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Use Flex on a mobile device (Public Beta)


Public Beta

Flex Mobile 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 an SLA.


Not a HIPAA Eligible Service or PCI Compliant

Flex Mobile is not a HIPAA Eligible Service or PCI compliant and should not be used in Flex workflows that are subject to HIPAA or PCI.


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Flex Mobile lets you send and receive calls and messages from your phone or tablet, giving you the flexibility to stay in touch with customers even when you’re away from your desk.

Flex Mobile supports these devices and operating systems:

  • iOS version 12.4 and later
  • Android version 9 and later

Visit the App Store (iOS)(link takes you to an external page) or Google Play (Android)(link takes you to an external page) to download Flex Mobile.

The first time you log in, you’ll have to enter your Flex runtime domain. This is the part of your Flex URL that comes after .com.

For example, if the full URL is, the runtime domain is unique-domain-1234. You only have to enter this once. The next time you log in, Flex Mobile will remember it for you.

You’ll then see the login screen for your organization’s SSO provider (for example, Okta or Google). Log in using your employee username and password.

Set your availability status

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Once you set your status to Active, it will stay as Active even when you’re not using the app. This lets you get a notification any time you receive a new task. There are two ways your status can change:

  • You set your status to Offline , Unavailable , or Break .
  • You don’t respond to a task invite, and it expires. In this case, Flex sets your status to Offline .

When you receive a task, Flex Mobile sends you a push notification showing whether the task is a new message or voice call. Be aware that your phone doesn't ring to signal an incoming call.

If you don’t see the file you’re looking for, the file may be too large or the extension may not be supported. Your organization sets the size limit and the supported extensions for file attachments. When you try to select a file, Flex Mobile only shows you options that are able to be attached.

Use Flex Mobile with the web app

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You can transfer a call either from web-to-mobile or from mobile-to-web. Once you receive the transferred call, the device you started the transfer from will disconnect.

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