Spring24 Admin Guide

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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 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. Hover over each module to view a short definition of its functionality.
    After you drag and drop a module onto the contact flow palette, you can define its messaging and logic properties by double-clicking that module and 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. You can 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.  You 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 detailed VXML code view of the contact flow.
View XMLDisplays the code used to create the visual 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 let you assign the system code for a disconnect. See Call Flow Editor Connectors.
Delete Modules/ConnectorsRemoves the connectors or modules selected on the canvas.
Contact Flow VariablesDisplays the Contact Flow Variables window, through which you can create temporary variables for use in the contact flow. See Call Flow Variables.
DeployDeploys the contact flow into production. Any messages associated with the contact flow will begin using the contact flow only 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. See Exporting and Printing Call Flows.
PrintDownloads the contact flow in PDF for print preview and printing.
Delete Contact FlowDeletes the contact flow if it is not associated with any message. See Deleting Call Flows.
CopyCopies the contact flow.
Add Contact FlowCreates a contact flow. 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.
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