Video Tutorials

Build a phone menu and publish a call flow

P09 - 4:18

Follow Max through the actual SessionPBX portal in an isolated demo workspace.

Transcript

Let’s build a simple phone menu for our team. In Call Flows, create a flow with a clear name and an unused internal number. We’ll call this one Main menu and give it number eight hundred. Choose Create and design.

The Start step is the entry point. Use its plus button to add the next step, then select Menu, or I V R. Open the menu’s settings with the small gear button.

The greeting tells callers which keys to press. Choose Custom file and upload your prepared audio. Our greeting offers one for Reception and two for Support. Use the preview player to check your recording before continuing.

Check that the menu options match the greeting. This example uses keys one and two, waits five seconds for a key, and allows two prompt replays. Save the menu settings. Each branch still needs a destination.

Use the plus beside Key one and add a Ring step. Open its settings and choose Reception, our ring group on six hundred. Save the target. The group keeps its own ringing and fallback settings.

For Key two, add another Ring step. Select Support, the queue on seven hundred, and save. This gives each menu choice a specific destination. Check the labels carefully so the greeting and routing agree.

The Timeout branch handles callers who make no selection. Add a Voicemail step, choose Alex’s mailbox on extension one thousand, and save the change. Use a mailbox that your team checks regularly.

Save keeps your work as a draft. Back in the list, check the flow number and reopen the editor. Arrange the branches so each route is easy to follow, and review the greeting and destinations.

When the flow is ready, choose Publish. The list now marks it Published, with its enabled switch on. Saving and publishing are separate actions, so check this state whenever you change a live flow.

Before assigning a public number, call the flow’s internal number. Test both keys and the timeout path, and confirm that each reaches the intended destination. Repeat those checks whenever you change the greeting or routing.

Read the written guide, or return to the tutorial series.