How to forward calls from Twilio to Smith.ai

Crystal Field Updated by Crystal Field

In order to forward your calls from your Twilio number to your Smith.ai receptionists, you'll need to set up a new Twilio Studio flow.

  1. Log in to your Twilio account and navigate to the Studio Dashboard, then tap the + icon to create a new flow.
  2. The canvas comes with a widget already in place, which is the Trigger widget. It starts the flow when the trigger is set to be an Incoming Call.
  3. Drag the widget onto the canvas, and connect the dot from the Incoming Call trigger to the dot in the upper left corner. In the right sidebar, select Single Number from the dropdown, and enter your Smith number to forward your calls to. Your Caller ID should be set to the default.
  4. Press publish to update the flow.
  5. Now you'll need to connect the flow to your Twilio number. Navigate to the Phone Numbers section of the Twilio Console, and select the number you’d like to forward from. 
  6. Scroll down to the Voice & Fax section, and select Webhooks, TwiML Bins, Functions, Studio, or Proxy from the first dropdown. Select Studio Flow next to the “A Call Comes In” dropdown, and choose the flow that you just created to attach it to the number. Click Save.
  7. Now it’s time to test it out! Dial your Twilio number, and it should immediately connect you to your Smith receptionists.

Need assistance?

If you need any help, please email us at support@smith.ai or call us at (650) 727-6484.

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