Duplicate an Existing Call Flow

Duplicating a call flow allows you to use steps from another call flow as a template for a new call flow. All of the steps from the call flow you copy will be placed automatically within the new call flow. You can also choose to copy all of the steps and the full contents of the call flow including agents, recordings, and destinations.

Use this article to learn how to:

  • Duplicate an existing call flow for use 
  • Assign your call flow to your tracking numbers

Getting Started

Admins and managers are able to duplicate call flows for any company they have access to. The selected language for any duplicated Call Flow can be changed until a phone number has been added to any dial steps.

Copying the full contents of a call flow from one company to another will assign any agents included in the original call flow to both companies. 

Once your call flow is assigned to your tracking numbers, we recommend placing a few test calls from a number that's not within your call flow to ensure your calls route as expected.

Duplicating Call Flows

  1. Choose the company where you'd like to create a new call flow.


  2. Click Numbers at the top of the page.


  3. Select your Call Flows from the left menu.


  4. Click + Create New Call Flow.


  5. Select the link to duplicate steps from an existing call flow.


  6. Click Select Call Flow, and choose the call flow you'd like to use as a template for the new call flow. You can choose a call flow from any company in your account that you have access to.


  7. Choose whether to copy just the steps of the call flow or to copy the full contents including agents, recordings, and destinations.


  8. Click Duplicate to copy the steps or full contents within the call flow selected.


  9. Rename your call flow at the top of the page.

  10. Choose your call recording preference. Slide the toggle to ON to record all calls to this call flow. Keep the toggle OFF if you don’t want calls to this flow recorded.


  11. Follow any prompts that appear within each call flow step. 

  12. After the call flow is configured correctly, click Save.


Assigning Your Call Flow

Once you’ve created your call flow, you’ll assign it to your tracking numbers. Since your call flows can be shared, you’re able to assign a single call flow to multiple tracking numbers within the same company in your account. When you assign a call flow to a tracking number, your call routing updates immediately.

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. Choose the company whose call flow you’d like to assign to a tracking number.


  2. Click Numbers at the top of the page.


  3. Select your Call Flows from the left menu.


  4. Choose the call flow you’d like to assign to a tracking number in the Destination column.


  5. Click Save and update call flow on the prompt.


Have more questions? Submit a request


Need additional help? Ask our Community!