Voice & SMS

Voice & SMS connects Leena AI to a phone number, so employees can text the assistant or call it.

Both channels share the same number. Setup runs through four sections in order, and each depends on the one before it.

Where to find it

Open the Admin Console, then go to External channels → Voice & SMS.

Before anything is configured, the page offers Start setup.

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Each section saves on its own

Sections have their own save actions rather than one save for the page. Complete and save them in order — later sections are blocked until the earlier ones are in place.

1. Twilio credentials

Choose an Account type:

OptionWhat it means
Leena AIUse Leena AI's managed Twilio account. Nothing further to supply
Own Twilio accountUse your organisation's Twilio account

Using your own account requires two values from the Twilio console:

  • Account SID
  • Auth token

Save this section before continuing. Attempting to verify a number first is refused, with a prompt to choose and save a Twilio account.

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Account type locks once a number is verified

While a verified phone number is connected, the account type can't be changed. To change it, use Edit number from the configuration view — which disconnects the current SMS and voice setup.

Decide between the managed and own-account routes before going live, not after.

2. Select phone number

Enter the Phone number to use for SMS and inbound voice calls. It must be linked to the Twilio account from section 1, and must be in E.164 format — for example, +14155551234.

Verify confirms the number against Twilio. A verified number shows a verification indicator, and Edit phone number changes it later.

If verification fails, check the number is correct and actually present on that Twilio account.

3. SMS channel

Configures inbound SMS and delivery tracking.

Configure inbound SMS sets both the inbound SMS webhook and the delivery tracking callback on your Twilio number automatically. No manual work in the Twilio console is needed — this is the step people most often try to do by hand.

The Inbound webhook must be configured before this section will save.

SettingWhat it does
Delivery trackingTracks SMS delivery status via Twilio status callbacks
Show disclaimer in messageExtends the disclaimer to text responses. Only takes effect when the disclaimer is enabled in Orchestrator settings

Send a test SMS sends a real message to a number you supply, confirming the whole path works before employees rely on it.

4. Phone call

Enable inbound calls lets employees interact with Leena AI by calling the number. Calls are delivered via Retell.

This section can't be saved until a phone number is configured in section 2.

It needs SIP trunk details:

FieldWhat it is
Termination URIThe SIP termination endpoint
SIP trunk user nameThe SIP trunk username
SIP trunk passwordThe SIP trunk password
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The termination URI must be a Twilio SIP domain

It has to end in pstn.twilio.com or sip.twilio.com — for example, mycorp.pstn.twilio.com. Anything else is rejected.

This is the Elastic SIP Trunking termination URI from your Twilio account, not the phone number or the account SID.

Voice behaviour itself — transcription, denoising, the assistant's voice — is configured separately under Orchestrator → Voice. This section only establishes the connection.


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