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How to Build a Call Flow in Cirrus Halo

Written by Keith Winhall

Updated at October 13th, 2025

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Table of Contents

1. How Call Flows Work 2. Before You Start 3. Create Your Modules Common Module Types 4. Linking Modules 5. Test Your Call Flow 6. Troubleshooting Common Issues 7. Best Practice Tips 8. Next Steps

A call flow is the map your customer calls follow — from the moment the phone rings to when the call ends or gets transferred. You design the journey so every caller reaches the right place fast.

Think of it as connecting Lego blocks: each block (or module) does one job — like playing a greeting, routing a call, or ending it. Linking these modules together creates a smooth customer experience.

1. How Call Flows Work

Cirrus Halo uses modules to decide what happens during a call.
Each module has a purpose — and you can connect them to shape your customer’s journey.

Example:

Starter → Menu → Router → Transfer → End Call

Why this matters:
A well-built flow means fewer dead ends, faster routing, and happier customers.

2. Before You Start

Before building, make sure the basics are ready:

  • Agents and groups are set up
  • Prompts (recordings) are uploaded
  • Working hours and skills are defined

Tip: Always build from the bottom up.
Create your end modules first (like End Call and Transfer) before working upwards to menus or routers.

Why this matters: You can’t link to a module that doesn’t exist yet.

3. Create Your Modules

Each part of your call flow is a module.
To add one, choose a module type (e.g. Menu, Router, Transfer, End Call), give it a clear name and short description.

Configure its settings, then Save

Common Module Types

Module What It Does
Menu Gives callers options (“Press 1 for Sales”)
Router Sends calls based on rules or skills
Transfer Passes calls to an extension, queue, or group
End Call Ends the call politely
Prompt Plays an audio message or greeting
Mailbox Sends calls to voicemail
Clock Applies time-based routing
Other Language Switches system and prompt language

4. Linking Modules

Once your modules exist, link them together to make your call flow work.

  1. Open the module you want to link from
  2. Click the Next Module button (✎)
  3. In the pop-up window, choose the next module from the drop-down list
  4. Configure any extra settings shown
  5. Click Save changes
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Why this matters:
Linking turns your modules from separate pieces into a single working call path. Unlinked modules won’t do anything.

5. Test Your Call Flow

Before you publish

  1. Simulate calls to check routing and prompts
  2. Confirm transfers, time rules, and menu options
  3. If possible, run a real test call to experience it as a caller

Why this matters:
Testing prevents routing chaos — no more calls vanishing mid-flow or looping back to the start.

6. Troubleshooting Common Issues

Problem Likely Cause Fix
Call ends suddenly No End Call module linked Add or link an End Call module
Call doesn’t route Missing “Next Module” link Recheck all links
Wrong message plays Prompt not assigned Check your prompt configuration
Language doesn’t change “Other Language” missing or unset Add or configure the Other Language module

7. Best Practice Tips

  1. Keep module names short but clear (e.g. Sales Router, not Router1)
  2. Use descriptions to record each module’s purpose
  3. Delete unused modules to keep the flow tidy
  4. Always save and test after every major change
  5. Export or copy your flow before big updates

Why this matters:
Clean, well-labelled call flows save time when something breaks — and help your team pick up where you left off.

8. Next Steps

Once your flow is tested and working, you can move on to:

Setting up Prompts

Creating Working Hours with the Clock Module

Using the Router Module in Cirrus Halo

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Related Articles

  • How to Develop a Call Flow
  • How to set up an Agent in Cirrus Halo

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