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Loading an existing call flow

To make changes to any of your existing call flows, you will need to load it into your X-flow.

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How do I change/edit existing call flows?

Surgery Connect is a live phone system. Supervisors can use X-flow to create and manage the information given, and the actions taken, through the call flow

You can make changes to suit your surgery as and when you need to, for example, if you need to add information into any of your prompt messages

To do this you will need to identify and load the call flow you want to edit

This guide will show you how to load an existing call flow through the Service Delivery Console and through X-flow


Step by step guide


Accessing X-flow

Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password

To manage or edit existing call flows, navigate to the X-flow Console


Loading a call flow through X-flow

Once you have accessed X-flow the X-flow workspace will open, it will be an almost completely blank screen

At the top left hand corner click on the Load button

A window will load, with a list of all of the call flows for your surgery. Select the call flow you want to edit, either by scrolling for the list or using the Search box, and click Load

Your call flow will now be loaded onto the X-flow Workspace


Loading a call flow through the Service Delivery Console

Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password

To manage or edit existing call flows, or to make a new call flow navigate to the Service Delivery Console

Click on the Numbers tab at the top of the screen

When you access the list of Numbers you will see this table

Sort Numbers - ascending or descending

This can be useful if you are trying to find the highest short dial number used, so you can add the next number to a new user

Filter by number Type

Once you have filtered by number type you can again sort the numbers ascending or descending

Search by name, this can be the name of a user, group name or inbound number name

Once you have found the correct number you can edit it through Options

Your call flow will now be loaded onto the X-flow Workspace


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