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  1. Add and configure panels. From the Panels Editor, drag and drop any panels you might need onto the Workspace. You can add a panel and configure it before adding more, or add several panels at once and configure them all afterward.

  2. Connect panels to each another. Decide the order in which your panels should work, then connect them. As shown in Figure #, drag your first panel's output onto the next panel's input. Connect the next panel in sequence, and continue until all desired panels have been connected into one flow.

    1. What if I leave some panels out? Your Logic's flow will only use the panels that you connect. It's okay to leave any unconnected panels in the workspace if desired.

  3. Set a starting panel. Double-click the desired panel and select the Set as Flow Initiator button.

  4. Revise your flow if needed. You can continue to add, configure, rearrange, and remove panels as needed. If you believe no other changes are needed, then your flow is complete.

  5. Where does the flow end? A Logic's flow ends at the very last panel in sequence. We recommend testing your Logic to be sure that your Logic performs—and ends—as you intend.

Basic IVR Demonstration:

  1. Play Message panel

    1. Welcome Prompt

  2. Switch panel

    1. Routing Decision

  3. Transfer To Queue panel

    1. Sales Queue

    2. Customer Service Queue

  4. Disconnect panel

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What’s next?

You will perform some amount of testing to ensure that the Logic will run when triggered.

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  1. In the Logic Editor, select Settings. The Logic Settings page will be displayed for the currently open Logic.

  2. Select one or more phone numbers in the Owned Phone Numbers table. Selected numbers will be highlighted in light blue.

  3. Select the (>) arrow. The selected numbers will be transferred to the Routing to... table.

  4. If needed, use the (<) arrow to transfer any unwanted numbers back to the Owned Phone Numbers table.

  5. Select Save Changes in the upper right corner of the page.

Inbound calls and/or SMS messages to any numbers in the Routing to... table will now trigger the current Logic when active.

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What’s next?

You will publish the Logic for live use.

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