Transfer Workflow Block
Last updated August 18, 2024
How to use the Transfer Workflow Block
The Transfer Workflow block allows Phonely to transition from one workflow to another, enabling you to:
- Simplify complex workflows by breaking them into smaller, manageable parts
- Easily modify and update specific sections of your call flow
- A/B test different workflow variations to optimize performance
How to Use
1. Add the Transfer Workflow block:
- Drag and drop the Transfer Workflow block into your existing workflow
- Alternatively, select the block from the available options
2. Configure the block:
- Click on the Transfer Workflow block to open its settings
- Select the target workflow you want to transfer to from the dropdown menu
- Click "Save" to confirm your selection
3. Connect the block:
- Ensure the Transfer Workflow block is properly linked within your current workflow
Key Points
- The call will continue from the beginning of the selected target workflow
- You can easily delete blocks by selecting them and pressing the Delete or Backspace key
- This feature allows for modular workflow design, improving maintainability and testing capabilities
Use Cases
- Splitting a long, complex workflow into multiple shorter workflows
- Creating reusable workflow components that can be shared across different call flows
- Implementing decision trees that lead to specialized workflows based on user responses
Tips
- Use clear naming conventions for your workflows to easily identify transfer destinations
- Regularly review and optimize your workflow transfers to ensure smooth user experiences
For more detailed information and support, visit the Phonely Help Desk at help.phonely.ai .
Was this article helpful?