Developer docsIntegration guide

Calling & texting

Bring your own Twilio number. Click-to-call bridges to your cell, texts thread on the customer, and recordings and transcripts file themselves — all at Twilio's rate, with no Dax markup.

How it works

Dax doesn’t resell phone service — you connect your agency’s own Twilio account. Clicking Call rings your cell first, then bridges the customer in from your agency number, so your personal cell stays private. Inbound calls and texts route to the same number and match themselves to the right customer.

Connect it

Get a Twilio number

Create (or sign in to) a Twilio account and buy a phone number, or port your existing business number in. This number becomes your agency’s calling and texting line.

Copy your Twilio credentials

From the Twilio Console dashboard, copy your Account SID and Auth Token.

Paste them into Dax

In Dax, open Settings → Phone, paste the SID and token, select your Twilio number, and set your recording policy (off, on, or on-with-announcement).

Point Twilio's webhooks at Dax

Dax shows you the exact Voice and Messaging webhook URLs for your account. Paste them into your Twilio number’s configuration so inbound calls and texts flow back into Dax.

Texting requires A2P 10DLC registration

In the US, business texting must be registered (brand + campaign) through Twilio before messages deliver reliably. It’s a one-time step with small carrier fees, billed by Twilio. We link you straight to it during setup.

Recording consent is your call

Call-recording laws vary by state — some require all parties to consent. Dax offers a recorded-line announcement; set your agency policy to match the states you operate in.

What it costs

Dax adds zero markup. Calls and texts run on your own Twilio number at Twilio’s published rates (roughly a cent per text and a couple of cents per minute), billed by Twilio directly to your agency.

Need a hand wiring this up?

Every agency on the partner rollout gets white-glove setup. Just ask.

Get help