Workflow

Ytel Workflows allow you to create a set of predefined rules that execute a series of tasks in an easy-to-use interface. Use workflows to create efficiencies and improve the adherence of your processes.

Manage your Ytel Workflows here. View a list of your existing workflows and create new workflows for your call center.

1. Workflow: Use this button to create a new workflow.
2. Actions: Allows you to delete unused workflows.
3. Show Columns: Show and hide columns displayed in your workflows view.
4. Export: Export your workflow list to CSV.
5. Row Selection: Select single or multiple workflows using the checkboxes in the first column. Once selected, the Action drop-down will activate allowing you to delete the selected workflows.
6. Row Actions: In the Actions column you can copy the Workflow Id or Clone (make a copy) of the respective workflow.

New Workflow

When creating a new workflow, you'll complete the following fields:

1. Title: Give your workflow a name for future reference.
2. Number Set: Choose the Number Set this new workflow should apply to.
3. Workflow Type: Set your workflow’s execution to occur on either inbound or outbound event.
4. Timezone Protection: Keep the execution of single events within the recipient’s time zone or specify a fixed time period by time zone.
5. Frequency Protection: Control the execution frequency, per contact, for your new workflow to prevent your contacts from being contacted excessively.