Flow Builder - Handling Incoming Calls and Texts

How to manage the routing of calls and SMS text messages in your organization

Jordan Samuel Fleming avatar Tudor Deak avatar Ellen Sluder avatar +1
19 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Ellen Sluder and 1 other
Inbound Calls - Building a Call Flow

How to Build an Incoming Call Flow

Use Flow Builder to direct smrtPhone on where to route your inbound calls
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Setting Business Hours (Business Hours Applet) - Call Flows

The Business Hours Applet lets you set different rules for how calls should be handled during or outside business hours
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

Setting Who Receives a Call (Dial Applet) - Call Flows

How to use the Dial Applet to determine which users/groups will receive calls that come in on a specific phone number
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

How the Simultaneous Call Feature Works (Dial Applet Options) - Call Flows

Within the Dial Applet - Learn how to ring all members of a Group at the same time
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

How the Whisper Message Feature Works (Dial Applet Options) - Call Flows

How to customize the message your users will hear when a call is routed to them
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Distributing Calls Among Agents (Round Robin Applet) - Call Flows

Learn how to evenly distribute inbound phone calls among agents within a group, while providing superior service to your clients.
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

Creating a Phone Menu (IVR Menu Applet) - Call Flows

Step-by-step instructions for building an Interactive Voice Response menu that allows callers to choose their path.
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

Allow callers to opt out (DNC Applet) - Call Flow

Allow your leads to let you know they don't want to hear from you by adding themselves to your DNC List
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

How to Duplicate a Call Flow

Sometimes it's easier to copy an existing call flow and make adjustments than it is to start from scratch
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Voicemail Setup - Call Flows

How to use the Voicemail Applet to send incoming calls to your individual or group inbox.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago