Call Flow Settings
Configure recording, notifications, screening, and automation settings for each call flow.
Open Call Flow Settings
1. Go to Call Flows.
2. Open the call flow you want to edit.
3. Use the right sidebar to configure recording, notifications, and routing behavior.
4. Click Save.
If you type an email or phone value but do not click Add, Save still captures valid pending entries automatically.
Call Recording
Enable recording to capture calls on that flow. Recordings are available from the Call Log call detail panel.
Recording consent rules vary by state and country. If required in your jurisdiction, enable and customize a recording disclaimer.
AI Transcription
Turn on Auto Transcribe to generate transcripts and AI summaries after recorded calls complete. This also powers AI score and category filters in reporting.
Missed Call Text
Enable Missed Call Text to send an SMS alert when a call is not answered. Enter one notification number in the settings panel for that flow.
Missed-call SMS alerts trigger for unanswered outcomes, including no-answer, busy, and failed call attempts.
Missed Call Email Notification
Enable Missed Call Email Notification to notify one or more recipients when calls go unanswered.
Each email includes number name, tracking number, date/time, and caller number.
Email Call Details
Enable Email Call Details to send a detailed call summary email after calls finish. You can set a minimum call duration so very short calls do not trigger notifications.
Press 1 to Connect
Enable Press 1 to require callers to confirm before they are connected. Calls that do not confirm continue through your flow instead of immediately ringing agents.
Whisper Message
Whisper plays a short message to your receiving agent before connection (the caller does not hear it). Use it to announce source context, such as campaign or location.
Tracking Number Caller ID
By default, the destination sees the caller's real number. Enable Tracking Number Caller ID to show the dialed CallScaler tracking number instead.
Robocall Blocking and AMD
Robocall Blocking lets you set a risk threshold (requires Robocall Extinguisher). AMD detects whether the destination side was a human or machine answer.
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