Article: Return to main workflow after triggering sub workflow
S
Sana Nazir Ahmad
Business Problem: Business wants the capability to return to the (main) workflow after triggering another (sub) workflow.
Pain Points: Business cannot return to the main workflow after triggering another workflow.
Context: The business has created a main workflow which gives contacts the option to book a meeting (amongst others). When contacts click this option, they are assigned to agents who help them schedule appointments. The business wants to allow contacts to return to the main workflow after appointment has been scheduled.
S
Sana Nazir Ahmad
Stage: Converse
Objective: Collaborate Internally > Transfer Conversations
Proposed Solution(s):
Clone the main workflow and modify the trigger to be a shortcut.
After an agent has been assigned to a conversation by 2nd Workflow and has scheduled an appointment, they need to be instructed to click the shortcut that activates the cloned main workflow. The contact to return to the main workflow.