Twilio Flex

Twilio Flex

by Twilio • • Call Center Software

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Twilio Flex is a programmable cloud contact center that Twilio ships as a customizable agent app for voice, SMS, chat and WhatsApp support.

Twilio Flex is a programmable cloud contact center that support teams run in the browser, built on the same Voice, Messaging and TaskRouter APIs Twilio sells to developers. It is made for companies whose service desk has to fit their product rather than the other way round. The agent interface is a React application the customer owns and changes, and the routing behind it is configuration rather than a fixed call flow. Twilio, the San Francisco communications company founded in 2008, builds and sells Flex itself, beside its SendGrid email platform and its Segment customer data platform. Voice, SMS, chat and WhatsApp arrive as tasks in one agent view. Twilio Studio builds the IVR as a visual flow, and TaskRouter turns it into queues, worker skills, priorities and time-of-day rules. Supervisors watch the real-time queues view in Flex Insights, and open the Insights player for recordings and reporting on talk time, wrap-up and per-agent workload. Agent Copilot, in public beta, transcribes and summarizes conversations and proposes topics and disposition codes at wrap-up. The interface is extended with plugins from the solutions library and the Flex Plugin Builder: queued callback and voicemail, supervisor coach and barge-in, a click-to-dial pad inside an embedded CRM record. Flex suits companies already building on Twilio that want the contact center in the same account, and teams with developer capacity or an implementation partner, because a deployment is a codebase as much as a settings page. It fits service organizations from a few dozen seats upward, including ones staffed seasonally or part time, and businesses whose own systems have to drive how a call is handled. It is bought per monthly active user, per named user or per active user hour, each with metered Twilio usage on top. Teams use Flex for inbound service lines, for escalating a chatbot conversation to a person with the history intact, for outbound follow-ups, and for voice and messaging queues on the same numbers. The Salesforce integration puts Flex inside the record an agent already works from, with click-to-dial and activity logging, while Flex Conversations keeps chat, SMS and WhatsApp threads together. Because the desktop is code, teams commonly embed their own order lookup, knowledge base or payment step directly in the agent's screen.

Features

  • Included: Interactive voice response menus
  • Included: Automatic call distribution queues
  • Included: Skills-based call routing
  • Included: Call recording with playback
  • Included: Queue callback option
  • Included: Listen, whisper and barge monitoring
  • Not included: Power and predictive dialers
  • Included: Click-to-call from CRM records
  • Included: Real-time queue wallboard
  • Included: Business hours and holiday routing
  • Included: Warm transfer and conferencing
  • Included: Voicemail with transcription
  • Included: Call tagging and dispositions
  • Not included: Call scripts for agents
  • Included: SMS and messaging from call center numbers
  • Included: Call history and agent performance reports
  • Included: AI call transcripts and summaries
  • Included: Softphone in browser and desktop apps

Additional Features

  • Twilio Studio visual IVR flows
  • TaskRouter queues and worker skills
  • Time of day routing rules
  • Warm transfer and conference calls
  • Real-time queues view in Flex Insights
  • Insights player recording playback
  • Workload and talk time reporting
  • Agent Copilot transcripts and summaries in public beta
  • Copilot topics and disposition codes
  • Queued callback and voicemail plugin
  • Supervisor coach and barge-in plugin
  • Browser softphone for agents
  • SMS, WhatsApp and chat in the agent view
  • Click to dial from an embedded CRM record
  • Flex Plugin Builder for custom UI
  • Flex Conversations unified messaging
  • Salesforce integration with activity logging
  • React-based agent desktop

Best for

  • Teams already building on Twilio Voice and Messaging APIs
  • Companies with in-house developers or an implementation partner
  • Contact centers that need a customized agent interface
  • Support organizations blending voice, SMS and WhatsApp
  • Operations with seasonal or part-time agent staffing
  • Enterprises whose own systems have to drive the call flow
  • Digital-first companies escalating chatbot conversations to agents

Use cases

  • Routing inbound support calls by agent skill and language
  • Escalating a chatbot conversation to a live agent
  • Offering a callback instead of holding in the queue
  • Recording and reviewing calls for quality assurance
  • Monitoring live queue depth and service level on the floor
  • Coaching new agents with whisper and barge-in
  • Handling SMS and WhatsApp on the same support numbers
  • Summarizing conversations and tagging outcomes at wrap-up
  • Dialing a customer from a CRM record inside Flex
  • Embedding an order lookup in the agent workspace
  • Staffing a seasonal spike with part-time agents
  • Reporting on talk time and wrap-up per agent
  • Transcribing voicemail left after hours

Screenshots & Videos

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Twilio Flex Homepage
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Twilio Flex Homepage

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