Steps to create a call flow #
Create a flow #
Load the flow builder #
Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.
The system will pop up a message box, and you will have to select the third option, 'Incoming Phone Calls'. Now, click on the ‘Select’ button.
Drag and drop elements on the flow builder to add steps
💡 Video guideline on automation flow
Add the ‘Transfer Call’ step #
Please, add the ‘Transfer Call’ step under the ‘Phone’ section.
And configure it as per your requirements.
Save the flow #
After completing the design works, please click on the ‘Save’ button
Publish the flow #
The system will allow you to set a name for the flow and publish the flow.
Connect the flow to a number #
Open the phone numbers section #
Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open, click the ‘Numbers’ button on the top menu.
Edit the phone number #
Please, select your concerned phone number, and open it in ‘Edit’ mode
Connect the flow #
Please, select the ‘Send Inbound Phone Calls To’ dropdown, and the system will provide you with a list containing existing call flows. Please, select the concerned flow.
Save the process #
Now, click on the ‘Save’ button to save the changes
