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OMNI CHANNEL ROUTING BOTS
USING TASK ROUTER FOR OMNI-CHANNEL CONTACT CENTER WITH BOT QUALIFICATION
Task Router is the beating heart of
a contact center, made available
in the cloud as an API 

for developers.


Tasks are defined in JSON with a
set of customizable attributes
such as skills required, skill level
required and priority.
{
”task-type”: ”Voice”,
“task-skills-required”: “sales”,
“recent-problems”: “false”,
}
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5
TASK
VOICESMS CHATCRM
A task can be a phone call,
SMS, support ticket, lead or
machine data.
Everything can be queued,
routed and assigned 

through the same unified
business logic.
A task can be a phone call,
SMS, support ticket, lead or
machine data.
Everything can be queued,
routed and assigned 

through the same unified
business logic.
VOICESMS CHATCRM
WORKFLOW
ESCALATIONSUPPORTSALES
WORKFLOW
The Workflow is the brain 

of TaskRouter.
The Workflow inspects 

the task to understand 

how to route it, based on
Task attributes assigned 

at creation.
WORKFLOW
ESCALATIONSUPPORTSALES
WORKFLOW
{
"task_routing":{
"filters":[
{
"friendly_name":"Sales Enquiries",
"expression":"task-skill-required == 'sales'",
"targets":[
{
"queue":"Sales QueueSid",
"timeout":"15"
},
{
"queue":"Escalation QueueSid"
"priority":"1",
}
]
},
{
"friendly_name":"Support Enquiries",
"expression":"task-skill-required == 'support'",
"targets":[
{
"queue":"Support QueueSid",
"timeout":"15"
},
{
"queue":"Escalation QueueSid"
"priority":"1",
}
]
}
],
"default_filter":{
"queue":"Sales QueueSid"
}
WORKFLOW
ESCALATIONSUPPORTSALES
WORKFLOW
Dynamic Worker Expressions
"targets":[
{
"queue":"WQbbb",
"priority":"10",
"timeout": 300,
"expression":"task.requested_agent==worker.agent_name"
},
{
"queue":"WQccc"
}
]
"targets":[
{
"queue":"WQbbb",
"priority":"10",
"timeout": 300,
"expression":"task.required_language IN worker.spoken_languages"
},
{
"queue":"WQccc"
}
]
WORKFLOW
SUPPORT
TargetWorkers='
(skill HAS "support")'
1TargetWorkers='
(skill HAS "sales")'
1
SALES
WORKFLOW
Predefined Attributes
"filter_friendly_name": "MyFilterName",
"expression": "(taskrouter.dayOfWeek IN ['Mon','Tue','Thu']
AND taskrouter.currentTime > 800
AND taskrouter.currentTime < 1730)
OR
(taskrouter.dayOfWeek IN ['Wed','Fri']
AND taskrouter.currentTime > 900
AND taskrouter.currentTime < 1830)
OR
(taskrouter.dayOfWeek = 'Sat'
AND taskrouter.currentTime > 1100
AND taskrouter.currentTime < 1530)"
TargetWorkers='
(skill HAS "support")
OR (skill HAS "sales")'
ESCALATION
WORKFLOW
ESCALATIONSUPPORTSALES
WORKFLOW
Workflow Objects don’t just
route and forget, but monitor
tasks as they’re in the queue.
If a task exceeds a defined
timeout period without 

being handled, the Workflow
can define how to escalate
the task.
TargetWorkers='
(skill HAS "support")
OR (skill HAS "sales")'
ESCALATIONSUPPORT
TargetWorkers='
(skill HAS "support")'
1TargetWorkers='
(skill HAS "sales")'
1
SALES
21345
Workflow Objects don’t just
route and forget, but monitor
tasks as they’re in the queue.
If a task exceeds a defined
timeout period without 

being handled, the Workflow
can define how to escalate 

the task.
TargetWorkers='
(skill HAS "support")
OR (skill HAS "sales")'
ESCALATIONSUPPORT
TargetWorkers='
(skill HAS "support")'
1TargetWorkers='
(skill HAS "sales")'
1
SALES
Workers are dynamically
matched to queues based on
the skills they have and the
skills each queue needs to
handle those task types.
Once a worker is available,
the highest priority, longest
waiting task will be and
allocated to the worker.
Allocation can be done over
WebSocket or Webhook.
{
"skill":"support",
}
{
"skill":"sales",
}
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{
"skill":"support",
}
{
"skill":"sales",
}
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Workers are dynamically
matched to queues based on
the skills they have and the
skills each queue needs to
handle those task types.
Once a worker is available,
the highest priority, longest
waiting task will be allocated
to the worker.
Allocation can be done over
WebSocket or Webhook.
{
"skill":"support",
}
{
"skill":"sales",
}
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3
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{
"skill":"support",
}
{
"skill":"sales",
}
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3
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3
TaskRouter provides
comprehensive statistics by
agent, queue or workspace.
Everything needed to build
complete historical reporting
packages as well as real-time
dashboards.
DEMO
ARCHITECTURE
HIGH LEVEL ARCHITECTURE
AL COOK | @CALOZPOM
{
"skill":"suppor
}
{
"skill":"support",
}
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3
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3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
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{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
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{
"skill":"suppor
}
{
"skill":"support",
}
1
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3
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TWILIO
MY APP SERVER
MEYA.AI
TASK
CREATED
AS
UNIQUE
RECORD
HIGH LEVEL ARCHITECTURE
AL COOK | @CALOZPOM
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
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2
3
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3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
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{
"skill":"suppor
}
{
"skill":"support",
}
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TWILIO
MY APP SERVER
MEYA.AI
CONVERS
ATION
FLOWS
BACK
AND
FORTH
FIREBASE
PROVIDES
CONVERSA
TION
RECORD
HIGH LEVEL ARCHITECTURE
AL COOK | @CALOZPOM
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
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TWILIO
MY APP SERVER
MEYA.AI
TASK
UPDATED
BOT
QUALIFIES
HIGH LEVEL ARCHITECTURE
AL COOK | @CALOZPOM
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
2
3
{
"skill":"suppor
}
{
"skill":"support",
}
1
2
3
1
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3
TWILIO
MY APP SERVER
MEYA.AI
MESSAGE IN TO ME:
1-855-22-BOT-11
(1-855-222-6811)
FACEBOOK.COM/BRITISHEXPORTS
MEYA.AI
ANY QUESTIONS?
AL COOK | @CALOZPOM
AL@TWILIO.COM @CALOZPOM

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Twilio Signal 2016 Omni-channel Routing Bots

  • 1. a OMNI CHANNEL ROUTING BOTS USING TASK ROUTER FOR OMNI-CHANNEL CONTACT CENTER WITH BOT QUALIFICATION
  • 2. Task Router is the beating heart of a contact center, made available in the cloud as an API 
 for developers. 
 Tasks are defined in JSON with a set of customizable attributes such as skills required, skill level required and priority. { ”task-type”: ”Voice”, “task-skills-required”: “sales”, “recent-problems”: “false”, } 1 2 3 4 5 TASK
  • 3. VOICESMS CHATCRM A task can be a phone call, SMS, support ticket, lead or machine data. Everything can be queued, routed and assigned 
 through the same unified business logic.
  • 4. A task can be a phone call, SMS, support ticket, lead or machine data. Everything can be queued, routed and assigned 
 through the same unified business logic. VOICESMS CHATCRM
  • 5. WORKFLOW ESCALATIONSUPPORTSALES WORKFLOW The Workflow is the brain 
 of TaskRouter. The Workflow inspects 
 the task to understand 
 how to route it, based on Task attributes assigned 
 at creation.
  • 6. WORKFLOW ESCALATIONSUPPORTSALES WORKFLOW { "task_routing":{ "filters":[ { "friendly_name":"Sales Enquiries", "expression":"task-skill-required == 'sales'", "targets":[ { "queue":"Sales QueueSid", "timeout":"15" }, { "queue":"Escalation QueueSid" "priority":"1", } ] }, { "friendly_name":"Support Enquiries", "expression":"task-skill-required == 'support'", "targets":[ { "queue":"Support QueueSid", "timeout":"15" }, { "queue":"Escalation QueueSid" "priority":"1", } ] } ], "default_filter":{ "queue":"Sales QueueSid" }
  • 7. WORKFLOW ESCALATIONSUPPORTSALES WORKFLOW Dynamic Worker Expressions "targets":[ { "queue":"WQbbb", "priority":"10", "timeout": 300, "expression":"task.requested_agent==worker.agent_name" }, { "queue":"WQccc" } ] "targets":[ { "queue":"WQbbb", "priority":"10", "timeout": 300, "expression":"task.required_language IN worker.spoken_languages" }, { "queue":"WQccc" } ]
  • 8. WORKFLOW SUPPORT TargetWorkers=' (skill HAS "support")' 1TargetWorkers=' (skill HAS "sales")' 1 SALES WORKFLOW Predefined Attributes "filter_friendly_name": "MyFilterName", "expression": "(taskrouter.dayOfWeek IN ['Mon','Tue','Thu'] AND taskrouter.currentTime > 800 AND taskrouter.currentTime < 1730) OR (taskrouter.dayOfWeek IN ['Wed','Fri'] AND taskrouter.currentTime > 900 AND taskrouter.currentTime < 1830) OR (taskrouter.dayOfWeek = 'Sat' AND taskrouter.currentTime > 1100 AND taskrouter.currentTime < 1530)" TargetWorkers=' (skill HAS "support") OR (skill HAS "sales")' ESCALATION
  • 9. WORKFLOW ESCALATIONSUPPORTSALES WORKFLOW Workflow Objects don’t just route and forget, but monitor tasks as they’re in the queue. If a task exceeds a defined timeout period without 
 being handled, the Workflow can define how to escalate the task.
  • 10. TargetWorkers=' (skill HAS "support") OR (skill HAS "sales")' ESCALATIONSUPPORT TargetWorkers=' (skill HAS "support")' 1TargetWorkers=' (skill HAS "sales")' 1 SALES 21345 Workflow Objects don’t just route and forget, but monitor tasks as they’re in the queue. If a task exceeds a defined timeout period without 
 being handled, the Workflow can define how to escalate 
 the task.
  • 11. TargetWorkers=' (skill HAS "support") OR (skill HAS "sales")' ESCALATIONSUPPORT TargetWorkers=' (skill HAS "support")' 1TargetWorkers=' (skill HAS "sales")' 1 SALES Workers are dynamically matched to queues based on the skills they have and the skills each queue needs to handle those task types. Once a worker is available, the highest priority, longest waiting task will be and allocated to the worker. Allocation can be done over WebSocket or Webhook.
  • 12. { "skill":"support", } { "skill":"sales", } 1 2 3 1 2 3 { "skill":"support", } { "skill":"sales", } 1 2 3 1 2 3 Workers are dynamically matched to queues based on the skills they have and the skills each queue needs to handle those task types. Once a worker is available, the highest priority, longest waiting task will be allocated to the worker. Allocation can be done over WebSocket or Webhook.
  • 13. { "skill":"support", } { "skill":"sales", } 1 2 3 1 2 3 { "skill":"support", } { "skill":"sales", } 1 2 3 1 2 3 TaskRouter provides comprehensive statistics by agent, queue or workspace. Everything needed to build complete historical reporting packages as well as real-time dashboards.
  • 14. DEMO
  • 16. HIGH LEVEL ARCHITECTURE AL COOK | @CALOZPOM { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 TWILIO MY APP SERVER MEYA.AI TASK CREATED AS UNIQUE RECORD
  • 17. HIGH LEVEL ARCHITECTURE AL COOK | @CALOZPOM { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 TWILIO MY APP SERVER MEYA.AI CONVERS ATION FLOWS BACK AND FORTH FIREBASE PROVIDES CONVERSA TION RECORD
  • 18. HIGH LEVEL ARCHITECTURE AL COOK | @CALOZPOM { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 TWILIO MY APP SERVER MEYA.AI TASK UPDATED BOT QUALIFIES
  • 19. HIGH LEVEL ARCHITECTURE AL COOK | @CALOZPOM { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 { "skill":"suppor } { "skill":"support", } 1 2 3 1 2 3 TWILIO MY APP SERVER MEYA.AI
  • 20. MESSAGE IN TO ME: 1-855-22-BOT-11 (1-855-222-6811) FACEBOOK.COM/BRITISHEXPORTS
  • 23. AL COOK | @CALOZPOM AL@TWILIO.COM @CALOZPOM