Overview
This guide shows you how to build a call flow that combines business hours routing with an IVR menu. Callers during business hours hear a menu to select a department, while after-hours and holiday callers hear an appropriate message and are forwarded to voicemail.
Requirement: The Call Flow Designer requires the Ultimate Plan.
Scenario
A company wants the following call routing for its main number:
| Time period | Behavior |
|---|---|
| Business hours (Mon–Fri, 08:00–18:00) | Play a welcome prompt, then present an IVR menu: press 1 for Sales, press 2 for Support, press 0 for Reception. |
| After hours | Play an after-hours message and forward to the general voicemail. |
| Holidays | Play a holiday greeting and hang up. |
Prerequisites
- A configured Business Hours schedule under Call Control > Time Conditions > Business Hours.
- A configured Holidays list under Call Control > Time Conditions > Holidays.
- At least one ring group or queue for each department (e.g., Sales Queue, Support Queue).
- Voice prompts for the welcome message, after-hours announcement, and holiday greeting (upload under PBX Settings > Voice Prompt > Custom Prompt).
Step 1. Create the call flow
- Go to Call Flow Designer and click Add.
- Enter a name (e.g., "Main Number — Business Hours + IVR").
- Select Start from Scratch as the creation method.
- Click Save.
- Click the edit icon to open the visual flow editor.
Step 2. Configure the Initial Action
Click the Initial Action node on the canvas and configure it:
- Under Incoming Call from, select the DID number(s) that should trigger this call flow (e.g., your main company number).
- Optionally, set a welcome prompt that plays before routing begins.
Step 3. Add the Business Hours node
- Drag an Office Hours node from the sidebar onto the canvas.
- Connect the Initial Action output to the Office Hours node.
- Select your business hours schedule. The node creates three branches: Business Hours, After Hours, and Holidays.
Step 4. Build the Business Hours branch (IVR menu)
- Drag a Menu node onto the canvas and connect it to the Business Hours output of the Office Hours node.
- Configure the menu:
- Prompt: Select your IVR greeting (e.g., "Press 1 for Sales, press 2 for Support, press 0 for Reception").
- Key 1: Add a Transfer node pointing to the Sales queue or ring group.
- Key 2: Add a Transfer node pointing to the Support queue or ring group.
- Key 0: Add a Transfer node pointing to the reception extension.
- No match / Timeout: Add a Prompt node with an error message, then loop back to the menu or transfer to reception.
Tip: Set the menu timeout to at least 5 seconds so callers have enough time to press a key. You can also configure the menu to repeat 2–3 times before routing to the fallback destination.
Step 5. Build the After Hours branch
- Drag a Prompt node onto the canvas and connect it to the After Hours output.
- Select the after-hours voice prompt (e.g., "Thank you for calling. Our office is currently closed. Please leave a message after the tone.").
- Add a Transfer node after the prompt and set the destination to your general voicemail.
Step 6. Build the Holidays branch
- Drag a Prompt node onto the canvas and connect it to the Holidays output.
- Select the holiday greeting (e.g., "Happy holidays! Our office is closed. We will be back on January 2nd.").
- Add a Hang Up node after the prompt, or optionally a Transfer to voicemail.
Step 7. Save and activate
- Click Save to save the call flow.
- Return to the call flow list and enable the call flow using the Status toggle.
- Test the call flow by calling the assigned number during business hours and after hours.
Flow structure
The completed call flow follows this structure:
Initial Action (main number)
└── Office Hours
├── Business Hours
│ └── Menu (IVR)
│ ├── Key 1 → Transfer (Sales Queue)
│ ├── Key 2 → Transfer (Support Queue)
│ ├── Key 0 → Transfer (Reception)
│ └── No match → Prompt (error) → Menu (repeat)
├── After Hours
│ └── Prompt (after-hours message) → Transfer (Voicemail)
└── Holidays
└── Prompt (holiday greeting) → Hang UpTips
- Test with Draft: Use Save as Draft to test your call flow without affecting live operations.
- Keep prompts short: Long IVR menus frustrate callers. Limit the menu to 3–4 options.
- Always set a fallback: Ensure every branch ends with a Transfer or Hang Up node so callers never get stuck in silence.
- Update holiday lists: Remember to update your holiday schedule at the beginning of each year.
Comments
0 comments
Article is closed for comments.