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      Flow Builder Overview
      • 11 Feb 2025
      • 2 Minutes to read
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      Contents

      Flow Builder Overview

      • Updated on 11 Feb 2025
      • 2 Minutes to read
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      Article summary

      Who should read this article: Administrators

      Flow Builder enables the design, configuration, and management of sophisticated interaction flows by linking pre-defined node objects in a simple to use interactive visual editor.

      Introduction

      The Voiso Flow Builder enables you to define a large variety of advanced, time-based call-handling rules using a sophisticated yet simple visual editor.

      Tip

      For some simple use cases for creating flows, refer to Call Flows Guide.

      Flow Builder user experience

      Flow Builder is a visual editor that uses different types of nodes that you configure and link together. Drag-and-drop nodes from the Node palette, click to configure the node behavior, drag links to other nodes, and save your flow.

      Important

      The Flow Builder palette uses different nodes for Voice and Digital flows. The examples below show the Voice Flow palette.

      Navigating the canvas

      It’s easy to find your way around the Flow Builder canvas, select nodes, zoom in and out, and delete nodes. Watch this video for a quick demonstration.

      Here’s a summary:

      Action

      How to

      Panning

      Left-click + drag the canvas.

      Select a node

      Left-click. This usually opens the configuration panel for the node.

      Select multiple nodes

      Shift + left-click, then drag a selection box.

      Select multiple nodes

      Shift + left-click on individual nodes, one at a time.

      Zoom with trackpad

      Pinch gestures, in and out.

      Zoom with mouse

      Turn the mouse wheel.

      Deleting nodes with keyboard

      Select or multi-select nodes, then press Delete.

      Deleting nodes with mouse

      Left-click the kabob menu, then select Delete.

      Working with nodes

      Flow Builder Overview

      Click a node in the Node palette to add a node of that type to the flow. Drag the node into position.

      Flow Builder Click a Node Masked

      Drag a link from the right side of a node to the left side of another node to indicate the interaction flow from one node to the next. Some nodes have only a single input connection while others allow multiple links. Some nodes have only a single output connection while others allow multiple links.

      Flow Builder Drag Links Masked

      To move a node, left-click it and drag it. To select multiple nodes, left-click and drag a selection box around the nodes and then drag them together.

      Flow Builder Moving Nodes

      To pan the canvas, right-click and drag the canvas. Use the zoom out, zoom in, and center view buttons to change the zoom and positioning of the canvas.

      Flow Builder Adjust The Canvas Masked

      Important

      Some nodes support custom and system variables to enable you to customize and automate routing and data retrieval. Refer to Variable management for more information.

      The Start node has no input connection and only a single output connection. The Voicemail, Route, and End nodes have no output connection.

      Tip

      In the DTMF node, specify an audio message file that describes the key selections available in the DTMF node so that contacts can make a key selection without having to listen to the entire audio message first.


      The Voice and Digital Flow Builder palettes use different nodes. Refer to these articles for an overview of each node by flow type:

      Each node, except the Start node, includes a kebab menu with the following options:

      Flow Builder Kabab Menu

      • Clone: create a copy of the node, including all configuration settings

      • Delete: remove the node from the flow

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