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Explore the Built-In Flex UI Views


Now that you've set up your Flex account, you can start exploring the Flex UI. As a reminder, you can log into the Flex UI at flex.twilio.com(link takes you to an external page).

There are four main views in the built-in Flex UI:

  • Admin Dashboard
  • Agent Desktop View
  • Teams View
  • Queues View

This section outlines each view and its purpose. To navigate through the different views, you can click on the icons on the left side of the Flex UI.

For more information about these views, you can check out the article Core Concepts: Flex UI.

Once you have familiarized yourself with these views, you can handle your first incoming call and SMS tasks, covered in the next section of this guide.

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This walkthrough is from the perspective of a Flex Administrator. Supervisors cannot view the Admin Dashboard, and Agents can only interact with the Agent Desktop view to handle interactions with end-users. Learn more about different user roles in the previous section of the Onboarding Guide.

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When you open the Flex UI for the first time, you might see a popup in your browser asking you to accept notifications from the web application. You should accept this so that the browser can send you notifications for incoming calls and texts.

You can add additional views later with plugins if you choose to customize your Flex UI beyond the out-of-the-box configuration.


Admin Dashboard

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The Admin Dashboard(link takes you to an external page) is the first view you see when you log in to your Flex project as an Administrator. Here, you can see your provisioned phone number and configure certain aspects of your project. For example, you can edit the Service Level Objectives (SLOs) for your Queues, set up Customer Relationship Management (CRM) integrations for Salesforce and Zendesk, create new Skills for categorizing Agents, and enable or disable Flex features that are generally available, in private beta, and in pilot phase.

View of the Flex UI admin dashboard when you first log in as an Administrator.Rate this page:

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