Call Flow Designer Manual
The 3CX Call Flow Designer (CFD) allows you to easily create call flows and voice applications visually – without requiring any programming or scripting knowledge. You can, for example, query a caller for a customer number, validate this number against a database and route the call based on customer type. Or you can even create a call flow that routes calls based on time of day. The 3CX Call Flow Designer requires a 3CX PRO licence.
- Introduction
- Getting Started – Creating a simple callflow
- The Call Flow Designer Workspace
- Components – Your building Blocks
- Conditions and Variables
- Prompts and Expressions
- Testing and Debugging your Call Flow
Examples
The 3CX Call Flow Designer can be used for various scenarios where automation is required with a voice app. The below manuals take you through the steps required in order to execute some of these:
- Accessing a database from a CFD Voice App
- How to play a sequence of digits from a 3CX Call Flow Designer voice app
- Sending e-mails from a CFD voice app
- Automated Telephone Ordering Voice app with CRM integration via the 3CX API
- Creating a Phone Support Portal with the 3CX CFD – Part 1 Validation using External Data Sources
- Creating a Phone Support Portal with the 3CX CFD – Part 2 Validation using a Web Service
- Creating a Phone Support Portal with the 3CX CFD – Part 3 Validation using Text files
- Creating a Phone Support Portal with the 3CX CFD – Part 4 Validation using an SQL Server Database
- Routing Calls Based on the Time of Day
- Creating an outbound dialer
- Time-Based Routing without Programming
- Using the Authentication component to validate customers
- Using the Credit Card Component
- Text to Speech with the 3CX Call Flow Designer
- Creating a predictive dialer with the 3CX CFD
- Using the Loop component to navigate upwards
- Registering and making callbacks
- Using the survey component
- Using the CRM Lookup component
Last Updated
This document was last updated on 26 July 2021
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