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Configuration

The Agent Workspace is configured in the Flex configuration (the ui_attributes of your Flex account), under custom_data. Each feature has a block under custom_data.features and is off unless that block says enabled: true.

Features and their settings​

FeatureConfig blockOn in a standard installationDetails
Customer CRM, cases and tasks, insights, screen recordingscreen_recordingYesCustomer CRM, Screen recording
Real-time translationconversation_translationYesTranslation
AI composeai_composeYesAI compose
Dictationspeech_to_textYesDictation
Business calendarbusiness_calendarNoBusiness calendar

The CRM, interactions, cases, tasks and screen recording are one feature in the plugin (screen_recording): turning it off removes all of them.

A minimal block looks like this:

{
"custom_data": {
"features": {
"screen_recording": {
"enabled": true,
"api_url": "https://floorwalker.example.com"
},
"conversation_translation": { "enabled": true },
"ai_compose": { "enabled": true },
"speech_to_text": { "enabled": true },
"business_calendar": { "enabled": true }
}
}
}

Connecting to the Floor Walker service​

custom_data.features.screen_recording.api_url holds the address of your Floor Walker service. It is set during installation; translation, AI compose and dictation use it too unless they have their own api_url. Don't change it unless we ask you to.

Every request carries the user's Flex session, which Floor Walker checks with Twilio. Users don't sign in separately.

Changing the configuration​

The Flex configuration is set during installation. To change a setting later, ask us, or change it yourself with Twilio's Flex Configuration API (the ui_attributes of your Flex account). Users get the change when they reload Flex.

If you change settings yourself, tell us, so that the next Floor Walker update keeps your values.

Per-agent overrides​

A worker attribute config_overrides with the same shape as custom_data is merged over the Flex configuration for that agent. Use it to try a feature on a few agents first:

{
"config_overrides": {
"features": {
"business_calendar": { "enabled": true }
}
}
}

Other worker attributes the Agent Workspace reads:

AttributeUsed for
languageInterface language, for example he-IL. See Languages and right-to-left.
translation_known_languagesLanguages the agent reads; set from the Translation settings drawer.
stt_glossaryExtra dictation vocabulary for the agent.

Settings kept outside the Flex configuration​

Some settings are changed in Floor Walker's own screens and apply straight away, without touching the Flex configuration:

SettingWhere to change it
Which tasks are screen-recordedRecordings, Settings
Contact-center translation languagesTranslation settings drawer (admins)
Custom fields and prompt templatesCRM, Settings
Business calendarsCalendars

Roles​

The plugin uses the Flex roles of the signed-in user:

RoleGets
Any userCustomer panel, cases and tasks, translation, AI compose, dictation, recording controls
supervisorCalendars
adminCalendars, CRM page, CRM Settings, Recordings page and its settings, contact-center translation languages

The supervisor console, wallboard, dialer and reports have their own role rules; see their sections.