Visual Call Routing Builder

Call Routing Without the Complexity

Traditional phone system routing is either too simple (press 1 for sales, press 2 for support) or requires expensive consultants to configure. PhoneFlow gives you enterprise-level routing in a visual interface anyone can understand.

Our canvas-based workflow builder lets you see your entire call flow at a glance. Drag nodes, connect paths, set conditions. Test changes instantly. No technical background required.

The PhoneFlow visual workflow canvas showing a complete call routing flow

What You Can Build

🎯

Conditional Routing

Route calls based on time of day, caller ID, what they say, or data from your CRM. "If emergency, route to on-call. Otherwise, take message."

🏢

Department Routing

Send callers to the right team based on their needs. Sales inquiries to sales, support requests to support, billing questions to billing.

📅

Scheduling Actions

Connect to calendar booking at the right moment. "Would you like to schedule an appointment? I can check our availability right now."

📱

Text Actions

Send in-call texts with links, forms, or follow-up information. Collect addresses and emails via text during the call.

🔄

Transfer Logic

Warm transfers with context, cold transfers, or transfer-to-voicemail based on availability. Set escalation paths when primary contacts don't answer.

📝

Data Collection

Capture information at specific points in the call. Intake forms, lead qualification, appointment prep - structured data from natural conversation.

Example: Contractor Call Flow

Here's how a contractor might set up their call routing:

Greeting: AI answers with company name and friendly greeting
Emergency check: "Is this an emergency?" If yes, route immediately to on-call
Intent identification: New job request vs. existing job question vs. billing
New job path: Collect job details, offer to schedule estimate
Existing job path: Look up by address or customer name, provide status
Billing path: Transfer to office during hours, take message after hours

All of this is visual. Drag the "Emergency" node, connect it to "Transfer to On-Call." Set the condition: "caller says emergency, leak, flooding, or urgent."

Built-In Intelligence

Unlike traditional IVR trees, PhoneFlow's routing is AI-powered:

Natural language understanding: Callers speak naturally, not "Press 1"
Context awareness: AI remembers earlier parts of the conversation
Flexible matching: "I have a leak" and "Water is everywhere" both trigger emergency routing
Fallback handling: When intent is unclear, AI asks clarifying questions

For Technical and Non-Technical Users

The visual builder works for everyone:

Business owners: See and understand your call flow. Make simple changes yourself.
Managers: Adjust routing without waiting for IT. Test changes before going live.
Power users: Access advanced conditions, custom integrations, and webhook actions.

For those who prefer not to touch it at all, our managed service team builds and maintains flows for you.