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://glidecampaign.com/wp-content/uploads/2023/05/Screenshot_22.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://glidecampaign.com/wp-content/uploads/2023/05/image-38.png)
Drag and drop elements on the flow builder to add steps
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-39.png)
Add the ‘Transfer Call’ step #
Please, add the ‘Transfer Call’ step under the ‘Phone’ section.
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-40.png)
And configure it as per your requirements.
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-41.png)
Save the flow #
After completing the design works, please click on the ‘Save’ button
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-42.png)
Publish the flow #
The system will allow you to set a name for the flow and publish the flow.
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-43.png)
Connect The flow to a number #
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://glidecampaign.com/wp-content/uploads/2023/05/image-44.png)
Edit the phone number #
Please, select your concerned phone number, and open it in ‘Edit’ mode
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-45.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 the concerned flow.
![](https://glidecampaign.com/wp-content/uploads/2023/05/image-46.png)
Save the process #
Now, click on the ‘Save’ button to save the changes
![](https://glidecampaign.com/wp-content/uploads/2023/05/Screenshot_23.png)