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Agent Notes Flex Plugin

By Twilio

  • Flex
  • Twilio
  • Applications

This Twilio Flex Plugin enables your agents to take notes when they are on-call or chatting with a customer. This is an introductory plugin where the notes are stored locally for your agents. Jot down todos, ideas, research, meeting notes, and other bits of relevant information.

  • Works as an add-on to your existing Flex application
  • This project is based on a sample plugin developed using the Flex Plugin Builder.

Step 1:

To get started you will need the following:
 

- A Twilio account with a Flex environment provisioned. Create your Flex Account

- Flex Plugins CLI installed on your machine

- Twilio CLI installed on your machine

Step 2:

Configure your local environment to use Flex plugins by using the Flex Plugins CLI

twilio plugins:install @twilio-labs/plugin-flex@beta
twilio flex:plugins:create plugin-agent-notes --template https://github.com/twilio-labs/plugin-agent-notes

OR

Step 3:

Install the dependencies of the plugin. Read more

npm install

Run and test the plugin locally by spinning up a local web-server.

twilio flex:plugins:start

Step 4:

Log into your Flex account via the CLI

twilio login

Visit general usage to learn more about using multiple Flex accounts.

Step 5:

Deploy and enable your plugin for your Flex application

twilio flex:plugins:deploy --major --changelog "Adding plugin-agent-notes via CodeExchange" --description "Deploying plugin-agent-notes via Code Exchange"

twilio flex:plugins:release --name "plugin-agent-notes" --description "Enabling plugin-agent-notes via Code Exchange"--plugin plugin-agent-notes@1.0.0

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