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Preset and Auto-Responses in Flex

Created by: Twilio
  • Flex
  • JavaScript
  • COVID use case

This plugin allows your agent to quickly send commonly-used text snippets to customer's messages. This plugin also lets them set a predefined message, the moment they get paired to chat with a customer.

  • Create predefined message sent by the answering agent as soon as they accept a task
  • Build UI below the Chat Input field to enable Agents to select from a list of predefined canned responses
  • Automatically send the selected predefined response as a chat or SMS to the customer
Report this template(link takes you to an external page)
  1. Requirements

    To get started you will need the following:

  2. 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(link takes you to an external page)

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

    • 2B. Manually via GitHub

      Clone the code from GitHub

      Get code on GitHub(link takes you to an external page)

      Install the dependencies of the plugin. Read more.(link takes you to an external page)

      npm install

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

      twilio flex:plugins:start
  3. Log in

    Log into your Flex account via the Twilio CLI

    twilio login

    Visit general usage(link takes you to an external page) to learn more about using multiple Flex accounts.

  4. 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"

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