Overview
Twilio's integrated Flex Insights gives you access to data and analytics for your Flex instance. Flex Insights tracks events, and allows you to build dashboards, reports, and alerts to help improve your customer engagements. Best of all, basic Flex Insights use is included with both the Active User Hour (hourly) and Named User (per-seat) pricing plans. This guide covers the Insights requirements, setup, and everything else you need to know to get started.
Environment
legacy Twilio Console
What You Need To Know
To use Flex Insights, the following requirements must be met:
- An active Twilio Flex project
- The project must be upgraded from the Free Trial
- A Flex pricing plan must be selected
Once these requirements have been met on your project, you're ready to set up and start using Flex Insights.
Enable Flex Insights
- Access Flex General Settings page in the Twilio Console.
- Locate the Flex Insights section.
- Enter the company name, email contact, and timezone, and then click Provision Insights
- The Flex Settings page will be displayed. Under the Recordings section, click the Call Recording toggle to enable or disable recording of all calls.
Access Flex Insights
From Flex, click Analyze.
Frequently Asked Questions
What Metrics are Available through Flex Insights?
Out of the box, Flex Insights captures and reports a number of different metrics including:
- abandoned conversations
- handled conversations
- queue time
If this reporting is not sufficient, users can add custom data to task and worker attributes to collect the right data for your needs. For complete details, please see Task Router Data in Flex Insights.
Are Agent Transfers Visible in Flex Insights?
Yes. Flex Insights supports multi-segment conversations. This means users will be able to see a customer contact from inception all the way through the end.
Conclusion
More details are described in the following documents: