Shared Call Flows

Using CallRail's Call Flow Builder, you can create unique call flows that route your callers to your business according to your personal preferences. Each call flow that you create is able to be assigned to any tracking number that lives within the same company where you created your call flows. This means you're able to quickly and easily assign a unique call flow to multiple tracking numbers without having to create or edit multiple call flows.

Getting Started

Call flows are company-specific within your account. Once your call flow is assigned to your tracking numbers, we recommend placing a few test calls from a telephone number that's not included in your call flow to ensure your calls are routing as expected.

Shared Call Flows

Each call flow you create can be assigned to multiple tracking numbers that are within the same company. Use these instructions to assign a call flow you've already created to multiple tracking numbers.

Call Flows can only route to a destination number in the country selected at the top of the call flow, or a US/Canada number.

  1. Click Analytics in the navigation bar on the left.

  2. Click Tracking at the top of the page.

  3. Choose the company whose call flow you'd like to update.

  4. Click All Numbers under the Calls & Text section of the sidebar on the left.

  5. Click the name of the tracking number you want to route to your call flow. 

  6. Click the pencil icon in the top right hand corner of the box at the top. This box is called Number Options or Website Pool Options.

  7. Scroll down to the section called Forward Calls To. Click the Call Flow tab.

  8. Select the call flow you want this number to route to from the dropdown menu.

  9. Click Save. The changes will go into effect immediately. Repeat these steps for every number you want to route to the call flow.

  10. In the pop-up window, assign your call flow to one or more of your tracking numbers. Click Assign when done, or click Skip to skip the step for now. If you skip this step, you can assign call flows to tracking numbers on the All Numbers page at any time.