Add Phone Number Step

Overview

The Phone Number parameter is a simple data collection parameter used to record a choice, such as yes or no, true or false, or simply a choice between products and departments within the chatbot flow. It does not have to be a binary choice. This option can be used to create multiple-choice queries. The selected response then becomes available for later Steps within the same flow.

Add Phone Number Step

1. To add a Phone Number Step to your chatbot flow, you can add a step via any one of the three methods covered in **Flows Editor: Add a New Step *. The primary method is to click the Add Step button found at the top right of the Flow Editor.

Adding a **Step **can also be done by right-clicking anywhere within the Flows Editor, or by dragging from an existing Flow Step.

2. Regardless of the method used to add the Flow Step, the Add Step menu will open, allowing you to select the desired option. To add the Phone Number Step, either expand the Data Collection category and select the desired parameter (Name), or use the search bar to search for it.

2. Once selected, the Phone Number Step will be added to the Flow Editor. As with any flow step, you can drag and drop it wherever it is needed. (If you used the right-click method to open, it will appear in that location.)

2. Clicking the Menu button (three dots) will allow you to:

   1. Edit the Name Step.
   2. Duplicate the Name Step
   3. Set as the initial Step
   4. Delete the Name Step

Phone Number Step Edit Menu

In most cases, you will first edit the Phone Number Step before duplicating or determining its place in the flow. Click Edit, and the Edit Menu will open. The Edit Menu will open on the right side.

Under General, you can:

1. Provide a Friendly Name: - This allows you to differentiate between different variants of the same Step. As many people have multiple phone lines in this day and age, it is quite likely that multiple instances of the Phone Number Step will be found in a given flow. The Friendly Name is a unique naming parameter that allows APIs and future Steps to call on the correct instance of the Phone Number Step within the flow.
2. Cover Image: - The cover image is a cosmetic component, allowing you to enhance the appearance of your request for the customer's name in the chatbot flow.
3. Title: - The Title field is the text above the input field you wish to present to the user. If you are asking for a home number, this might state "Home Number". For mobile number, it might be Mobile Number.
4. Text Box: - The text box allows you to define the text that the customer sees in the prompt. For a Phone Number Step, this is likely to be a variation of "Enter your cell/home/work number here...."

Click Save when you've defined the parameters of your Phone Number Step component.

If you scroll down a bit further, an additional option is presented for Phone Number Steps. Here, you can define the options you wish to provide within the Step.