Objective
This article guides you through setting up Twilio Conversational Intelligence to automatically generate call summaries from your phone calls. You’ll learn how to configure call transcription, enable summaries, and receive those summaries via webhook. The instructions focus on the essential steps for a basic setup.
Product
- Twilio Programmable Voice
- Twilio Conversational Intelligence
Environment
Twilio Console
User Account Permission/Role(s) Required
- Account Owner, Administrator, or a user with product configuration rights in the Twilio Console
Procedure
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Create a Conversation Configuration
- In the Twilio Console, navigate to Products and Services > Conversation Orchestrator > Conversation Configurations.
- Click “Create a Conversation configuration.”
- Enter a name for your configuration (e.g., “summarizer”).
- (Optional) Enter a webhook URL if you want to receive general conversation event updates.
- Skip the Messaging and Chat traffic section and click “Next.”
- Under Voice traffic, check “Setup an automatic capture,” select your target phone number, and click “Next.”
- Leave the lifecycle settings as default and click “Next.”
- Click “Create a memory store,” name it (e.g., “memorystore1”), click “Save,” then select it from the list and click “Next.”
- Click “Next” on the Voice Transcription step.
- Click “Create Conversation configuration.”
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Create an Intelligence Configuration
- In the left-hand panel, select Intelligence Configurations.
- Click “Create intelligence configuration.”
- Enter a name and description.
- Select the Conversation Configuration you created in Step 1 and click “Submit.”
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Set Up the Webhook Rule
- Find your newly created Intelligence Configuration and click “Create rule.”
- Check the “Summary” box and click “Next.”
- Leave parameters as default and click “Next.”
- Set the trigger to “At conversation end.”
- Enter the webhook URL where you want the call summaries delivered and click “Next.”
- (Optional) Add context by attaching a knowledge base for enhanced summaries, or click “Next.”
- Click “Create rule.”
Once completed, any calls made to or from your selected phone number will automatically generate summaries and POST them to your specified webhook endpoint after the call ends.