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Get the Consuelo bot running in your Discord server.
This guide walks you through setting up the Consuelo Discord bot for your workspace.

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Prerequisites

Before starting, you’ll need:
  • A Consuelo workspace with admin access
  • A Discord Application created at Discord Developer Portal
  • Discord server where you can add bots

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Step 1: Create a Discord Application

  1. Go to Discord Developer Portal
  2. Click New Application
  3. Give it a name (e.g., “Consuelo Bot”)
  4. Copy the Application ID — you’ll need this later
Navigate to Bot in the left sidebar:
  1. Click Add Bot
  2. Copy the Token — this is your bot token
  3. Enable Message Content Intent under Privileged Gateway Intents
  4. Enable Server Members Intent (optional, for member lookup features)
Navigate to General Information in the left sidebar:
  1. Copy the Public Key — you’ll need this for the interactions endpoint
Navigate to OAuth2 → General:
  1. Copy the Client Secret — you’ll need this for OAuth flows

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Step 2: Configure in Consuelo

Go to Settings → Dialer → Discord in your Consuelo workspace.

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Bot Configuration

Enter your Discord application credentials:
  1. Application ID (required): Paste your Discord Application ID
  2. Public Key (required): Paste your Public Key from the Discord Developer Portal
  3. Bot Token: Paste your bot token (shown as dots once saved)
  4. Client Secret: Paste your client secret for OAuth flows
Click Save Configuration.

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Webhook Endpoint

Copy the Interactions Endpoint URL shown in the settings.
  1. Go back to Discord Developer Portal → Your Application → General Information
  2. Paste the URL into Interactions Endpoint URL
  3. Click Save Changes
In the Discord settings page:
  1. Click Generate Invite Link
  2. Copy the generated URL
  3. Open it in your browser
  4. Select your Discord server
  5. Authorize the bot with the requested permissions
The bot is now in your server! In the same Discord settings page, find the Discord Connection section:
  1. Click Link Discord Account
  2. A popup will open — enter your workspace ID and user ID
  3. Your API key is auto-filled if you have one, or generate one first

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Generate an API Key (if needed)

If you don’t have an API key:
  1. Go to Settings → Workspace → APIs & Webhooks
  2. Click Create API Key in the API Keys section
  3. Give it a name (e.g., “Discord Bot”)
  4. Set an expiration date
  5. Copy the key — you won’t see it again!
Back in Discord, run: 
/consuelo ping
You should see: 
🏓 Pong!

Version: 0.0.1
Uptime: 2h 15m
Workspace: your-workspace-id
Status: Online

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Step 5: Set Your Phone Number

The bot needs to know which phone number to call when connecting you to leads.

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Via CRM

  1. Log into Consuelo CRM
  2. Go to Settings → Profile
  3. Add your phone number in the Phone field
  4. Save changes

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Via API (Advanced)

curl -X PATCH https://api.consuelohq.com/v1/users/me \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{"phone": "+15551234567"}'

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Step 6: Configure Notifications (Optional)

Set a channel for automatic call notifications.

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Requirements

  • You must be a workspace admin
  • The bot must have permission to post in the channel

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Command

/consuelo config channel #call-notifications
Replace #call-notifications with your actual channel name. Success response: 
✅ Channel Set

Notifications will be posted to #call-notifications.

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Self-Hosted Setup

If you’re self-hosting Consuelo, you can still configure via environment variables (backward compatible): 
DISCORD_BOT_TOKEN=your_discord_bot_token
DISCORD_PUBLIC_KEY=your_public_key
DISCORD_APPLICATION_ID=your_application_id
DISCORD_CLIENT_SECRET=your_client_secret
CONSUELO_API_URL=https://your-consuelo-instance.com
CONSUELO_API_KEY=your_api_key
REDIS_URL=redis://localhost:6379
PORT=3100
However, the UI configuration in Settings → Dialer → Discord takes precedence when set.

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Test Your Setup

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Quick Health Check

/consuelo status
Should show all services as ✅ 
/consuelo contacts search test
Should return contacts or “No Results” (not an error).

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Test Queue Access

/consuelo queue status
Should show your queues or “No queues found.”

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Troubleshooting

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”Not Linked” Error

Problem: You haven’t linked your Discord account. Solution: Open Settings → Dialer → Discord and click Link Discord Account.

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”Missing phone number” Error

Problem: Your phone number isn’t set in Consuelo. Solution: Add your phone in Settings → Profile.

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”Unauthorized” Error

Problem: Your API key is invalid or expired. Solution:
  1. Go to Settings → Workspace → APIs & Webhooks
  2. Revoke the old key
  3. Generate a new key
  4. Run /consuelo logout then link your account again

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Bot Not Responding

Problem: Bot is offline or doesn’t have permissions. Solution:
  1. Check the bot’s status in your Discord server
  2. Verify the bot has permission to read messages and send messages
  3. In Settings → Dialer → Discord, verify your credentials are saved correctly

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Can’t Set Notification Channel

Problem: Missing admin permissions or bot permissions. Solution:
  1. Verify you’re a workspace admin in Consuelo
  2. Check that the bot has “Send Messages” permission in the channel
  3. Try using the channel ID instead of the mention

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Webhook Errors

Problem: Interactions endpoint not receiving events. Solution:
  1. Verify the Interactions Endpoint URL in Discord Developer Portal matches what’s shown in Settings → Dialer → Discord
  2. Make sure you saved the changes after pasting the webhook URL
  3. Check that your Consuelo instance is publicly accessible

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Security Notes

Protect your credentials! - Never share your bot token or client secret in public channels - Use DMs for account linking - Regenerate tokens if you suspect compromise - API keys in Settings → Workspace → APIs & Webhooks are stored securely

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Next Steps

Now that you’re set up:
  1. Learn commands: Review the Discord Bot overview
  2. Try queue dialing: Follow the Queue Management guide
  3. Set up transfers: Read about Call Controls

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Getting Help

If you encounter issues:
  • Check the Discord Bot FAQ (coming soon)
  • Contact your workspace admin
  • Reach out to Consuelo support