The Advanced Call Flow builder allows you to create complex routing configurations quickly and easily using our drag-and-drop interface. We also have a number of walkthrough and best practice guides to help in setting up your advanced call flows.
Contents
- Getting Started
- Understanding the Advanced Call Flow builder interface
- Sharing routing across multiple tracking numbers
- Importing and Exporting call flows and call flow templates
- Walkthroughs and best practice guides
Getting Started
To start building or updating an advanced call flow, please follow the below steps:
- Click on Numbers in the sidebar.
- Click on the number name to access the routing.
- Select Advanced Call Flow in the number details pane.
Understanding the Advanced Call Flow builder interface
If you are starting to build new a call flow from scratch, the Advanced Call Flow builder starts with two mandatory, default call flow actions on the canvas: call start () and call hangup (
).
If you are editing an existing call flow, the call flow for your tracking number will be shown on the canvas.
The grey line between the actions indicates the direction of flow of an incoming call.
Call flow actions
Available call flow "actions" for configuration are shown in the top right hand corner of the canvas.
| Action | Action Name | Description |
| Transfer | Transfer incoming calls to an answer point. | |
| Voicemail | Allow the caller to leave a voicemail and configure missed call alerts to be sent to relevant parties by email and/or SMS. | |
| Time Routing | Filter calls to the next action by time of day, day of the week, specific dates or recurring date ranges. | |
| IVR/Menu | Offer callers an IVR menu with a number of options to route them through to the right department for their needs. | |
| Tag |
Assign a smart tag to calls that pass this action in the call flow. Please note: This is not required for IVR menus, as they tag automatically based on the selections. |
|
| Round Robin | Evenly distribute calls between multiple answer points. | |
| Play | Play a recording or message using MP3 or text to speech (TTS) to the caller. | |
| Location Routing (Australia only) |
Transfer callers to the right location based on the caller's exchange (landlines) and/or mobile location (mobile calls to 13, 1300 or 1800 services only). |
Sharing routing across multiple numbers
You can link the routing of the currently selected tracking number with another tracking number by clicking the Multiple DID Configuration icon from the menu.
Select the number whose routing you wish to apply to this tracking number from the list:
Click Re-route.
Import and export call flows and flow templates
You can use the Import Flow and Export Flow options to back up a call flow, copy a call flow between accounts, or use the base of the flow as template. The export is done in JSON format.
Export call flow
- Click the Export Flow icon from the menu
- Select which type of export you would like:
Export Template: this option strips answer points, email addresses and any custom settings, leaving only the call flow as a skeleton. This is useful if you want to use it as a template for multiple clients with different routing.
Export Full Routing: this option retains answer points, email addresses and settings. This is useful for performing a full backup or copying a call flow across numbers in multiple accounts.
- The JSON file will download
Import call flow
Import call flow allows you to import a previously exported call flow or call flow template.
- Click the Import Flow icon from the menu
- Click Import Flow File to select the JSON flow file from your system or drag and drop it into the box.
- Click Import and confirm that the current call flow will be replaced by the imported call flow
Walkthrough and best practice guides
We have a number of walkthrough and best practice guides on how to set up advanced call flow which are tailored to specific call flow actions: