Agent Notes Flex Plugin

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Agent Notes Flex Plugin

Agent Notes Flex Plugin

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.

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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
            

Get code on GitHub

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 Code Exchange" --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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