đĄ What's an automation flow?
đĄ How to buy a phone number?
Steps to create a call flow
Create a flow
Load the flow builder
Navigate to the flow builder by clicking the âFlowsâ on the left side menu. Then when you have the flow page open you will see a link to âFlowsâ on the top of your page, please click that. Click on the âCreate Flowâ button.
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-219-1024x501.png)
The system will pop up a message box, and you will have to select the third option, 'Incoming Phone Calls'. Now, click on the âSelectâ button.
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-220-1024x519.png)
Drag and drop to build flow
Drag and drop elements on the flow builder to add steps
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-221-1024x519.png)
đĄ Video guideline on automation flow
Save the flow
After completing the design works, please click on the âSaveâ button
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-222-1024x492.png)
Publish the flow
The system will allow you to set a name for the flow and publish the flow.
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-223-1024x498.png)
Connect the flow to a number
Open the phone numbers section
Please navigate the phone number section by clicking on the âPhoneâ on the left-side menu. When the page is open, click the âNumbersâ button on the top menu.
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-224-1024x401.png)
Edit the phone number
Please, select your concerned phone number, and open it in âEditâ mode
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-225-1024x431.png)
Connect the flow
Please, select the âSend Inbound Phone Calls Toâ dropdown, and the system will provide you with a list containing existing call flows. Please, select your concerned flow.
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-226-1024x391.png)
Save the process
Now, click on the âSaveâ button to save the changes
![](https://docs.whitelabelagencysaas.com/wp-content/uploads/2023/12/image-227-1024x518.png)