Using the Visual Call Flow Editor

Content

If you are a ShoreTel Connect CLOUD Decision Maker or account-level Phone Manager, you can use the Visual Call Flow Editor to manage all types of call flow components including Auto Attendants, Hunt Groups, Pickup Groups, Paging Groups, Schedules, and Extension Lists. The Visual Call Flow Editor is a self-service tool that enables you to make immediate call flow modifications and does not require telecom expertise.

The following call flow components are available:

Viewing a List of Call Flow Components

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Visual Call Flow Editor.
  3. To filter the list, do one of the following:
    • Type your filter criteria in the search field on the toolbar.
    • Type your filter criteria under the appropriate column heading.
  4. To view the details for a call flow component, click the call flow component in the list.

    The details are displayed on the right side of the page, under Component Details.

Viewing the Interactive Diagram for a Call Flow Component

An interactive diagram is displayed as you create or edit a call flow component. The diagram shows the flow of customer phone calls through your organization. You can easily adjust the zoom settings to customize your view.

The Visual Call Flow Editor component page is divided into the following areas:

To view the interactive diagram for a call flow component:

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Visual Call Flow Editor.
  3. In the component list, click the call flow component you want to view.

    The Editor Panel and interactive diagram for the selected component are displayed.

  4. To hide or show the Editor Panel, click the Editor Panel tab along the side of the Editor Panel.

Related Articles

Roles and Permissions
Viewing a List of Authorized Contacts
Managing User Groups
ShoreTel Connect CLOUD User Management
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-07-26


Article: 000012034