Basic settings for a self-service flow

Last Updated : Nov 11, 2022 |

To start creating a self-service flow, configure the basic settings on the Basic tab.

The basic settings are the following:

Name

Function

Name

The self-service flow name. You can use the flow name for identification and search.

Self-service Types

Self-service flow types depending on the flow purpose:

  • Appointment Reminder: For notification of the customer about future events.

  • Attribute Collection: For collecting information about the customer, such as customer intent.

  • Customer Identification: For enabling agents to identify the customer.

  • Wait Treatment Application (WTA): For providing treatment to customers while waiting for an available agent.

  • Self-service Application: For providing general-purpose automated treatment to customers.

Choose the type depending on the purpose of the self-service flow you create. After saving the flow as a draft, you cannot edit the selected value.

Languages

Self-service flow languages available for the customers. You can select as many languages as you require.

Default language

The default language for a multilingual self-service flow. You can choose the default language from the languages you select in the Languages field.

Channels

Channels for interaction with the customers:

  • Voice

  • Chat

  • Messaging

Description

Additional details about a self-service flow.

This field is optional.

Tags

A label to mark and categorize the content. You can create multiple tags.

This field is optional.