How to Review Your Script Workflow at a Glance

Whether you're making changes to your script or reviewing changes our support team made for you, knowing how to navigate the script builder is important. Below we'll go over the basics of understanding our script workflow builder!

In this article we'll discuss:

Understanding the Main Scripts Page
Understanding the Call Script Builder

Understanding the Main Scripts Page

Select the Script Builder icon on the left-hand navigation menu.

On the main Scripts page, you'll see 4 tabs;

Scripts: This tab will display all current scripts. We will continue breaking down this tab within the rest of this section below.
Sections: This tab will display all script sections that have already been created. You can also create new script sections from this tab.
Blocks: This tab will display all script blocks that have already been created. You can also create new script blocks from this tab.
Archive: This tab will display all scripts that have been previously backed up. You can restore archived scripts at any time.

Within the Scripts tab, all current scripts will be displayed including the status of the script, the number(s) currently assigned, and both the dates in which the script was created and when it was last modified.

Along the top banner, you can use the Show inactive only toggle to filter scripts based on status, Import a script, or Add a new script.

On the right-hand side of your screen, each script will show a 3-dot menu icon with additional settings;

Rename: This option will allow you to rename the script.
Numbers: This option will allow you to view and assign numbers to the script
Workflow: This option will bring you to the script builder workflow, which we will be breaking down further in the section below.
Preview: This option will allow you to preview your script as the agents see it.
Copy: This option will make a copy of your script. In the event you want to make updates to your scripts, it's best to make a copy of it first.
Backup: This option will allow you to archive your script. Archived scripts can be restored at any time.
Export: This option will allow you to export a script. Exported scripts will be saved as a JSON file and can be imported into any other account.
Delete: This option will delete the script. Deleted scripts cannot be retrieved.

Understanding the Call Script Builder

From the main Scripts page, select the script you would like to view.

From this page you'll see an overview of your script flow, starting from when the call begins to when it ends. Each colored box below indicates a script section. Within each section are script blocks.

Use your mouse to zoom in or out. To move your screen side to side, click anywhere in the gray background grid and move your mouse accordingly.

Along the top banner of the script workflow, you'll see several options. In the upper left-hand corner you can do the following (from left to right):

Exit the workflow to go back to the main Scripts page
Update your Script name
View Errors (if applicable)
Add new Sections
Search existing Blocks

If there are any errors in your script, you'll see an alert within the triangle indicating that there are errors. Click the triangle to expand the error window to learn more.