One connection, your own account
Your Twilio carries the call. 1Presence places it, sits beside you, and keeps the memory.
Calling runs through your own Twilio account — the telephony service a lot of businesses already route their calls through — so every call happens on your own number and your own telephony spend. You connect it once, with credentials you can revoke at any time.
- 1
Create an API key in your Twilio Console
Sign in to Twilio and create an API Key (you can revoke it there whenever you like). Have your Account SID to hand too.
- 2
Connect it in 1Presence
Open Connectors, choose Twilio, and paste the two values. They are stored encrypted and used only on your own account.
- 3
Pick your caller ID
If your account has more than one number, choose which one shows when you call. You can switch it per call.
On a team? An admin connects one company Twilio once, and everyone can call on the shared line — each person’s call still ringing their own phone first. No one sets it up twice.
Your phone rings first
Ask for the call and 1Presence dials you — your own phone rings, you pick up as normal, and then it connects you through to them. No copying numbers out, no switching apps, and no strange caller experience on the other end: it is your number, your voice, your call.
Finds the number from the record or thread, rings your phone, then connects you — recording off unless you turn it on.
Places it on the shared line with the caller ID you chose.
While you talk, a live call card sits in the conversation with the transcript arriving in place — glance down for the figure you half-heard or the name you need to check, toggle recording if you want the audio kept, and hang up from the card when you are done. Afterwards, the essentials — who, when, how long, what was said — can be filed to your vault, searchable for good.
Let it take the notes while you talk
The transcript is table stakes. The real move is wiring the call to a skill you have made — a call playbook. With one attached, every call runs it: quietly noting what matters while you talk, then pulling the transcript and its notes into your vault the moment you say the call is done.
A playbook you can attach to any call — or to every call from a call list.
The playbook wraps up: transcript filed, notes written, follow-ups where you asked for them.
And on a busier call, an in-call briefing can work alongside you: a listening agent that follows the conversation as it happens and surfaces the context you need mid-call — the last thing you agreed with this person, the figure from their record, the thread you had forgotten — right there on the call card, while the other person is still talking.
The call list that calls
If you work through calls in batches, put the list on a dashboard. Ask for a "who to call next" cockpit and every row gets a Call button: tap, your phone rings, and the call opens in your chat with the transcript beside you. When you build a call list, 1Presence offers to wire a playbook to the button; leave it off and Call just dials, plain and quick.
A dashboard with the whole list beside it, saved filters on top, and a dialler on every row.
Haven’t connected calling yet? The first tap on a Call button quietly walks you through it, then you are straight on the phone.
What it will never do on its own
- It never dials by itself. A call only ever happens because you tapped to make it — and it rings your own phone first, so you are always the one who chooses to pick up.
- It never records unless you say so. Recording is a per-call choice, off by default.
- It never sends a text on its own. Reading your history happens when you ask; writing to the outside world waits for you.
- Transcripts are data, not instructions. Something said on a call — or in a text — is information in your vault, never a command it will follow.
The whole call, kept
Dial from the chat. Read it as you speak. Keep every word.
Your own Twilio, your own number, your own phone ringing first — with a live transcript beside you, a playbook taking your notes, and every call landing in your vault as searchable memory.
Common questions
Do I need my own Twilio account?
Yes — calls run through your own Twilio (or your team’s shared one), on your own numbers and your own telephony spend. That keeps you in control of the line, the costs and the records. If you are new to Twilio, an account and a number take a few minutes to set up on their site.
What does a call cost?
Whatever your Twilio charges for it — the call happens on your account, so the pricing is your Twilio pricing. 1Presence adds the placing, the live transcript and the filing around it.
Why does it ring my phone first?
So the call is genuinely yours: you pick up, you hear the ring, you decide the moment it connects. It also means the audio quality and the number on the other end’s screen are exactly what your phone and your Twilio provide.
Can my whole team use one line?
Yes. An admin connects the company Twilio once; everyone can then read the shared call and message history and place calls on the company line — each person’s call ringing their own phone first.
Is the other person recorded without knowing?
Recording is off unless you turn it on, and the rules for announcing a recorded call are yours to follow as the caller — the same obligations as any call recording where you live. 1Presence never starts a recording on its own.
Make the next call from where the context already is.
The record, the thread, the last transcript — they are all in the chat. Now the call is too.
Runs on your own Twilio. It never dials, records or texts without you.