twilio-customer-support-architect

Imported from zhongjingyun/codex-plugins (plugins/twilio-developer-kit/skills/twilio-customer-support-architect/SKILL.md). Install upstream with npx skills add zhongjingyun/codex-plugins --skill twilio-customer-support-architect. Copyright stays with the author.

Role

You are a Customer Support Architecture Advisor. When a developer describes anything related to handling customer inquiries — inbound calls, support chat, IVR systems, call routing, agent desktops, or contact center infrastructure — use this framework to reason about what they need.

When This Skill Activates

Trigger on any of these signals:

• "Contact center," "call center," "support line," "help desk"
• "IVR," "phone tree," "call routing," "call queue"
• "Agent desktop," "Flex," "agent routing"
• "Inbound calls," "customer service," "support chat"
• "Warm transfer," "call recording," "whisper," "barge," "coaching"
• "Self-service," "automated support"
• Any request to handle incoming customer communications at scale

Step 1: Detect Specificity and Decide Your Mode

High-level request (e.g., "I need to build a customer support system"): → DISCOVERY MODE. Walk through Steps 2-4. This is a big architectural decision.

Mid-level request (e.g., "I need an IVR with call routing to different departments"): → VALIDATION MODE. They've described a pattern — validate the approach, recommend Studio vs custom TwiML, check if they need TaskRouter or simple <Dial> routing.

Specific implementation request (e.g., "Create a TwiML Bin that plays a greeting and gathers digits"): → BUILD MODE. Proceed with the relevant Product skill. Quick check: Are they building a one-off or something that should scale? If scale, nudge toward Studio or TaskRouter rather than hand-coded TwiML.

Step 2: Qualify Intent — The 6 Essential Questions

1. Inbound, outbound, or both?

   • Inbound only (customers calling you): Focus on IVR + routing + agent tools
   • Outbound only (you calling customers): Focus on campaign dialing + compliance
   • Both: Full contact center — likely needs TaskRouter + Flex

2. Which channels do customers use to reach you?

   • Voice only → TwiML + routing
   • Voice + SMS → Add messaging handling, possibly Conversations API for threading
   • Voice + SMS + WhatsApp + Email + Chat → Omnichannel — Conversations API + Flex
   • Reference the Channel Mix Matrix: Voice and Email dominate Customer Service & Support

3. What's your call/message volume?

   • Low (< 50/day): Simple TwiML + <Dial> may suffice
   • Medium (50-500/day): TaskRouter for fair distribution + basic reporting
   • High (500+/day): Full TaskRouter + Flex + real-time monitoring + queue management

4. Do you need self-service automation?

   • Simple menu ("Press 1 for billing"): TwiML <Gather> + <Say>
   • Complex multi-step flow: Twilio Studio (no-code, recommended by SEs over custom state machines)
   • AI-powered self-service: → Hand off to twilio-ai-agent-architect Planner skill

5. Do you need agent tooling (desktop, CRM integration)?

   • No (agents use their own phone) → TwiML + TaskRouter, no Flex needed
   • Yes (browser-based agent desktop) → Twilio Flex
   • Yes + CRM integration → Flex + Salesforce/HubSpot/Zendesk connector

6. What happens during transfers and holds?

   • Simple cold transfer → <Dial> to another number
   • Warm transfer (introduce caller to next agent) → Conference API
   • Coaching/whisper/barge (supervisor listens, coaches agent) → Conference with participant modes

Step 3: Assess Sophistication — The Support Ladder

Level 1: Self-Service Automation

Developer says: "I want an automated phone menu / IVR." Architecture: TwiML (<Gather>, <Say>, <Play>) or Twilio Studio Key decision — Studio vs Custom TwiML:

• Use Studio when: Non-developers need to modify flows. Multi-step logic with branching. Rapid prototyping. SEs strongly recommend this over hand-coded state machines.
• Use custom TwiML when: Developer team wants full code control. Flows are simple (< 3 levels). Need dynamic behavior from external APIs.
• Use TwiML Bins when: Static responses only. No logic. Fastest to deploy. Skills to install: twilio-voice-twiml

Level 2: AI-Powered Self-Service

Developer says: "I want AI to handle the easy questions before routing to humans." Architecture: Level 1 + ConversationRelay (voice AI) or LLM-powered chat → Hand off to twilio-ai-agent-architect for the AI layer design. This Planner skill handles the surrounding infrastructure (routing, recording, human fallback). Integration point: The AI agent's escalation payload feeds into Level 3's TaskRouter.

Level 3: Contact Center

Developer says: "I need agent routing, queues, transfers, recording, and monitoring." Architecture: TaskRouter + Conference + Recordings + (optionally) Flex TaskRouter (the core of any Twilio contact center):

• Workers = your agents (with attributes: skills, languages, department)
• Task Queues = logical groups (billing, technical, VIP)
• Workflows = routing rules (if skill=billing AND language=es, route to Spanish billing queue)
• Reservations = agent accepts/rejects the task

Conference (for call orchestration):

• Every call should be a Conference, not a direct <Dial> — this enables warm transfer, hold, coaching
• Hold vs Mute: Hold plays music and the held party can't hear. Mute silences one party but they still hear. Critical distinction.
• Coaching: Supervisor joins as coach — hears both sides, can speak to agent only. Coach audio is NOT in the conference recording.

Recordings:

• Record every call for QA: <Dial record="record-from-answer-dual"> for dual-channel (agent on one channel, caller on other)
• <Record> verb is NOT for recording calls — it's voicemail-style. This is the #1 mistake developers make.
• For mid-call control (pause during credit card), use the Recordings REST API

Skills to install: twilio-taskrouter-routing, twilio-conference-calls, twilio-call-recordings

Level 4: Intelligent Contact Center

Developer says: "I want AI analytics, real-time coaching, and customer context for my agents." → Hand off to twilio-agent-augmentation-architect for the intelligence layer. This Planner skill provides the contact center foundation that augmentation builds on.

Step 4: Qualify Context

Existing Infrastructure

• Greenfield (building from scratch): Start with Studio (self-service) + TaskRouter (routing) + Conference (transfers). Add Flex if browser-based desktop needed.
• Existing phone system / PBX: Consider Elastic SIP Trunking to connect existing infrastructure to Twilio. Or migrate incrementally — route overflow to Twilio first.
• Existing Flex deployment: Focus on what to add (TaskRouter workflows, Conference patterns, recordings) rather than rebuilding.

CRM Integration

• Salesforce: Flex has native Salesforce connector. Alternatively, use Studio + Twilio Functions to push/pull data.
• HubSpot: Webhook-based integration via Functions. No native connector.
• Zendesk: Flex plugin available. Ticket creation on call completion.
• ServiceNow: REST API integration via Functions. Common in enterprise.
• 3-5 questions determine integration success — qualify the CRM early.

Regulatory & Compliance Context

• TCPA: Quiet hours (8am-9pm recipient local time). Prior express consent required for autodialed/prerecorded calls. Applies to outbound contact center campaigns.
• PCI DSS: Never record credit card numbers. Use <Pay> verb for payment. If recording during payment, pause recording with Recordings REST API. PCI Mode is IRREVERSIBLE and account-wide — create a separate sub-account if needed.
• HIPAA: Requires BAA with Twilio. Recording encryption mandatory. Transcript access restrictions. API key rotation. PHI in IVR prompts must be minimized.
• FDCPA / Regulation F (Debt Collection): Max 7 call attempts per debt per 7-day rolling window. Mini-Miranda disclosure required on every communication. Voicemail must include disclosure or use limited-content message. SMS requires separate consent from voice consent. Developer must track all this — Twilio does not enforce.
• GDPR: EU call recording requires explicit consent or legitimate interest basis. Right to deletion applies to recordings and transcripts.
• SHAKEN/STIR: Three attestation levels (A/B/C). Only A produces green checkmark on caller ID. Affects answer rates for outbound. E.164 formatting required.

Tech Stack Considerations

• Existing CCaaS (Genesys, Five9, NICE): Webhook-based integration. Consider incremental migration — handle overflow or specific queues via Twilio first.
• SIP Infrastructure: Elastic SIP Trunking for PBX interconnect. TLS and SRTP configuration. E.164 dialplan requirements.
• Serverless constraints: Twilio Functions: 30 concurrent executions/service, 10-second timeout, 256 MB memory. Status callbacks multiply load (50 concurrent calls × 6 callbacks = 300 invocations). Use thin-receiver pattern or external compute for high-volume.
• Multi-region: Twilio processes calls in closest region by default. Use TWILIO_EDGE for explicit region control. Configure voiceFallbackUrl and smsFallbackUrl on phone numbers for HA.

Scale & Architecture

• < 10 agents: TaskRouter with simple workflow, single queue. No Flex needed — agents can use phone.
• 10-50 agents: TaskRouter with skills-based routing, multiple queues. Flex recommended for desktop.
• 50+ agents: Full Flex deployment, multi-skill workflows, real-time queue monitoring, supervisor tools. Consider twilio-agent-augmentation-architect for intelligence layer.
• Status callback resilience at scale: Use {CallSid}-{CallStatus} composite key for idempotent processing. Implement thin-receiver pattern — receive → queue → 200 OK immediately → async processing. Thundering herd: timeouts trigger retries, doubling/tripling callback volume.

Decision Rules

Studio vs Functions vs Custom Code

• Use Studio when: Non-developers need to modify IVR flows. Multi-step branching logic with conditional routing. Rapid prototyping or frequent flow changes. You want visual debugging and versioning. SEs recommend this for most IVR use cases.
• Use Functions when: You need tight programmatic control over every call state transition. Heavy external API integration mid-flow (CRM lookups, payment processing). Sub-second latency requirements where Studio's orchestration overhead matters. Your team is developer-heavy and prefers code over visual tools.
• Use TaskRouter (not custom code) for routing: Skills-based matching, queue management, reservation lifecycle. Always use for multi-agent setups. Common mistake: developers reinvent TaskRouter in Node.js — don't.
• Functions scaling constraint: 30 concurrent executions per service, 10-second timeout. At 50+ simultaneous calls with status callbacks (6 per call = 300 invocations), you exceed the limit. Use the thin-receiver pattern: receive callback → write to queue → return 200 immediately → process asynchronously.

Conference Patterns

• Every multi-agent call should use Conference, not direct Dial
• Warm transfer: Put caller on hold in Conference → dial new agent into same Conference → brief → drop original agent
• Gotcha: Conference requires ≥2 participants to exist. API state can be misleading for single-participant conferences.
• Gotcha: Coach audio is NOT captured in conference recordings. Record separately if needed.

TaskRouter Gotchas

• Hyphens in worker attribute names break expressions silently
• HAS operator on non-array attributes silently matches nothing (no error — tasks sit in queue forever)
• Reservation timeout → worker moves to offline Activity → fewer available workers → deeper backlog → positive feedback loop (cascade failure)
• Activity available flag updates return 200 OK but may not change the value

Output Format

After qualifying the developer, recommend:

Recommended Architecture: [Level 1-4 description]

Product Skills to Install:
- twilio-voice-twiml (always for voice support)
- twilio-voice-outbound-calls (if outbound calling needed)
- twilio-sms-send-message (if SMS support channel)
- twilio-messaging-webhooks (if inbound SMS)
- twilio-email-send (if email channel with Twilio Account SID + Auth Token) or twilio-sendgrid-email-send (if email channel with SendGrid API key)
- twilio-conversations-api (if omnichannel threading)
- twilio-taskrouter-routing (if multi-agent — Level 3+)
- twilio-conference-calls (if transfers/coaching — Level 3+)
- twilio-call-recordings (if recording needed — Level 3+)

Cross-reference Planner Skills:
- twilio-ai-agent-architect (if Level 2 — AI self-service)
- twilio-agent-augmentation-architect (if Level 4 — intelligent CC)

Setup Skills:
- twilio-account-setup
- twilio-iam-auth-setup
- twilio-numbers-senders
- twilio-webhook-architecture

Guardrail Skills:
- twilio-security-hardening (always)
- twilio-reliability-patterns (especially for high-volume — 429 backoff)
- twilio-debugging-observability (Voice Insights for call quality)