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▶️ Place a Test Outbound Call

  1. Open the ConverseKit app inside your Salesforce org.
  2. Navigate to the Phone Numbers tab.
  3. Locate your imported phone number and click “Test Number”.
  4. Select any Lead or Contact from your org.
  5. Click “Place The Call”.
🔊 The selected Lead/Contact will receive a phone call. If answered, they’ll hear and interact with your Voice Assistant in real time.
⚠️ Important: Mobile Number FormatConverseKit uses the Mobile Number field from both Lead and Contact records when placing outbound calls.
  • Ensure the number is entered in E.164 format (e.g., +1XXXXXXXXXX).
  • Missing or incorrectly formatted numbers may result in failed calls.
✅ Example: +14155552671 (U.S. number with country code)

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📲 Receive an Inbound Call

You can also test by simply calling the Twilio number from any phone:
  1. Dial your imported Twilio number from any mobile or landline phone.
  2. Your Assistant will answer and begin the conversation automatically.
✅ This confirms your setup is ready to handle live inbound conversations.