Build the workflow

Now you have your FAQs and your knowledge base, which are the backbone of your bot. So you can now move on to the next step here, where you will create a workflow. You can really name this whatever you would like. I'll go something as simple, like general calls.

And you can also choose to auto-generate or have a blank canvas. As far as workflow description, this will fill in what it believes you are needing and how to best handle them. You'll be able to see here your information. And that will have everything you need.

We can hit auto-generate. Oh, we're after describing. take callers and formation. Okay.

business context. This is a handyman service. Callbacks. You can go ahead and start your, node.

this will be what is said at the beginning of the call. You can adjust this as needed. so for example, thank you for calling Handyman Services. Outer Banks, Handyman Services.

Take your message for a callback. This is urgent, please make a note, right? Oh. Okay, I may have your first name, and you will want to enable recording announcement, and that will be on every call, and you'll want to hit, this call may be recorded for quality and training purposes, and you can adjust this however you want.

You'll go ahead and update that. and you can set conditions if needed. let's see here. Move these around.

You'll want to see about collecting callback details, such as caller 1, what's your first name, last name, 5th number, email, what is your message regarding, and how urgent is this matter. This is a Unified Agent, action, interaction that they can take. So if this the caller indicates that this is urgent, it, urgent matters, otherwise, and the callback is recorded, do not transfer, non-agent, all well and good. We have the number for Paul here.

And we need to update that number from up here. Copy. Alright. Want to format that.

Update. We'll transfer that. And if it is not urgent, you will go back to your end node here. Callback information complete.

Thank you caller 1, caller 2. so that's just saying first and last name. So thank you, John Smith. We've recorded your callback information and message.

We'll be in touch. Goodbye. and you can, of course, update this as well to save. Whatever you would like.

but we can leave that one there for now. And you can move these around so you can see them a little better. Look at all this. Perfect.

and you can flip around through here to see, different nodes if you'd like to build it on your own.