Callflows. Caller ID Actions. Dynamic cid

Modified on Wed, 05 Jul 2023 at 01:21 PM

Description: This is how the Dynamic CID works and how it can be integrated into call flows.

Caller ID is a service that displays the caller's phone number and name on the recipient's phone or device before the call is answered. It enables the recipient to identify the caller and decide whether or not to answer the call.

With the Dynamic CID Action, callers can input personalized Caller IDs while placing a call within this call flow. 

Once the call connection is established, an automated message will instruct the caller to "enter your Caller ID followed by pound". The caller then has a period of 5 seconds to perform this action. 

This feature enables the call recipients to access more individualized information about the caller, such as their personal or case numbers.

After creating a new call flow, completing the Main Callflow Block with essential information, and assigning a Device to the configured call flow, you can implement the Dynamic CID Action to the configured call flow. The Dynamic CID Block is located within the Caller ID group of Actions in the Catalog of Actions on the Callflow Configurator's right-hand side.

By using the drag-and-drop technique, you can transfer the Dynamic CID Block from the Catalog and integrate them into the Callflow diagram

When you drop the Dynamic CID Block onto the Callflow diagram, no pop-up window will appear and no additional need to be configured. 

A properly configured Prepend Box integrated into a call flow will be displayed as follows.

Within the Block, there is no indication of any set value.

Once changes in the Callflow diagram have been made, the "Save" button will become active, and clicking on it will open a drop-down menu with three saving options. 

  • Save Changes: by clicking this button, you will easily save all of the changes you have made. 
  • Save and Duplicate: clicking on this button will save all modifications made to the current call flow and create a new call flow that duplicates the original. The name of the duplicated call flow will include the name of the original call flow, followed by the word "copy"

The main Block of the duplicated call flow, which displays the extension and phone numbers in the original call flow, will be left blank. 

  • Save and Create: clicking on this button will save all modifications made to the current call flow and create a new empty call flow
  • Cancel: clicking on this button will cancel any modifications made to the call flow. If changes have been made, the system will prompt you to confirm the cancellation of those changes.

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