Workflows: Adding a Dial by Menu Block

The Dial by Menu block is only available when designing a workflow for a voice campaign or when managing a workflow for a phone number.

This block allows you to play a message that informs callers/recipients of the available menu options. You will also use this block to create these menu options.

This allows callers/recipients to navigate themselves to the menu options that will best fulfill their needs.

1. Place a Dial by Menu block in your workflow where desired

2. Enter a menu name

3. Click Speak text

   • Add the menu option numbers and associated menu options to the greeting “Listen carefully to the following options” or write your own

4. Alternatively, click Play an audio file

5. Click Add Option

6. Enter a number

7. Add a name

8. Click Add

9. To delete an option, click

10. To edit an option, click

11. If desired, click Add Option again

12. Click Respond to hash (#) or Respond to star (*) if you would like recipients to be able to press the hash and star

    • Use these characters if you anticipate callers/recipients needing further instructions/guidance (for example “press # to hear staff directory” when dialing by name)

13. Click Done

14. In the workflow, you can now click and create pathways for when a caller/recipient presses #, *, or nothing, or if the extension does not answer