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Telephony providers

ProviderTypical information neededValidation
TwilioAccount credentials and owned numberCredential check and test call
ExotelAccount/subdomain, API credentials, numberProvider validation and test call
Tata SmartfloSmartflo credentials and number mappingAuthentication and controlled call

Exact fields are shown in the current dashboard and may vary by account or provider configuration. Never place credentials in documentation, chat, screenshots, or source control.

  1. Open Integrations and choose the telephony provider.
  2. Enter the provider credentials from its admin console.
  3. Save and run validation.
  4. Add or synchronize an owned phone number.
  5. Assign it to a tested agent.
  6. Place one inbound and/or outbound test appropriate to the provider.
  7. Confirm call status, transcript, recording, and provider identifiers.

An inbound number routes to its assigned active agent. Outbound campaigns may select one number or a pool of up to ten using smart, round-robin, or sequential rotation.

  • Invalid or expired provider credentials.
  • Number is not owned by the connected account.
  • Country/region permissions block the destination.
  • Provider webhook or application URL is not configured.
  • Agent is inactive or the number is assigned elsewhere.
  • Insufficient provider balance or concurrency.