How to Add a Coworker to a Call Flow

How to Add a Person to a Call Flow

1. Open the Call Flows section from the dashboard 0:00

• Start on the dashboard.

• In the left-hand menu, click Call Flows.

• Search for the call flow you want to edit .

• Confirm it is connected to the correct phone number before editing.

2. Edit the call flow 0:12

• Click the pencil icon to open the call flow designer.

• In the designer, you’ll see modules such as: 

  • Opening hours

  • Dial block

  • Queue

• These are the two main ways to make calls ring somewhere: via a dial block or a queue.

3. Add a person through the Dial block 0:24

• In the Dial block, click the pencil icon to edit it.

• Click the orange button to add a person to the call flow.

• Select the person you want to add (for example, Philip).

• Click OK.

• Save the call flow, then save again to confirm.

• The person is now added to the call flow.

4. Understand how the Queue option works 1:09

• The Queue option also lets calls ring somewhere, with music playing while callers wait.

• Unlike the Dial block, you do not add a person directly inside the call flow designer.

• Instead, you define which queue the call flow should connect to.

5. Add a person to the Queue from Configurations 1:22

• Go to Configurations.

• Open the Queue section.

• Find the queue you want to edit (for example, test Q number one).

• Click the pencil icon to edit the queue.

• In the queue settings, go to the relevant agent settings.

• Click the orange button to add a person.

• Select Philip and save.

• The queue is now updated and connected to that person.

Link to Loom

https://loom.com/share/b124736936aa486dbfde41a9ed6d847c