Migrate from Flex UI 1.x.x to 2.x.x
Why migrate to Flex UI 2.x.x?
Twilio Flex UI 1.x.x will reach end-of-life (EOL) on June 30, 2024. As a result, you must migrate to Flex UI 2.x.x by July 2024.
We recommend that you upgrade to Flex UI 2.x.x so you can continue accessing new features, such as:
-
Real-time, first-party data to provide a detailed view of every individual customer with Unified Profiles in Flex
-
CustomerAI that uses your data to hyper personalize virtual agent conversations, agent assist recommendations, and insights to reduce operational costs
-
Flex Conversations for a variety of channels, including SMS, chat, WhatsApp, email, and Facebook Messenger (public beta) and Google Business Messages (public beta)
- Support for Citrix VDI (public beta) for Voice
- Inbound and outbound digital messaging, support building accessible plugins and experiences for disabled users using Twilio Paste
Getting expert help with your migration
You have several options for migrating to Flex UI 2.x.x:
- If you have an in-house developer team, you can use this guide to migrate on your own.
- You can tap into the expertise of Twilio Professional Services. Flex solutions experts will complete a focused evaluation of your business’s environment and provide documented recommendations for a smooth upgrade. If you decide to take this route, start by reaching out to your Twilio Account Executive to learn more.
- You can reach out to one of Twilio’s partners. Twilio has an ecosystem of system integrator partners that work extensively with Flex. They can assess your business’s current Flex environment and work with you to develop a migration strategy. See details about our recommended partners.
Use this guide to migrate on your own
This Flex UI 1.x.x
to 2.x.x
migration guide covers breaking changes to the Flex UI programming interfaces. It covers required changes you may need to make to custom code or plugins. The most notable changes are:
- Your dependencies may need to be upgraded
- Some aspects of Flex now use the Conversations SDK
- Flex Conversations replaces Programmable Chat
- Flex WebChat will not be supported with Flex UI 2.x.x after December 2024. If you are using WebChat, we recommend that you build with Flex Conversations once you migrate to Flex UI 2.x.x. You also have the option to switch to the Twilio Webchat React App or Webchat 3.0.
- There is a new Theming interface
- State management has changed
- Sync usage has changed
For details on each Flex UI interface mentioned in this migration guide, their description and usage code examples, check out the Flex UI API docs.
If your migration doesn't go as planned, you can roll back your changes to use Flex UI 1.x.x if necessary.
Before you begin
Review these resources to learn more about Flex UI 2.x.x:
- Flex UI 2.0 Enhancements Overview
- Flex UI 2.x.x Release Notes
- Get Started with Flex Conversations
- Set up your account with Flex Conversations: Prerequisites
Migration process overview
Try the migration in a test environment first. Starting with a test environment enables you to identify and correct any unexpected effects without impacting your production application.
The following sections outline high-level migration steps that you must take:
Without custom plugins
If you don’t have any custom plugins for Flex UI, complete the following steps:
- Ensure that you have read Set up your account with Flex Conversations: Prerequisites. Flex UI 2.x.x is designed to work with Conversations.
- Enable Flex UI 2.x.x on your account.
With custom plugins
If you have deployed custom plugins to Flex UI, complete the following steps to ensure that your plugins will work with Flex UI 2.x.x:
- Review Flex UI 2.x.x updates that can affect your customizations to understand what updates you will need to make.
- Ensure that you have read Set up your account with Flex Conversations: Prerequisites. Flex UI 2.x.x is designed to work with Flex Conversations.
- Disable your existing 1.x.x-based plugins.
- Enable the latest version of Flex UI on your account using the Versioning and Updates page on flex.twilio.com.
- Update dependencies to be compatible with Flex 2.x.x.
- Test your plugins in Flex UI 2.x.x. If necessary, update your plugins for Flex 2.x.x.
- Apply any updates to your customizations that you identified in step 1.
- Deploy your Flex UI 2.x.x plugins.
Need some help?
We all do sometimes; code is hard. Get help now from our support team, or lean on the wisdom of the crowd by visiting Twilio's Stack Overflow Collective or browsing the Twilio tag on Stack Overflow.