Introduction
What is the 3CX Call Flow Designer?
The 3CX Call Flow Designer enables you to easily create voice applications. Voice applications are programs that interact with the user via the phone and then perform certain logic. For example, you can create a voice application that asks for a caller to input a customer number, which is then verified against a database. Based on this number the call can then be routed to a certain queue. Because the 3CX Call Flow Designer is entirely visual, little telephony or programming knowledge is required.
How does it work?
Using the 3CX Call Flow Designer, you visually create your application by assembling building blocks, called components, e.g. “Menu”, “Prompt Playback” or “User Input” are a few of the most common components. Each component has particular configuration options. When you have put together your voice application, you can save it as a project. This project is then uploaded to the 3CX Phone System so that you can “link” your voice application to a digital receptionist or a DID number. In this way, callers can be directed to your application either directly or via a menu. From within voice applications you can link back to call queues, extensions, digital receptionists and so on.
Installing & Updating 3CX Call Flow Designer
The 3CX Call Flow Designer can be installed on a machine with Windows x64 version 7 or later with .NET v4.6.1, and a minimum screen resolution of 1080 pixels height, using these steps:
- Download the 3CX Call Flow Designer from the Customer Portal, run the setup file and click “Next” to start the installation.
- Select the installation location and click “Next” to proceed. 3CX Call Flow Designer needs approximately 15 MB of available hard disk space. You need to reserve additional space to store projects.
- Click “Install” to confirm the installation and copy all files to the destination folder. You may need to provide administrative authorization to proceed. To complete the install click “Finish”.
After CFD is installed, it automatically checks for an updated version on startup every seven (7) days. If an updated version is found, it asks for confirmation to download and update the CFD. You can also manually check for a CFD update in “Help” > “Check for Updates...”.
Terminology
The 3CX Call Flow Designer (CFD) uses a number of terms:
- Project – your actual application, composed of callflows, dialers and components.
- Callflow – a particular interaction with a caller, i.e. a group of actions performed by a component group. For example, asking for a user’s customer number.
- Dialer – a flow to launch automated outbound calls.
- Component – the basic building block of a callflow, a dialer, or a more complex component, e.g. “Menu” to offer options, “User Input” to ask for DTMF input, “Database Access” to query a database, etc.
- Custom Component – you can create your own components with custom functionality.
See Αlso
- See Our Community Forums and obtain user to user support for our products
- Find configuration guides in the main IP Phones Page.
- Accessing a database from a CFD voice app
- Sending emails from a CFD voice app
- How to play a sequence of digits from a 3CX Call Flow Designer voice app
- Automated Telephone Ordering Voice app with CRM integration via the 3CX API
- Creating a Phone Support Portal with the 3CX Call Flow Designer – Part 1, 2, 3, 4
- 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
- See how to integrate 3CX with the CRM API
Last Updated
This document was last updated on 31st May 2023
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