Test and publish a workflow

Changes to a workflow are a draft until you publish them. Customers keep getting the live version meanwhile.

Before you start

Every planNeeds: Workflows: Publish

Test it

1. Open the workflow and click Test.

2. Set up a test customer: a Visitor name, an email or contact attributes if your steps use them. For a call flow, an optional Caller’s number (optional).

3. Click Start test.

   You should see the workflow’s messages, step by step, as the customer would get them.

4. Reply as the customer, or use the buttons to act out what happens next, such as No reply, An agent replies or an AI agent’s outcome. On a call flow, press keys on the keypad.

Nothing is sent, dialled or saved during a test. Webhooks are pretended unless you turn on Send GET webhooks for real.

Publish it

1. Click Publish.

2. Check What goes live. If the dialog lists problems under Fix these before publishing, fix them first.

3. Add a Note (optional) about what changed, for the version history.

4. Leave Turn on after publishing on, unless you want it to stay off.

5. Click Publish.

   You should see ”Workflow published and turned on.” and the workflow marked Live.

To stop a workflow, click Pause; click Turn on to start it again. Default workflows can’t be paused.

To throw away your draft and go back to the live version, choose Discard unpublished changes from the menu.

Restore an earlier version

1. Click History. Every version that went live is listed.

2. Click View to look at one.

3. Click Restore as draft and confirm.

   You should see ”Version … is now your draft. Publish it to make it live.”

4. Publish it when you’re ready.