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diff --git a/webapp/components/checklist-and-config.tsx b/webapp/components/checklist-and-config.tsx
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+++ b/webapp/components/checklist-and-config.tsx
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+"use client";
+
+import React, { useEffect, useState, useMemo } from "react";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogDescription,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Button } from "@/components/ui/button";
+import { Circle, CheckCircle, Loader2 } from "lucide-react";
+import { PhoneNumber } from "@/components/types";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+
+export default function ChecklistAndConfig({
+  ready,
+  setReady,
+  selectedPhoneNumber,
+  setSelectedPhoneNumber,
+}: {
+  ready: boolean;
+  setReady: (val: boolean) => void;
+  selectedPhoneNumber: string;
+  setSelectedPhoneNumber: (val: string) => void;
+}) {
+  const [hasCredentials, setHasCredentials] = useState(false);
+  const [phoneNumbers, setPhoneNumbers] = useState<PhoneNumber[]>([]);
+  const [currentNumberSid, setCurrentNumberSid] = useState("");
+  const [currentVoiceUrl, setCurrentVoiceUrl] = useState("");
+
+  const [publicUrl, setPublicUrl] = useState("");
+  const [localServerUp, setLocalServerUp] = useState(false);
+  const [publicUrlAccessible, setPublicUrlAccessible] = useState(false);
+
+  const [allChecksPassed, setAllChecksPassed] = useState(false);
+  const [webhookLoading, setWebhookLoading] = useState(false);
+  const [ngrokLoading, setNgrokLoading] = useState(false);
+
+  const appendedTwimlUrl = publicUrl ? `${publicUrl}/twiml` : "";
+  const isWebhookMismatch =
+    appendedTwimlUrl && currentVoiceUrl && appendedTwimlUrl !== currentVoiceUrl;
+
+  useEffect(() => {
+    let polling = true;
+
+    const pollChecks = async () => {
+      try {
+        // 1. Check credentials
+        let res = await fetch("/api/twilio");
+        if (!res.ok) throw new Error("Failed credentials check");
+        const credData = await res.json();
+        setHasCredentials(!!credData?.credentialsSet);
+
+        // 2. Fetch numbers
+        res = await fetch("/api/twilio/numbers");
+        if (!res.ok) throw new Error("Failed to fetch phone numbers");
+        const numbersData = await res.json();
+        if (Array.isArray(numbersData) && numbersData.length > 0) {
+          setPhoneNumbers(numbersData);
+          // If currentNumberSid not set or not in the list, use first
+          const selected =
+            numbersData.find((p: PhoneNumber) => p.sid === currentNumberSid) ||
+            numbersData[0];
+          setCurrentNumberSid(selected.sid);
+          setCurrentVoiceUrl(selected.voiceUrl || "");
+          setSelectedPhoneNumber(selected.friendlyName || "");
+        }
+
+        // 3. Check local server & public URL
+        let foundPublicUrl = "";
+        try {
+          const resLocal = await fetch("http://localhost:8081/public-url");
+          if (resLocal.ok) {
+            const pubData = await resLocal.json();
+            foundPublicUrl = pubData?.publicUrl || "";
+            setLocalServerUp(true);
+            setPublicUrl(foundPublicUrl);
+          } else {
+            throw new Error("Local server not responding");
+          }
+        } catch {
+          setLocalServerUp(false);
+          setPublicUrl("");
+        }
+      } catch (err) {
+        console.error(err);
+      }
+    };
+
+    pollChecks();
+    const intervalId = setInterval(() => polling && pollChecks(), 1000);
+    return () => {
+      polling = false;
+      clearInterval(intervalId);
+    };
+  }, [currentNumberSid, setSelectedPhoneNumber]);
+
+  const updateWebhook = async () => {
+    if (!currentNumberSid || !appendedTwimlUrl) return;
+    try {
+      setWebhookLoading(true);
+      const res = await fetch("/api/twilio/numbers", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          phoneNumberSid: currentNumberSid,
+          voiceUrl: appendedTwimlUrl,
+        }),
+      });
+      if (!res.ok) throw new Error("Failed to update webhook");
+      setCurrentVoiceUrl(appendedTwimlUrl);
+    } catch (err) {
+      console.error(err);
+    } finally {
+      setWebhookLoading(false);
+    }
+  };
+
+  const checkNgrok = async () => {
+    if (!localServerUp || !publicUrl) return;
+    setNgrokLoading(true);
+    let success = false;
+    for (let i = 0; i < 5; i++) {
+      try {
+        const resTest = await fetch(publicUrl + "/public-url");
+        if (resTest.ok) {
+          setPublicUrlAccessible(true);
+          success = true;
+          break;
+        }
+      } catch {
+        // retry
+      }
+      if (i < 4) {
+        await new Promise((r) => setTimeout(r, 3000));
+      }
+    }
+    if (!success) {
+      setPublicUrlAccessible(false);
+    }
+    setNgrokLoading(false);
+  };
+
+  const checklist = useMemo(() => {
+    return [
+      {
+        label: "Set up Twilio account",
+        done: hasCredentials,
+        description: "Then update account details in webapp/.env",
+        field: (
+          <Button
+            className="w-full"
+            onClick={() => window.open("https://console.twilio.com/", "_blank")}
+          >
+            Open Twilio Console
+          </Button>
+        ),
+      },
+      {
+        label: "Set up Twilio phone number",
+        done: phoneNumbers.length > 0,
+        description: "Costs around $1.15/month",
+        field:
+          phoneNumbers.length > 0 ? (
+            phoneNumbers.length === 1 ? (
+              <Input value={phoneNumbers[0].friendlyName || ""} disabled />
+            ) : (
+              <Select
+                onValueChange={(value) => {
+                  setCurrentNumberSid(value);
+                  const selected = phoneNumbers.find((p) => p.sid === value);
+                  if (selected) {
+                    setSelectedPhoneNumber(selected.friendlyName || "");
+                    setCurrentVoiceUrl(selected.voiceUrl || "");
+                  }
+                }}
+                value={currentNumberSid}
+              >
+                <SelectTrigger className="w-full">
+                  <SelectValue placeholder="Select a phone number" />
+                </SelectTrigger>
+                <SelectContent>
+                  {phoneNumbers.map((phone) => (
+                    <SelectItem key={phone.sid} value={phone.sid}>
+                      {phone.friendlyName}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+            )
+          ) : (
+            <Button
+              className="w-full"
+              onClick={() =>
+                window.open(
+                  "https://console.twilio.com/us1/develop/phone-numbers/manage/incoming",
+                  "_blank"
+                )
+              }
+            >
+              Set up Twilio phone number
+            </Button>
+          ),
+      },
+      {
+        label: "Start local WebSocket server",
+        done: localServerUp,
+        description: "cd websocket-server && npm run dev",
+        field: null,
+      },
+      {
+        label: "Start ngrok",
+        done: publicUrlAccessible,
+        description: "Then set ngrok URL in websocket-server/.env",
+        field: (
+          <div className="flex items-center gap-2 w-full">
+            <div className="flex-1">
+              <Input value={publicUrl} disabled />
+            </div>
+            <div className="flex-1">
+              <Button
+                variant="outline"
+                onClick={checkNgrok}
+                disabled={ngrokLoading || !localServerUp || !publicUrl}
+                className="w-full"
+              >
+                {ngrokLoading ? (
+                  <Loader2 className="mr-2 h-4 animate-spin" />
+                ) : (
+                  "Check ngrok"
+                )}
+              </Button>
+            </div>
+          </div>
+        ),
+      },
+      {
+        label: "Update Twilio webhook URL",
+        done: !!publicUrl && !isWebhookMismatch,
+        description: "Can also be done manually in Twilio console",
+        field: (
+          <div className="flex items-center gap-2 w-full">
+            <div className="flex-1">
+              <Input value={currentVoiceUrl} disabled className="w-full" />
+            </div>
+            <div className="flex-1">
+              <Button
+                onClick={updateWebhook}
+                disabled={webhookLoading}
+                className="w-full"
+              >
+                {webhookLoading ? (
+                  <Loader2 className="mr-2 h-4 animate-spin" />
+                ) : (
+                  "Update Webhook"
+                )}
+              </Button>
+            </div>
+          </div>
+        ),
+      },
+    ];
+  }, [
+    hasCredentials,
+    phoneNumbers,
+    currentNumberSid,
+    localServerUp,
+    publicUrl,
+    publicUrlAccessible,
+    currentVoiceUrl,
+    isWebhookMismatch,
+    appendedTwimlUrl,
+    webhookLoading,
+    ngrokLoading,
+    setSelectedPhoneNumber,
+  ]);
+
+  useEffect(() => {
+    setAllChecksPassed(checklist.every((item) => item.done));
+  }, [checklist]);
+
+  useEffect(() => {
+    if (!ready) {
+      checkNgrok();
+    }
+  }, [localServerUp, ready]);
+
+  useEffect(() => {
+    if (!allChecksPassed) {
+      setReady(false);
+    }
+  }, [allChecksPassed, setReady]);
+
+  const handleDone = () => setReady(true);
+
+  return (
+    <Dialog open={!ready}>
+      <DialogContent className="w-full max-w-[800px]">
+        <DialogHeader>
+          <DialogTitle>Setup Checklist</DialogTitle>
+          <DialogDescription>
+            This sample app requires a few steps before you get started
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="mt-4 space-y-0">
+          {checklist.map((item, i) => (
+            <div
+              key={i}
+              className="grid grid-cols-1 sm:grid-cols-2 gap-x-6 py-2"
+            >
+              <div className="flex flex-col">
+                <div className="flex items-center gap-2 mb-1">
+                  {item.done ? (
+                    <CheckCircle className="text-green-500" />
+                  ) : (
+                    <Circle className="text-gray-400" />
+                  )}
+                  <span className="font-medium">{item.label}</span>
+                </div>
+                {item.description && (
+                  <p className="text-sm text-gray-500 ml-8">
+                    {item.description}
+                  </p>
+                )}
+              </div>
+              <div className="flex items-center mt-2 sm:mt-0">{item.field}</div>
+            </div>
+          ))}
+        </div>
+
+        <div className="mt-6 flex flex-col sm:flex-row sm:justify-end">
+          <Button
+            variant="outline"
+            onClick={handleDone}
+            disabled={!allChecksPassed}
+          >
+            Let's go!
+          </Button>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}