Using the flow editor
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A flow is a connected series of actions that make up the inbound participant experience. After adding a flow, Contact center admins can use the flow editor to configure flow widgets and make connections between widgets to determine the inbound participant experience.
This article covers:
- How to access the flow editor
- How to use flow editor controls
- How to use flow editor shortcuts
- How place new widgets in the flow
- How to move existing widgets
- How to specify connections between widgets
- How to customize the display name of a widget
- How to delete connections
- How to select multiple widgets using the drag selection tool
Prerequisites for using the flow editor
- Account owner or admin privileges
- Pro, Business, or Education account
- Zoom Contact Center license
How to access the flow editor
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Flows.
- Add a new flow or click the display name of an existing flow.
How to use flow editor controls
After accessing the flow editor, you can use these controls:
Controls on the top-left section
- Display name: Click the pencil icon to change the flow's display name.
- Flow status (Archived, Draft, or Published): Displays the flow's status.
- Version: Displays the current version you're viewing.
Controls on the top-right section
- Save: Save the flow. This option only displays when editing a flow in Draft status.
- Publish: Publish the flow. This option is only visible if the flow is not published.
- Ellipses icon (...):
- Debug: Debug the flow.
- Delete: Delete the flow.
- Debug icon
: Display the debug log.
Note: This icon is only visible after debugging the flow. - Code icon: Show the raw parameters and values of the flow.
- Undo icon: Undo the last action.
- Redo icon: Redo the last action.
- Plus icon: Zoom in to the flow editor canvas.
- Minus icon: Zoom out of the flow editor canvas.
- Blue arrow icon: Change to drag selection tool.
How to use flow editor shortcuts
You can also use these flow editor shortcuts:
- Ctrl+Z: Undo the last action.
- Scroll up using scroll wheel: Zoom in to the flow editor canvas.
- Scroll down using scroll wheel: Zoom out of the flow editor canvas.
How place new widgets in the flow
- Access the flow editor.
- Click, drag, then drop a widget from the left-side widget panel to the preferred location in the flow editor canvas (gray area with a grid of dots).
Note: If you don’t see the panel, click the right arrow to open the widget panel.
How to move existing widgets
- Access the flow editor.
- Hover over the display name of an existing widget.
- Drag and drop the widget to another location in the flow editor canvas (gray area with a grid of dots).
How to customize the display name of a widget
- Access the flow editor.
- Select the widget you want to rename.
- In the right-side settings panel, click Rename.
- Enter a display name, then click Save.
How to specify connections between widgets
- Access the flow editor.
- Hover over an exit setting of an existing widget. Your mouse cursor will change to a cross or plus sign.
- Click and drag your cursor to another widget.
How to delete connections
- Access the flow editor.
- Hover over an existing connection and select it.
Note: You can select multiple connections. Your cursor will turn to a hand when hovering over a connection. - Click Delete.
How to select multiple widgets using the drag selection tool
You can select multiple widgets using the drag selection tool.
- Access the flow editor.
- Click the drag select icon in the top-right corner to activate the tool.
Note: The icon will become a solid blue color to indicate it’s active. - Click on an empty part of the flow editor canvas, then drag to resize the selection box to select multiple widgets.
- Perform one of these action to edit multiple widgets:
- Click and drag the selection to move the selected widgets.
- Click the trash bin icon to delete the selected widgets.
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