Steps to create a call flow #
Create a flow #
Load the flow builder #
Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.
![](https://crmsupport.co/assets/Image1_2ekmWrc6.png)
The system will pop up a message box, and you will have to select the third option, ‘Incoming Phone Calls’. Now, click on the ‘Select’ button.
![](https://crmsupport.co/assets/Step1_nA5HKOgB.jpg)
Drag and drop to build flow
Drag and drop elements on the flow builder to add steps
![](https://crmsupport.co/assets/3_TYNBksRK.png)
Save the flow
After completing the design works, please click on the ‘Save’ button
![](https://crmsupport.co/assets/4_RNuLedXl.png)
Publish the flow
The system will allow you to set a name for the flow and publish the flow.
![](https://crmsupport.co/assets/5_Fk0BX7ro.png)
Connect the flow to a number
Open the phone numbers section
Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open, click the ‘Numbers’ button on the top menu.
![](https://crmsupport.co/assets/Image2_KaFGPJbA.png)
Edit the phone number
Please, select your concerned phone number, and open it in ‘Edit’ mode
![](https://crmsupport.co/assets/image3_x7qU9KPY.png)
Connect the flow
Please, select the ‘Send Inbound Phone Calls To’ dropdown, and the system will provide you with a list containing existing call flows. Please, select your concerned flow.
![](https://crmsupport.co/assets/image4_skGvpfj0.png)
Save the process
Now, click on the ‘Save’ button to save the changes
![](https://crmsupport.co/assets/image5_FKhvzrs7.png)