Call Flows

Call Flows help you organize different aspects of your phone system by creating separate workspaces for different departments, functions, or business units. Each Call Flow can have its own set of users and call routing logic, making it easier to manage complex phone systems.

Understanding Call Flows

Call Flows serve several key purposes:

• Separate call handling for different departments
• Create distinct routing paths for various functions
• Manage multiple business units independently
• Organize complex phone systems logically

Common Uses

• Sales department routing
• Support team management
• Billing inquiries handling
• Regional office organization
• Department-specific configurations

Creating Call Flows

To create a new Call Flow:

1. Click the + button in the bottom right corner
2. Configure the following settings:

Basic Settings

• Name: Give your Call Flow a descriptive name that reflects its purpose (e.g., "Sales Team" or "Customer Support")
• Users (Optional): Add team members who will be part of this Call Flow
  • Adding users is not required to create a call flow
  • Users can be added or removed later
  • Helps with organization and filtering

User Filtering

Users assigned to call flows can be filtered in the Users tab:

This makes it easy to:

• View users by department or function
• Manage team members within specific call flows
• Organize users based on their roles

Managing Call Flows

Switching Between Call Flows

You can quickly switch between Call Flows by:

1. Clicking the Call Flow name at the top of the workspace
2. Selecting the desired Call Flow from the dropdown menu

Editing Call Flows

To modify an existing Call Flow:

1. Click the Actions button (⋮)
2. Select "Edit"
3. Modify the name or user list as needed
4. Click Save to apply changes

Deleting Call Flows

To remove a Call Flow:

1. Click the Actions button (⋮)
2. Select "Delete"
3. Confirm the deletion

warning

Deleting a Call Flow:

• Is permanent and cannot be undone
• Removes all associated modules and configurations
• Affects all users assigned to that Call Flow Make sure to back up any important configurations before deleting a Call Flow.

Best Practices

1. Naming Conventions

   • Use clear, descriptive names
   • Include department or function
   • Consider adding location for multi-site setups
   • Keep names consistent across your system

2. User Management

   • Add all relevant team members
   • Review user access regularly
   • Remove inactive users promptly
   • Consider role-based access needs

3. Organization Tips

   • Group related functions together
   • Create separate flows for distinct operations
   • Document flow purposes and configurations
   • Maintain a logical structure

4. Workflow Efficiency

   • Start with simple flows
   • Build complexity gradually
   • Test configurations thoroughly
   • Monitor call patterns

Planning Call Flows

Before creating Call Flows, consider:

• Your organizational structure
• Department relationships
• Call routing needs
• User access requirements
• Future scalability

Advanced Tips

Feature	Description	Best For
Multiple Flows	Separate workspaces for different functions	Complex organizations
User Groups	Team-based access control	Department management
Quick Switching	Easy navigation between flows	Multi-department operations
Action Menu	Quick access to edit and delete options	Flow maintenance

note

Remember that Call Flows are the foundation of your phone system organization. Taking time to plan and structure them properly will make your system easier to manage and scale.