account SID from twil.io/console AUTH_TOKEN = your Auth Token from twil.io/console PREVIEW_DIALER_WORKFLOW_SID = your Flex preview dialer workflow ID TWILIO_WORKSPACE_SID = your Flex Task Assignment workspace ID PREVIEW_DIALER_TASK_CHANNEL_SID = your Flex task channel IDStep 3: Run the following to install the Function dependencies:Step 4: Deploy the Twilio function to your account using the Twilio CLI:(information)InfoWhen running on Windows, you may see an error with the Twilio Serverless deployment command. To work around the issue, set your TWILO_ACCOUNT_SID and TWILO_AUTH_TOKEN as environment variables. Refer to the previous section for examples of how to set an environment variable in Windows.Example Function Deployment Outputexample-function-deployment-output page anchor1Deploying functions & assets to the Twilio Runtime2✔ Serverless project successfully deployed5Domain: flex-preview-dialer-xxxx-dev.twil.io7flex-preview-dialer (ZSxxxx)Step 5: Copy and save the domain returned when you deploy a function. You will need it in the next step.If you forget to copy the domain, you can also refer to it by navigating to API">Functions > API(link takes you to an external page).Debugging Tip: Pass the -l or logging flag to review deployment logs. For example, you can pass -l debug to turn on debugging logs.Deploy your Flex Plugindeploy-your-flex-plugin page anchorOnce you have deployed the function, it is time
2025-04-03