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Twilio & Configuration

Twilio Voice Calling Setup: Configuration for Outbound Calls

Set up Twilio voice calling for outbound campaigns. Learn about phone number configuration, call routing, and recording setup.

1 min read
ConnectAgent Team
Voice calling and phone communication setup

Twilio's voice calling capabilities enable businesses to make and receive phone calls programmatically. Setting up voice calling for outbound campaigns requires proper phone number configuration, call handling logic, and understanding of Twilio's call management features. This guide covers everything you need to know about configuring Twilio for voice calling.

Understanding Twilio Voice

Twilio Voice allows you to:

  • Make outbound calls programmatically
  • Receive and handle incoming calls
  • Route calls with custom logic
  • Record calls
  • Handle call events in real-time
  • Integrate with your application

Phone Number Requirements

Number Types for Voice

  • Long Code Numbers: Standard 10-digit numbers, good for voice
  • Toll-Free Numbers: 800, 888, 877, etc., often better for outbound
  • Short Codes: Not typically used for voice

Number Capabilities

When purchasing numbers, ensure they have Voice capability enabled. Numbers can have:

  • Voice only
  • SMS only
  • Voice and SMS combined

Configuring Phone Numbers for Voice

Incoming Call Configuration

  1. Navigate to Phone Numbers → Manage → Active Numbers
  2. Click on your phone number
  3. Under "Voice & Fax Configuration":
    • Set webhook URL for incoming calls
    • Choose HTTP method (usually POST)
    • Configure fallback URL if primary fails
  4. Save configuration

Caller ID (CNAM) Registration

Register your Caller ID name so recipients see your business name:

  • Improves answer rates
  • Builds trust
  • Helps with compliance
  • Registered through Twilio Console or API

TwiML for Call Handling

What is TwiML?

TwiML (Twilio Markup Language) is XML that tells Twilio how to handle calls. Your webhook returns TwiML to control call behavior.

Basic TwiML Verbs

<Say>

Convert text to speech:

<?xml version="1.0" encoding="UTF-8"?>
<Response>
  <Say voice="alice">Hello, thank you for calling.</Say>
</Response>

<Play>

Play an audio file:

<Response>
  <Play>https://example.com/audio.mp3</Play>
</Response>

<Gather>

Collect DTMF (keypad) input:

<Response>
  <Gather action="/handle-input" method="POST">
    <Say>Press 1 for sales, press 2 for support.</Say>
  </Gather>
</Response>

<Dial>

Connect call to another number:

<Response>
  <Dial>+1234567890</Dial>
</Response>

<Record>

Record the call:

<Response>
  <Say>This call may be recorded.</Say>
  <Record recordingStatusCallback="/recording-ready"/>
</Response>

<Hangup>

End the call:

<Response>
  <Say>Thank you, goodbye.</Say>
  <Hangup/>
</Response>

Making Outbound Calls

Using Twilio API

Make outbound calls programmatically:

// Node.js example
const twilio = require('twilio');
const client = twilio(accountSid, authToken);

client.calls
  .create({
    url: 'https://your-app.com/outbound-call-handler',
    to: '+1234567890',
    from: '+1987654321'
  })
  .then(call => console.log(call.sid));

Call Parameters

  • to: Destination phone number
  • from: Your Twilio number
  • url: TwiML URL for call handling
  • statusCallback: URL for status updates
  • record: Whether to record the call
  • timeout: How long to ring before timeout

Call Status Callbacks

Status Events

Track call progress with status callbacks:

  • initiated: Call created
  • ringing: Destination phone ringing
  • answered: Call answered
  • in-progress: Call in progress
  • completed: Call ended
  • busy: Destination busy
  • no-answer: Not answered
  • failed: Call failed
  • canceled: Call canceled

Configuring Status Callbacks

Set statusCallback URL when making calls:

client.calls.create({
  to: '+1234567890',
  from: '+1987654321',
  url: 'https://your-app.com/call-handler',
  statusCallback: 'https://your-app.com/status',
  statusCallbackEvent: ['initiated', 'ringing', 'answered', 'completed'],
  statusCallbackMethod: 'POST'
});

Call Recording

Recording Configuration

Enable recording for calls:

  • Set record parameter when making calls
  • Use <Record> TwiML verb during call
  • Configure recording status callbacks
  • Set recording format (mp3, wav)

Recording Status Callbacks

Receive notifications when recordings are ready:

<Record 
  recordingStatusCallback="/recording-ready"
  recordingStatusCallbackMethod="POST"
/>

Compliance for Recording

Legal requirements vary by jurisdiction:

  • Announce recording in many states (one-party vs. two-party consent)
  • Check state and federal laws
  • Always announce recording to be safe
  • Get legal counsel for compliance

Best Practices

1. Use Appropriate Numbers

  • Toll-free numbers often better for outbound
  • Local numbers for local presence
  • Register Caller ID names

2. Handle Call Events

  • Set up status callbacks
  • Handle all status events
  • Log call events
  • Update your database

3. Error Handling

  • Handle failed calls gracefully
  • Retry logic for transient failures
  • Fallback URLs
  • Monitor error rates

4. Compliance

  • Follow TCPA requirements (consent for marketing calls)
  • Respect do-not-call lists
  • Announce recordings when required
  • Identify your business

5. Testing

  • Test with your own number first
  • Test different scenarios (answered, no answer, busy)
  • Test TwiML responses
  • Verify callbacks work

Integration with ConnectAgent

ConnectAgent simplifies Twilio voice calling with:

  • Automated call configuration
  • Call routing and handling
  • Call recording management
  • Status tracking and analytics
  • Integration with SMS and email
  • Compliance features

Common Mistakes

  • Not configuring webhooks properly
  • Missing status callbacks
  • Not handling call events
  • Ignoring compliance requirements
  • Poor error handling
  • Not testing thoroughly
  • Incorrect TwiML syntax
  • Not registering Caller ID names

Conclusion

Setting up Twilio voice calling requires proper phone number configuration, understanding of TwiML, call handling logic, and compliance considerations. By following these guidelines—configuring numbers correctly, using appropriate TwiML, handling call events, and maintaining compliance—you can build reliable voice calling capabilities.

ConnectAgent integrates with Twilio to simplify voice calling setup and management, handling much of the configuration complexity so you can focus on your calling strategy. For detailed technical documentation, refer to Twilio's official Voice API documentation.

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ConnectAgent Team

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