In this section of the onboarding guide, you create your Flex account and learn about different user roles in Flex.
Once you have completed these steps, your Flex account is created and ready to use.
If you are sending SMS to the U.S. or Canada, please be aware of updated restrictions on the use of Toll-Free numbers for messaging purposes. These restrictions do not apply to Voice, or to other non-SMS uses of Twilio phone numbers. But if you obtain a Toll-Free Number for non-SMS purposes and then wish to use it as well for Messaging, please read this first.
You can see the Flex UI at flex.twilio.com. The next section of this guide walks through the different views in the Flex UI.
In this Onboarding Guide and while you are working with Flex, you will often see the terms "Flex UI" and "Flex Console" and will need to perform actions in both places.
The Flex UI is the interface that you can see at flex.twilio.com. The Flex UI has four different built-in Views, which you will learn about in the next section of this guide. The Flex UI is where your Agents will handle interactions with customers, where Supervisors can see an overview of their teams and what Agents are working on, and where Administrators can customize certain aspects of the Flex instance. (Learn about these different user roles in the User Roles section below.)
The Flex section of the Twilio Console is located at www.twilio.com/console/flex. The Twilio Console will be used for actions like adding new Administrators to your Flex account and interacting with TaskRouter, the system you will use for routing call center tasks to the appropriate queues and Agents.
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.
Keep in mind the following about your new Flex account:
Your Flex account starts out in trial mode. Learn about the limitations of trial accounts here. You can upgrade your trial account to remove these limitations.
Your trial account is automatically assigned a US 10-digit phone number, which you can find in the Flex UI Admin View or in the Twilio Console. You can use this phone number to receive calls and SMS messages.
When you create a new Flex account, you are the Account Owner and an Administrator for that account. You have access to every part of your Flex instance, and can assign different permission levels to other users you add to your account.
When you create your Flex account, you are the first user in the account and have Administrator privileges. In addition to Administrators, there are two other built-in roles you can assign to users: Supervisor, and Agent.
You can create new Administrator and Supervisor users in the Twilio Console or via Single Sign On (SSO). You can only add Agents via SSO.
Learn more about roles and adding or deleting Flex users here.