CX Create / Flow CommFlow Basics
After a script is built, it must be added to a CommFlow. Short for Communication Flow, they control the routing of tasks and data through CX Create.
This article is the first in a series that will take you step by step through the CommFlow creation process, detailing the many options that are available.
The most basic type of CommFlow connects an embed to a script for the purpose of "popping" the script externally to a browser so that data can be collected.
CommFlow Creation: Step-by-Step
1. Getting Started
You will need:
- Any completed script, basic or advanced
See the Scripts section for more information. The script must have at least one disposition assigned to it, and (if applicable) should have CX Create / Flow FAQs already attached. - A configured Partner
- Click CommFlows in the left-hand navigation bar
The CommFlows page is set up with the same options and navigated in the same way as the Scripts page.
- Click the New CommFlow button
- CommFlow page opens to the General tab
- General tab:
- Label: the name of the CommFlow
- Description: a set of keywords that can be used for easier identification in a search
- Active Yes\No: [defaults to Yes] A CommFlow marked as Active will display a check mark in the Active column on the main page Home>> CommFlows
- Active From: [defaults to OFF]*
- Active Through: [defaults to OFF]*
*The Active From/Through date feature is not yet implemented as of this writing. Assigning dates in these fields will not have an impact on the function of the Active button above it. - Dynamic date holiday scheduling: To assign a schedule, click in the text box and a dropdown list of available schedules will appear
For more information about scheduling, and how to create a holiday schedule, click here.
- Session fields tab:
The Session fields tab will appear blank until a script is added and fields are mapped*
This will be done in a later step.
*If Standard Fields are being used in your script, they will populate on this tab once the script node is added. They will be noted as such:
- Once you have assigned a label and description (optional) to the CommFlow, click Update to save
2. Adding the Embed
- Click the Graph button in the top right
By default, the CommFlow Graph is blank:- On this graph you can:
- Click to Save/ click to Close (if changes have been made, you will be prompted)
- Move around by clicking and dragging the mouse on the graph
- Move around by using the navigation buttons in the bottom right
- Click to Save/ click to Close (if changes have been made, you will be prompted)
- From the left-hand navigation bar, you can add the following to your CommFlow:
- Embed (required)
- Schedule
- Script (required)
- Split Test
- Integration
- On this graph you can:
- Click and drag Embed from the navigation bar and place anywhere on the graph
- Click the wrench icon to open the settings
The embed settings pop-up defaults to the Deployments tab- Click the Partner dropdown list and select the desired partner
For more information and a step-by-step on how to create partners, click here.
Once a partner is selected, a second partner dropdown will automatically appear. Because this example only uses one partner, the second entry can be left blank.
- Click the Partner dropdown list and select the desired partner
- The Parameters tab (not used in this example) can also be left as-is
Standard Fields, if being used, will all be listed here as available parameters. For more information on adding parameters to your CommFlow, click here. - Click Update to save and close the pop-up
3. Adding the Script
Once the partner is in place, the CommFlow needs a script assigned to it.
- Click and drag Script from the navigation bar and place anywhere on the graph
You will be prompted with a dialog box from which you can select a script. - Click the dropdown to select the desired script
Can't find your script? Don't want to page through thousands of results, ten scripts at a time? Start typing the name of your script in the text box and CX Create will narrow the results for you. - The script will be added to the CommFlow Graph:
- Attach the partner embed to the script by clicking Create and dragging to the left side of the script tile to create a connector:
- Click Save and then Close on the Script Graph
Once the embed has been connected to the script, you will be returned to the Config tab
4. Running the Script in a Browser
Now that the script is part of a CommFlow, it can be "popped" from the Config tab:
- Click the info button to open the deployment modal
- From the deployment modal you can:
- Click the URL to pop the script into a separate browser tab
- Copy URL to Clipboard
- Save any parameter* changes
*No parameters have been added to this CommFlow. For more information and a step-by-step on creating parameters, click here. - Close the modal
- Once the URL is clicked or copied to the clipboard and pasted into a browser, you can interact with the script as an Agent.
This CommFlow has not been mapped! Any data collected or reported will not be saved or stored on the Session tab. Click here to be taken to the next article in this series for more details and step-by-step instructions on mapping the CommFlow.