Create an outbound flow


Prerequisites

The following permissions:

  • Architect > Flow > Add
  • Architect > Flow > Edit
  • Architect > FlowView
  • Routing > Wrapup Code > View 
  • Outbound > Contact List > View 

Create an outbound flow to associate with outbound dialing campaigns, which contact a list of people according to rules and place calls based on information read from a contact list. When you create an outbound flow in Architect, you must include an existing contact list and a default wrap-up code. However, you can edit these default selections in the Settings area of the flow’s Outbound Flow page.

Note: For first-time flow creation, Architect selects the default language set for your organization. In the Create Flow dialog box, when you select a default language that differs from the organization’s default language, Architect applies the alternate language only to the new flow.

Create an outbound flow

  1. From the Architect home page, click or hover over the Flows menu and select Outbound Calls.
  2. Click  Add. The Create Flow dialog box opens.
  3. In the Name field, type a unique name for the outbound flow.
  4. In the Description field, optionally add a short sentence or phrase to describe this flow.
  5. If this is your first flow, or to change the default language, click the arrow at the end of the Default Language list and select one of Architect's supported languages.
    Note: To use a default language not supported by Architect's supported languages, add it in the flow's Settings area under Supported Languages.
  6. Click the Divisions list and select the division in which to place the flow.
  7. Click Contact List and choose a contact list to associate with the outbound flow.
  8. Click Default Wrapup Codeand choose a wrap-up code to associate with the outbound flow.
  9. Click Create Flow. The flow's configuration page opens.

Now, you can design the flow and configure outbound settings. For more information on outbound flows and outbound dialing, including contact lists and wrap-up codes, see About outbound dialing.