Creating a workflow

Publisher

RingCentral

URL

https://support.ringcentral.com/article-v2/Creating-an-IVR-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US

Published

unknown

Updated

unknown

Accessed

2026-09-30

HTTP status

200

License

RingCentral proprietary; all rights reserved; no-redistribution; short excerpts and locators only

Source notes citing this source

• A channel is assigned to a workflow by opening the workflow, clicking Channel Assignment, checking the box next to the channel and clicking Save; clicking Assigned at the top lists the channels linked to the workflow with their Name and Type. in context
• A workflow is created by hovering over the workflow group under Categorization > Workflows, clicking the New Workflow plus icon, entering a Name and Description, optionally checking Enable Debug with a Debug Email that receives a step-by-step analysis after interactions, and clicking Save. in context
• A workflow group is created in RingCX Admin by clicking the Categorization icon, selecting Workflows, clicking New Group, entering a Group name and clicking Save. in context
• Routing interactions through a RingCX workflow requires creating a workflow group, creating a workflow in it, assigning at least one channel number to the workflow and building the workflow in Workflow Studio. in context

Cite this source record

APA

WarmTransfer. (2026, September 30). Creating a workflow. WarmTransfer. https://warmtransfer.net/knowledge/sources/ringcentral-support-ringcx-create-workflow

BibTeX

@misc{warmtransfer-ringcentral-support-ringcx-create-workflow,
  title  = {Creating a workflow},
  author = {{WarmTransfer}},
  year   = {2026},
  url    = {https://warmtransfer.net/knowledge/sources/ringcentral-support-ringcx-create-workflow},
  note   = {RingCentral, accessed 2026-09-30}
}