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How do I get started with Conversation Orchestrator?

Objective

Conversation Orchestrator brings traffic from several communication channels together into a single, unified conversation thread for each customer. This article shows you where to find the Conversation Orchestrator landing page in the Twilio Console, what it explains about how the product works, and how to move from there into creating your first Conversation configuration.

 

Product

Conversation Orchestrator

 

Environment

Twilio Console

 

Procedure

  1. In the Twilio Console, select Orchestration in the left sidebar.
  2. Select Conversation Orchestrator, then Overview.
  3. Read the A shared history for every customer section to understand how conversations are attached to customer communication profiles.
  4. Under Start building, review the steps Twilio recommends for a first setup: Capture traffic, Configure lifecycle, Connect a memory store, Configure transcriptions and storage, and Configure redaction settings.
  5. Browse the Ways to use Conversation Orchestrator cards for common use cases, such as unifying customer communication history, building conversational AI agents, giving agents more context, and generating insights from your communications.
  6. Select Create a Conversation configuration to start the setup wizard. If your account already has at least one configuration, this action is replaced by Manage Conversation configurations, which takes you to the list of your existing configurations instead.

 

Additional Information

Conversations are always created in the context of a Conversation configuration, so you need at least one configuration before any traffic can be tracked. The Overview page also links to Twilio's documentation on Conversation Orchestrator core concepts if you want to read about the underlying objects before you configure anything.

 

This content was generated by AI and reviewed, edited, and verified by a human.

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