Visualizing a call flow

At any time you can see a visualization of the flow of interactions through the applets associated with the selected interaction plan. The visualization provides a graphical overview of the path an interaction can make through your applets. You can also see if any applets are unused.

There are two ways to access the visualization:

  • from the Service and visualisation area in Interaction Plans Architect
  • from an applet's configuration page, if enabled for your account

To visualize the call flow from the Service and visualisation area in Interaction Plans Architect, perform the following steps:

  1. Go to Architect (within Interaction Plans). For information on accessing Interaction Plans Architect, see Accessing Interaction Plans Architect.
  2. In the Interaction Plan Configuration section, optionally filter the list of available interaction plans. Select the interaction plan for which you want to view the flow. Click Display Selection.
    The Applet List, Applet Manager, Transfer Manager, and Service and visualisation areas appear in the Interaction Plan Directory section.
  3. Alongside Service and visualisation, click Show.
    The Service and visualisation area expands.

  4. Click Visualise.
    A flowchart depicting the flow of an interaction appears. The types of the applets are color coded. To see the applet types corresponding to the colors used, click View Legend.

You can create a new applet directly from this screen. To create an applet click Add a New Applet. For information on adding applets, see Creating an applet.

To view the visualization offline, click Download Visualisation. A Save dialog box appears. Browse to the folder you want to download the visualization in, rename the file if required, and click Save.

If enabled for your account, you can access the visualization from any applet. Click Visualise Interaction Plan in the applet configuration page. The visualization appears. You can perform the same tasks as you can when opening the visualization from the Service and visualisation area of Interaction Plans Architect.

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