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Agent Notes Flex Plugin

Created by: Twilio

Flex
JavaScript

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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Requirements
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
Configure your local environment
This can be done in either steps 2A or 2B.
- 2A. Using the Twilio CLI
  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
- 2B. Manually via GitHub
  Clone the code from GitHub
  Get code on GitHub
  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
Log in
Log into your Flex account via the Twilio CLI
twilio login
Visit general usage to learn more about using multiple Flex accounts.
Deploy the plugin
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:deploy --major \ --changelog "Adding plugin-agent-notes via Code Exchange" \ --description "Deploying plugin-agent-notes via Code Exchange"

Agent Notes Flex Plugin

2A. Using the Twilio CLI

2B. Manually via GitHub