Getting Started with Twilio Flex

Flex is Twilio’s programmable cloud contact center platform. Built to meet your customer engagement needs, Flex was created with customization in-mind, allowing you to quickly build a tailor-made agent desktop UI, and integrate data from your existing CRMs, WFO/WFM software, and more. Flex works with Twilio’s existing Engagement Cloud APIs, including Studio visual flows and Task Router skill-based routing scripts, Functions for serverless Twilio scripting in Node.js, and the world-class Communication Cloud voice, video, and messaging products we’re known for.

Access Flex

Flex can't be accessed from an existing Twilio project. Instead, creating a new Flex instance requires you to create a new Twilio project. For full details, please see Setting up a Twilio Flex Project.

Hosting Options

Flex’s customization options allow you to choose where your Flex instance is hosted. You can run your personalized Flex UI locally on your own infrastructure, host it in your own cloud environment, or you can let Twilio host your Flex UI on our existing cloud platform, without any additional server or infrastructure maintenance requirements.

With Flex, we let customers choose the best option to suit their needs, such as running everything from the cloud, or deploying Flex into production locally. We provide a Twilio-hosted environment for testing and development, which allows you to test out new configurations, changes, or customizations, without any heavy lifting from your IT teams until you’re ready to deploy in production.

Flex UI

The Flex UI is built to be modified to your liking. Our React-based architecture is based on small components that can be added, modified, or removed at will. Users can quickly and easily add a button, create new themes and styles, or even remove entire sections. For a tutorial on creating a new Flex component, please see Adding Components to Flex UI (Twilio Docs). For full details, please see the Flex UI Overview (Twilio Docs).

The Flex UI also supports Flex Plugins - self-contained code that allows users to modify their Twilio-hosted Flex instance running on our cloud infrastructure. Plugins use Flex’s core programmability model to change or update any aspect of Flex. Flex Admins can build a new plugin with the Build Flex Plugin tool, and upload it to your Twilio Assets library to be automatically deployed to your hosted instance. For full details, please see Building Flex Plugins (Twilio Docs).

Flex Channels

No longer will agents be required to shuffle between different tabs, screens, or logins to serve customers over different channels. With Flex, agents can serve customers over voice and messaging from the same UI. A list of supported channels can be found at https://www.twilio.com/flex/omnichannel.

Flex Routing

Flex utilizes Twilio’s TaskRouter service for distribution of incoming communications and requests. TaskRouter allows you to build custom workflows, queues, and prioritization for any type of customer contact or “event”. These “events” turn into tasks, which are assigned based on your rules, and the skills assigned to your agents. For full details, please see How TaskRouter Works (Twilio Docs).

Quickly Deploy a Cloud Contact Center Using Twilio Flex

Additional Resources

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