Setting up an advanced callflow

1. Go to Callflows > Callflows.

2. From the left-hand navigation, click Add Callflow.

3. Select Click to add number and add either a direct dial (DDI) number from the Spare Numbers drop-down menu or add an Extension.¹

4. Optional: Click Callflow to add the callflow name. It is good practice to add the extension number as part of the callflow name to make it easier to find in a search. Check the following boxes as required:

   Hide from Contact list - the callflow name won't show in the contacts. List this callflow in Main Number - check this to enable the callflow to be referenced when setting up incoming call handling.

5. From the Actions menu on the right-hand navigation, drag the first action over and drop it directly onto the Callflow box.

note

Available places to drop are marked with a blue outline. The action immediately appears under the callflow with an arrow showing that it is the next step in the sequence. To quickly find the action you need ,type the first letters in the search bar.

6. Click on the action to edit it as required. For more information about the possible actions in a callflow, see Actions.

7. Continue adding actions, each time you drop them onto the latest step in the callflow.

note

You cannot rearrange the actions in the callflow after they are added. You must first delete and then reorder them by dragging and dropping in the order that you need.

Actions

You can add the action and configure it while you are building the callflow. Following are the most common actions that you might want to apply to your custom callflows.