WIP - twilio integration

docs/SOFTPHONE_QUICK_START.md

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+# Softphone Quick Start Guide
+
+## Setup (5 minutes)
+
+### 1. Configure Twilio
+
+1. Create a Twilio account at https://www.twilio.com
+2. Get your credentials:
+   - Account SID (starts with AC...)
+   - Auth Token
+   - Purchase a phone number
+3. Configure webhook URLs in Twilio Console:
+   - Voice webhook: `https://your-domain.com/api/voice/twiml/inbound`
+   - Status callback: `https://your-domain.com/api/voice/webhook/status`
+
+### 2. Configure OpenAI (Optional for AI features)
+
+1. Get OpenAI API key from https://platform.openai.com
+2. Ensure you have access to Realtime API (beta feature)
+
+### 3. Add Credentials to Platform
+
+1. Log into your tenant
+2. Navigate to **Settings → Integrations**
+3. Fill in Twilio section:
+   - Account SID
+   - Auth Token
+   - Phone Number (format: +1234567890)
+4. Fill in OpenAI section (optional):
+   - API Key
+   - Model: `gpt-4o-realtime-preview` (default)
+   - Voice: `alloy` (default)
+5. Click **Save Configuration**
+
+## Using the Softphone
+
+### Make a Call
+
+1. Click **Softphone** button in sidebar (phone icon)
+2. Enter phone number in E.164 format: `+1234567890`
+3. Click **Call** or press Enter
+4. Wait for connection
+5. During call:
+   - Click **hash** icon for DTMF keypad
+   - Click **microphone** to mute/unmute
+   - Click **red phone** to hang up
+
+### Receive a Call
+
+1. Softphone automatically connects when logged in
+2. Incoming call notification appears with ringtone
+3. Click **Accept** (green button) or **Reject** (red button)
+4. If accepted, call controls appear
+
+### AI Features (if OpenAI configured)
+
+- **Real-time Transcript**: See what's being said live
+- **AI Suggestions**: Get contextual tips during calls
+- **Smart Actions**: AI can search contacts, create tasks automatically
+
+## Quick Tips
+
+- ✅ Phone number format: `+1234567890` (include country code)
+- ✅ Close dialog: Click outside or press Escape
+- ✅ Incoming calls work even if dialog is closed
+- ✅ Recent calls appear for quick redial
+- ❌ Don't forget to save credentials before testing
+- ❌ Webhook URLs must be publicly accessible (not localhost)
+
+## Troubleshooting
+
+| Issue | Solution |
+|-------|----------|
+| "Not connected" | Check credentials in Settings → Integrations |
+| Can't make calls | Verify Twilio Account SID and Auth Token |
+| Can't receive calls | Check Twilio webhook configuration |
+| No AI features | Add OpenAI API key in settings |
+| WebSocket errors | Check browser console, verify backend URL |
+
+## Testing with Twilio Test Credentials
+
+For development, Twilio provides test credentials:
+- Use Twilio test numbers
+- No actual calls are made
+- Simulate call flows in development
+
+## Next Steps
+
+- 📞 Make your first test call
+- 🎤 Try the AI transcription feature
+- 📊 View call history in Softphone dialog
+- ⚙️ Configure call routing (advanced)
+
+Need help? Check `/docs/SOFTPHONE_IMPLEMENTATION.md` for detailed documentation.