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:1
Create Twilio account
Sign up at twilio.com.
2
Verify your identity
Complete Twilio’s identity verification process.
3
Get a phone number
Purchase a Twilio phone number in your area code.
4
Find your credentials
In Twilio Console, locate your Account SID and Auth Token.
Connect Twilio to Slant
1
Go to integrations
Navigate to Settings → Integrations.
2
Find Twilio
Locate Twilio in the available integrations.
3
Click Connect
Click the Connect button.
4
Enter credentials
Provide your Twilio credentials:
- Account SID
- Auth Token
5
Select phone numbers
Choose which Twilio phone numbers to use.
6
Configure webhooks
Slant automatically configures Twilio webhooks for call and SMS events.
7
Test connection
Make a test call to verify the setup.
Configure calling
Assign phone numbers
Assign Twilio numbers to team members:1
Go to phone settings
Navigate to Settings → Integrations → Twilio.
2
Open number assignment
Click Manage numbers.
3
Assign to users
Select which team member uses each number.
4
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
1
Find client phone number
Locate the number on a client record.
2
Click to call
Click the phone icon.
3
Select your number
If you have multiple Twilio numbers, select which to call from.
4
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
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
1
Open client
Navigate to the client record.
2
See activity
Calls appear in the activity timeline.
3
Click for details
Click a call to see full details.
Call recording
Enable recording
1
Go to Twilio settings
Navigate to Settings → Integrations → Twilio.
2
Enable recording
Toggle on Record calls.
3
Set recording rules
Choose:
- All calls
- Outbound only
- Inbound only
4
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
SMS messaging
Send a text message
1
Open client record
Navigate to the client.
2
Click SMS icon
Click the message icon next to their mobile number.
3
Compose message
Type your message (160 character standard limit).
4
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
1
Go to integrations
Navigate to Settings → Integrations.
2
Find Twilio
Locate Twilio in connected integrations.
3
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.