Adding or duplicating a flow

A flow is a connected series of actions that make up the inbound participant experience. Contact center admins can add a new flow to start the flow creation process. After adding a flow, you can use the flow editor, which is a graphical programming environment for creating and modifying channel workflows.

Requirements for adding a flow

Table of Contents

How to add a flow

  1. Sign in to the Zoom web portal as an admin with the privilege to edit flow settings.
  2. In the navigation menu, click Contact Center Management then Flows.
  3. Click Add Flow.
  4. Specify the following:
  5. Click Add.
    The flow will be added to the flow list.
  6. Click the newly-created flow to use the flow editor.

How to duplicate a flow

You can duplicate a flow to create a copy of it. All flow settings will be copied over to the copy, except for the entry point settings.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit flow settings.
  2. In the navigation menu, click Contact Center Management then Flows.
  3. Locate a flow you want to duplicate.
  4. Click the right arrow to the left of the flow name to view all versions.
  5. In the last column, click the ellipses icon , then click Duplicate.
  6. Specify the following:
  7. Click Add.