Twilio Contact Center Demo

Essence of a modern contact center is to serve customers on multiple channels (voice, web chat, video, email, social media, etc.), allow them to move seamlessly across channels and most importantly maintain context of the conversations.

The Twilio Contact Center demo is reference architecture for building a modern contact center. The focus of the demo is to show how to build a Twilio platform based contact center and the various backend and frontend components needed.

Note: We have done the basic work from an UX perspective and lot of opportunities remains to improve on it. It has been designed for demo purposes and has not been separately security checked.

This application is provided as-is. Twilio does not officially support it.

Features

Twilio Account
Twilio Phone Numbers
Twilio Programmable Voice (PSTN, Twilio WebRTC Client)
Twilio Programmable Chat
Twilio Programmable SMS
Twilio Programmable Video
Twilio TaskRouter
Twilio REST APIs

Customer Journey Flows:

Callback Voice Calling (PSTN):

Customer fills out online call request -> Form submitted to server -> Task on TaskRouter created -> Find available and matching agent -> Agent accepts reservation and dials customer out (PSTN) -> Connect customer to agent (WebRTC)

Inbound Voice Calling (PSTN):

Customer calls Twilio phone number -> Twilio requests webhook -> Server generates TwiML for IVR -> Caller selects IVR option -> Task on TaskRouter created -> Find available and matching agent -> Agent accepts reservation -> Connect customer to agent (WebRTC)

Web Chat:

Customer fills out online web chat request form -> Form submitted to server -> Task on TaskRouter created -> Find available and matching agent -> Agent accepts reservation -> Start chat between customer and agent

Video Call:

Customer fills out video call request form -> Form submitted to server -> Task on TaskRouter and video room created -> Find available and matching agent -> Agent accepts reservation -> Agent joins video room

Real-time TaskRouter Events Dashboard:

Real-time display of operational contact center metrics (for example: average call handle time, agent productivity, call metrics, TaskRouter stats, and more etc.). Please check out the following repo: https://github.com/ameerbadri/twilio-taskrouter-realtime-dashboard

Pre-requisites:

Basic knowledge of Twilio platform - TwilioQuest, an interactive, self-paced game where you learn how to Twilio.
Twilio TaskRouter
Twilio Client
Twilio Programmable Chat
Twilio Programmable Video
Working knowledge of Angular.js, Bootstrap and Node.js

Installation

Before you start the install, you’ll need the following variables from the Twilio Account Portal. If you haven't used Twilio before, welcome! You'll need to Sign up for a Twilio account.

We recommend you create a separate project within Twilio and install this app using that project.

Note: It is recommended that you have an upgraded Twilio account to fully experience this demo.

For Account SID and Auth Token please click here: https://www.twilio.com/console
Buy a phone number or use an existing one (the application will configure the number for you later)
Create a new Twilio TaskRouter Workspace

The agent UI does not support handling of multiple tasks simultaneously, hence all tasks are routed on the same task channel with capacity of one simultaneous task. For more details please check TaskRouter Multitasking

For creating a new Chat Services or re-using an existing one, click here: https://www.twilio.com/console/chat/services
For Twilio API Key SID and Twilio API Key Secret, click here: https://www.twilio.com/console/dev-tools/api-keys
For Outbound calls enable AGENT CONFERENCE setting, click here: https://www.twilio.com/console/voice/conferences/settings

One Click Install - Heroku

This will install the application and all the dependencies on Heroku (login required) for you. As part of the installation, the Heroku app will walk you through configuration of environment variables. Please click on the following button to deploy the application.

After the installation has completed please open https://<your_application_name>.herokuapp.com/setup and configure the application. The demo overview will be accessible at https://<your_application_name>.herokuapp.com.

Manual Install - On Your Own Server

Fork and clone the repository. Then, install dependencies with

npm install

If you want to load environment variables from a file, install dotenv package to handle local environment variables.

npm install dotenv

In the root directory create a file called '.env', then add the following to top of app.js

require('dotenv').config()

In order to run the demo you will need to set the following environment variables:

TWILIO_ACCOUNT_SID
TWILIO_AUTH_TOKEN
TWILIO_WORKSPACE_SID

For web chat you need to set Twilio Programmable Chat environment variables:

TWILIO_CHAT_SERVICE_SID
TWILIO_API_KEY_SID
TWILIO_API_KEY_SECRET

For video calls you need to set Twilio API Keys:

TWILIO_API_KEY_SID
TWILIO_API_KEY_SECRET

Start the application

npm start

Before you can use the demo please open http://<your_application_name>/setup and configure the application. The demo overview will be accessible at http://<your_application_name>. Please note, if process.env.PORT is not set the applications runs on port 5000.

If you are running the demo locally please remember that Twilio needs a publically-accessible address for webhooks, and the setup process registers these with Twilio. As such, you'll need to run something like ngrok instead of just hitting http://localhost:5000/. As you get new addresses from ngrok you'll need to also rerun the setup process to register the updated address with Twilio.

ngrok Setup

System Wide Install
- Download and install from ngrok
- Install with NPM npm install ngrok -g
- Run ngrok (if PORT is defined in your .env update accordingly)
  
  ./ngrok http 5000
Project Only Install
- Install ngrok package
  
  npm install ngrok --dev
- Add the following to the top of app.js
```
const ngrok = require('ngrok')

const ngrokUrl = async function () {
 	const url = await ngrok.connect((process.env.PORT || 5000))
 	console.log('ngrok url ->', url)
}
 
```
- In app.js call ngrokUrl in app.listen to log the ngrok url on server spin up
  
  ngrokUrl()

Note: On Google Chrome a secure HTTPS connection is required to do phone calls via WebRTC. Use a tunnel that supports HTTPS such as ngrok, which can forward the traffic to your webserver.

Contributions

Contributions are welcome and generally accepted. For not trivial amendments it is a good idea to submit an issue explaining the proposed changes before a PR. This allows the maintainers to give guidance and avoid you doing duplicated work.

Your changes must adhere a common project code style.

# please run this before "git commit"
npm run lint
# try automatic fix
./node_modules/.bin/eslint controllers --fix
./node_modules/.bin/eslint public --fix

To make life easier for other contributors and reviewer please rebase your commit in the same PR

git rebase -i HEAD^^^^^^
# then squash or fixup your shards
# and force push into your fork
git push origin [YOUR BRANCH] -f

License

MIT

mickstevens/twilio-contact-center