Account-Specific Serverless Deployment

This guide documents the mandatory protocol for deploying serverless functions to ConnieRTC accounts. Following this protocol prevents production outages caused by cross-account configuration errors.

Critical Protocol

NEVER run npm run deploy directly. ALWAYS use ./deploy.sh <account> to ensure you deploy to the correct account with the correct configuration.

Why This Matters

The Incident

On December 20, 2025, we discovered that deploying serverless functions with the wrong .env file breaks production systems. The .env file contains account-specific SIDs (workspace, workflows, etc.) and deploying with mismatched values causes:

404 errors when completing tasks
Failed voicemail creation
Broken callback systems
Hours of debugging

This happened because a single .env file was being used for multiple Twilio accounts, and deployments would overwrite correct environment variables with wrong ones.

The Solution

We now have:

Separate environment files for each Twilio account
A deployment script that ensures you deploy to the right account with the right configuration
Verification steps before any deployment proceeds

Account Reference

Available Accounts

Account	Command	CLI Profile
Nevada Senior Services	`./deploy.sh nss`	NSS
Connie Care Team	`./deploy.sh conniecareteam`	ConnieCareTeam
Helping Hands of Vegas Valley	`./deploy.sh hhovv`	HHOVV
Development Sandbox	`./deploy.sh devsandbox`	DevSandBox

Environment Files

File	Account
`.env.nss`	Nevada Senior Services
`.env.conniecareteam`	Connie Care Team
`.env.hhovv`	Helping Hands of Vegas Valley
`.env.devsandbox`	Development Sandbox

Critical Environment Variables

Each account has unique values for these SIDs - they are NOT interchangeable:

TWILIO_FLEX_WORKSPACE_SID          # TaskRouter workspace
TWILIO_FLEX_CALLBACK_WORKFLOW_SID  # Callback/voicemail workflow
TWILIO_FLEX_CHAT_TRANSFER_WORKFLOW_SID
TWILIO_FLEX_INTERNAL_CALL_WORKFLOW_SID

For Human Developers

Step 1: Navigate to serverless-functions

Open your terminal and navigate to the serverless functions directory:

cd /path/to/connieRTC-basecamp/serverless-functions

Step 2: Run the deployment script

./deploy.sh <account>

Replace <account> with one of:

nss - Nevada Senior Services
conniecareteam - Connie Care Team
hhovv - Helping Hands of Vegas Valley
devsandbox - Development Sandbox

Step 3: Confirm deployment

The script will display:

Account name and SID
CLI profile being used
Environment file being used

Example output:

========================================
  ConnieRTC Serverless Deployment
========================================

Account:      Connie Care Team
Account SID:  AC...
CLI Profile:  ConnieCareTeam
Env File:     .env.conniecareteam

WARNING: You are about to deploy to Connie Care Team
This will update serverless functions for Account: AC...

Are you sure you want to continue? (yes/no):

Type yes to confirm and proceed.

Step 4: Verify success

Watch for "Deployment Successful!" message. If you see errors, check the Troubleshooting section.

Step 5: Validate deployment

After deployment, verify the functions are working:

Navigate to Twilio Console → Functions & Assets → Services
Find the deployed service (e.g., custom-flex-extensions-serverless)
Click on it and verify the Environment tab shows correct variables

For AI Agents

Pre-flight Checks

# Verify you're in the correct directory
pwd
# Expected: .../connieRTC-basecamp/serverless-functions

# Verify deploy script exists and is executable
ls -la deploy.sh

# List available accounts
grep -E "nss|conniecareteam|hhovv|devsandbox" deploy.sh | head -10

Deploy to Specific Account

# Navigate to serverless-functions
cd /path/to/connieRTC-basecamp/serverless-functions

# Deploy with auto-confirm (pipe "yes" to script)
./deploy.sh <account> <<< "yes"

Examples:

# Deploy to Nevada Senior Services
./deploy.sh nss <<< "yes"

# Deploy to Connie Care Team
./deploy.sh conniecareteam <<< "yes"

# Deploy to HHOVV
./deploy.sh hhovv <<< "yes"

# Deploy to Dev Sandbox
./deploy.sh devsandbox <<< "yes"

Verify Deployment

# Check active Twilio CLI profile matches target account
twilio profiles:list | grep ACTIVE

# List deployed functions
twilio serverless:list --properties domainName,serviceSid,environmentSid

# Verify specific environment variables
twilio api:serverless:v1:services:environments:variables:list \
  --service-sid <SERVICE_SID> \
  --environment-sid <ENV_SID> | grep -E "WORKSPACE|WORKFLOW"

Diagnostic Commands (If Deployment Fails)

# Check what workspace SID Flex expects
twilio api:flex:v1:configuration:fetch -o json | jq '.taskrouterWorkspaceSid'

# Compare with what's in serverless environment
twilio api:serverless:v1:services:environments:variables:list \
  --service-sid <SERVICE_SID> \
  --environment-sid <ENV_SID> | grep TWILIO_FLEX_WORKSPACE_SID

# If they don't match, you deployed with wrong config

What NOT To Do

NEVER run npm deploy directly

# WRONG - Uses whatever .env happens to exist
npm run deploy

# WRONG - No account verification
cd serverless-functions && npm run deploy

NEVER manually edit .env without knowing which account

# WRONG - Which account is this for?
vim .env
npm run deploy

NEVER deploy without verification

# WRONG - Skipping confirmation is dangerous
./deploy.sh nss --force  # Don't do this

ALWAYS use the deployment script

# CORRECT - Explicit account targeting with verification
./deploy.sh conniecareteam

# CORRECT - Read confirmation before typing yes
./deploy.sh nss
# (Read the output, verify account, then type "yes")

Troubleshooting

Common Failure Scenarios

Symptom	Cause	Fix
404 errors on task operations	Wrong `TWILIO_FLEX_WORKSPACE_SID`	Update serverless env var to match Flex config
"Option not available" in voicemail	Wrong `TWILIO_FLEX_CALLBACK_WORKFLOW_SID`	Update workflow SID env var
Deployment says success but wrong account	CLI profile mismatch	Run `twilio profiles:use <PROFILE>` first
Functions not updating	Cached deployment	Clear and redeploy

Fixing Wrong Workspace SID

If you deployed with the wrong workspace SID:

# 1. Check what workspace SID Flex expects
twilio api:flex:v1:configuration:fetch -o json | grep taskrouterWorkspaceSid

# 2. List current serverless variables
twilio api:serverless:v1:services:environments:variables:list \
  --service-sid <SERVICE_SID> \
  --environment-sid <ENV_SID>

# 3. Find the variable SID for TWILIO_FLEX_WORKSPACE_SID

# 4. Update with correct value
twilio api:serverless:v1:services:environments:variables:update \
  --service-sid <SERVICE_SID> \
  --environment-sid <ENV_SID> \
  --sid <VARIABLE_SID> \
  --value <CORRECT_WORKSPACE_SID>

Fixing Wrong Workflow SID

Same process as workspace SID, but update TWILIO_FLEX_CALLBACK_WORKFLOW_SID.

Adding a New Account

When onboarding a new client account:

Step 1: Create Environment File

Create .env.<accountname> with all required variables:

cp .env.template .env.newaccount

# Edit with account-specific values:
# - ACCOUNT_SID
# - AUTH_TOKEN
# - TWILIO_FLEX_WORKSPACE_SID
# - TWILIO_FLEX_CALLBACK_WORKFLOW_SID
# - MAILGUN_API_KEY (if using voicemail email)
# - etc.

Step 2: Update deploy.sh

Add the new account to the deployment script:

# Add to ACCOUNTS array
ACCOUNTS=("nss" "conniecareteam" "hhovv" "devsandbox" "newaccount")

# Add to PROFILES array (Twilio CLI profile name)
PROFILES=("NSS" "ConnieCareTeam" "HHOVV" "DevSandBox" "NewAccount")

# Add to DISPLAY_NAMES array
DISPLAY_NAMES=("Nevada Senior Services" "Connie Care Team" "Helping Hands" "Dev Sandbox" "New Account Name")

Step 3: Create Twilio CLI Profile

twilio profiles:create --account-sid AC... --auth-token ... --profile NewAccount

Step 4: Update .gitignore

Add the new environment file to .gitignore:

echo ".env.newaccount" >> .gitignore

Step 5: Test Deployment

./deploy.sh newaccount

Key Resource SIDs (Reference)

Account-specific SIDs are stored in each .env.<account> file. Key resources include:

Resource Type	SID Prefix	Purpose
Workspace	`WS...`	TaskRouter workspace
Workflow	`WW...`	Callback/voicemail workflow
Serverless Service	`ZS...`	Deployed functions service
Serverless Environment	`ZE...`	Deployment environment

To find SIDs for a specific account, check the corresponding .env.<account> file or use:

# Get workspace SID from Flex config
twilio api:flex:v1:configuration:fetch -o json | jq '.taskrouterWorkspaceSid'

# List serverless services
twilio serverless:list --properties serviceSid,friendlyName

CI Deployment - GitHub Actions deployment
Local Deployment - Local development deployment
Voicemail Implementation - Uses this deployment protocol
Twilio Profile Management - CLI profile setup

Questions?

If you're unsure which account to deploy to or what values to use, stop and ask. It's better to delay a deployment than to break production.

Last updated: December 20, 2025 Created after the Great Workspace SID Incident of 2025

Why This Matters​

The Incident​

The Solution​

Account Reference​

Available Accounts​

Environment Files​

Critical Environment Variables​

For Human Developers​

Step 1: Navigate to serverless-functions​

Step 2: Run the deployment script​

Step 3: Confirm deployment​

Step 4: Verify success​

Step 5: Validate deployment​

For AI Agents​

Pre-flight Checks​

Deploy to Specific Account​

Verify Deployment​

Diagnostic Commands (If Deployment Fails)​

What NOT To Do​

NEVER run npm deploy directly​

NEVER manually edit .env without knowing which account​

NEVER deploy without verification​

ALWAYS use the deployment script​

Troubleshooting​

Common Failure Scenarios​

Fixing Wrong Workspace SID​

Fixing Wrong Workflow SID​

Adding a New Account​

Step 1: Create Environment File​

Step 2: Update deploy.sh​

Step 3: Create Twilio CLI Profile​

Step 4: Update .gitignore​

Step 5: Test Deployment​

Key Resource SIDs (Reference)​

Related Documentation​

Questions?​