twilio flex integration

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August 1st, 2020

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See Now that you've integrated Flex with your Salesforce instance, learn more about customizing your integration and managing interactions with your users:

You can now add omnichannel and programmable capabilities of Twilio Flex directly in Zendesk Support experience. See this Upon successful execution, you’ll return the temporary Token in the callback which we’ll use in the following steps in our Studio Flow.Now that we have a temporary Token we can retrieve a Contact Record. You can find your Runtime Domain Add users to your newly-created Flex Call Center on Salesforce by clicking on Once you have finished adding users, you should see a screen that looks like this:Add your Softphone to your utility bar in Salesforce Lightning Experience by following these steps:Select the App you want Flex to appear in (e.g., Sales Console), and click Edit in the dropdown menu.For your Proof-of-Concept, MVP, or development project, you can use your Twilio credentials to log in as an admin via the Flex login screen.For any Production implementation, you might want to configure Single Sign-On with Twilio Flex by integrating your Identity Provider. Twilio Integration Details If you have users across time zones and country codes, it can be a huge challenge to keep communications organized. When a call is placed to your Twilio phone number, we’ll route this call to a Studio Flow. In your build, you need to substitute your Dynamics Organization name in The events that occur inside Flex when a call arrives all happen after our initialization is complete. You may unsubscribe at any time using the unsubscribe link in the digest email. Twilio Flex is an open contact center platform based on web technologies that enable integration with just about any CRM. Leave this unchecked if you are planning to test the integration using your Twilio Account/Project login credentials. As you’ve seen, it’s straightforward to integrate Twilio Flex with Microsoft Dynamics 365 and provide an optimal agent and customer experience. If not, leave it empty. We're offering $5,000 worth of free Flex Hours to help you get started.

“Together, Twilio Flex and Calabrio ONE offer a seamless integration that gives businesses the control to design and deliver better customer service and improve agent experiences at scale.” For customers using Twilio Flex, integration with the Calabrio ONE suite is now available. The default behaviour of Twilio Flex is to hide these icons when the screen real estate available to it is too small.We will suppress this behaviour to keep the navigation icons visible when the panel is docked by adding the following change to our initialization function:This will give us a Flex Nav bar at all times on the right side of our Dynamics window as per the image below.

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