Spring24 Admin Guide

Page tree

To access the Contact Flow Engine, on the Configure tab, go to Messaging > Contact Flow. The Contact Flow window displays the contact flow that is specified in the Contact Flow name field.

The Contact Flow window displays the following tabs, buttons, and options.

TabDescription
Contact Flow 

Displays the contact flow in a graphical view.

This is the main interface for viewing and modifying a contact flow. The display includes panels for basic and advanced contact flow modules, font formatting, and a quick navigation outline.

  • Modules
    A module is a container where messaging and logic properties are defined. Modules are located under the Basic and Advanced expandable panels. Hovering over each module will give you a short definition of its functionality. Once the desired module is placed onto the contact flow palette then its messaging and logic properties are defined by double-clicking on that module and by adjusting the values on the "Message Properties" tab. For more information, see Understanding Modules.
  • Formatting
    This menu appears only when you select a module in the contact flow. The formatting menu allows you to change the font format, color, fill, etc. of modules and connectors within the contact flow display. For example, you may use this feature to highlight a specific module within the contact flow or color-code connectors based on function or direction. 
  • Outline
    The outline feature displays a graphical overview of the entire contact flow.  Users can easily navigate to the desired section of the contact flow using this tool. In addition to the Outline view, you can also Zoom In or Zoom Out using the zoom buttons to view the entire contact flow or specific sections. 
Associated Messages

Displays all the messages that are associated with the contact flow.

Hover over the listed message to view message details.

Click the View button in the Message Details popup to access the message directly in the Configure > Messaging > Messages > General tab.

View Contact Flow XMLDisplays the VXML code (a detailed view) for the entire contact flow.
View XMLDisplays the XML structure of the contact flow represented in the Contact Flow window. The code describes the modules and connectors of a contact flow including font specifics, module names, and property values.
ButtonDescription
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 InZoom in on the contact flow on the Contact Flow tab.
Zoom OutZooms out from the contact flow on the Contact Flow tab.
ConnectorDisplays 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. For more information, see Call Flow Editor Connectors.
Delete Modules/ConnectorsRemoves the connectors or modules selected on the canvas.
Call Flow VariablesDisplays the Contact Flow Variables window, through which you can create temporary variables for use in the contact flow. Contact flow variables can be referenced within specific configuration properties of both the http module and the condition module. For more information, see Call Flow Variables.
DeployDeploys the contact flow into production. Any messages associated with the contact flow will begin using the contact flow after it is deployed.
ExportDisplays 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.
PrintDownloads the contact flow in PDF format for print preview and printing.
Delete Contact FlowDeletes the contact flow if it is not associated with any message. 
CopyCopies the contact flow.
Add Contact FlowCreates a contact flow. For more information, see Creating Call Flows.
SaveSaves the changes to the contact flow. The changes do not affect production until the contact flow and its messages are deployed.
  • No labels