kaiquelupo / flex-bulk-skills

This Flex plugin adds a feature for applying

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Apply Skills for Multiple Agents at Once

This Flex plugin adds a feature to apply multiple skills to multiple agents at the same time using textual or query searches to select the agents:

  • Textual: type the name directly
  • Query: use data. notation to search for any information related to workers such as attributes. For example, let's say you have an attribute called team and you want to select all workers with team equal to "Leads": data.attributes.team == "Leads". As this notation is the same used in Flex Sync Live Query, please refer to this documentation for more details.

Twilio Serverless

You will need the Twilio CLI and the serverless plugin to deploy the functions inside the serverless folder of this project. You can install the necessary dependencies with the following commands:

npm install twilio-cli -g

and then

twilio plugins:install @twilio-labs/plugin-serverless

How to use

  1. Setup all dependency above: Twilio CLI

  2. Clone this repository

  3. Copy ./serverless/.env.example to ./serverless/.env and populate the appropriate environment variables.

  4. cd into ./serverless/ then run npm install and then twilio serverless:deploy (optionally you can run locally with twilio serverless:start --ngrok=""

  5. Copy .env.example to .env.development and to .env.production and set the following variables:

    • REACT_APP_SERVICE_BASE_URL: your Twilio Functions base url (this will be available after you deploy your functions). In local development environment, it could be your localhost base url.
  6. Copy public/appConfig.example.js to public/appConfig.js

  7. Run npm install

  8. cd back to the root folder and run npm start to run locally or npm run-script build and deploy the generated ./build/plugin-dialpad.js to twilio assests to include plugin with hosted Flex. Also, you want to use Twilio Serverless, just run npm run deploy to send your plugin directly to your Flex.

Note: as the bulk update is updating many workers at the same time, for large lists of workers, it is possible to hit API limits. To handle that, you can change the worker-bulk-update implementing some strategy to send the requests with some timeout between them.

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This Flex plugin adds a feature for applying


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