Since its launch in July, the Yeastar P-Sequence PBX Name Stream Designer (CFD) has been making waves. Clients have rapidly adopted it, beginning with built-in elements to automate on a regular basis duties, then transferring on to Developer instruments and third-party integrations to push workflow automation even additional.
That is precisely why we constructed Name Stream Designer (CFD): to let your PBX react, route, and act routinely—with out coding hurdles or steep studying curves. It’s designed so anybody within the business can construct workflows which might be easy to create but highly effective sufficient to adapt to evolving enterprise wants.
Whether or not it’s establishing a fundamental course of in simply minutes or constructing multi-branch workflows with superior logic, CFD flexes to suit your wants.
On this article, we’ll share sensible use instances—from easy examples to extra superior eventualities—and spark concepts for the way automation might seamlessly combine into your online business.
Catch Each A part of This Weblog
5 Minutes to Your First Automation
Getting began with Name Stream Designer doesn’t should be difficult. Your first workflow will be so simple as routing calls primarily based on time or following a transparent, linear course of—widespread wants in nearly each enterprise. In enterprise, managing a number of workflows or switching between totally different instruments might take hours. With CFD, you possibly can set them up in minutes.
Instance 1: Linear Stream
Suppose you need incoming calls to be routed to totally different queues primarily based on the caller’s alternative—for example, sending them to the technical help workforce, directing them to the gross sales workforce, or different locations for optimized dealing with.
With CFD elements like Menu, Immediate / Textual content-to-Speech (TTS), Voicemail / Recording, and Queue—even utilizing a built-in template—you possibly can arrange this workflow in simply 3 steps:
1.Open the CFD interface and begin from scratch or choose the Linear Name Stream template.
2.Configure your name menu and assign actions for every choice. For instance:
- Invalid enter or timeout → play a immediate, then dangle up.
- Caller requests a dwell agent → path to the suitable queue.
3.Evaluation and take a look at the move to make sure each step works as supposed.
In just some minutes, you’ll have an efficient linear name move that prioritizes and segments calls from the beginning—lowering wait occasions and easing your workforce’s workload.
Instance 2: Vacation Auto-Change
One other fast win is dealing with calls throughout holidays or outdoors working hours. The aim is to obviously inform callers of your availability and provides them a option to go away a message.
With CFD’s Time-Primarily based Name Stream Template, you are able to do this in just some steps:
1. Begin with the prebuilt template.
2.Set name locations for various time durations. For instance:
- Enterprise hours → path to a queue or particular brokers.
- Exterior hours/holidays → play a vacation greeting or ship the decision to voicemail.
3.Add non-compulsory alerts by utilizing the Developer instrument to set off an e-mail notification to the admin each time a voicemail is left—making certain immediate follow-up.
This fashion, each caller feels acknowledged—irrespective of after they attain out.
Due to CFD’s drag-and-drop interface, establishing workflows like these is simpler than ever, reducing workflow configuration time by as much as 70%.
Past these two quick-start eventualities, CFD comes with 4 native prebuilt templates—together with Linear Name Stream, Time-Primarily based Name Stream, Licensed Name Stream (route calls by evaluating person enter towards pre-defined expressions), and Database Authentication (route calls by validating person enter towards database)—plus 22+ native motion blocks for name dealing with, move management, developer integration, and extra. With these instruments, you possibly can design, customise, and deploy even advanced name flows in minutes.
Add Depth: APIs + Database Integration
Past fastened, template-based flows, many real-world eventualities require deeper flexibility—equivalent to integrating your PBX with a CRM, Helpdesk, or AI-powered instruments. This lets you create superior workflows like order lookups, cargo monitoring, or customer-specific routing.
With CFD’s Developer elements and API help, these integrations are usually not solely doable but in addition easy to configure. Let’s stroll by two widespread examples.
Instance 1: VIP Caller Recognition & Precedence Routing
No firm desires to threat dropping a VIP buyer. The quicker your workforce can reply their calls, the higher the service expertise. Utilizing CFD, you possibly can construct a “quick lane” for VIPs—routing them on to their devoted account supervisor as a substitute of the overall help queue.
Find out how to configure it:
1. Seize the caller’s quantity (DID or Caller ID) as quickly as the decision reaches your PBX.
2.Ship a CRM lookup request – Use the Developer (HTTP) part to question your CRM for the client’s standing. For instance:
FX_CONCATENATE(“https://crm.instance.com/check-caller?callernum=”,$Session.ani)
3.“Get” the CRM response – The CRM returns knowledge indicating whether or not the caller is a VIP.
4.Consider the outcome – Use the Situation part to route calls accordingly:
- FX_EQUAL($HttpRequest1.responseContent,”FOUND”). Then ship on to the particular extension or account supervisor.
- FX_EQUAL($HttpRequest1.responseContent,”NOTFOUND”). Then proceed by the usual buyer help queue.
5.Add a personalised greeting (non-compulsory) – Use Textual content-to-Speech (TTS) or a pre-recorded immediate to acknowledge the VIP caller earlier than routing them to the best help path.
This ensures VIP clients get quick, customized service with minimal guide effort.
Instance 2: Self-Service Order Lookup
Generally, you don’t have sufficient brokers to deal with each buyer name. Wouldn’t it’s nice in case your PBX might act as an clever assistant—immediately pulling knowledge and offering solutions with out human intervention?
With CFD, you possibly can combine your PBX along with your order administration system to confirm an order’s standing after which information the caller utilizing fastened audio prompts or associated notifications.
For instance:
1.When the decision is available in, the system performs an tutorial recording asking the caller to enter their order quantity.
2.Use the Developer (HTTP) part to ship a request to your order administration platform. For instance:
FX_CONCATENATE(“https://orders.instance.com/test?ordernum=”,$Session.ani)
3.Obtain the order standing – The system returns whether or not the order exists and if it has been shipped.
4.Consider the outcome – Use the Situation part to reply accordingly:
- FX_EQUAL($UserInput1.userInput,200). Retrieve the order standing and play a TTS or pre-recorded message equivalent to: “Your order is being processed. For supply particulars, please contact our help workforce.”
- FX_NOT_EQUAL($UserInput1.userInput,200). Play a set message equivalent to: “We couldn’t discover your order quantity. Please test and take a look at once more, or communicate to an agent.”
In real-world eventualities, there should be extra advanced circumstances and diversified responses. The ability of CFD lies in its flexibility—you possibly can simply fetch or push knowledge from/to any third-party platform that helps APIs.
In HTTP Requests, P-Sequence Name Stream Designer helps 7 request sorts (GET, PUT, DELETE, and many others.), over 10 content material sorts (utility/json, textual content/css, picture/png, and many others.), and request variables for dynamic knowledge dealing with.
This implies you possibly can restructure, optimize, and join workflows with out limits, creating automated processes that save time, scale back guide work, and ship constant buyer experiences—day or evening.
Past Getting Calls: DIY Locations & Motion Push Engine
As we’ve defined the automation energy of Name Stream Designer, one other query typically comes up: Can now we have a remaining “push” motion or DIY name move vacation spot?
The reply is totally sure! Companies typically want this type of flexibility. For instance, one in all our companions wished their PBX to routinely push a name to the associated gross sales rep when a buyer requested a selected contact.
Find out how to DIY this vacation spot with CFD:
1.When the decision is available in, the PBX performs a {custom} immediate telling the client to carry for his or her devoted gross sales help.
2.PBX rapidly pushes the request with Developer instrument to CRM to seek out the associated gross sales rep primarily based on the caller’s quantity. For instance:
FX_CONCATENATE(“https://crm.instance.com/check-caller?callernum=”,$Session.ani)
3.The CRM receives the request, searches its database, and sends again the gross sales rep’s cellphone quantity.
4.Situation processes the information:
FX_NOT_EQUAL($HttpRequest1.responseContent, “”)
5.PBX then custom-transfers the decision to that gross sales rep utilizing:
FX_CONCATENATE(“+86”, $HttpRequest1.responseContent)
You’ll be able to completely obtain incoming name → test → match → direct outbound switch with none guide work. CFD goes past name dealing with—it turns into your last-action push engine, and that’s simply marvelous for your online business!
Past the Instance: Your Workflow, Your Means
After all, what we’ve coated right here is simply the tip of the iceberg. Name Stream Designer can do way over order lookups, agent routing, or post-call follow-ups—every little thing is open to your design. From automating appointment reminders to triggering multi-channel advertising campaigns, the probabilities are solely restricted by your creativeness.
Even higher, CFD is a instrument made for creativity and collaboration. We’d love to listen to the way you’re utilizing it—or the automation challenges you would like could possibly be solved. Share your concepts, workflows, or success tales within the feedback under, and let’s be taught, encourage, and innovate collectively!
Design Your Automated Workflow Now!
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