Talkdesk Studio

Talkdesk Studio Advanced Documentation

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Flow Statuses and Versions

Four main stepssteps - A step is a component-based action item that is added to the flow, leading to the desired outcome. compose the lifecycle of a flowflow - A flow represents the full lifecycle of a call. It is a road map to how calls will be handled from the moment they enter the phone system to the end of the call.:

  1. Creating a flow.
  2. Saving and validating a flow.
  3. Publishing a flow.
  4. Assigning a publishedpublished - If your flow is published, it means it’s error-free and that you can assign phone numbers to it. flow to a number.

A flow can have several versions, allowing you to keep track of any changes over time. Each version can have only one of the following statuses:

  • DraftDraft - When you are building your flow, you are working on a draft version.
  • PublishedPublished - If your flow is published, it means it’s error-free and that you can assign phone numbers to it.
  • ArchivedArchived - Your published flow is archived in a flow version whenever you publish a new draft. These archived versions can be restored and republished at any time. Please note that you cannot archive an entire flow; you can only (permanently) delete it.

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Note

Only one version per flow can have the “draft” or “published” status.

Draft

Creating a draft

When you create a flow from scratch, you will immediately start working on a draftdraft - When you are building your flow, you are working on a draft version.. You can only build or make changes to a flow if it’s in a version with the draft status. No calls can be made or directed to a version with this status.

Saving and validating a draft

A flow is "Not Validated" if you have made changes to it but you haven't saved it yet.

You can save your draftdraft - When you are building your flow, you are working on a draft version. by clicking the Save button. Clicking Save triggers an automatic error verification. If there are errors, you need to fix them before being able to eventually publish the flow. When there are no errors, the version is validated and can be publishedpublished - If your flow is published, it means it’s error-free and that you can assign phone numbers to it. at any time.

Discarding a draft

If, at any moment, you need to discard a version of a flow, click on “More Options” [...] in the top-right corner of the Studio EditorEditor - The Flow Editor is where you build and edit each call flow. You can access it through the "Studio Flows" page. and then hit Discard version. This action is particularly relevant because it is only possible to have one draft per flow.

Confirm your action when the modal window appears, by clicking Discard version.

Published

Publishing a flow

When you have finished configuring your flow, you must publish it to be able to assign it to one or more phone numbers. Calls made to these phone numbers will then follow the routing rules you have set up in your flow.

To have your flow published:

From that moment on, you can assign your flow to numbers.

Editing a published flow

Clicking Edit within a published flow will create a copy with a "draft" status.

In case the published flow already has a draft version, a warning message will be displayed to inform of the existing draft version. It will also enable you to navigate to the draft by clicking on the Go to draft button.

In both cases, you can work on the new draft version while the previous version remains published.

Since there can be only one published version per flow, if you publish this new draft, the previous version will be archived automatically.

Archived

A published version of a flow is archivedarchived - Your published flow is archived in a flow version whenever you publish a new draft. These archived versions can be restored and republished at any time. Please note that you cannot archive an entire flow; you can only (permanently) delete it. automatically when you create a new draftdraft - When you are building your flow, you are working on a draft version. version and publish it.

Restoring an archived version of a flow

You can restore an archived version by clicking on the Restore version button.

Similar to what happens when a flow is edited, if you click on Restore version and a draft version of the flow already exists, a warning message will inform you of this existing draft version. You can navigate to it by clicking on Go to draft.

In case a pre-existing draft version is not available, a copy of the archived version will be created as a new draft.

In both cases, you can work on the draft freely while the archived version remains archived.

Duplicating an archived version to a new flow

You can duplicate an archived version of a flow by clicking the Duplicate button in the top-right corner of the Studio EditorEditor - The Flow Editor is where you build and edit each call flow. You can access it through the "Studio Flows" page..

A new flow will be created (not a new version) when you fill in the “Name”, and if necessary, the “Description” and hit Create Flow.

Updated 8 months ago


Flow Statuses and Versions


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