There are times where we need to set up our phone number to play an audio file and then trigger a sms message on an inbound call. This could be for an out of hours timeframe for example.
To set this up you will want to:
1 - Create an Outbound Workflow to trigger an SMS
2 - Create an Inbound Workflow with a play audio leg
3 - Add to the Inbound Workflow a trigger workflow route
Create Outbound Workflow
- Log in to your account
- Go to Workflow and Workflows on the left hand menu and sub menu - https://app.ytel.com/#/campaigns
- Click on create Workflow
- Fill out the Title for what you want to call the workflow for your reference
- Select the Number Set you want to use to trigger the SMS message. The number needs to be in a number set and the number needs to be SMS enabled.
- Leave the Workflow Type on Outbound
- Select your preferred Timezone protection
- Select you preferred Frequency Protection
- Click on Create Advanced Workflow
- Click the Plus button under the start menu and add a sms node
- Click on the SMS node and add a Tile and Content
- Click on Create and Select Template
- Take note of the Workflow ID which can be found in the URL as well as the main workflow page. You need to copy this and will use it later.
- Now your outbound workflow is ready to be triggered. Next we will set up your inbound routing. On the inbound routing of a call in the account we want to trigger an audio file to be play and also trigger the above workflow which will send an SMS.
- Navigate to your Assets page under Settings and copy your audio file url. If you have not uploaded an audio file you will want to do that now.
- Make sure you have available in a note the workflow ID and the audio file ID.
- Go back to the main workflow page and click on create workflow again. This time you will first change the workflow type to inbound.
- Fill out the Title and Description for what you want this to be called. The title is limited to 15 characters, so we have a description for adding more notes
- Select the Number set you want this inbound route to be applied to. This can be changed later or applied to a single phone number later.
- Select the template for Play Audio
- Add the play audio url that you copied into the play audio field
Create Inbound Workflow
- Select the Create Inbound Workflow button.
- This will create your first inbound route destination to play an audio file. Now we need to add a second inbound routing leg for triggering your workflow. Again, please make sure you have your workflow ID copied to the side for use in creating the second part of this workflow.
Add Second Route to Inbound Workflow
- Click on the plus button under the Call node since you are adding a second call inbound route path to a trigger workflow destination.
- On the below page you will fill out the Name and description. The Name needs to be less then 15 characters.
- Select Source Type as Call.
- Select Destination Type as Workflow.
- Add the workflow UUID code that you copied into the Destination
- Select the previous rule you just created - It is a rule that was created to allow all traffic to flow to this destination. If you want to add time of day rules for only trigger this at certain times, this is where you would modify it.
- Click Confirm and Save Configuration.
Okay - You now have an inbound route for your call path that triggers an audio file to be played and a workflow to be triggered.
Testing
To test this process simple call into one of the phone numbers connected to the inbound route workflow. Then take a look at your call logs. You will see the decision pathways that were created.