Skip to main content

Common Module Flows & Outbound Call Flows

Two additional Architect flow types that complete the flow coverage for Chapter 5.


Common Module Flows

SectionDescription
Feature AreaArchitect / Flows
Flow TypeCommon Module
NavigationAdmin → Architect → Flows → Common Module
Primary FunctionBuild reusable logic once and call it from multiple flows — reduces duplication across flow types

A common module flow is a reusable container of Architect logic. Instead of rebuilding the same authentication check, language selection, or routing block in every flow, you build it once as a common module and call it from any compatible flow using the Call Common Module action.


Study Notes

TopicExplanation
Common ModuleA flow that contains reusable logic callable from other Architect flows
Call Common Module actionThe action used within a parent flow to invoke a common module — available in all flow types
Compatible Flow TypesDefined when creating the common module — determines which flow types can call it
Snapshot behaviorWhen a consuming flow publishes, Architect snapshots the current version of the common module into that flow
Update behaviorChanges to a common module do not automatically propagate — consuming flows must be republished to pick up changes
Older version usageIf you want a consuming flow to stay on an older version, publish the consuming flow before updating the common module
Size limitCommon module flows have a lower size limit than other flow types
Input variablesOptional — pass values into the common module from the calling flow
Output variablesReturned from the common module back to the calling flow (visible in the right panel)
Dependency trackingUse dependency tracking to view common module version numbers in use

Compatible Flow Types

When creating a common module, you select which flow types it's compatible with. The available actions inside the common module depend on these selections — flow-specific actions are not shared.

Flow Type CategoryExamples
VoiceInbound Call, Outbound Call, In-Queue Call, Secure Call
DigitalInbound Message, Inbound Email, Inbound Chat
Back-office / AutomationWorkflow, Workitem
BotBot Flow, Digital Bot Flow

You can add or remove compatible flow types after creation under Settings → Common Module Settings.


Common Module vs Reusable Task (within a flow)

AttributeCommon ModuleReusable Task (in-flow)
ScopeCallable from multiple flowsOnly within a single flow
Where definedSeparate Common Module flowWithin the flow itself
Callable fromAny compatible flow type via Call Common Module actionOnly the parent flow
VersioningSnapshot taken at publish timePart of the parent flow's version

Call Common Module Action

AttributeDetail
Available inAll flow types
ConfigurationName the action · Select common module flow · Select version (Published or Debug)
Input variablesMap values from the calling flow into the common module
Output variablesAppear in the calling flow's right panel after the action
Version noteAlways uses the most recently published version unless you explicitly select an older published version

Size Limit

Common module flows have a lower size limit than other Architect flow types. Monitor the flow size indicator under Insights & Optimizations → Flow Size (available at 4 levels: Low / Medium / High / Full).


Use Cases

Use CaseExample
Authentication blockVerify account number → look up in data table → set customer tier variable
Language selection menuPlay language options → capture choice → set language variable
Business hours checkEvaluate schedule → return open/closed flag
Emergency routing checkCheck emergency group status → return emergency flag
Standard queue transferUnified transfer logic used across multiple flows

Key Takeaways — Common Modules

TopicSummary
PurposeReusable logic across multiple flows — reduces duplication
Call actionCall Common Module — available in all flow types
Snapshot on publishConsuming flow snapshots the common module at publish time
Must republish to updateChanges don't auto-propagate — consuming flow must be republished
Lower size limitCommon modules have stricter size constraints than other flows
Compatible flow typesDefined at creation — determines available actions


Outbound Call Flows

SectionDescription
Feature AreaArchitect / Flows
Flow TypeOutbound Call
NavigationAdmin → Architect → Flows → Outbound Calls
Primary FunctionProcess outbound calls placed by dialing campaigns — handles live answers and voicemails for agentless outbound
Key DependencyRequires a Contact List and a default Wrap-Up Code before the flow can be created

Outbound flows process calls that are made without agents — specifically those made by Outbound Dialing Campaigns. The campaign's Call Analysis Response determines which outbound flow handles a live answer versus a voicemail, so the IVR can behave differently depending on what answered the call.


Study Notes

TopicExplanation
Outbound FlowAn Architect flow that handles calls placed by an outbound campaign — no agent connected
Contact ListRequired — must be associated when creating the outbound flow; provides the call.contact variable and its properties
Default Wrap-Up CodeRequired — must be selected at creation; used to tag the interaction if no other wrap-up is set during the flow
call.contact variableAutomatically available in outbound flows — contains properties from the associated contact list (name, phone, custom fields)
Call Analysis ResponseConfigured in Outbound Dialing — determines which outbound flow receives a live answer vs a voicemail
Agentless use caseThe flow handles the entire interaction with no agent handoff — plays a message, collects data, or transfers
Flow author vs adminFlow authors design the routing logic; outbound admins configure which flow runs for a given campaign

Outbound Flow vs Inbound Flow — Key Differences

AttributeInbound Call FlowOutbound Call Flow
InitiatorInbound customer callOutbound campaign dials the contact
Agent involvementRoutes to agentNo agent — fully automated unless transferred
Contact List requiredNoYes — required at creation
Wrap-Up Code requiredNoYes — required at creation
call.contact variableNot availableAutomatically available
Assigned viaCall Routing configOutbound → Call Analysis Responses

Creation Requirements

Before creating an outbound flow, the following must exist in the org:

PrerequisiteWhy
At least one Contact ListRequired field at flow creation
At least one Wrap-Up CodeRequired default selection at flow creation

Navigation

TaskPath
Create Outbound FlowAdmin → Architect → Flows → Outbound Calls → Add
Configure outbound settings within the flowSettings → Outbound (within the flow's configuration page)
Assign flow to a campaignAdmin → Outbound → Campaign Management → Call Analysis Response

Configuration Fields (Create Flow Dialog)

FieldDescriptionRequired
NameUnique name for the flow (max 200 characters)Yes
DescriptionOptional contextNo
Default LanguageLanguage for TTS in the flowYes
DivisionDivision assignmentYes
Contact ListThe contact list associated with this flowYes
Default Wrap-Up CodeWrap-up code applied if no other code is setYes

Toolbox Limitations

Some Architect Toolbox actions are not available in Outbound Call flows (not displayed in the toolbox). Outbound flows share most features with inbound flows but have certain omissions related to inbound-specific functions (e.g., queue wait, in-queue handling).


Call Analysis Response — Connection to Outbound Flows

The Call Analysis Response (configured in Outbound Dialing) is what connects a campaign to specific outbound flows:

Call Analysis ResultAction
Live Voice AnswerRoute to the live answer outbound flow
Answering Machine / VoicemailRoute to the voicemail outbound flow
Busy / No AnswerConfigure retry behavior

This means an organization will typically have separate outbound flows for live answers and voicemails within the same campaign.


Key Takeaways — Outbound Call Flows

TopicSummary
PurposeHandle agentless outbound campaign calls (live answer + voicemail)
Required at creationContact List + Default Wrap-Up Code
call.contact variableAuto-available — contains contact list field values
Assigned to campaignVia Outbound → Call Analysis Response
Flow author roleDesigns the logic; does not specify which campaign uses the flow
Outbound admin roleConfigures which flow the campaign uses via Call Analysis Response
Differs from inboundNo inbound queue routing; contact list required; call.contact available