> ## Documentation Index
> Fetch the complete documentation index at: https://docs-staging-fix-ss-log-app-metadata-user-metadata-clarific.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

> Learn how to configure the Unified Phone Experience for Passwordless authentication.

# Use the Unified Phone Experience for Passwordless

<Card title="Before you start">
  To migrate to the Unified Phone Experience, you must:

  * Have Multi-Factor Authentication (MFA) SMS, Voice, or SMS+Voice notifications enabled and configured in your tenant, or
  * Have Passwordless SMS enabled and configured in your tenant

  If you have not configured either MFA or Passwordless, read [Configure Auth0's Unified Phone Experience](/docs/customize/phone-messages/unified-phone/configure-unified-phone) to start from the beginning.

  If you have both MFA and Passwordless integrations with different providers, you must use a [Custom Phone Provider](/docs/customize/phone-messages/configure-phone-messaging-providers/configure-a-custom-phone-provider).

  If you utilize Phone as ID, you are automatically using Auth0's Unified Phone Experience and no additional action is needed.
</Card>

The Unified Phone Experience centralizes all your phone provider configurations in one location in your tenant. You won’t need to configure a phone provider multiple times for various phone authentication factors. To learn more about phone factors for <Tooltip tip="Passwordless: Form of authentication that does not rely on a password as the first factor." cta="View Glossary" href="/docs/glossary?term=Passwordless">Passwordless</Tooltip>, read [Passwordless Authentication with SMS](/docs/authenticate/passwordless/authentication-methods/sms-otp).

If you already have a phone provider configured for Passwordless, you can migrate your configuration to the Unified Phone Experience and apply your configuration at the tenant-level.

<Callout icon="file-lines" color="#0EA5E9" iconType="regular">
  Auth0 does not provide feedback to the end user on whether a phone message has been sent successfully with the tenant-level provider. To troubleshoot issues, review the [tenant logs](/docs/deploy-monitor/logs).
</Callout>

## Update your phone provider

To use the Unified Phone Experience, you need to:

* Verify current settings
* Configure your provider:

  * Configure Twilio
  * Configure a custom phone provider
* Update delivery methods

### Verify current settings

1. To verify your current Passwordless settings, navigate to [**Auth0 Dashboard > Authentication > Passwordless > SMS**](https://manage.auth0.com/#/connections/passwordless).
2. Select **Phone Message**.
3. If you are able to use the Unified Phone Experience, a banner advises you to configure a tenant-level provider:

<Frame>
  <img src="https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=774ae02c99bd0971f5b18e42931a276c" alt="Dashboard > Authentication > Passwordless > SMS" data-og-width="500" width="500" data-og-height="433" height="433" data-path="docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?w=280&fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=6baf1a0802c95f3b3bb6c61de985b582 280w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?w=560&fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=a031d5996a154fcbfbd705a8ee41f811 560w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?w=840&fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=eae124ce004aaef413b5809938646e31 840w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?w=1100&fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=a20f6504b1c7f5d1f97766d36d6338e5 1100w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?w=1650&fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=d5ed1dd29399725b9f666dd8249eeb79 1650w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/rORA5BUvnyPhOKYB/docs/images/cdy7uua7fh8z/7piF5GX9dZL0EXC8SRtMzE/41737a34205541cee46cdbf364401bbc/2025-02-12_15-56-26.png?w=2500&fit=max&auto=format&n=rORA5BUvnyPhOKYB&q=85&s=f27f46ab017d22f8c18dbbb1236550f6 2500w" />
</Frame>

<Callout icon="file-lines" color="#0EA5E9" iconType="regular">
  If you must use the legacy experience to configure your phone provider, and the toggle to use a tenant-level provider is missing, contact [Auth0 Support](/docs/troubleshoot/customer-support).
</Callout>

### Configure Twilio as a tenant-level provider

If you are using Twilio as your phone provider for Passwordless, you must add the Twilio SID and AuthToken to the Unified Phone Experience. You can copy the Twilio SID from your existing configuration, but you will need to get the value of the AuthToken from Twilio.

1. Navigate to [**Branding > Phone Provider**](https://manage.auth0.com/#/phone/templates/phone/provider).
2. Select and configure your provider:

   <Frame>
     <img src="https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=653936d89fdfc877e7837e5a8f3bbe97" alt="Branding > Phone Provider > Twilio" data-og-width="500" width="500" data-og-height="612" height="612" data-path="docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?w=280&fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=560cd4c35a0d147503ece162456afea9 280w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?w=560&fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=7d87739e43026b1ff50fef04346f71bf 560w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?w=840&fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=cd9ca756ca1edb2ccd99b70b1883779c 840w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?w=1100&fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=d59c6261999fc06ab1ca525d92592c32 1100w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?w=1650&fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=54ba168f699adc97021c6717420309e5 1650w, https://mintcdn.com/docs-staging-fix-ss-log-app-metadata-user-metadata-clarific/of7ZVNXQNIxOwnRd/docs/images/cdy7uua7fh8z/6TESTIdmhUL0LEitACadIK/fcdc34e18a6b66b47370f6d754c085b5/2025-02-21_12-49-53.png?w=2500&fit=max&auto=format&n=of7ZVNXQNIxOwnRd&q=85&s=17646461356912d8b38af926ec4b7bed 2500w" />
   </Frame>

   1. Choose Twilio as your phone provider.
   2. Choose your delivery methods.
   3. Enter Twilio settings.
3. **Save** your changes.
4. Select **Send Test Message** to test the tenant-level provider before using it in a production environment.
   <Callout icon="file-lines" color="#0EA5E9" iconType="regular">
     Invalid phone numbers return an error. To learn about phone validation, read [What validation occurs when using the /passwordless/start Endpoint for SMS](https://support.auth0.com/center/s/article/What-validation-occurs-when-using-the-passwordless-start-endpoint-for-SMS).
   </Callout>
5. Enable a tenant-level provider.

   1. Navigate to [**Authentication > Passwordless > SMS**](https://manage.auth0.com/#/connections/passwordless).
   2. Select **Use Tenant-level Messaging Provider**

      <Warning>
        If no toggle exists in your tenant, you are already using the Unified Phone experience.
      </Warning>
6. **Save** your changes.

### Create a new custom-phone-provider Action for Passwordless

The Unified Phone Experience does not use the [custom SMS gateway](/docs/authenticate/passwordless/authentication-methods/use-sms-gateway-passwordless) you configured for Passwordless SMS. You can use the <Tooltip tip="Auth0 Dashboard: Auth0's main product to configure your services." cta="View Glossary" href="/docs/glossary?term=Auth0+Dashboard">Auth0 Dashboard</Tooltip> or <Tooltip tip="Auth0 Dashboard: Auth0's main product to configure your services." cta="View Glossary" href="/docs/glossary?term=Management+API">Management API</Tooltip> to configure a custom phone provider with Auth0 Actions. To learn more, read [Configure a Custom Phone Provider](/docs/customize/phone-messages/configure-phone-messaging-providers/configure-a-custom-phone-provider).

##### Configure Passwordless custom-phone-provider

To configure your Custom SMS Gateway phone configuration via phone provider Action:

1. Navigate to [**Branding > Phone Provider**](https://manage.auth0.com/#/phone/templates/phone/provider).
2. Select your provider:

   1. Choose **Custom**.
   2. Under **Provider Configuration**, add your new `custom-phone-provider` Actions that forwards the Passwordless notification to a custom SMS gateway.
3. **Save** your changes.
4. Select **Send Test Message** to test the tenant-level provider before using it in a production environment.
5. Navigate to [**Authentication > Passwordless > SMS**](https://manage.auth0.com/#/connections/passwordless) to enable the **Use Tenant-level Messaging Provider**.
6. **Save** your changes.

##### Custom SMS gateway to custom-phone-provider example

```javascript lines expandable theme={null}
const request = require('<favorite_http_client>');
/**
* Handler to be executed while sending a phone notification
* 
@param
 {Event} event - Details about the user and the context in which they are logging in.
* 
@param
 {CustomPhoneProviderAPI} api - Methods and utilities to help change the behavior of sending a phone notification.
*/
exports.onExecuteCustomPhoneProvider = async (event, api) => {
  const notificationType = event.notification.message_type;
  switch (notificationType) {
    case '<otp_verify>': {
      const req = {
        url: event.secrets.GATEWAY_URL,
        method: 'POST',
        headers: {
          'User-Agent': 'Auth0'
        },
        body: {
          recipient: event.notification.recipient,
          body: event.notification.as_text, // or event.notification.as_voice
          sender: event.notification.from, // TODO: sender is missed we need to check if we want to add it.
          req: event.request || {}, // if not enabled, it will come as undefined
        }
      }
      const response = await request(req);
      console.log(response.statusCode);
      return
    }
    default: {
      // handle other notifications as usual
      return;
    }
  }
};
```

### Update delivery methods

| Phone factors | Current tenant-level delivery method | Desired tenant-level delivery method | User action                                                                                                              |
| ------------- | ------------------------------------ | ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------ |
| SMS           | SMS                                  | SMS + Voice                          | None                                                                                                                     |
| SMS           | SMS                                  | Voice                                | User must update Passwordless phone factors to be a subset of the delivery methods enabled for the tenant-level provider |
| SMS           | SMS + Voice                          | Voice                                | User must update Passwordless phone factors to be a subset of the delivery methods enabled for the tenant-level provider |
| SMS           | SMS + Voice                          | SMS                                  | None                                                                                                                     |

## Disable phone provider

If you configure the Unified Phone Experience and then disable it, existing integrations with your phone provider, including Passwordless, could break.

<Frame>
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</Frame>
