Rex — Admin

Welcome — first-time setup

Create an admin password and your first phone line. Twilio and AI keys are optional now; add them anytime under Global settings.

Admin password Password (min 8 characters) Confirm password

First phone line Phone number (E.164)

Friendly name

Owner name

Profile name Greeting (optional)

Optional — Twilio & AI keys Twilio Account SID Twilio Auth Token Anthropic API key Deepgram API key OpenAI API key Public base URL

Global settings

Twilio Account SID Auth token (leave blank to keep current)

AI (BYOK)

AI triage enabled globally

Anthropic model Anthropic API key Deepgram API key OpenAI API key

Email (Resend) Resend API key From address

Todoist

Auto-create tasks in Todoist after AI triage (optional).

API token Inbox project ID (optional)

Site Public base URL (required for Twilio signatures + audio playback)

Must match your production domain exactly (https, no trailing slash). Wrong value = all Twilio webhooks fail with 403.

Dialer PIN (4–8 digits; required to use the call-in dialer) Clear PIN (locks the call-in dialer)

Calling your Rex line from a verified phone opens the dialer; you'll be asked for this PIN (say it or key it in). U.S. and Canadian numbers only. Inbox "Call via Rex" callbacks don't need a PIN — Rex calls your phone and asks you to press 1 to connect. Leave blank to keep the current PIN.

Photos

Every inbound photo gets a display copy: EXIF rotation baked into the pixels (so nothing shows up sideways) and downscaled for viewing. Originals are kept separately.

Display size (longest edge, pixels)

2048 stays sharp full-screen without storing 12MP files. Range 320–8192.

Keep full-resolution originals for (days)

Defaults to 90 days. After that the original is purged — but only once a display copy exists, and the photo, its location and all other metadata are kept permanently. Set to 0 to keep originals forever.

Phone lines

Add phone line

E.164 number

Friendly name

Profile name

Owner name Greeting

Max recording (seconds)

AI triage enabled

Triage prompt append

Live forward + silent AI notes

When roles match, Rex answers, bridges to your phone, and silently records for AI notes (no spoken coach on the line).

Inbound mode

Voicemail only

Every caller leaves a message. AI triages after.

Screen, then forward clean calls

Rex asks who's calling. Clean callers ring through; spam and strangers go to voicemail.

VIP forward, others voicemail

Only allowlisted callers ring through.

Always forward + notes

Bridge every call; Rex silently records for AI notes.

Screen, then voicemail

Rex asks who's calling, then takes a message anyway.

Live AI agent

Verified callers talk to Rex live and can use connected apps by voice. Unverified callers hear a disclosure, then leave a message.

Forward when (ignored when mode is Always forward)

Forward to (E.164)

Use a number that does not unconditional-forward back to this Rex line (loop).

Screening prompt (screening modes; blank = default)

A verified caller on this line reaches the live AI agent instead of click-to-call; an unverified caller still gets disclosure + voicemail. Set up connectors and the AI's brain under the Live AI tab, and per-caller tool access under Verified phones.

Human escalation number (optional; E.164)

If the AI gets stuck, it offers to bridge the caller here instead of only offering voicemail. Leave blank for voicemail-only fallback.

Appointment booking URL template (optional; use {appointment_type} placeholder)

When set, callers who request an appointment automatically receive an SMS with this link.

Verified phones

Verify your cells for click-to-call: dial Rex from a verified number, then press 1 private · 2 record + AI notes · 3 record only · 9 choose caller ID.

Twilio will call the number and speak a code — enter it on the keypad. Then mark verified here (or re-import). Driver onboarding instead texts "Reply YES to set up…" — a YES activates the number and sends a saveable contact card, no robocall needed.

Destinations

Filter by line

Live AI

Connectors are not Destinations. Destinations push a voicemail summary out after a call ends. Connectors let the live AI agent call tools in a connected app (list cases, create a case, etc.) during the call.

New caller default

Require PIN before any tool access (not just writes)

Let callers without a personal PIN use the shared dialer PIN

Each caller can have their own PIN (set per-person below in Verified Numbers). Turning this off requires every caller to have a personal PIN before they can pass the challenge — a caller with none is refused rather than falling back to the shared PIN.

Connectors

An MCP-speaking app (Scrap-Sync, FocusOps, ...) the live AI agent can call tools on. Each needs its own auth — ask the app's admin for a token and which header it expects.

Feed sources

An iCal/CalDAV/RSS source the live AI agent can read (never write) during a call — synced on a schedule, not fetched live per-call.

CardDAV sources

A shared CardDAV address book merged into the caller registry — synced on a schedule. Removing a source removes only the contacts it synced, never organically-captured ones.

Agent

Which LLM drives the live call.

Messaging channels

Text-first access to the same live AI agent — SMS and WhatsApp reuse the Twilio credentials above; Telegram is the zero-marginal-cost option ($0/message, your own bot). Paste the webhook URL shown under each channel into the matching provider console.

Allow PIN entry directly in the text thread (not recommended)

A PIN typed into an SMS/WhatsApp/Telegram thread persists in both parties' native messaging app (often synced to iCloud/Google backups) — materially weaker than a spoken PIN, which leaves no artifact. The default for a destructive/financial action is a one-time signed confirm link instead; this only turns on the raw-PIN fallback for orgs that explicitly want it.

Block & VIP lists

Line

List

API keys

Scoped, revocable keys for the public REST API. Use these to let scrap-sync, ServiceSnapp, or other apps pull data from Rex.

Branding

Restyle the admin UI, PWA, CardDAV contacts, and email/notification footers for a white-labeled deployment. Colors are hex values applied as design-token overrides, never raw CSS. The agent's spoken voice/greeting is configured separately under Live AI and is not affected here.

Display name (fallback "Rex")

Light mode Accent (hex) Accent text (hex — for text on a light background)

Dark mode (optional — falls back to light values, then shipped defaults) Accent Accent text

Logo URL (https only — shown next to the brand name) App icon URL (https only — used in the installable PWA manifest) Display font Body font Default appearance (suggested starting mode for first-time visitors; each person's own light/dark toggle still wins once set)

Admin

Welcome — first-time setup

Global settings

Phone lines

Add phone line

Verified phones

Destinations

Add destination

Live AI

Connectors

Add connector

Feed sources

Add feed

CardDAV sources

Add CardDAV source

Agent

Messaging channels

Block & VIP lists

Add entry

API keys

Create API key

API key created

Branding

Welcome — first-time setup

Sign in

Global settings

Phone lines

Add phone line

Verified phones

Destinations

Add destination

Live AI

Connectors

Add connector

Feed sources

Add feed

CardDAV sources

Add CardDAV source

Agent

Messaging channels

Block & VIP lists

Add entry

API keys

Create API key

API key created

Branding