This article will show you how to create a new callflow.
We have a range of helpful templates to make this as easy as possible, but you can also customise your design using any of our available callflow features.
Every callflow on your account will have a status. These are ACTIVE, AVAILABLE or DRAFT.
An ACTIVE callflow is currently in use by one or more of your phone numbers.
An AVAILABLE callflow is complete but has not been used by any services yet.
A DRAFT callflow is incomplete and not able to be used yet. Complete your callflow to 100% to change the status to AVAILABLE for use.
We will be using a few terms throughout this article. Here's what they mean:
|Canvas||This is the space in your callflow builder where you will place your widgets and design your callflow.|
A widget is a component of your callflow builder that allows you to add an event or feature to your services. Widgets can do things like:
For a full list of widgets, click here.
|Node||A node is what we call the coloured dots on the top or bottom of each widget. Connecting these nodes to each other is how you build your callflow. Nodes will often have different colours based on their functionality. For example on the Dial widget below:
When you click a widget, the setting or configuration screen of this widget will pop up on the right of your screen. We sometimes refer to this as your modal window. You can change the size, shape and location of your modal window by dragging the blue title base anywhere on your screen, and using the small white lines on the bottom right to increase the size.
In the top right of your callflow builder, you will see a progress bar showing a percentage. This percentage needs to be at 100% to allow this callflow to be used. At any time, you can click into this progress bar to see what is left to complete.
Clicking the message displayed will the highlight the widget that still needs attention:
Creating your callflow
Navigate to your Callflows page and click Create Callflow.
You can choose from a range of our helpful templates or choose Create Blank to start from scratch. Our best recommendations are:
- If configuring for a Jet Phone extension, use Direct with Voicemail.
- If configuring for a Cloud Mobile extension, use Direct to Extension with Voicemail and SMS.
- If diverting to an external number, ie: a number not with Jet Interactive, use Direct to External.
(Click External as your answering point option in your Dial widget)
Now use your progress bar to complete the information required.
This could mean uploading an audio file, choosing an answering point, or entering an email address. The progress bar will tell you what is needed in each widget - remember to click the messages to highlight the widget they refer to!
When your callflow information is complete, your progress bar will be at 100% and the Available button will be enabled. Click Available to save this callflow.
You can now use your callflow to activate an available number or change any existing phone numbers to this new setup.
Method 1: Choose Reassign on the Callflows page to move all phone numbers associated with a particular callflow to a different callflow.
Method 2: Select one or many specific numbers from your Phone Numbers page and choose Change Callflow. This will only update the numbers you have chosen.