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. Please reference the Workflows category for more detailed Workflow Actions and Components documentation.