Deploy flow

The Deployment section in iX Hello Customer v2 enables you to view and manage the assignment of your validated flow to both voice and chat channels.

Before You Begin

• Confirm that at least one conversational flow is valid and ready for deployment.

• Deploy to voice channel: verify that there's a reserved phone number that is not yet assigned to a flow on the phone numbers page.

• Deploy to chat channel: ensure that there's a configured web chat widget appearance that matches your needs. Confirm the domain names where the widget will be hosted (for example, your company website or staging environment).

Accessing the deployments sidebar

1. Sign in to ixHello Customer v2.

2. In the left navigation menu, go to Flows

3. Click the more icon button for an existing flow and select Deployments from the dropdown. The deployments sidebar contains two sections.

   • Assign phone numbers

   • Assign chat widgets

Assign phone numbers section

The assign phone numbers section displays all phone numbers currently assigned to the flow, if any. Each assigned phone number is displayed in a grey chip with an unassign icon.

• Select the Phone number dropdown to open a list of available phone numbers. and choose one to assign to your flow. It can now be called.

• Click the unassign icon to the right of the phone number to unassign it from this flow.

Assign chat widgets section

The assign chat widgets section displays all chat widgets currently assigned to the flow, if any. Each chat widget is displayed in a card displaying the chat widget name, unassign icon, chat widget script, copy and preview button.

• Select the Chat widget dropdown to open a list of available chat widgets. and choose one to assign to your flow. Copy the chat widget script to embed it in on one of the allowed domains.

• Click the unassign icon in the top right corner of the card to unassign it from this flow.

Verify that no chat widgets scripts are embedded before unassigning the chat widget from the flow.

The scripts don't work without the chat widget, assign the chat widget again to restore the chat widget script.

Select preview opens a new tab where you can view, and interact with, the fully functioning chat widget. It reflects the end state of the chat widget as embedded in an external site.