Creating a new routing flow

This procedure describes how to create a new routing flow.

Note: You must have the Routing Flows: Modify privilege and access to the Flow Editor to create a routing flow.

To create a new routing flow:

Procedure #

1. Log in to the Contact Admin Portal using the appropriate username and password.
2. Click either Call Handling > Call Flows or Email > Email Flows on the menu bar. A list of the call flows or email flows that are already available for use is displayed.
3. Click Add.
   The New Call Flow or New Email Flow page is displayed.
4. (Mandatory.) Enter the name of the new call/email flow (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
5. Enter a brief description of the call/email flow (up to 250 characters). Any unicode characters are allowed, including whitespace and accented letters.
6. Click Add.
   A Call flow has not been defined or Email flow has not been defined message is displayed on the call/email flow details page.
7. Click

The Flow Editor opens with the name of your new call/email flow displayed on the routing flow background.
Figure 1. The routing flow background