Using the Script Genius Wizard in SAS Flex

There are several different ways to build a script in SAS Flex. You can build a script from scratch, you can apply a template, or you can use our Script Genius Wizard to easily craft a script within minutes. In this tutorial, we'll be building a script using the Genius Wizard. 

1. In SAS Flex, click on the Builder icon on the left navigation panel. Then select Scripts.

2. On the right-hand side of your screen, click Add. You'll be presented with 3 options in the dropdown;

  • Start from scratch: This option will allow you to start building your script from scratch. You'll need to create your own script blocks and script sections.
  • Start from a template: Choose from one of several different templates from Basic Message Taking to Appointment Scheduling. 
  • Build it for me: Use the Script Wizard to help craft a script within minutes.

In this tutorial, we'll want to choose Build it for me.

3. Once you select Build it for me, a pop-up will appear on your page. Click Create a New Script to get started. 

4. On the next screen, you'll be asked to choose your business hours. You can either select one of the pre-set options, or if you've already created your own business hours set, you can choose that at the bottom. When you are ready to move on, click Next

5. Now you'll need to choose the type of scripting you want applied. Options range from taking basic messages to transferring callers and scheduling via Google Calendar. When you are ready to move on, click Next

6. On the next screen, tell the system where to send messages by selecting a Profile. You can either create a new Profile from this screen,  or you can select one that's already been created. When you are ready to move on, click Next

7. If you have created any FAQs, you'll be able to associate them with your new script here. Simply select the FAQs you want to be applied, and click Next

8. Next we'll need to add the finishing touches. On the Business Details page, select your Industry and Type (if applicable). Then scroll down to the Google Maps section. Here you can either use an already configured Google Maps integration to help operators provide directions to your callers, or create a new one.

9. Finally, you can assign your newly created script to your SAS number. When you are finished, click Finish.

NOTE: If your current script is already assigned to a number, you won't be able to select the number from this window. You'll need to go back to your main Scripts page, un-assign the number from your current script, and re-assign it to your new one.

10. After your script is complete, feel free to further customize it according to your needs. Check out the following articles for more instruction:

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