Integrate Flex with Calabrio ONE WFM

This guide lists the prerequisites and all tasks that are required to complete the integration setup. However, please note that detailed instructions for tasks marked with an asterisk are available through the Calabrio Success Center.

• You must upgrade your Flex project and select a paid pricing plan. This allows you to enable Flex Insights, which is required to provide Calabrio WFM with historical data from your Flex contact center. For more information, see Getting Started with Flex Insights.

• You must have a Calabrio ONE WFM account.

• You must contact the Flex Integrations Support Team (flex-integrations@twilio.com) to enable the Calabrio ONE WFM Integration tile so that it is available within the Flex → Admin → Integrations page mentioned below.

Configuring the Calabrio ONE WFM integration in Flex enables Calabrio ONE WFM to receive historical and near real-time data that are used for forecasting and real-time adherence. This means that by completing this task, you provide Calabrio ONE WFM access to your Flex Insights reports.

1. From the Twilio Console, select Flex > Launch Flex. The Admin page appears.
2. Under Integrations, select Configure.
3. On the Calabrio ONE WFM configuration card, select Configure.
4. Under Configuration, edit the URL and click Apply.
5. Under Status, use the toggle to enable the Real-Time Feed.

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The Twilio Flex and Calabrio ONE integration uses the following protocols to transfer data:

• Historical Data Feed
  The integration with Twilio Flex Insights allows Calabrio to regularly access and consume data sets that include agent performance and queue statistics.
• Real-Time Adherence Feed
  The near real-time event stream provides Calabrio agent (worker) status and activity updates. For example, when agents become available to receive calls or set their status to Break.
• TaskRouter Integration
  TaskRouter REST APIs enable the worker (user) and queue sync that provides Calabrio with agent attributes and task queue values. The TaskRouter integration also allows Calabrio to import call recordings from Twilio Flex.

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The Twilio Flex and Calabrio ONE integration offers the following products and features:

• Calabrio Workforce Management (WFM)

  • Forecasting: Calabrio uses imported historical data from Flex to create short and long-term forecasts for your contact center. Supervisors can leverage this data for agent scheduling, staffing, and budget estimation.

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  • Real-Time Adherence: The near real-time transfer of events allows supervisors to monitor agent adherence to schedules and other company mandates.

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• Calabrio Quality Management (QM)

  • Automated Recording and Reporting: Supervisors can actively review call and screen recordings to understand customer interactions and evaluate agent performance. The Hold Metrics Plugin extends reporting capabilities by capturing timestamps for when customers are placed on hold.

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• Calabrio Analytics

  • Speech, Text, and Desktop Analytics: The Analytics dashboard provides advanced insights for your Flex contact center and agent workforce.

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To learn more about supported features and how you can get started, contact Calabrio Sales at +1 (855) 784-2807.