Add a Menu action to a task

You can add a Jump to Menu or a Previous menu to a task. Use the Jump to Menu menu action to give callers the option of transferring immediately to a designated menu. Use the Previous menu action to give callers the option of transferring to the previous menu.

Depending on which Menu action you want to add, click to expand the following sections. Click again to close them.

  1. From the Architect home page, click or hover over the Flows menu and select the desired flow type.
  2. Create a new flow or select an existing one. The flow’s configuration page opens.
  3. Select the task and click Click to open. The task editor opens.
  4. From the Toolbox, expand the Menu category and drag the Jump to Menu action to the desired location in the task sequence.
  5. In the Jump to Menu action design area, in the Name field type a meaningful name for the action. This name becomes the name of the Jump to Menu action in the task editor.
  6. Click the arrow at the end of the Menu drop-down list and choose any menu defined for the current call flow to which to transfer the call.
  7. Continue building the task per your call flow design.

  1. From the Architect home page, click or hover over the Flows menu and select the desired flow type.
  2. Create a new flow or select an existing one. The flow’s configuration page opens.
  3. Select the task and click Click to open. The task editor opens.
  4. From the Toolbox, expand the Menu category and drag the Previous Menu action to the desired location in the task sequence.
  5. In the Previous Menu action design area, in the Name field type a meaningful name for the action. This name becomes the name of the Previous Menu action in the task editor.
  6. Continue building the task per your call flow design.