Adding Callflows

Create dial plan call flows that determine how inbound calls are handled. 

Navigate to Phone System > Callflows. The Callflows screen displays the dial plans currently available in the system.

Click Download to save the dial plans database on your local computer in .csv format.

Create a call flow

1. In the Callflows screen, click the Add Callflow button or the add callflow link. The EDIT CALLFLOW window appears.
   

2. Enter the required details in the fields.

   Field Descriptions

   Field	Description
   Description	Describe the purpose of the call flow. This value is visible on the Callflows screen and helps identify the call flow.
   Domain	Select the domain that this dial plan should be hosted on.
   Location	Select the physical location where this endpoint is hosted.
   Disabled/Enabled:	Move the slider to set the availability of this call flow.

3. To build a call flow/dial plan, drag and drop components on the right to the callflow section on the left, in the required sequence after the Start module. (what is the final terminology to use between call flow and dial plan?) 

   You must configure the call flow components individually before you can use them to build a call flow.

   

   • Click Clear to remove all components from the call flow/dial plan.

   • The Inbound Number(s) is the number that starts the call flow when dialed. When you click Edit, the Options window opens. Select a provisioned number or add an extension number, and click Add to Callflow. 

     Component Descriptions

     Drag and drop these components in the required sequence to build a call flow. 

     Basic Components

     Component	Description
     User	Select a user from the dropdown list. To add a user to this menu, see Managing Users and SIP Credentials. Set the Timeout value (what is this?) If you want the dial plan to process the next component even if this component fails, select Yes in the Continue menu. (What happens when the user selects no - does the dial plan end abruptly or does the user need to design for it?)
     Phone Number	Add a forwarding number (what is this?) Set the Timeout value (what is this?) If you want the dial plan to process the next component even if this component fails, select Yes in the Continue menu. (What happens when the user selects no - does the dial plan end abruptly or does the user need to design for it?)
     Voicemail Box	Select a voicemail from the dropdown list. To add a voicemail box to this menu, see Adding a Voicemail Box. Select the Method value to either Check voicemail or Leave a voicemail. (what does this mean?)
     Ring Group	Select a ring group from the dropdown list. To add a ring group to this menu, see Adding Ring Groups.
     Conference	Select a conference from the dropdown list. To add a conference to this menu, see Adding Conferences.
     SIP Profile	Select an SIP user from the dropdown list. To add an SIP user to this menu, see Managing Users and SIP Credentials. Set the Timeout value (what is this?)
     SIP URI	Select the SIP URI (add format example) Set the Timeout value (what is this?)
     Dial by Name	how is this used?

     Audio Components
     

     Component	Description
     Add Audio	Select a recording from the dropdown list. To add a recording to this menu, see Adding Recordings.
     Hold Music	Select a music stream from the dropdown list. To add a recording to this menu, see Adding Hold Music.
     Start/Stop Recording	Set the recording status to Start or Stop. (add detail)
     IVR Menu	Select an IVR from the dropdown list. To add an IVR to this menu, see Adding an IVR menu.

     Conditions
     

     Condition	Description
     Location Condition	Select a site condition from the dropdown list. To add to this menu, see Adding Site Conditions.
     Time Condition	Select a time condition from the dropdown list. To add to this menu, see Adding Time Conditions.
     Timezone	Select a timezone from the dropdown list.

     Configuration:

     Dialplan: Select a dialplan from the dropdown list.

4. Click Save Callflow to complete the process. The call flow now appears in a table on the Callflows screen.

Edit or delete a callflow

1. Click the required row in the table on the Callflows screen. The Edit Callflow screen appears.
   

2. Edit the fields if required. See Create a Callflow for field descriptions.

3. The next actions you may take on this page are:

   UI element	Description
   Delete	Click to delete the callflow. In the confirmation popup window, click Yes, Delete! On deletion, the page redirects to the Callflows screen.
   Save Callflow	Click to save your edits and return to the Callflows screen.