How to Use Twilio with AgentCLiQ

Overview

The Twilio integration adds multi-channel communication to AgentCLiQ: outbound and inbound SMS, voice calls with optional call forwarding, voicemail recording with transcription, and transactional email through SendGrid when you add an API key.

What you need

• Platform Twilio credentials in your deployment (TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_PHONE_NUMBER) or bring-your-own Twilio account fields saved per workspace
• ACTION_SECRETS_KEY set so per-owner secrets can be encrypted in the database
• Public HTTPS URLs for webhooks (NEXT_PUBLIC_APP_URL or TWILIO_WEBHOOK_BASE_URL for correct signature validation behind proxies)

Connect and configure

1. In the product, open Settings, then Integrations, and add Twilio (or call save_config on the Twilio integration API with your numbers and optional SendGrid key).
2. In Twilio, set the SMS and Voice webhooks to the URLs shown in your workspace config (or the defaults under /api/webhooks/twilio/sms and /api/webhooks/twilio/voice).
3. For voicemail transcription, Twilio will POST results to /api/webhooks/twilio/transcription. Status callbacks can target /api/webhooks/twilio/status.

Security

Webhook requests are validated with the Twilio signature header using your account auth token (platform or per-owner BYOK). Keep auth tokens and SendGrid keys in encrypted configuration only.

Learn more

Visit the Twilio integration overview for capabilities and how each executive agent can use SMS, voice, and email.