220 lines
5.9 KiB
Markdown
220 lines
5.9 KiB
Markdown
# Softphone Configuration Checklist
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## Pre-Deployment Checklist
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### Backend Configuration
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- [ ] **Environment Variables Set**
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- [ ] `BACKEND_URL` - Public URL of backend (e.g., `https://api.yourdomain.com`)
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- [ ] `ENCRYPTION_KEY` - 32-byte hex key for encrypting credentials
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- [ ] Database connection URLs configured
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- [ ] **Dependencies Installed**
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```bash
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cd backend
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npm install
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```
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- [ ] **Migrations Run**
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```bash
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# Generate Prisma client
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npx prisma generate --schema=./prisma/schema-central.prisma
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# Run tenant migrations (creates calls table)
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npm run migrate:all-tenants
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```
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- [ ] **Build Succeeds**
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```bash
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npm run build
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```
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### Frontend Configuration
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- [ ] **Environment Variables Set**
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- [ ] `VITE_BACKEND_URL` - Backend URL (e.g., `https://api.yourdomain.com`)
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- [ ] **Dependencies Installed**
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```bash
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cd frontend
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npm install
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```
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- [ ] **Build Succeeds**
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```bash
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npm run build
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```
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### Twilio Setup
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- [ ] **Account Created**
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- [ ] Sign up at https://www.twilio.com
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- [ ] Verify account (phone/email)
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- [ ] **Credentials Retrieved**
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- [ ] Account SID (starts with `AC...`)
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- [ ] Auth Token (from Twilio Console)
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- [ ] **Phone Number Purchased**
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- [ ] Buy a phone number in Twilio Console
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- [ ] Note the phone number in E.164 format (e.g., `+1234567890`)
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- [ ] **Webhooks Configured**
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- [ ] Go to Phone Numbers → Active Numbers → [Your Number]
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- [ ] Voice Configuration:
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- [ ] A CALL COMES IN: Webhook
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- [ ] URL: `https://your-backend-url.com/api/voice/twiml/inbound`
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- [ ] HTTP: POST
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- [ ] Status Callback:
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- [ ] URL: `https://your-backend-url.com/api/voice/webhook/status`
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- [ ] HTTP: POST
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- [ ] **Media Streams (Optional)**
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- [ ] Enable Media Streams in Twilio Console
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- [ ] Note: Full implementation pending
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### OpenAI Setup (Optional)
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- [ ] **API Key Obtained**
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- [ ] Sign up at https://platform.openai.com
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- [ ] Create API key in API Keys section
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- [ ] Copy key (starts with `sk-...`)
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- [ ] **Realtime API Access**
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- [ ] Ensure account has access to Realtime API (beta feature)
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- [ ] Contact OpenAI support if needed
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- [ ] **Model & Voice Selected**
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- [ ] Model: `gpt-4o-realtime-preview` (default)
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- [ ] Voice: `alloy`, `echo`, `fable`, `onyx`, `nova`, or `shimmer`
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### Tenant Configuration
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- [ ] **Log into Tenant**
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- [ ] Use tenant subdomain (e.g., `acme.yourdomain.com`)
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- [ ] Login with tenant user account
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- [ ] **Navigate to Integrations**
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- [ ] Go to Settings → Integrations (create page if doesn't exist)
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- [ ] **Configure Twilio**
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- [ ] Enter Account SID
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- [ ] Enter Auth Token
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- [ ] Enter Phone Number (with country code)
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- [ ] Click Save Configuration
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- [ ] **Configure OpenAI (Optional)**
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- [ ] Enter API Key
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- [ ] Set Model (or use default)
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- [ ] Set Voice (or use default)
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- [ ] Click Save Configuration
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### Testing
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- [ ] **WebSocket Connection**
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- [ ] Open browser DevTools → Network → WS
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- [ ] Click "Softphone" button in sidebar
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- [ ] Verify WebSocket connection to `/voice` namespace
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- [ ] Check for "Connected" status in softphone dialog
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- [ ] **Outbound Call**
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- [ ] Enter a test phone number
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- [ ] Click "Call"
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- [ ] Verify call initiates
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- [ ] Check call appears in Twilio Console → Logs
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- [ ] Verify call status updates in UI
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- [ ] **Inbound Call**
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- [ ] Call your Twilio number from external phone
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- [ ] Verify incoming call notification appears
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- [ ] Verify ringtone plays
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- [ ] Click "Accept"
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- [ ] Verify call connects
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- [ ] **AI Features (if OpenAI configured)**
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- [ ] Make a call
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- [ ] Speak during call
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- [ ] Verify transcript appears in real-time
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- [ ] Check for AI suggestions
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- [ ] Test AI tool calls (if configured)
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- [ ] **Call History**
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- [ ] Make/receive multiple calls
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- [ ] Open softphone dialog
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- [ ] Verify recent calls appear
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- [ ] Click recent call to redial
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### Production Readiness
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- [ ] **Security**
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- [ ] HTTPS enabled on backend
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- [ ] WSS (WebSocket Secure) working
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- [ ] CORS configured correctly
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- [ ] Environment variables secured
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- [ ] **Monitoring**
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- [ ] Backend logs accessible
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- [ ] Error tracking setup (e.g., Sentry)
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- [ ] Twilio logs monitored
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- [ ] **Scalability**
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- [ ] Redis configured for BullMQ (future)
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- [ ] Database connection pooling configured
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- [ ] Load balancer if needed
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- [ ] **Documentation**
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- [ ] User guide shared with team
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- [ ] Twilio credentials documented securely
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- [ ] Support process defined
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## Verification Commands
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```bash
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# Check backend build
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cd backend && npm run build
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# Check frontend build
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cd frontend && npm run build
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# Verify migrations
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cd backend && npm run migrate:status
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# Test WebSocket (after starting backend)
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# In browser console:
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const socket = io('http://localhost:3000/voice', {
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auth: { token: 'YOUR_JWT_TOKEN' }
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});
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socket.on('connect', () => console.log('Connected!'));
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```
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## Common Issues & Solutions
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| Issue | Check | Solution |
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|-------|-------|----------|
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| "Not connected" | WebSocket URL | Verify BACKEND_URL in frontend .env |
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| Build fails | Dependencies | Run `npm install` again |
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| Twilio errors | Credentials | Re-enter credentials in settings |
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| No AI features | OpenAI key | Add API key in integrations |
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| Webhook 404 | URL format | Ensure `/api/voice/...` prefix |
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| HTTPS required | Twilio webhooks | Deploy with HTTPS or use ngrok for testing |
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## Post-Deployment Tasks
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- [ ] Train users on softphone features
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- [ ] Monitor call quality and errors
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- [ ] Collect feedback for improvements
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- [ ] Plan for scaling (queue system, routing)
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- [ ] Review call logs for insights
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## Support Resources
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- **Twilio Docs**: https://www.twilio.com/docs
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- **OpenAI Realtime API**: https://platform.openai.com/docs/guides/realtime
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- **Project Docs**: `/docs/SOFTPHONE_IMPLEMENTATION.md`
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- **Quick Start**: `/docs/SOFTPHONE_QUICK_START.md`
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---
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**Last Updated**: January 3, 2026
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**Checklist Version**: 1.0
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