Tutorials: How To Get Your Flow Active

Required access: Voxtelesys Portal Access

Estimated time to complete tutorial: 10-20 minutes

*Disclaimer: You will need to have Voice API enabled on your account to do this you will need to open a ticket with support. VAST flow builder is still in BETA please keep this in mind are you create your flow.

Last Updated: 9/13/24

Navigate to the Portal.

Click "Flow Builder"

Click "Create a New Flow" or if you already have a flow built with us skip to Step 6

Click the Flow Name text field.

• Give it your desired Flow Name

Click the Description field. This field is optional but can be used to describe the purpose of your flow or a secondary way for you to identify it.

Click "Continue"

Here you can choose the way you want to build your flow. Our example here will use Build from Scratch

• Build from Scratch will give you a blank template field to build your flow
• Simple Call Florwarding Temple will give you the first three steps to forward an incoming call
• Import from JSON will let you import and already existing flow to edit in our tool

Click "Confirm"

Proceed to creating your flow. For more information on each widget please see our Widget Library tutorial.

Once you have your flow created click "Publish"

Click the "Version Name" field. Give it the name you would like.

• Note: You can only have 1 working version at a time and you can only have 1 live version at a time. You can have up to 25 published versions per account

Click "Publish and Go Live"

To begin assigning your Flow Route click "Continue to Setup" after publishing your Flow.

• Tip: A Flow Route is based off of an Inbound Trunk Group, Route Profile, Route Profile Route, and a Voice API Profile.

Inbound Trunk Group(s) are used to handle inbound calls.

Route Profile(s) are used to handle routing for DIDs..

Route Profile Route(s) are used to determine where the DID should be routed to. Each Route Profile Route can be assigned a priority, destination type, and destination. Where priority is used to determine when this Route Profile Route should be tried.

Voice API Profile(s) are used to determine how inbound calls are handled.

The Assign Flow Route Modal will make use of this process, by creating or using an existing Route Profile, creating a new Route Profile Route under the Route Profile, and by creating or using an existing Voice API Profile that will be associated with the Route Profile Route as a destination type and the given priority.

The Flow itself can be assigned to multiple Voice API Profiles, Inbound Trunk Groups, Route Profiles, and Route Profile Routes.

Alternatively you can click on "Assign Flow Route" after expanding the main Flow Builder table.

Click on the Trunk Group drop down and select the Trunk Group you would like to use.

After selecting your Trunk Group from the drop down click "Next"

Click here to select a Route Profile.

Select a priority for your Route Profile.

If you would like to create a new Route Profile for your Flow please click here. If not please move to <a href= "#step"= “Voice API”> Voice API step.

Click the "Route Profile Description" field and give the Route Profile the desired description

Give your new Route Profile a priority.

Click "Next"

Assign a Voice API Profile to your Flow. Select the Inbound Trunk Group you wish to associate this Flow with.

Enter your desired description.

Select an Outbound Trunk Group from the drop down.

Click "Next"

Review the information and verify it is correct. If you would like to edit any of the previously filled fields before submitting please click on edit.

Click "Submit"

Click "OK"