Create reusable call flows

Sign in to the customer portal and select the intended Hosted PBX. Check its name or billing code before editing; each PBX has separate extensions and call routes.

Build the sequence

  1. Create a named flow that describes its purpose, such as “Sales after hours”.
  2. Add the available destinations in the order the call should visit them: a recording, condition, extension, group, queue, menu or voicemail.
  3. Set every timeout, failure and final destination. An action that answers, transfers or hangs up can prevent later steps from running.
  4. If the editor exposes variables, give them clear names and define the behavior when a value is missing.
  5. Save the flow, test it, then select it from the intended number or other PBX destination.

Example

A shared after-hours flow can play a closed-hours greeting and then send the caller to voicemail. Referencing that one flow from several numbers lets you update the greeting and destination together.

Check every route that uses a flow before changing or deleting it.

Save and verify

Review the selected PBX and proposed values, then save. Place a controlled call through the affected route and check Call history. Include busy, unanswered and after-hours cases where they apply. Keep the previous configuration until the new route is verified.

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