Task and state editor overview

The Architect task and state editors are the design areas where flow authors place and connect actions to make up a sequence. These editors provide a pallet of action categories and options to create complex IVR operations. Here, you can add, edit, and delete actions. You can also preview the task sequence from the flow’s main page.

As you build your sequence, use the Toolbox to select the action category you want to add. When you drag an action category from the Toolbox into the editor, configuration options for the action appear to the right of the editor. 

Most action types in the editors branch to other actions, depending on your selection, and merge back to ultimately complete the sequence. Some actions have outputs, for which the path to follow is determined at runtime. A task or state must have a terminating action; for example, a Success in a Decision action or Disconnect action to end the sequence.

View the following sections to learn about additional features in the task and state editors.

Depending on the task or state, your design flow may combine several actions and outputs. The Architect editor provides a variety of visual indicators to assist you as you build the sequence.

  • An action bordered by a dashed line indicates the action currently selected and available for editing.
  • An action that is unreachable within the sequence appears unavailable. 
  • An action heading highlighted in red indicates a validation error that will prevent Architect from publishing the flow.
  • An action heading highlighted in yellow indicates a warning. Architect can still publish the flow, but you may want to review the warning and assess whether or not you want to modify the action.
  • As you drag a new action or move an existing action to a location in the sequence, when a connector changes from a solid line to a blue highlighted line, the action can be released and placed within the sequence.

When you search for an object within a flow and then click a search result, Architect opens the task or state that contains it and flashes to highlight the action. This feature is helpful for users who want to locate a specific object in a lengthy task or state. Additionally, double-click an action’s title bar to highlight the action in the task or state editor.

Use the Switch Task or Switch State button to access a list of tasks or states in the current flow. Click a task or state to go to it.

For more information on working in the task and state editors, including deleting actions within the sequence, reordering actions, or changing the view, see the Suggested content.