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Applications and Modules

Important
Information in this chapter is dependent on your user role. The following restrictions apply:
  • Application Designer can create applications and modules and add all types of blocks to a callflow.
  • Application Maintainer can only add Message, Menu, Phone, Link, Interceptor, and End blocks to a callflow.

Applications, menu modules and pre-built modules all allow callers to perform specific self-service tasks over the phone. Callers dial into the application, rather than into individual modules. The application holds all the defaults, global commands, reusable prompts and error-handling paths (as well as the agent path).

This main application is based on the Standard Application Template. This template allows you to call into a menu module or a pre-built module. Menu modules can also call into pre-built modules, as illustrated in the graphic below:

GAAP350 Help AppModule.png

Applications, menu modules and pre-built modules can all have their own error-handling, global commands, callflow defaults and reuseable prompts. However, except from callflow defaults, you cannot change these settings for pre-built modules.

Important
Refer to Understanding settings inheritance for information on the order of precedence for each of these aspects.

Creating applications and modules

You can create an application or module from the following locations:

  • Show Graphical View – Click Create New Module in the toolbar.
    GAAP350 Help NewMod1.png
  • Applications view – Click Create a new ... in the desired section. For example, to create a new menu module, go to the Menu section and click Create a new Menu.
    GAAP350 Help NewMod2.png

Selecting a template

Next, you must select a template on which to base the module. Each template provides the framework that brings together common elements, such as Start blocks, links to other modules, and more.

After you select a template, a panel appears on the right in which you can enter a name and description for your module.

  • Menus - These allow you to set up your own callflow using the Callflow Editor.
Important
You cannot edit the callflow of the Tree View Submodule Template. This template is designed to deal with large numbers of menu options. Refer to the Using the Tree View Submodule Template section below.
  • Security Modules, Business Processes, or Utility Modules - You cannot edit the callflow of these modules. However, when you view these modules in the Callflow Editor you might see additional tabs that allow you to configure the default behavior of the callflow.

Using the Tree View Submodule Template

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Using the Callflow Editor

GAAP350 Help CallflowEditor.png

Callflows consist of the following:

  • Blocks - These are the individual steps in a callflow. Blocks perform a single basic function. For example, a Start block signals the start of the application, and an End block signals the end of the application. You can use the following blocks:
  • Paths - Each block on the callflow is linked by a path. A path can represent:
    • A menu option that a caller must select to proceed to the next block (these paths are surrounded by quotation marksspeak or key-in in order to progress to the next block (these are surrounded by quotation marks). For example, "yes (1)" denotes a menu option in which the caller said "yes" or entered 1 on a keypad.
    • An event that took place in order for the call to be routed in a certain direction (these do not have quotation marks). For example, success means this path is used if the previous block ended successfully, and hangup means this path is used if the caller hangs up.

You can click on the name of a block or path to view its properties. For example, in the Menu block shown below, you can change its title or description.

GAAP350 Help BlockProperties.png

Tips for Using the Callflow Editor

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Removing blocks and paths

To remove a block from the callflow, drag and drop it onto the recycle bin icon GAAP350 Help RecycleBin.png on the toolbox. The following outcomes are possible:

  • If the block was the result of a caller input (the path name was surrounded by speech marks, such as "accounts"), the path is not deleted with the block. Instead, the path links back to the block from which it originates. You must then decide whether you want to link this path to another block, or remove it by dragging the path name to the recycle bin.
  • If the deleted block was the result of an event path, such as success, the path is also deleted with the block.

To remove a Path from the callflow, drag and drop it onto the recycle bin icon GAAP350 Help RecycleBin.png on the toolbox. The following outcomes are possible:

  • If you are deleting an event path, the block into which the path leads is also deleted.
  • If you are deleting a caller input path, the block into which the path leads is not deleted. Instead, the block is isolated and moved to the top of the callflow.

Miscellaneous tips

  • Clicking outside a dialog box is the same as clicking Cancel. For example, if you clicked a Message block in the callflow to edit its prompt, but then decide against the change, you can click outside the dailog box to close it and not save the changes.
  • If required, the Default Behaviour callflow can be linked to the Application callflow.

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Configuring Paths

[+] Click to show section

Prompts

[+] Click to show section

Configuring global commands and paths

[+] Click to show section

Understanding settings inheritance

Applications and modules inherit settings in the following order:

  1. Callflow preferences.
  2. Path and menu options.

Callflow preference inheritance

Callflow preferences are inherited in the following order:

  1. Current block.
  2. Current module defaults.
  3. Calling module defaults.
  4. Main application defaults.
  5. Current server settings page.

Understanding the inheritance order enables you to set useful defaults in your main application but override them in specific situations for a particular sub-module or block. For example, you might set the Maximum retry count at 1 in the main application but use a higher value for a particular Question block in a sub-module that asks a complex question that often takes callers a few attempts to answer. You might also have a particular "Yes/No" question within that sub-module that says, "If you don't know the answer just stay silent." To do so, set the Maximum no input count value to 0 for that specific Menu block.

Path and menu option inheritance

Paths and menu option settings are inherited in the following order:

  1. Current block.
  2. Current module defaults.
  3. Calling module defaults.
  4. Main application defaults.

Setting callflow preferences

[+] Click to show section

Opening Hours Rules

[+] Click to show section

Deploying to Production

[+] Click to show section

Updating application or module details

Important
This section only applies to users with the role Application Designer.

To update application or module details:

  1. In the Callflow Editor, click the Application Details or Module Details tab.
  2. Update the application or module name and description as needed.
  3. Click Save.

Deleting applications and modules

Important
This section only applies to users with the role Application Designer.

To delete an application or module:

  1. Click Applications in the navigation bar.
  2. Click Advanced Details.
  3. Click delete beside the application or module that you want to delete.

When you delete an application or module, all accompanying data and prompts are also deleted.

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