Adding a flow to a task in Orchestration

Última actualización : Jun 20, 2024 |

About this task

To make a flow available to the customer, you must link it to the correspondent task in Orchestration. If you configure a flow to provide wait treatment for customers, connect the flow with the Give Treatment task. For customer identification, queuing, and attribute collection, you must link the flow to the Start Automation task.

Before you begin

Create a flow and note the flow name. You require the flow name to find it in the corresponding task in Orchestration.

Procedure

  1. In Orchestration, create a new workflow or edit an existing workflow.
  2. On the Contact Center palette, click the required task and drag and drop it to the canvas.
  3. Locate the task preceding the required task in the workflow.
  4. To draw a connection line between two tasks, click and hold the preceding task and move the cursor to the next task.
  5. Click and hold the relevant task output and move the cursor to the next task in the workflow.

    A line connects the output you select to the next task.

  6. Double-click the task to configure.
  7. In the properties pane, in the Properties section, enter the flow name.
  8. In the Language list, select the flow language for the current workflow.
  9. In the Properties pane, click Save.
  10. Click the arrow next to the workflow name above the canvas and select Save.
  11. In the Workflow Name field, type a name.
  12. In the Workflow description field, type a description.
  13. Click Save.
Related information
Assigning Flows in Orchestration Designer