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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. On the Contact Flow window, click Add. The Edit Contact Flow window appears.

2. Enter the details in the Name and Description fields.

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

4. In the Contact Flow tab, expand the Modules panel and double-click the required module in the sub-panel. The Properties window of the module appears.

5. Specify the Message Properties and Contact Flow Properties that determine how the module behaves. 

6. Ideally, you will enable the Is First Module checkbox for the first module you create. This is the first module the system will look at for determining the contact flow. When you assign this value to a module, you cannot unselect the checkbox. You will need to delete the first module you created to assign the 'Is First Module' property to another module.
7. Click OK to close the Properties window. 
8. 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.

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.