Getting Started
Build, test, and publish your first workflow end to end.
This walkthrough builds a small workflow from scratch and puts it live. It assumes you're in the workflow editor with a new, empty flow open. If any term is unfamiliar, Flow Basics covers the concepts.
We'll build a voice flow that greets the caller, then routes to a live agent.
Add the first node
Click Add Node in the middle of the empty canvas (or right-click it, or press
Cmd/Ctrl+K) to search for a node, and add a Play Message node. This will greet the
caller.
Configure it
Select the node to open the edit sidebar, and set its Content to a greeting — for example:
Thanks for calling! Connecting you to an agent now.You can personalize the greeting with a variable
using the $(name) syntax if you have one available.
Set the initiator
Every flow needs a starting point. Open the Play Message node's context menu and set it as the initiator — this is where execution begins.
Add and connect a second node
Add a Transfer to Queue node (this requires the Sharpen integration). Then
drag from the Play Message node's default exit handle to the Transfer to Queue
node to connect them. Choose the queue to route to in its fields.
Check it
Choose File → Verify Flow. This checks the flow for problems that would block a publish, such as an unset initiator or an empty required field. It does not execute the flow — nothing runs until a real call arrives.
Publish
When it behaves the way you want, click Publish to promote it to production.
Publishing takes effect immediately — active traffic routed to this workflow starts using it right away.
What you built
A caller now hears your greeting and is handed to an agent queue. From here you can branch the flow (route differently by time of day with Time Control, or on a condition with Condition), gather and store data with variables, or handle failures gracefully with error handling.