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The Flow builder page is displayed with a Start Action. To learn more about these actions, see Flow Actions https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58261530#Flow316866647#Flow-Actions.
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In the Flow builder page, you can do one of the following to customize your flow’s information:
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Click
button to copy an action. Click
button to delete the action. Click
button to add an a next step action.
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You can add flow actions based on your request, you can find more details about flow actions from Flow Actions https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58261530#Flow316866647#Flow-Actions.1.
Now, you can click Publish to publish the Flow. After publishing this flow, you can select this flow when you enable Trigger a flow in Pre-Chat, Offline-Message, or when you add Go to Flow action in other flow.
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Actions | Description |
|---|---|
Transfer chat | This action allows you to transfer the chat to a specific agent, chat queue, or transfer the chat based on the Widget's routing rules. |
Branch | This action allows you to set specific user paths for different conditional steps in the flow. |
Go to Flow | This action allows you to transfer to another Flow when a present Flow is finished. |
Let AI Agent answer | This action allows you to transfer to AI Agent. Click Set AI Agent live for chatto learn more. |
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Transfer chat:
Transfer the chat to a specific agent, chat queue, or transfer the chat based on the Widget's routing rules.
Branch:
Click Add new branch to enter the new branch edit page.
Define the logical expression, you can use meet all, meet any, or use logic expression to trigger the branch.
Click
button to add a condition for the branch to trigger.
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If you select “use logic expression” to set routing rules, please note：
Conditions need to be added before input expression, otherwise the system will prompt “Invalid logical expression.”
The parentheses must come in pairs and be written as half-width.
Or, And are not case sensitive. Space should be added before and after.
The precedence of logical operators in order from highest to lowest is: (), And, Or.
The number used in the expression must exist in the identifier number list.
If you have 5 conditions, you can use Expression like (1 or 2 or 3) and (4 and 5). This expression means the branch will be triggered when any of the 1 to 3 conditions is met as well as condition 4 and condition 5 are met. The number here is the condition identifier number.
Go to Flow:
Transfer the visitor to another Flow.
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Set value:
You can set a certain value for the variable, or input “{{“ to awake the Variable selector to select a variable as the vaulevalue, the vaule value will be displayed in Collected Leads https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58261530#Collected-Leads.
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Send an email:
Configure the pre-defined email, the system will automatically send an email when it get gets the visitor’s information.
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