Call flow Migration Guide

Call flow Migration Guide

Why move to new Call Flows?

Call flows Version 2 is a significant upgrade to previous Call Flow Versions. 
The key benefits are:
  1. Manage multiple site numbers with one call flow editor. Making it easy to make change across your entire company.
  2. Revisions! Automatically create drafts and changes, move back and forth between versions so you can be confident when making changes
  3. Better UI which is more mobile friendly. 
  4. New and improved nodes:
    1. Call Forwarding: You can now call forward to up to 5 external numbers
    2. Sounds: You can store sounds using our new Sounds Library. This save time and effort
    3. Conditions: Specify customised conditions. Create call flows based on things like the Site Status (Away, Busy, Closed) or the Site Name.
    4. 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.

2. Click the Edit (Pencil) next to the number

3. You will see a "Time to Upgrade Call Flows" pop up.

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.

5. If you'd like to upgrade to V2, click "Select New"

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.

Creating a Call Flow

To Create a call flow, go to "Settings"

Click "Call Flows"

 Click "+"

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.

 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.

One of the biggest changes with Call Flows V2 is how Call nodes work.

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.

Devices Numbers can be shuffled around per site to meet your Call flow objective



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

16. You will be warned that re-ordering devices with effect your call flows.

Simple drag and drop the device to re-order it.


Need more help?

If you are still struggling with migrating your call flows, open a support ticket and we will gladly assist you.

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