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Alerts for contact center metrics in Flex (public beta)


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Public beta

Alerts is currently available as a public beta product and the information contained in this document is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as generally available. Public beta products are not covered by a SLA.


Overview

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Alerts help supervisors monitor real-time queue metrics for issues in contact center performance and customer experience. From the Queues stats monitoring page(link takes you to an external page), supervisors see highlighted metrics that need attention so they can quickly identify which metrics or queues to prioritize.

As an admin, you can also create notifications for alerts to inform supervisors right away when there are issues.

This page explains how admins can configure alerts and notifications.

  • Alert: A condition when a metric has reached the critical or warning threshold that you set. Until the alert is resolved, the affected metric, queue, or channel is highlighted on the queues stats monitoring page.
  • Notification: A message sent to supervisors to let them know about new alerts.

This feature is available for Flex UI 2.13.0 or later(link takes you to an external page).

Supported channels

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  • Voice
  • SMS
  • Chat
  • Email

Alerts inform supervisors when a metric, queue, or channel on the queues stats monitoring page has reached a critical or warning threshold.

  • Warning: An issue is developing.
  • Critical: An issue requires you to take immediate action.

Each alert is for a specific metric, channel (if applicable), and queue.

Queues stats monitoring page with alerts and notifications.

For more information on how supervisors experience alerts and notifications in Flex UI, see Queues stats monitoring.


Notifications for alerts

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When a metric exceeds its threshold, you can notify supervisors with a:

  • Flex inbox notification
  • Pop-up message in Flex
  • Browser push notification
  • Slack message

You can choose up to 10 users to send notifications to. To manage the volume and frequency of notifications that users receive, you can also choose when to trigger notifications: instantly or only if an alert stays at a critical or warning level for up to 15 minutes.

Flex inbox notifications

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Supervisors can see all notifications in the Notifications panel on the queues stats monitoring page. The notifications icon shows the number of unread messages.

By default, only unread messages and notifications for Unrecovered metrics (metrics that are still in the warning or critical stage) are displayed in the inbox. You can filter by Status and Notification to change this.

For each message, click View details to go to the real-time queues stats page.

Supervisors see a pop-up notification in the top right corner of Flex. The message shows the severity of the alert and which queue, metric, and channel are impacted. The message automatically disappears after 8 seconds.

Browser push notifications

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Browser push notifications alert supervisors of an issue when they're working outside of Flex. Supervisors see a browser push notification if they switch to another browser tab or minimize their browser.

​We recommend using Google Chrome as the supported browser(link takes you to an external page). Make sure that browser notifications are also turned on in a user's computer system settings.

If you want browser push notifications to appear when a supervisor is using Flex, set the notification property mode to always in your Flex configuration settings using REST APIs. The default setting for this property is whenNotInFocus.

To send alert details to supervisors in a Slack channel, add a webhook URL in Step 3: Create notifications. For full details, see Slack's Sending messages using incoming webhooks(link takes you to an external page).


Enable the alerts feature in Console

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Only Flex admins can manage alerts. Read-only admins and supervisors cannot enable the alerts feature.

  1. From Twilio Console(link takes you to an external page), go to Flex > Performance and reporting > Alerts.
  2. Turn on Enable alerts.

If you turn off Enable alerts, then alerts become inactive in Flex UI, but your alert rules remain in case you want to enable them again.


You can have up to 100 alerts per Flex account.

Step 1: Create alert details

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  1. From Twilio Console(link takes you to an external page), go to Flex > Performance and reporting > Alerts.
  2. Click Create alert.
  3. Under Details, add the following:
    1. Friendly name: The alert name. For example, "Critical missed invitations."
    2. Metric: The metric to highlight on the queues stats page.
    3. Channel: The channel you'll be alerted about.
    4. Queue: The queue you'll be alerted about. You can select up to 20 queues.
  4. Click Next.

Step 2: Create thresholds

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When you create a threshold, you set values for a metric so that an alert is triggered when the metric goes above or below that value.

  1. Under Thresholds, choose to set a Warning threshold, a Critical threshold, or both.
    1. Under Operator, select Greater than or Less than.
    2. Under Value, enter a numeric value to trigger the alert.
  2. Click Next.

Step 3: Create notifications (optional)

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We recommend that you create notifications to alert supervisors when they're away from the queues stats monitoring page.

  1. Under Notifications, turn on Send notifications.
    1. Under Send a notification when this alert reaches, select Warning threshold or Critical threshold.
    2. Under Don't send a notification until this alert has been active for, set how long the alert should be active for before triggering a notification.
      1. If you want to instantly receive a notification, set the value to 0.
    3. Under Notification method > Show Flex inbox notifications to these users, select the Flex users who should receive notifications.
      1. Optionally, turn on Also show pop-up notifications and Also show browser push notifications.
    4. Optionally, turn on Show webhook notifications with this URL to send notifications to a Slack channel.
      1. For full details, see Slack's Sending messages using incoming webhooks(link takes you to an external page).
      2. Tip: When creating a Slack app, add a name and logo that matches your contact center so supervisors can quickly recognize the notification in Slack.
  2. Click Create alert.

Your new alert is automatically activated and appears on the Alerts page(link takes you to an external page) in Console. If you set up notifications, a notification icon appears next to the alert name.


You can edit all alert settings except Metric. If you need to change the metric for an alert, you must create a new alert instead.

  1. From the Alerts page, in the Friendly name column, click an alert.
  2. Update your alert settings.
  3. Click Update alert to apply your changes.

  1. From the Alerts page, click the trash can icon for the alert you want to delete.
  2. From the confirmation message, click Delete alert.

You can also delete alerts from the Edit alert page.