The Flex Dialpad allows Agents to place outbound calls within the Flex UI.
Flex Dialpad does not support agent-to-agent direct calls or external transfers yet. If you need these functions, we recommend you continue to use the experimental Legacy Dialpad. Information about which Dialpad to use can be found here.
First, ensure that you are using v1.18.0 or higher of the Flex UI. You can check your Flex UI version in the Flex UI Admin dashboard.
- Navigate to the Flex Voice Settings page in the Console
- Check Enabled under Enable Dialpad
- Add the default Dialpad configuration for outbound calls:
- Task Queue: The default Queue to use when categorizing outbound calls. The Agent placing an outbound call must be part of this Queue. The outbound call will not be placed in the queue, but the assigned Task Queue will be used in reporting about outbound calls. This default can be overriden at the time of an outbound call.
- TaskRouter Workflow: The TaskRouter Workflow you want to use for outbound calls. The workflow will be used to determine Task Reservation Timeout and Assignment Callback URL. Routing rules will be ignored, and the task will be assigned to the Agent using the Dialpad.
- Country: The default country code for your Dialpad. This default can be overriden at the time of an outbound call.
- Click Save at the bottom of the page
If you're using self-hosted Flex, you'll also need to upgrade the Flex UI to v1.18.0 to render the Flex Dialpad in your contact center. In order to use the outbound dialing capabilities in Flex, you’ll need NPM install permissions for your Flex codebase.
1. In your Flex Project, run the following command to install the most recent version of the Flex UI.
npm install @firstname.lastname@example.org