U19 Pop-Out Help

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titleNavigating Contact Flow

The Contact Flow window displays the ID, Name, and Description of all the available contact flows and an Add button. 

When you double-click a contact flow row, the Edit Contact Flow window appears, with the following tabs, buttons, and options.:

Tabs:

  • Contact Flow - Displays the contact flow in a graphical view, including panels for basic and advanced panels for different types of contact flow modules , font formatting, and a quick navigation outlineand module properties. Use this tab to view, create, or modify , or delete a contact flowa contact flow.
  • Contact Flow Properties - Displays system-level properties that are unique to contact flow, so you only need to define them once. 
    • ACD Proficiency (1-10) Wait Time: the amount of time (in seconds) that the Service Group searches for an agent with a specific proficiency.
    • ACD Max Wait Time In Queue: the cumulative amount of time (in seconds) that the system must spend to continue looking for agents with specified proficiencies. This value is generally less than the service Max Hold Time.
    • Post Call Digital Message Id: ID of the message used in contact flows to proactively contact customers after a call ends.
  • Associated Messages - Displays all the messages that are associated with the contact flow.
  • View Contact Flow XML - Displays the VXML code of the contact flow.
  • View XML - Displays the VXML structure in which the contact flow is graphically represented on the canvas on the Contact Flow tab. 

Options:

  • Supports Expressions -  Enabled at the time of creating a contact flow.

Buttons:

  • Zoom In and Zoom Out icons - Control the magnification of
  • Edit Name - Displays the Edit Contact Flow window, through which you can modify the name of the contact flow and its description, and specify if it should support expressions.
  • Zoom In - Zooms in on the contact flow on the Contact Flow tab.
  • Zoom Out - Zooms out from the contact flow on the Contact Flow tab.
  • Connector - Displays the Connector Setup window, through which you can create a link between two modules. Connectors define the outcome of a contact flow for specified actions and the system code to be assigned for a disconnect.
  • Delete Modules/Connectors - Removes the connectors or modules selected on the canvas.
  • Print - Downloads the contact flow in PDF for print preview and printing.
  • Contact Flow Variables - Displays the Contact Flow Variables window, through which you can create temporary variables for use in the contact flow. 
  • Deploy - Deploys the contact flow into production. Any messages associated with the contact flow will begin using the contact flow after it is deployed.Export - Displays the Export Contact Flow window, through which you can download the contact flow in any of the following formats: mxGraph Editor, SVG, PNG, and PNG+XML.
  • Print - Downloads the contact flow in PDF for print preview and printing.
  • Delete Contact Flow - Deletes the contact flow if it is not associated with any message. 
  • Copy - Copies the contact flow.
  • Add Contact Flow - Creates a contact flow.
  • Save - Saves the changes to the contact flow. The changes do not affect production until the contact flow and its messages are deployed.
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titleCreating a Contact Flow

To create a contact flow, you must add modules that define messaging and logic properties, and link them using connectors that define the situation or system code.

For information about each module, see Modules in the Product Documentation.

To add a module:

  1. SelectOn the Contact Flow window, click Add Contact Flow.

  2. Enter the Contact Flow Name name and Descriptiondescription.

  3. Select Enable the Supports Expressions checkbox if the contact flow should contain the condition and lookup modules.

  4. Click OK.

  5. In the Contact Flow tab, select and drag tab, expand the Modules panel and double-click the required modules from the Basic or Advanced panels onto the canvas (open dotted field).  in the subpanels, one at a time. The Properties window of the module appears.

  6. Specify the When you drop a module onto the canvas, the Property dialog for the specified module appears. Specify the Message Properties and Contact Flow Properties that instruct a module on what to do that determine how the module behaves. 

  7. By default, the first module you create will have Ideally, you will enable the Is First Module checkbox selected. This for the first module you create. This is the first module the system will look at for determining the contact flow.  If you do not create the opening module first, you When you assign this value to a module, you cannot unselect the checkbox. You will need to delete the first module you created in order to assign the 'Is First Module' property to the correct another module.
  8. Click OK to to close the Property dialog Properties window. 
  9. Repeat this process to add more modules. Each module must have a unique name.

To add a connector:

  1. Select Connector.
  2. In the Connector Setup dialog, specify the Source and Target modules, the Event in which the contact flow must move from source to target, and the Result (outcome) if the connection ends before the completion of the target module. 
  3. Click OK to add the connector to the canvas. Connectors appear as arrows between the source and target modules.
Alternately, hover on the Source module until you see an arrow. Click it, then drag the cursor to the target module and release it when the module turns green
  1. .
This brings up the Connector Setup window. Proceed with Step 2 above.

A completed contact flow appears as a logical collection of modules connected by arrows. Click Save to save your contact flow and return to the Contact Flow window where your new contact flow is now listed in the table.

Note

You can break down complex contact flows into more manageable subflows or subroutine flows and reuse them in other contact flows. The Transition module enables you to switch between subflows, including syncing up the variables in the contact flows involved.

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titleDeploying a Contact Flow
  1. SelectOpen a contact flow and click Deploy to deploy the saved contact flow into production.  Any associated messages will begin using the new contact flow. If there is an existing contact flow with the name you specified, an error will ask you to select a different name.
  2. Navigate to the Message Editor tool and create a message using your new contact flow. You can customize the phrases used to have different audio applied. 
  3. Assign this Message to an unattended service, load a test file, and evaluate the outcome. Adjust the message as desired.
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titleWorking with Contact Flow Variables

You can create user-defined variables for specific configuration properties of modules like http and condition in a contact flow.

To create a contact flow variable:

  1. Select Open a contact flow and click Contact Flow Variables. 
  2. In the Contact Flow Variable window,  and click Add.
  3. In the Add Contact Flow Variable dialog, enter the required data and click OK.
    For field descriptions, refer to the Product Documentation.

You can use the contact flow variable in the Message Properties tab of the http module (for response variables mapping) or the condition module (to build an expression). For more information, refer to the Product Documentation.

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titleDeleting a Contact Flow

To delete a contact flow:

  • Select the contact flow to be removed and click the Delete Contact Flow button.
    • In the Confirm dialog, click OK. The contact flow is deleted

    .