Creating a Flow on Webex Connect

Step 1 - Add a New Flow

1. Click Create Blank Flow button under the Flows section on the service dashboard.

Alternatively, click Flows tab (shown below), and then click either of the two Create Flow buttons.

2. Enter the Flow Name and choose the Type as WorkFlow. You can select 'Voice Flow' in case you want to build a voice flow.

3. In the Method dropdown, select the New Flow option.

4. Select Start from Scratch option to create a flow from the beginning and click on Create to proceed further.

In case you would like to build an SMS survey, appointment reminder flow, or an autoresponder flow you can select one of the pre-built templates and get a head start.

5. Once done, you will arrive at the Select Trigger Category page where you can configure how this flow will be triggered. You can pick from the displayed trigger categories e.g. channel triggers, system triggers, or custom triggers.

From here on, you can follow one of the below end-to-end tutorials.

• Sending automated SMS using Webex Connect Visual Flow Builder
• Setting up an Appointment Reminder in Webex Connect