Get Started with Conference Calling with a PIN Using Python
This guide shows how to create and configure conference calls with a PIN to let multiple people securely connect to a single call. Only participants who have a specified passcode can enter the conference call.
You can make conference calls either by using our PHLO visual workflow builder or our APIs and XML documents. Follow the instructions in one of the tabs below.
To implement Conference with pin use-case, you can create and deploy a PHLO with a few clicks on the PHLO canvas. PHLO also lets you visually construct your entire use-case. With PHLO, you only pay for calls you make/receive, and building with PHLO is free.
In this section, we will guide you to create a PHLO to implement Conference with pin use-case.
- Create a Plivo Account(if you don’t have one already): You can sign up with your work email address and complete the phone verification step using your mobile number.
- Buy a Plivo number: You must have a voice-enabled Plivo phone number to receive incoming calls. You can purchase numbers from the Numbers section of your Plivo Console. It is also possible to purchase numbers using the Numbers API.
- PHLO Application: When you receive a call on a Plivo voice-enabled number, you can control the call flow by associating a PHLO application to that Plivo phone number. Plivo will fetch the PHLO associated with the number and expect valid instructions via PHLO to handle the call.
Create the PHLO
- On the top navigation bar, click PHLO. The PHLO page will appear and display your existing PHLOs, if any exist. If this is your first PHLO, then the PHLO page will be empty.
- Click CREATE NEW PHLO to build a new PHLO.
- In the Choose your use-case window, click Build my own. The PHLO canvas will appear with the Start node. Note: The Start node is the starting point of any PHLO. You can choose between the four available trigger states of the Start node; Incoming SMS, Incoming Call, and API Request. For this PHLO, we will use the Incoming Call trigger state.
- From the list of components, on the left hand side, drag and drop the Conference component onto the canvas. This will add a Conference node onto the canvas.
- Connect the Start node with the Conference node, using the Incoming Call trigger state.
- Configure the Conference Type as Protected.
- Enter a Participant PIN and Moderator PIN for the Conference. Note:
- All participants will need to enter the Participant PIN to connect to the Conference. The Moderator of the Conference will use the Moderator PIN to start the Conference.
- You can also add an Announcement Message to greet the callers, and configure the Hold Music.
- Make sure to validate the configuration.
- After you complete the configuration, click Save.
Your complete PHLO will look like this:
Assign the PHLO to a Plivo Number for Incoming Calls
Once you have created and configured your PHLO, assign your PHLO to a Plivo number.
To assign a PHLO to a number:
- Login to your Plivo Console
- On the Product Navigation bar, click Phone Numbers.
- On the Numbers page, under Your Numbers, click the phone number you wish to use for the PHLO.
- In the Number Configuration window, select PHLO from the Application Type list.
- From the PHLO Name list, select the PHLO you wish to use with the phone number, and then click Update Number.
If you have not purchased a phone number yet, you can buy Phone number(s) by referring to the instructions available here.
Test and Validate
You can now make a call to your Plivo phone number to receive an incoming call and see how the callers are added to a conference call after validation of pin using PHLO.
To implement Conference with pin use-case in the traditional XML way, you can refer to the instructions in the below section to begin your implementation.
In this section, we will guide you in setting up an app to receive a call on your Plivo number and add the caller(s) to a conference call using Plivo XML. In this example, when an incoming call is received, Plivo will add the caller(s) using the <Conference> XML.
- Create a Plivo Account (if you don’t have one already): You can Sign up with your work email address and complete the phone verification step using your mobile number.
- Buy a Plivo Number: You must have a voice-enabled Plivo phone number if you are willing to receive incoming calls. You can purchase numbers from the Numbers section of your Plivo Console. It is also possible to purchase numbers using the Numbers API.
Answer URL & Callback URLs: When a call is received on a Plivo voice-enabled number, you can control the call flow by declaring an answer URL for your Plivo application associated with that Plivo phone number. Plivo will invoke the answer URL specified and expect a valid XML response to handle the call.
Notice how the concept of Answer URLs applies to both outbound API calls as well as incoming calls to your Plivo numbers. In the outbound API call example in the Make-Outbound-Calls use-case guide, we specified the answer URL along with the make call API request, whereas in the case of incoming calls to Plivo numbers, the answer URL is specified in the Plivo application associated with the phone number.
In addition to requests to the answer URL, Plivo initiates HTTP requests to your application server through the course of a call based on the specific XML elements in your answer XML. Such requests can be broadly classified into two categories:
Action URL requests: XML instructions to carry forward the call are expected in response to these requests. These requests are typically invoked at the end of an XML element’s execution. For example: when an IVR input is received from the caller during a GetInput XML execution.
Callback URL requests: No XML instructions are expected in response to these requests. Such requests serve as webhooks to notify your application server of important events through the course of an XML element’s execution. For example: when a conference participant is muted or unmuted.
- Set Up Your Web Server: To be able to host Answer and Callback URLs and to be able to provide valid XMLs and accept notifications on these URLs respectively, you need to host a webserver at your end. To set up your Web Server in your preferred programming language, please refer to the instructions available in the Set Up a Flask Server for Incoming Calls & Callbacks section.
Set Up a Flask server for Incoming Calls & Callbacks
In this section, we’ll walk you through how to set up a Flask server in under five minutes and start handling incoming calls & callbacks.
Install Plivo Python Package
Create a project directory, run the following command:
$ mkdir mypythonapp
Change the directory to our project directory in the command line:
$ cd mypythonapp
Install the SDK using pip
$ pip install plivo
Alternatively, you can download the source code from this repo and run
$ python setup.py install
Alternatively, you can download the source code from this repo(beta branch) and run
$ python setup.py install
We recommend that you use virtualenv to manage and segregate your Python environments, instead of using
sudo with your commands and overwriting dependencies.
Create a Flask App to Implement Conference with Pin
Use the following code snippet to start a local server.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 # -*- coding: utf-8 -*- from flask import Flask, Response, request, url_for from plivo import plivoxml # This is the message that Plivo reads when the caller dials in welcome_message = "Welcome to the Plivo Conference with Pin Demo App. Press 1234 to listen to join the conference." # This is the message that Plivo reads when the caller does nothing at all noinput_message = "Sorry, I didn't catch that. Please hangup and try again later." # This is the message that Plivo reads when the caller inputs a wrong number. wronginput_message = "Sorry, it's wrong input." app = Flask(__name__) @app.route('/conference/', methods=['GET','POST']) def conference(): response = plivoxml.ResponseElement() getinput_action_url = "http://www.foo.com/conference/firstbranch/" response.add(plivoxml.GetInputElement(). set_action(getinput_action_url). set_method('POST'). set_input_type('dtmf'). set_digit_end_timeout(5). set_num_digits(4). set_redirect(True).add( plivoxml.SpeakElement(welcome_message))) response.add(plivoxml.SpeakElement(noinput_message)) return Response(response.to_string(), mimetype='application/xml') @app.route('/conference/firstbranch/', methods=['GET','POST']) def firstbranch(): response = plivoxml.ResponseElement() digit = request.values.get('Digits') if digit == "1234": # Read out a text. getinput_action_url = "http://www.foo.com/secondbranch/" response.add( plivoxml.ConferenceElement( 'My Room', start_conference_on_enter=False, wait_sound='http://www.foo.com/waitmusic/')) else: response.add_speak(wronginput_message) return Response(response.to_string(), mimetype='application/xml') if __name__ == '__main__': app.run(host='0.0.0.0', debug=True)
Save this code in any file (name the file something like
conference_call.py). To run this file on the server, go to the folder where this file resides and use the following command:
$ python conference_call.py
And you should see your basic server app in action on http://localhost:5000/conference/
Exposing your local server to the internet
To receive Incoming Calls and to handle callbacks, your local server should be able to connect with Plivo API service, Ngrok is a tunneling software used to expose a web server running on your local machine to the internet. Using Ngrok you can set webhooks which can talk to Plivo server.
You can download and install ngrok from here. Follow the detailed configuration instructions to get started.
Run ngrok on the port which currently hosts your application. For example, if your port number is 8000, run the following command:
./ngrok http 8000
This will give you a UI with links that look like ngrok.io/* which you can use to access your local server using the public network.
You can check the app in action on https://6ea358b0f703.ngrok.io/conference/.
Create a Plivo Application
- Create an Application by visiting the Application Page and click on
New Applicationor by using Plivo’s Application API.
- Give your application a name. Let’s call it
Conference Call. Enter your server URL (e.g., http://www.example.com/response/conference) in the
Answer URLfield and set the method as
POST. See our Application API docs to learn how to modify your application through our APIs.
- Click on
Create Applicationto save your application.
Assign a Plivo number to your app
- Navigate to the Numbers page and select the phone number you want to use for this app.
Conference Call(name of the app) from the Plivo App dropdown list.
- Click on
Update Numberto save.
Test and validate
When you make a call to your Plivo number, you will be placed into a conference after passcode validation.