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Horizon Contact Admin Help
Release Notes
Horizon Contact Admin Help

Administrator Portal and Setup

  • Quick Setup Guide
  • Setup Guides and Templates
  • Privileges summary
  • Administrator Portal Overview
  • Full Setup Guide
    • Setup 1: Setting up agents
    • Setup 2: Preparing assets
    • Setup 3: Assigning user groups
    • Setup 4: Creating queues
    • Setup 5: Multiple groups
    • Setup 6: Queue Numbers
    • Setup 7: Adding audio files
    • Setup 8: Customising queue recordings
    • Setup 9: Customising agent recordings
    • Setup 10: Queue KPIs
    • Setup 11: Advanced setup
    • Setup 12: Queue Announcements
    • Setup 13: Callback setup
    • Setup 14: Customising time ranges
  • Administrator Information
    • What I can see on my screen after I log in
    • Change password
    • Change Language
    • Searching a list
    • Searching a dropdown list of items

Staff Management

  • Status data report
  • Users
    • Call Recording
    • Resetting user passwords
    • Modifying an existing user account
    • Configuring recording for a user account
    • Chat recording
    • Viewing agent contact details
    • Setting the IVR PIN
    • Viewing agent capability
  • Groups
    • User groups
    • Creating and adding a user group
    • Editing or deleting a user group
    • Copying a user group
  • Roles
    • Roles, privileges and profiles
    • Best practice when creating different versions of a role
    • Managing roles
    • Assigning and Customising Roles and Privileges
  • Break Reasons
    • Managing break reasons
    • Break reasons overview
  • Holiday Lists
    • Create a holiday list
    • Manage Holiday Lists
  • Time Ranges
    • Managing time ranges
    • Creating and adding a time range
    • Defining rules for a relative time range
    • Defining rules for an absolute time range
    • Editing or deleting a time range
    • Copying a time range
  • External Destinations
    • Managing external destinations
    • External destinations

Calls Management

  • Simultaneous ringing overview
  • Scheduling a call
  • Direct calls overview
  • Call data reports
  • Call Flows
    • Call routing flows
    • Modify user-configurable parameters for call flows
    • Call Flow Tutorial
    • Setting up an auto attendant for BC/DR Treatments
    • Call Flow Templates
      • Call Flow Tips and Tricks
      • Call Flow Templates
      • Call Flow Template 1
      • Call Flow Template 2
      • Call Flow Template 3
      • Call Flow Template 4
  • Service Numbers
    • Managing service numbers
    • Update a service numbers call flow or user-configurable parameters
    • Update an existing service number
  • Campaigns
    • Viewing campaign progress
    • Importing lists of campaign numbers
    • Create an outbound campaign
    • Managing outbound campaigns
    • Managing campaign numbers
    • How do campaigns work?
  • Queues
    • Call queue introduction
    • Create a call queue
    • Managing call queues
    • Assigning agent groups to a call queue
    • Configuring agent outbound dialling
    • Configuring wrapup settings
    • Adding queue audio
    • Managing in-queue audio
    • Defining when in-queue announcements are played
    • Configuring opt in/out options for caller recording
    • Customising agent call recording buttons
    • Configuring call recording for queues
    • Defining call-queue KPIs
    • Configuring advanced settings for a call queue
    • Configuring callbacks for a queue
    • Configuring callback slots for a queue
  • Playbooks
    • Managing play books
  • Audio Files
    • Managing audio files
    • System audio files
    • Adding audio announcements
    • Text-to-speech overview
    • Uploading Audio Files
    • Generate text-to-speech audio
  • Area Codes
    • Create an area-code group
    • Managing an area-code group
    • Importing and exporting area-code numbers
  • Number Lists
    • Managing number lists
    • Importing number lists
  • Global Variables
    • Managing global variables
  • Surveys
    • Managing after-call surveys
    • How after-call surveys are handled
    • Configuring survey parameters
  • Call Slots
    • Managing call slots
    • Callback slot announcements
    • What are call slots?
    • What are callbacks?

Flow Management

  • Introduction to Routing Flows and the Flow Editor
  • Benefits of Routing flows
  • Managing Routing Flows
    • Introduction to Node types
    • Node Parameter Values
    • Create and publish a new routing flow
    • Making nodes available from the Node Type library
    • Configuring nodes in a routing flow
    • Configuring variables in a routing flow
    • Adding user-configurable values
    • User-configurable parameter options
    • Additional flow editor functionality
    • Managing existing routing flows
    • Importing or Exporting a routing flow
    • Routing Flow Templates
  • Standard Node Types
    • Call delivery and routing node types
    • Caller interaction node types
    • Branching node types
    • Outdial node types
    • Queue node types
    • Email node types
    • Work-item node types
    • Company configuration node types
    • External destination node types
    • HTTP node types
    • Integrated PBX node types
    • Webchat node types
    • Miscellaneous node types

Webchat Management

  • Webchat overview
  • How the web-client interface works
  • Managing Webchat services
  • Webchat data reports
  • Classifying a webchat
  • Webchat Queues
    • Configuring advanced settings for a chat queue
    • Creating and managing a webchat queue
    • Defining chat-queue KPIs
    • Defining when in-queue announcements are displayed
    • Webchat queues overview
    • Assigning agent assets to a webchat queue
  • Webchat Flows
    • Managing Webchat flows
    • Modify user-configurable parameters for Webchat flows
    • Webchat flow templates
      • Chat flow templates
      • Chat Flow Template 1
      • Chat Flow Template 2
      • Chat Flow Template 3
      • Chat Flow Template 4

Email Management

  • Email overview
  • Email data reports
  • Supporting a shared email address
  • Settings required for adhoc outbound email
  • Classifying an email
  • Email Servers
    • Email Server recommended settings
    • Email Server Setup Guide
    • Viewing the default system email server
    • Viewing the email servers’ status
    • How email servers and authentication work
    • Managing email servers
    • Email Server Setup Guide
      • Email 1: Setting up users for email
      • Email 2: Setting up groups for email
      • Email 3: Creating text blocks for email
      • Email 4: Preparing assets for email
      • Email 5: Creating email classifications
      • Email 6: Creating email queues
      • Email 8: Email server settings
      • Email 7: Email Flow Templates
  • Email Flows
    • Managing email flows
    • Modify user-configurable parameters for email flows
    • Email Flow Templates
      • Email Flow Template 1
      • Email Flow Template 2
      • Email Flow Template 3
  • Email Queues
    • Email queues overview
    • Creating and managing an email queue
    • Defining email-queue KPIs
    • Configuring advanced settings for an email queue
    • Assigning agent assets to an email queue

SMS Management

  • SMS overview
  • Configuring SMS Templates
  • Configuring SMS From Addresses
  • Create an SMS queue
  • Configuring automated SMS
  • Managing SMS queues
  • Outbound SMS data reports

Safe-Pay Management

  • Safe-Pay data reports
  • The cardholder’s view
  • How Safe-Pay works
  • Merchant Configuration
  • Configure Payment Queues
  • PSP Configuration
  • PSP – Link Delivery
  • Editing or deleting a payment queue
  • Configuring Safe-Pay
  • PSP – Additional Parameters
  • PSP – Advanced Limits
  • PSP – Digital Wallets for Stripe PSP Configuration

Agent Assets Management

  • Agent scripts overview
  • Configuring agent scripts
  • Configuring agent script sections
  • Configuring text blocks
  • Managing text blocks
  • Managing attachments

Data Management

  • Reports Management
    • Reports overview
    • Loading or creating a report
    • Scheduling report generation
    • Generating and exporting a contact report
    • Managing contact reports
    • Scheduling contact report generation
    • Agent scripts data
    • Offline Reporting
      • Managing offline reporting destinations
      • The offline reporting datastore
      • Offline reporting events
      • Agent call event fields
      • Agent status event fields
      • Call queue event fields
      • Contact call event fields
      • Missed call event fields
  • Report Types
    • Call data reports
      • Callers report
      • Call flow report
      • Calls report
      • Call transfers report
      • External destination report
      • IVR report
      • Queue transfers report
      • Scheduled calls report
      • Service-number report
      • Call Classifications report
      • Voicemail report
      • Unreturned missed calls report
      • Queues – Abandoned Calls Report
      • Queues – Service Level Report
      • Call trace reports
      • Dropped calls report
      • Queue report
      • Agent report
    • Status data reports
      • Break reasons report
      • Working hours report
    • Diagnostic reports
      • Activity audit report statistics
      • Status change report
    • Email data reports
      • Email agent report
      • Email flow report
      • Email queue report
      • Email classifications report
      • Inbound emails report
      • Outbound email agent report
      • Outbound email recipient report
      • Outbound email template report
    • Webchat data reports
      • Webchat agent report
      • Webchat flow report
      • Webchat queue report
    • Outbound SMS data reports
      • Outbound SMS agent report
      • Outbound-SMS recipient report
      • Outbound SMS template report
    • Safe-Pay data reports
      • Safe-Pay agent report
      • Safe-Pay payments report
  • Wallboards
    • Managing wallboards
    • Customising a wallboard
    • Wallboards overview
    • Filtering the Agents Overview widget
    • Filtering wallboard widgets
    • Filtering the call queues for Company Summary widgets
  • Classifications
    • Managing classifications
    • Classifications Overview

Customer-related tasks

  • CRM overview
  • Creating a new contact record
  • View a customer’s contact record
  • Modifying a customer’s details
  • Deleting webchat conversations from customer contact records
  • Importing customer details
  • Exporting customer details
  • Configuring custom fields and tags
  • Assigning tags to a customer record
  • Managing columns

CRM Integration

  • Contact CRM Integration Developer Guide
  • Salesforce Integration
    • Salesforce Integration overview
    • Salesforce Integration procedure
  • Zendesk Integration
    • Zendesk Integration Overview
    • Installing Contact in Zendesk
    • Contact Zendesk Integration
    • Using Contact with Zendesk
  • Care Connect Integration
    • Using Care Connect
    • Contact Care Connect
  • ConConnect Integration
    • Introduction to ConConnect
    • Configuring ConConnect
    • Install ConConnect
  • Microsoft Dynamics Integration
    • Microsoft Dynamics Integration overview
    • Microsoft Dynamics Integration procedure

System Management

  • Configuring system assets
  • Managing system themes
  • Managing media files
  • Displaying the online help
  • Microsoft Edge Integration
  • Configuring ODS codes for automated NHSE reporting
  • Configuring agents’ unavailability
  • Configuring what agents can view on their web portal
  • Configuring email editor options
  • Channel blending
  • Configuring system channels
  • Changing the blending formula of channels
  • Changing the importance weighting of a channel queue
  • Changing Agent Capacities
  • Configuring an SFTP destination
  • Managing reporting destinations
  • Diagnostics data reports
  • Home
  • Docs
  • Flow Management
  • Standard Node Types
  • Miscellaneous node types
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Miscellaneous node types

Change Variable Type
This node type allows the conversion of a variable value from one type to another.

This node type allows the conversion of a variable value from one type to another.

Note: Only one variable type can be set for the From parameter. However, one or all of the variable types for the To parameter can be set. So, for example, a phone number could be converted to a string and also to an integer or another phone number, if required.

The following parameters can be set:

ParameterHow many?TypeDescription
From1
Integer0 or 1IntegerThe integer variable to convert.
String0 or 1StringThe string variable to convert.
Phone Number0 or 1Phone numberThe phone number variable to convert.
To1
Integer0 or 1IntegerThe integer variable into which the From variable is converted.
String0 or 1StringThe string variable into which the From variable is converted.
Phone Number0 or 1Phone numberThe phone number variable into which the From variable is converted.

The following branches can be taken:

BranchHow many?Description
Success1The branch to take if the conversion succeeds.
Failed1The branch to take if the conversion fails.

Check Option
This node type allows branching based on a Boolean value.

This node type allows branching based on a Boolean value.

The following parameter can be set:

ParameterHow many?TypeDescription
Option1Boolean(Mandatory) The Boolean value to match.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

The following branches can be taken:

BranchHow many?Description
On1The branch to take if a specific Boolean is matched.
Off1The branch to take if no other branches match.

Command Line
This node type causes an arbitrary command to be run on an agent’s Windows PC when they are presented with a call. Typically, this might open up a CRM client or a web page with the caller’s details.

This node type causes an arbitrary command to be run on an agent’s Windows PC when they are presented with a call. Typically, this might open up a CRM client or a web page with the caller’s details.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameter can be set:

ParameterHow many?TypeDescription
Command1String(Mandatory) A string value to match. This is usually a literal.

This parameter can be set to User-configurable.
Arguments0 to 20String(Mandatory) An argument value to match. This is usually a literal.

This parameter can be set to User-configurable.

The following branch can be taken:

BranchHow many?Description
Continue1This branch is always taken.

Compare Float
This node type allows branching based on a floating point value.

This node type allows branching based on a floating point value.

To branch on a specific float value, you need to add an optional branch by right-clicking on the node name and selecting Add “Match” Branch.

To set the branch parameters (branch name, match type and match value), select the new branch by left-clicking on the branch.

The following parameter can be set:

ParameterHow many?TypeDescription
Value1Float(Mandatory) A float value to match. This is usually a variable.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

The following branches can be taken:

BranchHow many?TypeDescription
Match1 to 50The branch to take if a specific float is matched.
Match TypeEnumThe type of match: Equal to, Less than or Greater than.
Match ValueFloatThe float to match.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.
No Match1The branch to take if no other branches match.

Compare Integer
This node type allows branching based on an integer value.

This node type allows branching based on an integer value.

To branch on a specific integer value, you need to add an optional branch by right-clicking on the node name and selecting Add “Match” Branch.

To set the branch parameters (branch name, match type and match value), select the new branch by left-clicking on the branch.

The following parameter can be set:

ParameterHow many?TypeDescription
Value1Integer(Mandatory) An integer value to match. This is usually a variable.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

The following branches can be taken:

BranchHow many?TypeDescription
Match1 to 50The branch to take if a specific integer is matched.
Match TypeEnumThe type of match: Equal to, Less than or Greater than.
Match ValueIntegerThe integer to match.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.
No Match1The branch to take if no other branches match.

Compare String
This node type allows branching based on a string value.

This node type allows branching based on a string value.

To branch on a specific string value, you need to add an optional branch by right-clicking on the node name and selecting Add “Match” Branch.

To set the branch parameters (branch name, match type and match value), select the new branch by left-clicking on the branch.

The following parameter can be set:

ParameterHow many?TypeDescription
Value1String(Mandatory) A string value to match. This is usually a literal.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

The following branches can be taken:

BranchHow many?TypeDescription
Match1 to 50The branch to take if a specific string is matched.
Match TypeEnumThe type of match: Equal to, Starts with, Ends with or Contains.
Match ValueStringThe string to match.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.
No Match1The branch to take if no other branches match.

Display in Agent Portal
This node type allows customised information (supplied via an API) to be displayed in the Agent Portal when a call is in progress.

This node type allows customised information (supplied via an API) to be displayed in the Agent Portal when a call is in progress.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameter can be set:

ParameterHow many?TypeDescription
Values0 to ###Optional customised information to display to agents
Name0 or 1StringThe name of the string to match.

This parameter can be set to User-configurable.
Value0 or 1StringThe value of the string to match.

This parameter can be set to User-configurable.

The following branch can be taken:

BranchHow many?Description
Success1This branch is always taken.

Fax Detection
This node type allows branching based on whether or not a fax is detected.

This node type allows branching based on whether or not a fax is detected.

The following parameter can be set:

ParameterHow many?TypeDescription
Timeout0 or 1IntegerThe timeout (in seconds) if no fax is detected.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

The following branches can be taken:

BranchHow many?Description
Fax Detected1The branch to take if a fax is detected. The node can then perform an outdial to a fax service.
No Fax Detected1The branch to take if no fax is detected.

Set Agent Status
This node type enables an agent to log in to their user account and change their status by dialling into the IVR and entering a PIN to identify themselves. This might be used if there is no internet access for some reason.

This node type enables an agent to log in to their user account and change their status by dialling into the IVR and entering a PIN to identify themselves. This might be used if there is no internet access for some reason.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Agent PIN1StringThe unique PIN that the agent must enter to authenticate their identity.

This parameter can be set to User-configurable.
Status1BreakReasonThe break reason to match.

This parameter can be set to User-configurable.

The following branches can be taken:

BranchHow many?Description
Success1The branch to take if the agent changes their status successfully.
Fail1The branch to take if the PIN or status is not matched.

Set Variable
This node type allows the simple assignment of values to call-flow variables.

This node type allows the simple assignment of values to call-flow variables.

Note: If required, the value parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Integers0 to 20
VariableIntegerThe variable to set.
ValueIntegerThe value to assign to the variable.

This parameter can be set to User-configurable.
Strings0 to 20
VariableStringThe variable to set.
ValueStringThe value to assign to the variable.

This parameter can be set to User-configurable.
Booleans0 to 20
VariableBooleanThe variable to set.
ValueBooleanThe value to assign to the variable.

This parameter can be set to User-configurable.
AudioFiles0 to 20
VariableBooleanThe variable to set.
ValueBooleanThe value to assign to the variable.

This parameter can be set to User-configurable.
AudioFiles0 to 20
VariableAudioFileThe variable to set.
ValueAudioFileThe value to assign to the variable.

This parameter can be set to User-configurable.
TimeRanges0 to 20
VariableTimeRangeThe variable to set.
ValueTimeRangeThe value to assign to the variable.

This parameter can be set to User-configurable.
AreaCodeGroups0 to 20
VariableAreaCodeGroupThe variable to set.
ValueAreaCodeGroupThe value to assign to the variable.

This parameter can be set to User-configurable.
NumberLists0 to 20
VariableNumberListThe variable to set.
ValueNumberListThe value to assign to the variable.

This parameter can be set to User-configurable.

The following branch can be taken:

BranchHow many?Description
Success1This branch is always taken

String Builder
This node type concatenates a set of strings and integers.

This node type concatenates a set of strings and integers.

The resulting string variable contains input values from call-flow variables that have either been defined as parameters for previous nodes in the call flow or added as new call flow variables for this node type. If required, each value can be URL-encoded.

The following parameters can be set:

ParameterHow many?TypeDescription
Result String1StringThe string variable to receive the result. This is the final output string.
String Parts0 to 30
StringThe string or integer value to assign to the string part.

Note: If you set a string or an integer value for previous nodes in the call flow, they will be enlisted and used as inputs in this node too. However, if someone tries to create a variable in this node (other than that of the final output string), it will be of type string (not integer).

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.
URL EncodingEnumEither NONE or URL ENCODE.

The following branch can be taken:

BranchHow many?Description
Next1This branch is always taken.

Templated Response
This node type triggers either a templated email response or a templated SMS response from within a call flow.

This node type triggers either a templated email response or a templated SMS response from within a call flow.

The following parameters can be set:

ParameterHow many?TypeDescription
Template1TemplateThe template to use in the response.

Note: Only templates that are non-editable are available for use in the node.
Sender CLI0 or 1StringThe CLI of the SMS sender.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

The following branch can be taken:

BranchHow many?Description
Next1This branch is always taken.

VIP REST Query
This node type is a map start point and will run when Contact receives a REST query from a customer-service agent or an external platform such as a CRM database, querying whether or not a caller should be handled as a VIP (a priority value has been set for the inbound number).

This node type is a map start point and will run when Contact receives a REST query from a customer-service agent or an external platform such as a CRM database, querying whether or not a caller should be handled as a VIP (a priority value has been set for the inbound number).

The following parameters can be set:

ParameterHow many?TypeDescription
Inbound call1CallLegThe variable to store the call leg for the received REST query.
URL1StringThe unique identifier for the received REST query.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.
Priority1IntegerThe variable in which to store the priority value.

The following branches can be taken:

BranchHow many?Description
Next1The branch to take to continue.
Failed1The branch to take if the REST query failed.
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