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Flow

Settings-Flow

       1. Login to your admin account

       2. Click "Settings" from the left side menu

       3. Click “Flow” to access the flow's details.

Flow Management​

Flow - Listing Screen

1. Flow List View Screen Elements​

             a. Column Information

ColumnDescription
NameFlow identifier
TypeVoice/Message/CSAT
ActionsEdit and options menu

             b. Available Actions

                         i. Pencil Icon: Edit flow configuration

                         ii. Three Dots Menu:

                                     1. Duplicate: Create copy of flow

                                     2. Delete: Remove flow

2. Top Bar Features​

             a. Search bar: Filter flows

             b. "+Add" button: Create new flow

3. Navigation​

             a. Adjustable rows per page

             b. Pagination controls

             c. Total records counter

Important Notes:

  • Different flows support different channels

  • Test flows before deployment

  • Backup important flows using duplicate

  • Verify dependencies before deleting

Add New Flow Guide​

Flow - Add Popup

1. Basic Information​

FieldDescriptionRequired
Name*Flow identifierYes
Type*Flow categoryYes

2. Text to Speak Settings​

             a. Language Settings

                         i. Select Language: Choose primary language

                         i. Voice ID: Select voice type

                         iii. Background: Add background audio (optional)

3. Speech to Text Configuration​

             a. Provider Settings

                         i. Choose Provider: Select service provider

                         ii. Language: Set primary language

                         iii. Alternative Languages: Add additional languages

4. Smart Agent Configuration​

             a. AI Settings

                         i. Provider: Select AI provider

                         ii. Model: Choose AI model

             b. Analyst Agent

                         i. Select analysis agent

5. Action Buttons​

             a. CANCEL: Exit without saving

             b. ADD: Create new flow

6. Flow Types​

             a. Voice

             b. Message

             c. CSAT

Important Notes:

  • Fields marked with * are mandatory

  • Configure text-to-speak for voice flows

  • Set up speech-to-text for voice recognition

  • Smart agent settings affect AI interactions

Flow Playground Start Guide​

Flow - Playground

1. Basic Navigation​

             a. Access Flow Editor

                         i. Click on flow name from Flow Management screen

                         ii. Displays flow builder interface

             b. Top Bar Controls

                         i. SAVE: Store flow changes

                         ii. RESET: Clear current changes

                         iii. TEST CALL: Test flow functionality

                         iv. Three dots menu for additional options

2. Left Sidebar Nodes​

Node TypePurpose
CONTACTContact management actions
CALLCall handling operations
MESSAGEMessaging functions
CONDITIONFlow control and logic
LISTENVoice input processing
TRANSFERCall transfer operations
NLPNatural language processing
CONVERTData conversion tools
VARIABLESVariable management

Flow - Playground - Smart Agent

3. Building a Flow​

             a. Drag nodes from left sidebar

             b. Drop onto canvas

             c. Connect nodes to create logic flow

             d. Configure each node's settings

4. Basic Flow Elements​

             a. Start node (beginning point)

             b. Processing nodes (middle steps)

             c. End nodes (termination points)

             d. Connection lines between nodes

Important Tips:

  • Save frequently while building

  • Test flow before deployment

  • Use conditions for logic branches

  • Verify all connections

  • Test with different scenarios

Getting Started:

  • Start with basic flow structure

  • Add essential nodes first

  • Test each section as you build

  • Add complex logic gradually