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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

NPM version 5.0.0 or later installed (npm -v)

Node version 8.0.0 or later installed (node -v)

Step 2:

Configure your local environment to use Flex plugins by using the node module create-flex-plugin.  Read more

npm install -g create-flex-plugin
create-flex-plugin 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.

npm start

Step 4:

Deploy your Flex Plugin. Read more

npm run deploy

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