@rubytech/taskmaster 1.11.0 → 1.11.2

package/skills/twilio/references/browser-setup.md

@@ -1,12 +1,15 @@
-# Twilio SMS Credentials — Guided Setup
+# Twilio Voice — Guided Setup
 
-Walk the user through getting Twilio credentials themselves. Unlike Tavily or Google AI, Twilio signup requires identity verification and personal details — guide with clear instructions rather than browser automation.
+Walk the user through getting Twilio credentials for the voice-call extension. Twilio signup requires identity verification — guide with clear instructions rather than browser automation.
+
+**Important:** This skill is for voice calling only. If the user needs SMS verification for public chat, direct them to the Brevo skill — Brevo handles both email and SMS OTP.
 
 ---
 
 ## Prerequisites
 
 - User has an email address and phone number
+- User wants to use Twilio as their voice-call telephony provider
 - Chat channel for sending instructions
 
 ---
@@ -15,7 +18,7 @@ Walk the user through getting Twilio credentials themselves. Unlike Tavily or Go
 
 Tell the user what Twilio is and why they need it:
 
-> "When WhatsApp isn't connected, we can send verification codes by text message instead. Twilio is the standard service for sending SMS. There's a free trial with enough credit to get started — no payment needed upfront.
+> "Twilio is a telephony provider that lets your assistant make and receive phone calls. There's a free trial with enough credit to get started — no payment needed upfront.
 >
 > I'll walk you through the setup. You'll need to create the account yourself since Twilio asks for some personal details, but I'll tell you exactly what to do at each step."
 
@@ -35,13 +38,13 @@ Wait for the user to confirm they've completed signup.
 
 If the user asks about onboarding questions Twilio shows after signup:
 
-> "Those are just survey questions — pick anything. You can select **SMS**, **Notifications**, and **No code**. They don't affect your account."
+> "Those are just survey questions — pick anything. You can select **Voice**, **Notifications**, and **No code**. They don't affect your account."
 
 ## Step 4: Get a phone number
 
 > "On the Twilio dashboard, you should see a **trial phone number** offered to you. Click **'Get this number'** to claim it.
 >
-> If you don't see one, go to **Phone Numbers → Manage → Buy a number** in the left sidebar and get one with SMS capability.
+> If you don't see one, go to **Phone Numbers → Manage → Buy a number** in the left sidebar and get one with Voice capability.
 >
 > Copy the phone number — it should look like **+15551234567**. Send it to me."
 
@@ -60,28 +63,15 @@ Wait for the user to send the credentials.
 
 ## Step 6: Save to Taskmaster
 
-Once you have all three values (Account SID, Auth Token, phone number):
-
-> "Now open your Taskmaster setup page:
->
-> 1. Make sure **Public Chat** is enabled with **Phone OTP** or **Visitor chooses** mode
-> 2. Click **'Edit'** on the **SMS Fallback** row
-> 3. Paste in your **Account SID**, **Auth Token**, and **From Number**
-> 4. Click **Save**
->
-> Let me know when it's done!"
-
-## Step 7: Confirm
-
-Once the user confirms:
+Once you have all three values (Account SID, Auth Token, phone number), save them as Twilio credentials for the voice-call extension using the appropriate configuration tool.
 
-> "SMS fallback is now configured. When WhatsApp is unavailable, verification codes will be sent by text message. Your visitors will always be able to verify their phone number."
+> "I've saved your Twilio credentials. The voice-call extension can now make and receive calls through Twilio."
 
 ---
 
 ## If the user already has Twilio credentials
 
-Skip to Step 5 — just ask for the Account SID, Auth Token, and a Twilio phone number with SMS capability.
+Skip to Step 5 — just ask for the Account SID, Auth Token, and a Twilio phone number with Voice capability.
 
 ---
 
@@ -89,7 +79,8 @@ Skip to Step 5 — just ask for the Account SID, Auth Token, and a Twilio phone
 
 | Question | Answer |
 |----------|--------|
-| "Is it free?" | The trial includes credit for ~100+ SMS messages. No card required. After that it's pay-as-you-go, about $0.008 per SMS in the US. |
-| "Can I send to any number?" | On the free trial, you can only send to numbers you've verified in Twilio. Upgrade to a paid account to send to any number. |
+| "Is it free?" | The trial includes credit for testing. No card required. After that it's pay-as-you-go. |
+| "Can I use Twilio for SMS too?" | Twilio is used for voice calling only in Taskmaster. For SMS verification codes, use Brevo instead — it handles both email and SMS with one API key. |
 | "Where do I find my credentials later?" | Always at **console.twilio.com** — the Account SID and Auth Token are on the main dashboard. |
-| "I already have Twilio but use it for something else" | That's fine — the same credentials work. Just make sure the phone number has SMS capability enabled. |
+| "I already have Twilio but use it for something else" | That's fine — the same credentials work. Just make sure the phone number has Voice capability enabled. |
+| "Can I use a different telephony provider?" | Yes — Taskmaster also supports Plivo and Telnyx for voice calling. |

package/taskmaster-docs/USER-GUIDE.md

@@ -1472,10 +1472,10 @@ By default, anyone who opens the public chat can start a conversation immediatel
 | Method | How it works | What you need |
 |--------|-------------|---------------|
 | **Anonymous** | No verification — visitors chat immediately | Nothing (default) |
-| **Email OTP** | Visitors enter their email, receive a one-time code | A [SendGrid](https://sendgrid.com) API key and a verified sender (free tier available). The sender address is configured in SendGrid, not in Taskmaster. |
-| **SMS OTP** | Visitors enter their phone number, receive a one-time code | [Twilio](https://twilio.com) account SID, auth token, and a Twilio phone number |
+| **Email OTP** | Visitors enter their email, receive a one-time code | A [Brevo](https://brevo.com) API key and a verified sender (free, no credit card). The sender address is configured in Brevo, not in Taskmaster. |
+| **SMS OTP** | Visitors enter their phone number, receive a one-time code | Same [Brevo](https://brevo.com) API key as email, plus prepaid SMS credits in your Brevo account |
 
-5. Enter your provider credentials — for email, add the SendGrid API key in the **API Keys** section on the Setup page; for SMS, enter Twilio credentials in the SMS Fallback fields
+5. Enter your provider credentials — add the Brevo API key in the **API Keys** section on the Setup page. The same key serves both email and SMS verification. For SMS, purchase SMS credits in your Brevo dashboard.
 6. Settings auto-save when you leave each field
 
 Once enabled, visitors must authenticate before they can send their first message. Verified contact details are stored and available to the agent via the `verify_contact` tool, so your assistant knows who it's talking to.