Call Flow Designer Overview

Yeastar Call Flow Designer empowers you to build intelligent call routes with ease. Simply drag and drop ready-made components to create flexible and customizable call flows tailored to your business needs.

Requirements and restrictions

Requirements
  • Firmware: 37.19.0.110 or later
  • Plan: Ultimate Plan
Restrictions
  • Maximum number of call flows: 80
  • Maximum number of components and branches per call flow: 200
  • Maximum number of steps per a call flow: 50

Call flow creation methods

Creation Method Description
Create Call Flow by Template Yeastar P-Series PBX System provides built-in templates that cover common use cases. You can use a ready-made template to build a custom call flow.

For more information, see Set up a Call Flow from Template.
Create Call Flow from Scratch Build a call flow from the ground up, with full control over each component to meet your business needs.

For more information, see Set up a Call Flow from Scratch.
Create Call Flow from Existing Flow Build a call flow by starting from an existing one - either by cloning a call flow or importing a JSON file, and making modifications to fit your needs.

For more information, see Set up a Call Flow from Existing Flow.

Supported components

Component Description
Initial Action

Initial Action component is the entry point of a call flow. It allows you to specify the phone number(s) that callers can dial to initiate the flow, and optionally configure an audio prompt to welcome callers or provide instructions for them.

For more information, see Initial Action.
Prompt

Prompt component allows you to play audio prompt(s) or a text-to-speech message to callers.

For more information, see Prompt.
Business Hours

Business Hours component allows you to route calls to different destinations based on the time of day.

For more information, see Business Hours.
Menu Menu component allows you to present callers with a set of menu options, and route calls based on the DTMF digit they press.

For more information, see Menu.
User Input

User Input component allows you to collect DTMF digits from callers, typically used with Condition component to evaluate user input and route calls.

For more information, see User Input.
Language

Language component allows you to change the system prompt language for subsequent components in a call flow.

For more information, see Language.
Record Record component allows you to start recording a call upon the caller being connected to another participant, and optionally configure prompts to inform call participants at the start and during the recording. Alternatively, you can use the component to disable call recording for calls that are supposed to be recorded.

For more information, see Record.
Dial by Number

Dial by Number component allows callers to directly dial a number to reach the destination.

For more information, see Dial by Number.
Dial by Name

Dial by Name component is one of the end components to terminate caller's connection to the current call flow. It allows callers to reach extension user by entering the first three letters of the user's name.

For more information, see Dial by Name.
Transfer

Transfer component is one of the end components to terminate caller's connection to the current call flow. It allows you to transfer callers to a designated destination, and optionally configure prompts to inform them of the transfer.

For more information, see Transfer.
Hang Up Call

Hang Up Call component is one of the end components to terminate caller's connection to the current call flow. When callers are routed to the component, the call will be disconnected.

For more information, see Hang Up Call.
Condition Condition component allows routing calls based on logical expressions.

For more information, see Condition.
Loop Loop component allows a group of components to be executed repeatedly, either for a specified number of times or until a condition is met.

For more information, see Loop.
Developer Developer component allows you to query and update data from PBX-native database or third-party database.
For more information, see the following topics: