Adding a schedule to a flow allows you to customize the time when the flow will be triggered for specific endpoints, DIDs, or contacts. This feature enables you to fully utilize the scheduling rules created at the company level or for individual contacts.
How to Use Scheduling Rules:
1. Ensure the Endpoint is Linked to the Correct Customer
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Verify that the endpoint belongs to the customer where the scheduling rule is set up.
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Go to the Endpoints section and select the endpoint where you want to set up the scheduling rule.
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Ensure the endpoint is associated with the correct customer.
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If the endpoint is not linked to a customer:
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Navigate to the General tab.
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In the Customer dropdown, type the customer name where the scheduling rule is set up.
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If specific rules are set up for a child customer, select the appropriate one.
- Example: If the schedule is set up for a child customer named "Receptionists," select that customer.
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2. Set the Scheduled Flow
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Go to the Flow tab.
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In the When dropdown, select Scheduled.
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For each schedule state, assign a flow that matches the scheduling rule.
Assigning a Flow to a Schedule:
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In the Schedule dropdown, select the desired schedule.
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All applicable states from the rules added to your customer will appear.
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Ensure the flow you want to assign is already set up beforehand.
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Assign a flow to each schedule state.
- Example: If you select Business Hours, assign the flow (e.g., MainInbound) to this state.
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Click Save to apply the changes.
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Repeat this step for all schedule states.
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A schedule dropdown will appear in bold if a flow is applied successfully.
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Removing a Flow from a Schedule:
- To remove a flow, select (None) in the flow dropdown for the specific schedule state.