The routing script in your contact center platform is hard to review and impossible to hand to a business owner. Lay the same logic out as a clear diagram: hours, the IVR, skill queues, agent availability checks, queue position and wait time, callback offers, hold loops and overflow, with every prompt written out.
Two skill queues behind an IVR, with the checks and fallbacks a real contact center needs.
Open, closed and holiday routing, a welcome prompt and a menu sending callers to Customer Service or Technical Support.
Each queue first checks that agents are logged in. If none are, Customer Service plays a technical difficulties message and takes a voicemail.
Queue position and estimated wait, an offer to call back instead of holding, and a hold loop with music.
With no Technical Support agents logged in, calls go to an outside answering service, then to voicemail if it doesn't answer.
Business owners, supervisors and auditors can follow a diagram. Very few can follow a routing script or a studio canvas.
Agree the flow with the customer first, then build it in the platform once, instead of rebuilding after every review.
Queue to skill, agents available, queue position and EWT, callback offers, post-call surveys, data dips, variables, conditions and case branches.
Each step holds the caller-facing wording and the audio file, in as many languages as you need, ready for prompt recording.
The same diagram works whether the flow ends up in CXone Studio, Genesys Architect, Five9, Amazon Connect or a PBX. Moving platforms? Document the old flow once and rebuild from it.
A title block, one diagram per page, and a written spec of every prompt, queue and route for the customer's records.
No. It's a documentation and design tool, not a connector: it never logs in to, reads from or changes your contact center platform. You draw the flow (a template gets you most of the way) and it lays it out and documents it.
Yes. Keep the main routing on one page and each queue or department on its own, linked with Go To steps so readers can follow the call.
Only on your computer, as files you save. Our servers never receive your call flows, prompt wording or phone numbers.
Trying the editor is free with no account. The free trial runs 7 days with every feature. After that it's $9 a month billed yearly, or $15 month to month. Pricing.
No signup to look around. Rename the queues, add your own steps, and start the trial when you want the PDF.
Open the template