How do I test my call flow?
Any changes you make to your call flow will be initially applied to the Test Number, so that you can check how it sounds before using the Deploy button to make the changes to the live number
Call flows can be tested fully by using the Test Overrides option to force the Calendar into a Mode (for example Holiday or Emergency) without affecting the messages heard on the current, live, inbound calls
Note: There will not be a Test Number allocated when creating a call flow for individual Users
This guide will show you how to locate your test number and how to use the Test Overrides function in X-flow, and when you are happy your call flow is correct how to Deploy it to live
Step by step guide
Locating the test Number through the Service Delivery Console
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
Go to the Service Delivery Console
Don't forget - if you are already logged into a Surgery Connect console, you can navigate to any other console quickly by using the Menu, next to your initials
Or; Click on the arrow in your toolbar to see the hidden icons
Right click on the Surgery Connect Logo and select Launch Consoles. This will open up the selected console in a new window for you
Navigate to the Numbers tab
The Numbers table will display
Search for the name of the Call flow you want to find the test number for
The Test number will be listed with the live number it represents
Once you have located your Test Number you can use X-flow to test your call flow via the Test Overrides
Locating the test number through X-flow
To manage or edit existing call flows, navigate to the X-flow Console
Your X-flow workspace will open
Load your call flow
The Test Number can be found in the Start block for the call flow
Double click on the Start block to view the numbers associated with this call flow
Once you have located your Test Number you can use X-flow to test your call flow via the Test Overrides
Test Overrides
With your call flow loaded in X-flow, select the Test Overrides from the functions at the top of the X-flow workspace
If you do not have a call flow loaded, you can select the required Calendar to change the Mode selection
Or, if you have a call flow loaded you calendar connected to that call flow will automatically be selected
Select the Mode to be tested
The Mode Switch block will show the selected Mode, and Test Overrides will show as Active
Call the Test Number to check the routing and messages for the selected Mode
See our guide on Locating the Test Number
Once you have listened to the patient experience, and you are happy with the changes you have made, select Auto in the calendar to stop the Test Override
You can now Deploy your call flow to make the changes live
Deploying your call flow
If the call flow you are viewing is live you will see the Deploy button at the top right hand side of your workspace. For a live call flow this button will be grey
When you have made any changes to your call flow you will see the undeployed version warning will display, and the Deploy button will now be green
When you are have completed testing and are happy with your call flow click on the green Deploy button
You will see the Deploy Call Flow pop up
Here you can type a description which can help you identify this call flow and any changes you have made
This is useful if you need to go back to an earlier version of your call flow, for example if you have added in a prompt, which will only be used for a specific time period i.e. a Flu Clinic message
If you are not ready to deploy the call flow at this point, use the Close button, to return and make further changes
Click on the blue Deploy button
You will be notified when the call flow has been successfully deployed
The Deploy button at the top right hand side of your workspace will now be grey and the undeployed version warning will have gone
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