Why move to new Call Flows?
Call flows Version 2 is a significant upgrade to previous Call Flow Versions.
The key benefits are:
- Manage multiple site numbers with one call flow editor. Making it easy to make change across your entire company.
- Revisions! Automatically create drafts and changes, move back and forth between versions so you can be confident when making changes
- Better UI which is more mobile friendly.
- New and improved nodes:
- Call Forwarding: You can now call forward to up to 5 external numbers
- Sounds: You can store sounds using our new Sounds Library. This save time and effort
- Conditions: Specify customised conditions. Create call flows based on things like the Site Status (Away, Busy, Closed) or the Site Name.
- Time Routing: New and improved. You can now add multiple conditions to one Node. For example, Monday Friday 9am-5pm and Saturday to Sunday 10am-3pm.
Which version of call flow am I using?
1. You'll know if you're on V1 of Call if you can see a notice next to one of your site Numbers.
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2. Click the Edit (Pencil) next to the number
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3. You will see a "Time to Upgrade Call Flows" pop up.
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4. If you'd like to View and Edit your current flow, you are still able to for a short period of time. You should upgrade to V2 as soon as possible.
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5. If you'd like to upgrade to V2, click "Select New"
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6. Now you can select the Call Flow that you'd like to migrate too. If you don't have any Call Flows yet, you will need to create one.
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Creating a Call Flow
To Create a call flow, go to "Settings"
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The easiest way to get started is to set the description of your call flow, which and use Voicee AI to generate the call flow.
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If you'd prefer to do this manually, you can hide the Side bar to get more visibility. Click the Menu Icon in the top left corner.
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One of the biggest changes with Call Flows V2 is how Call nodes work.
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When using Ring Device or Auto Q, you will not longer be selecting Specific Devices in a site, instead you would assign the Device Number from 1-10.
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Devices Numbers can be shuffled around per site to meet your Call flow objective
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The device number is visible on all Devices onder a site. You can change the order of your devices by clicking on the Arrows button
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16. You will be warned that re-ordering devices with effect your call flows.
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Simple drag and drop the device to re-order it.
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Need more help?
If you are still struggling with migrating your call flows, open a support ticket and we will gladly assist you.