How to Configure Advanced Call Flows

Modified on Fri, 19 Jun at 5:10 AM

Advanced call flows let you build custom call routing for your business, including dial menus, call queues, diverts, voicemail, and more. This article explains how to create and configure an advanced call flow in the MybOnline portal.


Please note: Activating the Advanced Call Flow add-on includes a one-month free trial, followed by a monthly subscription fee of £3 plus VAT.


Start a new advanced call flow

  1. Log in to the MybOnline portal.

  2. Select Phone settings, then Call flows.

  3. Select Create an advanced call flow.


The Call Flows page in the MybOnline portal showing the Create an advanced call flow button.


Choose a template

Select one of the three templates:

  • Create my own: a fully custom flow.

  • Dial menu: "Press 1 for Sales, Press 2 for Support".

  • Call queuing: hold callers in a queue with hold music.


The advanced call flow template selection screen showing Create my own, Dial menu, and Call queuing options.


Name your call flow

Give your call flow a name in the top-left of the screen. The name will appear in the All call flows section so you can identify it later.


The call flow editor showing the name field at the top-left of the screen.


Assign a Phone Number to the Flow

Every call flow needs its own number.

  • In the flow you’re working on, select Assign Number.



  • Choose from your list of unassigned phone numbers.



Important: You cannot assign a number that is already linked to another active call flow. If a number is in use, it must be unassigned first. Once assigned, you’ll see the number appear clearly at the top of the flow.


Set your business hours

  • Select Business hours and choose either a pre-configured option or set your own. 


The Business hours section in the call flow editor.


  • You can add breaks during the day and apply your configuration to multiple days at once. Select Save when done.


Custom business hours setup showing the option to add breaks and apply the configuration to multiple days.


Add a welcome and closed greeting

Configure greetings that callers will hear when calling your business in or out of hours. See How to set up welcome and closed greetings in MybOnline.

  • Select Add action + underneath Open.


The call flow editor showing the Add action button under the Open section.


  • In the pop-up, select Greeting.


The Add action pop-up showing available actions including Greeting.


  • Create or upload your greeting, listen to it to confirm, then select Save.


The greeting upload screen showing the option to listen to and save the greeting.
Please note: You must create both a welcome and a closed greeting before you can save and enable your advanced call flow.


Build your call routing

  • After your greetings are set, select Add action + underneath the open greeting to build the rest of your call flow.


The call flow editor showing the Add action button below the welcome greeting.


  • Choose any action to build your call flow. For example, to divert all incoming calls to an external number, select Divert to external.


The Add action pop-up showing the Divert to external option among available call routing actions.


  • Enter the number you want calls diverted to, accept the charges, and select Save. Just like a temporary call divert, call charges may apply based on your tariff.


The Divert to external configuration screen showing the number entry field and charge confirmation.


Save and enable

  • Once your call flow is complete, select Save & Enable to activate it.


The call flow editor showing the Save and Enable button.


Manage your call flows

All call flows you create are stored in the All call flows section of the Call flows page. From here you can enable, edit, and delete call flows.


The All call flows section showing saved simple and advanced call flows with options to enable, edit, and delete.


Video guide

Watch the video below to see how to add and configure a CRM integration in the MybOnline portal.



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