Initiate Outbound Flows

Activate Listener for Outbound Flows

In order to trigger and run any outbound flow first you need to activate the listener for that flow. Activating listener means activating the service of outbound calls on the outbound flow. To activate the listener, you need to follow below steps -

  1. Create any outbound flow

  2. Attach the DIDs to that flow

  3. Drop a mail on help@phonon.io regarding the same with the following details

    1. Client ID/ Account ID

    2. Flow ID

    3. All the DID numbers attached

How to trigger Outbound Flows ?

Triggering outbound flow means uploading customer’s details to broadcast or run the outbound campaign (like customer number, startime, flow variables). That is making calls to those customers at mentioned starttime. The outbound flows can be trigged in three ways -

1. Webservice End Point

→ The API Request (with method as post) should be send to mentioned webservice end point in the flow. The webservice endpoint for

  1. Outbound Multicast flow is “https://central.phonon.in/kairos-apis/outbound/create

  2. Outbound Dialer flow is “https://central.phonon.in/kairos-apis/outbounddialer/create

Please refer to this page for API Endpoints: Outbound Multicast API Documentation | Outbound Make Call API

2. Email Upload

  • You can find unique email ID for each outbound flows. You can send email with attachment to that email ID.

  • Upon file being loaded, the user will receive an auto-response message, that the upload was successful or not.

  • Call List File Instructions

    If you're uploading the call list using a file, please keep in mind the following

    1. Support file formats are .csv and .zip

    2. You can upload a .csv file of maximum 5MB

    3. Download the template file from the interface.

    4. telX:Put the customer number with country code in tel1 header, alternative numbers can be added as tel2,tel3, etc. up to tel10.

    5. $flow.key.variable:You can upload value of any flow variable by putting the flow variable name as the header and value in the respective cell.

    6. starttime:You can input the starttime of each record in the starttime header in ISO 8601 format.

    7. Common starttime:If the starttime is common for all the records, you can input the starttime in the file name as "upload_<starttime in ddMMyyyyHHmmss format>.csv' Example: upload_08022020211200.csv

  • You can find email ID for email upload in outbound flow’s configurator tab. Example shown below.

3. Direct Upload through Interface

You can upload the .csv or .zip file directly from the interface by selecting a file or by drag and drop method. To know more about direct upload, click here.

4. Using SFTP

We can also setup a connection with your SFTP folder and pick the upload file from the same.

To configure sFTP Upload, please reach out to your account manager or send an email on help@phonon.io. Please note that this requires a one time setup and testing, and can take 3 to 7+ days to configure.

Setup Requirements:

  1. Create following folders, if folder creation right is not present.

    1. Upload

    2. Success

    3. Failure

  2. Ensure to provide CRUD access to files.

  3. Upload the CSV file in either of the following format:

    1. C<UserID>_<FlowID>.csv

    2. C<UserID>_<FlowID>_upload_DDMMYYYYHHMMSS.csv

  4. Sample:

    1. C129113_o9vJavuB.csv

  5. At regular interval our system will check for any files.

  6. Once the file is uploaded, the file is removed from the SFTP to keep the space available.

  7. An email is sent on the account holder’s email address with the details of the upload.

 

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