Add an AI phone agent with Twilio

Setup guide · Phone calls

Point a Twilio number at Dchat and the AI answers calls by voice from the same knowledge as your chat. When a caller needs a person, it transfers the call or promises a call back.

Before you start

  • Difficulty: Medium
  • Time: 15 minutes
  • You need: A Twilio account and a voice-capable phone number
  • You need: Admin or owner access to your Dchat workspace

Steps

  1. Add the channel in Dchat

    In Dchat, open Settings → Channels and choose + Add channel. Pick "Phone (voice AI agent)", enter your Twilio number, and paste the credentials. TransferNumber, Greeting and Language are optional.

    { "AccountSid": "AC...", "AuthToken": "...", "TransferNumber": "+14155550100", "Language": "en-US" }
  2. Point the number at Dchat

    In Twilio, set the phone number's "A call comes in" webhook to the URL below, method HTTP POST.

    https://api.dchat.com/api/inbound/voice/twilio
  3. Call the number

    The AI greets the caller and answers by voice. Each call becomes a conversation in your inbox with the transcript.

What goes in each field

  • AuthToken: Checks Twilio's signature on every call. Calls are rejected without it.
  • TransferNumber: Optional. When a caller asks for a person, the call is transferred here.
  • Greeting: Optional. What the AI says when it picks up.
  • Language: Optional. The speech language, for example en-US (the default) or es-ES.

Good to know

  • If AI is off for your workspace, calls transfer straight away.
  • Without a TransferNumber, a caller who asks for a person hears that a teammate will call them back on that number.
  • Spoken answers are capped in length, and web links are not read out.
  • Your workspace needs at least one enabled site; new workspaces have one already. Messages are dropped while every site is switched off.
  • Credentials are encrypted when you save them and are never shown again. To change one, paste the full credentials again.

Try it on a spare Twilio number first, and listen to a few calls before you move your main line.