Draw what happens when the phone rings.
A call flow is the path a call takes, drawn on a canvas rather than configured in a form. 37 nodes cover screening, greetings, menus, capturing what the caller keys in, calling your own systems mid-call, and getting the caller to the right person. Publish it, point a number at it, and test the whole path before a customer does.
37 nodes · 8 categories · 6 worked examples
Pick a flow. Run the call. Click any node.
These are the six real flows, drawn from the same data the pages below use. Every node is one you can drag onto a canvas, and every description is the one the builder shows.
- 01Screen before anything elseFederal DNC Check
Nothing is dialled until the registers have been checked. Put this first so a suppressed number never reaches the rest of the flow, rather than screening after the greeting.
- 02Only call inside permitted hoursBusiness Hours
Evaluated in your own timezone. Outside the window the call does not proceed, which is a rule you can evidence rather than a habit you rely on.
- 03Confirm this is somebody you holdIf Existing Lead
If the number does not match a record, there is no balance to quote and the flow should not pretend otherwise.
- 04Fetch the live balanceTrigger Webhook
Calls your ledger with the contact id and captures what comes back into flow variables: the amount outstanding and the due date. Five second timeout, with a failure branch, because a ledger that is down should not produce a call that quotes nothing.
- 05Say the amount out loudPlayback Audio
Spoken through your Brand Voice Kit with the captured variables interpolated. The caller hears the real figure and the real date, not a generic message asking them to call back.
- 06Ask the question that sorts the listRoute to IVR
Paying today, arranging terms, or disputing. One keypress, three branches, and the branch is the only thing that decides whether this call needs a person.
- 07Take the reference numberCapture Digits
On the paying-today branch. The caller keys in the account or reference number from their statement and it lands in a variable you named.
- 08Post the promise to payTrigger Webhook
Sends the captured reference and the amount to your payment provider or ledger. Whatever it returns is captured for the next step.
- 09Branch on what the processor saidMatch Webhook Variable
Accepted, declined or unavailable are three different conversations. Only one of them needs an agent.
- 10Record the outcome on the recordUpdate Lead Stage
The stage moves without anybody typing. This is the step that stops the same person being called again on Thursday.
- 11Hand over the ones that need a personRoute to Team
Disputes and arrangements go to the team that handles them, with the record already open and the balance already on screen.
Screen before anything else
Nothing is dialled until the registers have been checked. Put this first so a suppressed number never reaches the rest of the flow, rather than screening after the greeting.
Federal DNC Check
Checks the caller against the US national Do-Not-Call registry and branches.
Six flows, built node by node.
Each one names the exact nodes at every step, so you can read it as an explanation or follow it as a recipe.
Every node, and what comes out of it.
Written by the people who built the nodes: this reference is generated from the same catalog the builder reads, so it cannot describe a node differently from the thing on your screen.
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