WorkflowsFlow designer

Create a flow

Create a flow

1

Select Agents from the left-hand sidebar and select the agent you want to create a flow for.

2

Select Prompt from the navigation sidebar.

3

Switch the Flow Designer toggle (next to the Prompt heading) on.

Build a flow

You can add steps and branches to your flow. Branches help your agents make a choice (like an if/else statement). Steps are actions the agent will take.

Click Add to add a step or a branch.

  • Add a branch. To add a branch, select Branch. Enter a name for your branch (only visible to you) and describe when the agent should follow it.
  • Add a step. To add a step, select Step. Enter a name for your step (only visible to you) and enter a prompt describing what the agent should do. You can reference variables, custom actions and action results in your prompt.
  • Add actions and custom actions. To add an action or a custom action to your flow, click Add Action. From there, you can choose between a Real-Time Booking action, a Call Transfer action or one of your custom actions. You can then reference the action in your step prompt by typing # and selecting the action from the dropdown menu.