Workflow Line configuration

A Workflow Line executes one or more communication flows when activated by telephone keypad, text message, Dashboard, or schedule. A phone number is required if you want to activate Workflows by telephone keypad or text message.

Step 1

Navigate to Manage Account via the profile menu.

Step 2

Select Phone Lines from the left-hand navigation.

Step 3

Select the phone number you want to configure. Your account may have one or many phone numbers.

Step 4

Select the line type. Choose Workflow, then select Next.

Step 5

Enter a name for your phone line. Choose a name that will make sense to all users who interact with it. You can optionally add a description. When done, select Next.

If you're editing an existing phone line, update the name and description as needed.

Step 6

The greeting is what callers hear when they call your phone number. Connect Rocket includes a default greeting, but you'll likely want to record a custom one that gives callers the information they need.

To set a custom greeting, choose one of the following methods:

1. Text-to-Voice — type your greeting as text. Connect Rocket will convert it to speech and let you preview it before saving.
2. Record a Greeting — provide a direct phone number where you can be reached. Connect Rocket will call you and guide you through recording, previewing, and saving your greeting.
3. Upload an Audio File — upload a pre-recorded audio file.

Once your greeting is set, select the play icon to confirm the correct greeting is in place.

Step 7

Select + Add a Workflow.

Enter a name and optionally a description for your Workflow. This name will be visible to all users who activate it, so choose something clear and descriptive.

If you want this Workflow to be activated by telephone keypad or text message, enter a 4-character alphanumeric code using letters (A–Z) and/or numbers (0–9). For example: RESQ, RTT1, or 1000. Each code must be unique across your account.

When done, select Save.

Your Workflow is now configured with the following sections:

• Section 1 — Workflow name and description.
• Section 2 — The phone number and alphanumeric code used to activate the Workflow by voice call or text message.
• Section 3 — Schedule settings for recurring activation on a weekly or monthly basis.
• Section 4 — Workflow actions.

Step 8

Actions are what your Workflow does when activated. Select one or more action types. You can add multiple actions of most types — they will all execute when the Workflow is activated.

Adding a Notification

Sends a message to one or more groups when the Workflow is activated.

1. Recipients — select the group or groups you want to notify.
2. Include Off Duty contacts — tick this checkbox to send the notification to contacts who are currently marked as Off Duty.
3. Message — type your notification message. URLs are supported.
4. Add an Attachment (optional) — attach a file to your notification. Any file format is supported. The file will be uploaded and a shortened URL will be appended to your message automatically.
5. Add Craig Prompts (optional) — select a configured Craig Prompt to run when the Workflow is activated. The Prompt results will be appended to your notification message.
6. Add a Poll (optional) — select a Poll from the dropdown. If no polls are listed, you'll need to create one first. See [Polls].
7. Poll Duration — set how long the Poll will remain open and collect responses. The default duration set when the Poll was created will be shown — you can adjust it for this specific Workflow.
8. Delivery Method — select one or more delivery methods. The options available will depend on how your account is configured.

9. Notification Resend (optional) — resend the notification to contacts who have not yet responded to a poll after a set period of time. Select the link to configure resend options. See [Configure a Notification Resend].

Select Save when done.

Adding a Conference Call

Initiates a conference call to one or more groups when the Workflow is activated.

1. Recipients — select the group or groups you want to call.
2. Include Off Duty contacts — tick this checkbox to include contacts who are currently marked as Off Duty.
3. Retry if unanswered (optional) — if no one answers within 2 minutes, Connect Rocket can retry the call including Off Duty contacts.
4. Conference Introduction (optional) — enter text to be spoken to each recipient when they join the call. This gives call recipients immediate context for the nature of the call.
5. Allow caller to join (optional) — if this Workflow is activated by telephone keypad, the caller can be connected directly to the conference call even if they are not a member of the groups being called.
6. Conference Phone Number — select the phone number the conference call should be initiated from.

Select Save when done.

Adding a Pager Notification

Sends a page to one or more groups when the Workflow is activated.

1. Recipients — select the group or groups you want to page.
2. Include Off Duty contacts — tick this checkbox to include contacts who are currently marked as Off Duty.
3. Pager Message — enter your page message. Valid characters are: digits (0–9), # and *. Use 'w' to insert a half-second pause.

Select Save when done.

Adding a Webhook

Sends data to an external system when the Workflow is activated.

1. Request Method — select POST or GET.
2. URL — enter the endpoint URL. Must be HTTPS and publicly resolvable.
3. Authorization Header (optional) — add a Bearer token or other authorization header if required by the receiving system.
4. Request Body (JSON) — enter your request body using valid JSON. The following string interpolation fields are available:
   • {{workflow_name}}    — the name of this Workflow.
   • {{activation_uuid}}    — the unique identifier for this activation.
   • {{recording_url}}    — a URL to the voice recording, if available.
   • {{inbound_message}}    — the inbound text message, if available.
   • {{craig_prompt_output}}    — the output of a Craig Prompt, if one is added below.
5. Craig Prompts (optional) — select a configured Craig Prompt. The output will be available as {{craig_prompt_output}}    in your request body.

Select Save when done. You can test your Webhook configuration after saving.

You can add multiple Webhook actions to a single Workflow.

Step 9

Once you have added all of your actions, your Workflow Line is configured. From the Phone Lines page you will see your phone line name, line type, and a count of the Workflows associated with the line.

To add more Workflows to this phone line, select + Add a Workflow and repeat Step 7. To edit an existing Workflow or phone line, select the pencil icon.

Your Workflows are also accessible from the Workflows page in the left-hand navigation, where they can be managed alongside any Workflows not linked to a phone line.