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SETUP.md

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First-Time Setup Instructions

Follow these steps to set up the repository for the first time:

1. Verify the Repository

Visit https://github.com/webdevtodayjason/callcenter-testing to verify that your code has been pushed successfully.

2. Set Up Environment

  1. Create a .env file based on the .env.example template:

    cp .env.example .env

  2. Edit the .env file with your actual Twilio credentials and other configuration:

    • TWILIO_ACCOUNT_SID: Your Twilio account SID
    • TWILIO_AUTH_TOKEN: Your Twilio auth token
    • TWILIO_PHONE_NUMBER: Your Twilio phone number in E.164 format
    • BASE_URL: Your ngrok URL (for local development) or production URL
    • FLASK_SECRET_KEY: A secure random string for session management
    • ADMIN_USERNAME: Username for accessing the application (default: admin)
    • ADMIN_PASSWORD: Password for accessing the application (default: password)
    • ELEVENLABS_API_KEY: Your Eleven Labs API key (for enhanced TTS)
    • ELEVENLABS_VOICES: JSON object mapping voice names to Eleven Labs voice IDs

3. Create Conda Environment

conda create -n callcenter python=3.11
conda activate callcenter
pip install -r requirements.txt

4. Set Up ngrok for Local Development

If you're developing locally and need to receive Twilio callbacks:

  1. Download and install ngrok from https://ngrok.com/download
  2. Run ngrok to create a tunnel to port 5005: 
    ngrok http 5005
  3. Copy the HTTPS URL provided by ngrok (e.g., https://a1b2c3d4.ngrok.io)
  4. Update the BASE_URL in your .env file with this URL

5. Run the Application

python app.py

The application will be available at http://localhost:5005.

6. Testing the Application

  1. Open your browser and navigate to http://localhost:5005
  2. Log in with the admin credentials set in your .env file
  3. Enter at least one phone number in E.164 format (e.g., +12345678900)
  4. Configure your call settings
  5. Click "Start Calls" to initiate test calls

7. Troubleshooting

If you encounter issues:

  • Check the console logs for error messages
  • Verify your Twilio credentials are correct
  • Ensure ngrok is running if testing locally
  • Confirm your Eleven Labs API key is valid (if using Eleven Labs TTS)