Step by step guide - Build a call flow

Step 1 - Navigate there and Explore

  1. Go to Flow Builder tab available in the left navigation panel

  2. Explore the canvas, widgets in the widget library, mini map , save/publish button. 

  3. Read more here - OverviewFlow Builder Terminology , Using Flow builder 


Step 2 - Build a call flow

  1. Click on the add button under the Flow start widget and choose IVR widget from the widget library.
    • Click on the IVR widget and use the IVR config panel available on the right hand side.
    • Give your IVR a name and choose the appropriate Menu prompt in the details section.
    • Go to the "User Input" tab in the IVR config panel and select 1,2 and 3 key presses. Add Wait time for user Input.
  2. Select target destination for IVR key press and timeout

    • Click on add icon under IVR option 1 and add Team widget

    • Click on add icon under IVR option 2 and add User widget

    • Click on add icon under IVR option 3 and add External Number widget

    • Click on add icon under Timeout and add End Flow widget

  3. Choose appropriate values for Target destinations
    • Choose Team, user available with your organization and add a desired external number.
  4. Detailed guide on all the available widgets - Widget Library 

Step 3 - Check if your call flow looks similar to this


Step 4 - Change flow name and Save your call flow

  1. Change the name of your flow to “Sample Flow”.Click on the name, edit the name and press the Enter Key to reflect changes

  2. Click on the Save Draft button available on the top right.You would see a floating banner with message “Successfully saved flow”


Step 5 - Publish your flow

Click on the Publish button available on the top right. You would see a floating banner with message “Successfully published flow”


Step 6 - Forward numbers to flow

  1. Go to a number, Forwarding tab. Add a new call forwarding rule. In the “Forward calls to” field choose Flow and appropriate value from the dropdown.

  2. Make a test call and check if flow works as expected.

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Updated:

February 7th, 2023

Author:

Tasleem Rayali

Updated By:

Tasleem Rayali

KB ID:

1761511

Page Views:

1468

Tags:

instructions, call flow

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