Talkdesk Studio

Talkdesk Studio Advanced Documentation

Welcome to Talkdesk Studio Advanced Documentation. Here you can find comprehensive documentation to help you deep dive and learn how to make the most of Talkdesk Studio.

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Flow Statuses and Versions

Four main steps compose the lifecycle of a flow - flow - Actions performed during the lifecycle of a call. :

  1. Creating a flow.
  2. Saving and validating a flow.
  3. Publishing a flow.
  4. Assigning a published flow to a number.

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

  • Draft
  • Published
  • Archived

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 draft. 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

You can save your draft 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 published at any time.

Discarding a draft

If at any moment you need to discard a draft, click on More Options [] in the top-right corner of the Studio Editor 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 the draft status.

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 archived automatically when you create a new draft version and publish it.

Restoring an archived version of a flow

You can restore an archived version by clicking on the Restore version button.

A copy will be created as a new draft. You can work on it 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 Editor.

A new flow will be created (not a new version) when you fill in the Name and Description text fields and hit Create Flow.


Flow Statuses and Versions


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