In this article, you will learn how to create a streamlined call queue using the call flow builder in Workiz.
Call queues are a great way of improving your customer experience. They have the ability to reduce customer wait times, prevent your team from missing any calls, and empower your organization to remain organized.
In Workiz, you can create a call queue by creating a call flow.
Creating a call queue
With the upgraded call flow builder, creating a call queue in Workiz has never been easier.
From the navigation bar, select Settings > Settings
Under Calls & Texts, select Call flows
Select Create call flow
Select Basic
Complete the Basic info fields:
In the Flow Name field, enter a name for your call flow
Select the Assigned numbers dropdown menu and choose the Workiz number(s) you want to assign to this call flow
Decide if you want to record and save phone conversations from this call flow and toggle the Record Call Flow switch ON or OFF as desired
At the bottom of the Basic info pane, select Save
In the middle of your call flow, select Business hours
On the left side of your call flow, select Greeting to customize the message your clients will hear when dialing your number during business hours
Select Call On
Configure the Call On step
On the left side of your call flow, select Voicemail
On the right side of your call flow, select Voicemail
Choose Text-to-Speech or MP3 as desired
Update the Voicemail message as desired and select Save
Once you're satisfied with this call flow, select Create Call Flow to save it
Incoming calls to this Workiz Phone number will now be routed accordingly.
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