Twilio integration enables click-to-call, automatic call logging, and SMS messaging directly from Slant. Twilio is a flexible cloud communications platform that works well for firms wanting customizable phone functionality.
Prerequisites
Before connecting Twilio:
- Twilio account with phone number(s)
- Twilio Account SID and Auth Token
- Slant Professional or Enterprise plan
- Admin access to Slant settings
Set up Twilio account
If you don’t have Twilio yet:
Verify your identity
Complete Twilio’s identity verification process.
Get a phone number
Purchase a Twilio phone number in your area code.
Find your credentials
In Twilio Console, locate your Account SID and Auth Token.
Connect Twilio to Slant
Go to integrations
Navigate to Settings → Integrations.
Find Twilio
Locate Twilio in the available integrations.
Click Connect
Click the Connect button.
Enter credentials
Provide your Twilio credentials: Select phone numbers
Choose which Twilio phone numbers to use.
Configure webhooks
Slant automatically configures Twilio webhooks for call and SMS events.
Test connection
Make a test call to verify the setup.
Assign phone numbers
Assign Twilio numbers to team members:
Go to phone settings
Navigate to Settings → Integrations → Twilio.
Open number assignment
Click Manage numbers.
Assign to users
Select which team member uses each number.
Save
Click Save to apply assignments.
Set your caller ID
Choose what clients see when you call:
| Option | Shows as |
|---|
| Your Twilio number | Your purchased Twilio number |
| Verified number | Your existing business number (requires verification) |
Click-to-call
Make outbound calls
Find client phone number
Locate the number on a client record.
Click to call
Click the phone icon.
Select your number
If you have multiple Twilio numbers, select which to call from.
Call connects
Twilio connects the call through your browser or routes to your phone.
Call modes
Choose how to receive your side of the call:
| Mode | How it works |
|---|
| Browser | Call audio through your web browser |
| Phone | Twilio calls your phone first, then connects to client |
Inbound calls
Receiving calls
When clients call your Twilio number:
- Call comes to your configured device
- Screen pop shows client information
- Call is logged when complete
Call routing
Configure how inbound calls are handled:
- Direct to user — Calls go to assigned team member
- Ring group — Multiple phones ring simultaneously
- Voicemail — Goes to voicemail if unanswered
Set routing rules in the Twilio settings within Slant.
Call logging
Automatic logging
All calls through Twilio are logged automatically:
| Data captured | Details |
|---|
| Direction | Inbound or outbound |
| Participants | Who called whom |
| Timestamp | Start time |
| Duration | Call length |
| Status | Completed, missed, voicemail |
View call records
Open client
Navigate to the client record.
See activity
Calls appear in the activity timeline.
Click for details
Click a call to see full details.
Call recording
Enable recording
Go to Twilio settings
Navigate to Settings → Integrations → Twilio.
Enable recording
Toggle on Record calls.
Set recording rules
Choose:
- All calls
- Outbound only
- Inbound only
Save
Recording begins for future calls.
Recording storage
Recordings are stored in your Twilio account:
- Accessed through Slant or Twilio Console
- Retention period set in Twilio
- Consider compliance requirements
Call recording requires consent in many jurisdictions. Ensure you comply with all applicable laws and company policies.
SMS messaging
Send a text message
Open client record
Navigate to the client.
Click SMS icon
Click the message icon next to their mobile number.
Compose message
Type your message (160 character standard limit).
Send
Click Send to deliver.
Receive text messages
Inbound texts appear:
- In the client activity timeline
- In your Slant notifications
- As a notification on your device (if configured)
SMS limitations
| Consideration | Details |
|---|
| Character limit | 160 per segment (longer messages split) |
| MMS | Not currently supported |
| Images | Not supported |
| Compliance | Consider archiving requirements |
For compliant text messaging with archiving, consider MyRepChat alongside Twilio. Costs
Twilio charges are separate from your Slant subscription:
| Item | Typical cost |
|---|
| Phone number | $1-2/month |
| Outbound calls | ~$0.014/minute |
| Inbound calls | ~$0.0085/minute |
| SMS (outbound) | ~$0.0079/message |
| SMS (inbound) | ~$0.0079/message |
| Recording storage | ~$0.0025/minute |
Troubleshooting
Calls not connecting
Check:
- Twilio account has sufficient balance
- Phone number is active in Twilio
- Credentials are correct in Slant
- Browser microphone permissions (for browser calls)
SMS not sending
Verify:
- Twilio number is SMS-enabled
- Recipient number is valid mobile
- Account isn’t suspended
- Not hitting rate limits
Poor call quality
Ensure:
- Stable internet connection
- Quality headset/microphone
- Browser is up to date
- No other bandwidth-heavy activities
Calls not logging
Check:
- Webhook configuration is correct
- Calls are made through Slant (not direct)
- Integration is active
Disconnect Twilio
Go to integrations
Navigate to Settings → Integrations.
Find Twilio
Locate Twilio in connected integrations.
Click Disconnect
Click Disconnect and confirm.
Disconnecting stops Slant from using Twilio. Your Twilio account remains active and continues billing until you cancel it separately.
Next steps
