Create a Flow

You can create and manage flows using the Routing Strategy module. When you design a flow, a Consult interaction can't contain a Courtesy Callback, Post-Call Survey Feedback, or Blind Transfer activity.

Note

When you create a flow, if the number of nodes exceeds 100, you may experience latency in the Flow Designer. In such cases, we recommend that you use the Flow Chaining and Dynamic Variables features to break a large flow down into easily manageable smaller flows. For more information, see Flow Chaining and Queue Contact.

Procedure

Step 1

From the Management Portal navigation bar, choose Routing Strategy > Flows.

Step 2

Click New.

Step 3

In the Flow Name field, enter a unique name.

Note	The flow name must not contain spaces. The only allowed special characters are _ (underscore) and - (hyphen). The allowed length is 80 characters. For example, NewContact_01.

Step 4

Click Start Building Flow.

The Flow Designer window appears.

Step 5

Perform the following tasks to create the flow: