Telephony Module

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Module Details

Core or GitHub ModuleCore
Restart Required No
Step Location Integration > Twilio > Phone
Settings Location System > Settings > Telephony
Prerequisites

Overview

The Telephony Module in Decisions lets users integrate with the Plivo or Twilio telephony service APIs. The module allows users to manage their business communications with customers by sending and receiving SMS text messages or Interactive Voice Response (IVR) voice calls.

Note for Third-Party Systems and Subscriptions
Customers are responsible for securing and maintaining accounts with third-party systems and subscriptions.

Example

The following example will demonstrate setting up a Twilio account using the Telephony Module. 

  1. Navigate to System > System Settings > Telephony Settings.
  2. In the TelephonyAdapterType drop-down menu, select the appropriate Telephony type.
  3. Enter the Account SID if applicable.
  4. In the Auth Token field, enter the token received from the service provider.
    Twilio Authentication Credentials

    The Authentication Token and Secret Authentication Token are available in Twilio under Keys & Credentials > API keys & tokens.

    Use the following Twilio values:

    • Authentication Token: Use the value from the Account SID field.
    • Secret Authentication Token: Use the value from the Auth Token field.
  5. In the Communication section, Twilio Link Shortening can be used when SMS messages include long URLs, such as assessment links, that may otherwise exceed a single message segment. When enabled, Twilio shortens supported links in the message body during SMS delivery. Configure the following settings in the Twilio SMS step to use Twilio Link Shortening:
    1. In MessagingServiceSid, enter the Twilio Messaging Service SID configured for Link Shortening.
    2. Set ShortenLinks to true. When enabled, Twilio shortens supported links in the SMS message body during delivery. For more information, see Twilio’s Link Shortening onboarding guide.
  6. Click Save.
  7. In the Settings Page, right-click Telephony Settings and click Show URL for Telephony Settings.
  8. Copy the URL from the Telephony URL window.
  9. Navigate to Twilio and paste the Telephony request URL into the IVR service's settings for the phone number used.

Step List

The following Steps are available in the Flow Designer Toolbox after installing the module.

CategoryStep NameDescription
ADMINAdd Credentials to SIPCredentials ListAdds a new set of SIP credentials to an existing list called SIPCredentials.
ADMINCreate SIPDomainCreates a new SIP Domain.
ADMINDelete Creds ForRemoves a specified user from a specific Credential List.
ADMINGet Credentials for DomainRetrieves a list of credentials from an SIP Domain.
ADMINGet Registered NumbersRetrieves a list of all registered numbers in Twilio.
ADMINList SIPDomainsReturns a list of all SIP Domains.
PHONEClean SIPIndicators From NumberRemoves the SIP Credentials formatting from a specified number or username.
PHONEDelete RecordingDeletes a recording at a specified URL.
PHONEDequeue CallerDequeues a caller from a specified queue.
PHONEHangupTerminates an outbound call.
PHONEPauseGrants silence for a specified number of seconds during the phone call to allow the receiver to respond.
PHONEPlay DigitsAllows a caller to press any digit on their keypad that is contained in the string of digit options given.
PHONEPlay Queued StepsPlays queued steps for incoming calls. When using messages, the play step will access a particular queue.
PHONEQueue Hold StepPlaces a caller on a queue and keeps that caller on hold until specific criteria is met.
PHONEReject CallRejects a phone call.
PHONERequest IVRRequests a voice response from the caller.
PHONESay Text
The Say Text step uses Text-to-Speech (TTS) to play recorded files or typed messages with a human voice. TTS prompts can be dynamically generated using raw text and Flow Data.
PHONEStart Conference RoomStarts a conference room where multiple callers may be directed.
PHONEStart Phone CallStarts a phone call from a specified number to a specified number.
PHONETransfer Phone CallTransfers a phone call to an internal or external phone number.
SMSSend SMS MessageSends an SMS Message from a specified number to a specified number.
SMSSMS ResponseSends a set response via SMS.
TWILIOGet Call Log for CallRetrieves various details about a particular call, which is specified by the Call SID input.
TWILIOGet Call Logs For CallsRetrieves various details about particular calls, which are specified by a list of Call SIDs.
TWILIOGet Recording URLS By Call SIDRetrieves an audio recording's URL from a phone call made with Twilio.
TWILIOGet Recordings By Call SIDRetrieves a list of the recordings from a specified call as well as other call-related information.

Feature Changes

DescriptionVersion
Developer Task
New settings have been added to Twilio for Link Shortening.
10.2
September 2026[DT-047785]