All Flex accounts created on or after May 26th, 2022 are using Flex UI 2.x.x. Some screenshots and required software versions on this page may only be compatible with Flex UI 1.x.x and are therefore no longer accurate. We are working to update the page to reflect the new UI experience. Learn more about Flex UI 2.x.x here.
Once you have a basic Flex account set up, you can start adding task queues and setting up skills for your agents. In this two-part tutorial, we’ll walk through configuring Skills, Task Queues, Workflows, and Studio Flows to enable skills-based routing for your Flex application.
To get started, we will first configure our skills from the Flex Admin view in the Flex UI.
To create new skills, enter the name of the skill. Hit "Enter" or click Add New Skill.
To ensure compatibility with TaskRouter, Skill names must NOT include spaces
For this guide, we will create the following skills:
Copy the Queue Expressions and Workflow Expressions, as these values will be used in part 2 of this tutorial series.
Our next step for managing the skills is to assign them to our agents. We will do this using the Flex Teams View. A Flex user with the
admin role will be able to modify the skills for the contact center users.
To start, select Teams View by clicking on the People icon in the left nav:
From Teams View, select the Flex user you wish to update. This will display the Agent Detail view. From here, you can add the skills to an agent’s profile.
Apply the appropriate skill(s) and save the profile:
Now, your agents are set up to participate in the skills-based routing of tasks. In part 2, we will cover setting up the task queues and routing tasks to the appropriate agents.