Search for Workflow in the Options menu. Click Plus (+) and fill out the required information.
Information Tab
|
Field Name |
Description |
|
Name |
The name of the workflow. |
|
Description |
The description of the workflow. |
Workflow Options Tab
| Field Name | Description |
| Final State Customer Hangup | When the customer hangs up the phone, what do you want to happen to the call. For example, a function or terminating the call. |
| Maximum Number of Workflow Actions | After the maximum number of workflow actions, the workitem will terminate. |
| Final State Agent Hangup | For an agent to hang up, you select what you want to happen to the call. For example, a function that does a survey or terminating the call. |
Campaigns Tab
The Campaigns tab will show where the following workflow is assigned.
Workflow Tab
The Workflow tab is where the workflow will be created.