This guide walks you through creating, customizing, and managing inbound voice call flows using the new visual flow builder in WooSender.
🧭 Overview
The Inbound Call Flow Builder allows you to design interactive call handling sequences visually. Each call flow begins with a Start Inbound Voice card and progresses based on routing logic and user-defined actions.
Why Use the Inbound Call Flow Builder?
Whether you're running a lean team or handling high call volumes, the Inbound Call Flow Builder puts you in control of every incoming call experience.
Here’s what’s in it for you:
Never Miss a Lead Again
Automatically route calls to the right team member or even let our AI qualify and book appointments 24/7—so no opportunity slips through the cracks.Deliver a 5-Star Caller Experience
Greet every caller professionally, provide clear menu options, and offer smart routing that respects their time and needs.Save Hours of Manual Work
Set it once and let it run. Calls get recorded, tagged, assigned, and followed up—without lifting a finger.Scale Without Chaos
Whether you have 1 agent or 20, flows like Simulcall and Round Robin ensure calls are distributed fairly and efficiently.Be There, Even When You’re Not
After-hours routing, voicemail, and WooAI let you serve your customers around the clock—without burning out your team.
In short: It’s about giving your callers the experience they expect—and giving you back time, visibility, and peace of mind.
🛠️ Getting Started
1. Create a New Flow
Go to Settings > Communication > Inbound Flows.
Click + Add Inbound Flow or edit an existing one.
Name your flow (e.g., Support Routing, Sales Line, etc.).
🧱 Flow Builder Components
🎬 Start Inbound Voice
This is the default starting card.
Options:
Record this Call: Toggle ON to record all inbound calls.Auto-Save Contacts: Toggle ON to automatically save unknown numbers as contacts.
➕ Drag Cards from the Right Panel
The right sidebar has 3 sections: Basic, Route Call, and Action.
📦 Basic Components
Element | Purpose |
Greeting | Play a recorded or TTS message. Example: “Thanks for calling WooSender!” |
Menu Path | Create an IVR menu (e.g., Press 1 for Sales, 2 for Support). |
Voicemail | Send caller to voicemail with optional recording. |
Schedule Path | Route calls differently based on business hours. |
End Call | Terminates the call flow. Use at the end of any branch. |
🔁 Route Call Components
Element | Purpose |
Simulcall | Ring multiple agents simultaneously until one answers. |
Call Forwarding Number | Forward the call to an external number (e.g., mobile phone). |
Call Assignee | Route to a specific user in your team. |
Round Robin Call | Rotate calls among a team to balance workload. |
Call WooAI (BETA) | Let the AI answer and qualify the caller. Perfect for lead capture or scheduling. |
⚙️ Action Components
Element | Purpose |
Assign User Round Robin | Assign the contact to a rep using Round Robin logic. |
Assign Campaign | Add contact to a specific campaign. |
Remove Campaign | Remove contact from a campaign. |
Add/Edit Opportunity | Trigger opportunity creation or update in CRM. |
Add Tags | Apply tags for segmentation or automation. |
🔗 Connecting Flow Cards
Click and drag from the bottom blue dot of one card to the top blue dot of another.
Ensure logical paths—e.g., after a Greeting, route to Menu Path or Call WooAI.
🧪 Example Flow Setup
Objective: Route support calls during business hours and send others to voicemail.
Start Inbound Voice
➡️ Greeting ("Thank you for calling WooSender!")
➡️ Schedule Path
Business Hours: Route to Call WooAI
After Hours: Route to Voicemail
📈 Pro Tips
Record Calls to review quality or resolve disputes.
Use Tags to track sources (e.g., "Google Ads Call").
Assign Opportunities automatically to streamline sales pipeline entry.
Simulcall vs Round Robin: Use Simulcall for urgent teams (support), Round Robin for lead distribution (sales).
✅ Final Steps
Toggle Inbound Flow ON (top-right of the editor).
Test with a sample call.
Monitor results via Dashboard > Call Logs.