Feature Overview
The Flex Project Template comes with a set of features enabled by default within the Flex configuration, along with additional features that can be enabled. Features that are also available from the Flex Plugin Library are marked in the "Library" column.
- Enabled by default
- Additional features
- Experimental features
Feature | Description | Library |
---|---|---|
Admin UI | adds a feature settings view to Flex for customizing the template *note by default this is disabled locally as this feature is only intended for hosted Flex. | |
Agent Automation | adds auto accept and auto wrapup behaviors to agent desktop | ✅ |
Attribute Viewer | easily view task and worker attributes within Flex | |
Canned Responses | provide agents with pre-canned chat responses | ✅ |
Callbacks and Voicemail | introduce support for callback and voicemail tasks | |
Caller ID | provide agents with means to select their caller id when dialing out | ✅ |
Conference (external) | provide agents the ability to conference in external numbers | ✅ |
Contacts | adds contact directories and provides a list of recent contacts | |
Conversation Transfer | introduce conversation-based messaging transfer functionality for agents | ✅ |
Custom Transfer Directory | customize the agent and queue transfer directories | ✅ |
Datadog Log Integration | forward logs emitted by the template to datadog | |
Dispositions | provide agents the ability to select a disposition/wrap-up code and enter notes | ✅ |
Emoji Picker | adds an emoji picker for messaging tasks | |
Enhanced CRM Container | optimize the CRM container experience | |
Hang Up By Reporting | populates the Hang Up By and Destination attributes in Flex Insights | ✅ |
Inline Media | render chat message attachments inline | |
Internal Call (Agent to Agent) | provide agents the ability to dial each other | ✅ |
Keyboard Shortcuts | configure default and custom keyboard shortcuts for Flex | |
Park interaction | provide agents the ability to park interactions, preserving conversation history | |
Pause Recording | provide agents the ability to temporarily pause and resume call recording | ✅ |
Schedule Manager | a flexible, robust, and scalable way to manage open and closed hours for Twilio Flex applications | ✅ |
Scrollable Activities | allow the scrolling of the activities list | |
Supervisor Barge & Coach | introduce advanced supervisor barge and coach features | ✅ |
Supervisor Capacity | allow supervisors to update worker capacity configuration within Flex | ✅ |
Supervisor Complete Reservation | allows supervisor to remotely complete agent tasks | ✅ |
Teams View Enhancements | adds optional columns (Team, Dept, Location, Skills) to the Workers Table. enable task highlighting based on task age | |
Teams View Filters | adds additional filtering options to the supervisor teams view | |
Worker Canvas Tabs | consolidates the worker canvas sections into tabs | |
Worker Details | view or update worker attributes |
Feature | Description | Library |
---|---|---|
Activity Reservation Handler | synchronize agent activities to reservation states | ✅ |
Activity Skill Filter | manage visibility for activities based on agent skills | ✅ |
Branding | customize the Flex interface for your brand | |
Chat Transfer | introduce programmable chat transfer functionality for agents | |
Conditional Recording | prevent recording certain calls based on task attributes or queue when using the native recording functionality | |
Custom Hold Music | customize the experience when an agent places a call on hold | |
Device Manager | provide agents the ability to select the audio output device | |
Dual Channel Recording | automatically record both inbound and outbound calls in dual channel | ✅ |
Force Conference Region | force conference creation to a specific region | |
Localization | adds the ability to view Flex in a different language | |
Metrics Data Tiles | add custom Data Tiles with real-time channel metrics (Task Counts, SLA%) to the Queues View. add custom Task and Activity Summary by team tiles to the Teams View | |
Omni Channel Management | method for mixing chat and voice channels | |
Queues Stats Metrics | add custom metrics columns to the Queues View | |
Ring Notification | plays a ringtone sound for incoming tasks | |
SIP Support | adds call control functionality when using a non-WebRTC phone |
Caution
These features will require modification for usage in a production setting. They are intended to serve as starting points or examples to jump-start your use case.
Feature | Description |
---|---|
Chat-to-Video Escalation | provide agents ability to elevate a chat conversation to a video conversation with screen sharing |
Multi-call | allow agents to receive a transferred call while already on a call |