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Proactive Flow

Tracey Bunyard
  • Updated

A proactive flow is called whenever the assistant receives a message from a third party for a current conversation. This will interrupt the current conversation or project flow and return back to it once this flow is finished.

Adding the Proactive Flow

  1. Click the ellipsis (three dots) button, top right on your assistant screen followed by Enable Flow. The words enabled (in green) will appear beside the Flow header.mceclip1.png
  2. Click Edit Proactive Flow. Input your parameters
  3. Clicking on the + icon in the designer allows you to choose and configure an action that will occur as the user progresses through the flow. mceclip1.png
  4. Import, Export options are available. 
  5. In-line help is available both at the high level and at an actions level by clicking the ellipsis (three dots) button against the action in the designer. 
  6. Click Save.

 

 

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