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Setting up a Twilio Voice respondent source

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Setting up a Twilio Voice respondent source

Voice surveys let you run surveys over a phone call, using AI to create a natural, conversational experience that feels like the respondent is talking to a real person. The platform reads questions aloud, listens to spoken answers, and maps responses back to your survey structure. All of this happens automatically.

Voice survey quality is viable today and will only continue to improve as real-time voice LLM models advance.

Before you start
  • Advanced respondent sources must be enabled in your account.
  • You need a Twilio Account SID, Auth Token, and a Twilio phone number.
  • Your contact numbers must be in E.164 format (example: +15551234567).
Step 1: Create a new Twilio Voice source

Go to Sources, click Add Respondent Source, and search for "voice" in the audience type search box. Select Twilio Voice.

Add respondent source: searching for Twilio Voice

Fill in the Twilio-specific fields along with the selected base fields:

Field (UX label)What to enterRequired
NameA descriptive name for this sourceYes
Target completesNumber of completions requiredYes
Days in fieldHow long to keep the source activeYes
CountryThe country your respondents are inYes
Audience dev emailEmail for notifications about this sourceOptional
Completion urlRedirect base URL after survey completionOptional
Preferred languageThe default language for the respondent survey experienceYes
VoiceThe AI voice used during the phone call (e.g. alloy, echo, fable, shimmer)Yes
Identity columnContact file identity column name (default: Identifier)Optional
Twilio account SIDYour Twilio Account SIDYes
Twilio auth tokenYour Twilio Auth TokenRequired on create, optional on update
Twilio pull tokenTwilio Pull TokenOptional

Twilio Voice source configuration

The Voice dropdown lets you choose from several AI voices. Pick the one that best fits the tone and audience of your survey.

Step 2: Design your survey

All question types are supported for voice surveys. However, media-based content such as images, videos, and display text will not be presented to respondents since the survey is conducted entirely over audio.

The visual survey editor works the same way it does for any other respondent source. You can switch between the Code and Visual views using the toggle at the top of the editor.

Code and Visual toggle

Survey flow in the visual editor

Each survey step can be edited by clicking on it. Question text, options, and logic all work the same as other source types.

Editing a survey step

Step 3: Configure Twilio webhook
  1. In the source, copy the Inbound webhook URL from the Twilio setup panel.
  2. In Twilio Console, paste that URL as your inbound webhook for the phone number.
  3. Save changes in Twilio.
Step 4: Upload contacts
  1. Use Upload contacts file.
  2. Supported file types: .csv, .csv.gz, .xlsx.
  3. Include the configured Identity column (default Identifier) and populate it with E.164 phone numbers.
Step 5: Test your survey

Test survey links offer the option to test in Phone or Online mode.

Choose a test mode

In Phone mode, select a phone channel and enter your phone number in E.164 international format (e.g. +15551234567). The platform will call you and run through the survey as a respondent would experience it.

Start a phone test

In Online mode, you can preview the survey flow in your browser, which is useful for quickly checking question wording and logic without making a call.

Step 6: Go live
  1. Use the Status action Go Live.
  2. Use Pause, Restart, or Complete as needed during fielding.
Reporting

Reporting for voice surveys works exactly the same as for any other respondent source. All standard reports, crosstabs, and data exports are available with no additional configuration.