FLEXFIG Product Release 1.7.0

New Features: Notes Added to the Agent Desktop; Rich Text Editor Added to Notes

Account Owner, System Admin, Supervisor, or Agent role required.

Notes Added to Tasks on the Agent Desktop 

Agents are now able to review existing notes and create new notes for tasks from within the Agent Desktop by clicking on the "Notes" tab. 

Agent_Desktop_with_Notes.png

Rich Text Editor for Notes 

Agents are now able to add notes using a rich text editor from within the Agent Desktop or the contact record's activity history. 

Rich_Text_Editor.png

New Features: Filter Tasks by Queue, Filter Tasks by Contact, and Stored Filters for Tasks

Account Owner, System Admin, or Supervisor role required.

Task Filters

Tasks can now be filtered by the following: 

  • Queues 
  • Contacts

Filters.png

Chat History 

Chat history is now viewable from the Manage Task screen for any SMS or Webchat messages sent by contact records within Twilio Flex. 

Chat_History_on_Tasks.png

Stored Task Filter

Tasks filters are now stored when navigating from one screen to another within your Twilio Flex contact center. To reset the stored filters, please select "Clear Filters". 

Clear_Filters.png

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