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 to build flow

Drag and drop elements on the flow builder to add steps

Video guideline on automation flow

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 your concerned flow.

Save the process

Now, click on the ‘Save’ button to save the changes