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    Help Center Communication

    Setting up a Basic Dial Call Flow


    WhatConverts now allows you to set up a call flow to grab more data from your incoming phone calls.

    A Call Flow can help you manage how calls are routed for business hours, location of the caller, intentions of the caller (sales or support for example) and more. This document will show you the steps to setting up a Basic Dial Call Flow that will play a message for a caller, forward a call to a destination number and record a voice message if the call goes unanswered.

    How to Set up a Basic Dial Call Flow

    1Log in to your WhatConverts Dashboard. Under Profile, select "Tracking", "Phone Calls". When the Phone Calls drop down opens, select "Call Flows".

    Call Flows Selection for Call Routing

    2At the top of the page, select "+ Add Incoming Call Flow" at the top of the page.

    Incoming Call Flow for Call Routing

    3Select "Basic Dial" for a simple call flow that plays a greeting message to your caller and connects them to a recipient.

    Simple Call Flow Example

    1. Toggle the Call Recording step "On" or "Off".Note:
        Please be aware that call recording laws are applied at state, federal and country level, please refer to the laws and regulations of your jurisdiction. You may need to apply a message that states the call is being recorded.
    2. Edit the Message step by clicking the "Edit" icon in the top left of the module. Enter the greeting you would like played to the caller before they are connected to your destination.
    3. Edit the Dial step. Give your step a "Name", select the "Dial Type", enter a "Destination Number" where you would like your calls to forward to, choose which Caller ID you would like to display at the destination, if you would like a Call Whisper to be played and a Post Call Flow. Click "Update".Simple Dial for Call Flow Routing
    4. Edit the voicemail message by selecting the "Edit" icon in the top left of the Voicemail module.
    5. Scroll to the top of the Call Flow, enter a "Name" for your new Call Flow and click "Save Call Flow".

    3Apply your Call Flow to your tracking number by looking under your Profile, select "Tracking", "Phone Calls" and "Phone Numbers". Click the "Gear Icon" at the end of the row to edit your tracking numbers.
    Edit your tracking numbers

    Under Call Routing, select "Call Flow" and choose your new Call Flow from the drop down menu. Click "Update".

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    Whatconverts Features for your Business
    Call Tracking Options
    Lead Tracking Call Tracking Options

    Choose one of three strategies for your call tracking software.

    Call Flows - Post Call Qualification
    Lead Tracking Call Flows - Post Call Qualification

    Allow your people to qualify incoming calls as leads as soon as the call ends.

    Call Greeting
    Lead Tracking Call Greeting

    Create an automated greeting to be played when someone calls your tracking number.

    HIPAA Compliant Call Tracking Software
    Lead Tracking HIPAA Compliant Call Tracking Software

    Keep ePHI information secure.

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