Sign up for a FREE trial here

Build an Aircall Account Management Flow That Actually Answers

We have rebuilt this flow in enough accounts to know where it breaks, and it is almost always the same three things. A branch pointing at one person who is on holiday. A prompt that never tells the caller to press the confirmation key. A voicemail sitting in a spot where the call can never reach it.

Below is the step-by-step build that fixes all three, five steps with one widget each, in the order a call travels through them.

The three reasons calls go unanswered in Aircall

All three turn up on lines that look perfectly healthy on the canvas, which is why they survive for months. Each one comes down to a single widget setting

None of this shows up in a dashboard. It shows up as calls that ring out. Here is the shape you are aiming at instead.

Aircall Account Management smart flow

Work through the five steps below in the order they appear, top to bottom. A widget can only be attached once the branch above it exists, so open your Smartflow and start with the time rule.

1. Set The Time Rule

The time rule sits directly under Call comes in and decides which branch a caller follows. Everything else hangs off the branches it creates, so it goes first.

  1. Click the Time rule widget and set the time zone. Use the zone your team works in, not the one your callers dial from. We have seen a line go quiet at 3 PM because this was left on the account default.
  2. Open Region 1 under Branch settings, select the weekdays it covers, and enter the opening and closing time.
  3. Use Add time slot when the day is split, such as an hour where nobody is on the phones.
  4. Repeat for the other regions you support.
  5. Leave the Holiday and At any other time branches alone for now. They catch everything outside the hours you just set, and both get a destination in step 5.
Set The Aircall Time Rule

Every call that arrives outside the hours you just set follows the At any other time branch, so that branch needs a destination of its own in step 5.

2. Add the greeting

This is the one moment a caller hears your company name, and they hear it on every call, including the fifth one this week. Keep it to a single sentence.

  1. Attach an Audio Message widget under the open region branches.
  2. Set Type of message to Text to speech, or upload a recording if you already have one.
  3. Write the message in the Message field.
  4. Choose the Language and the Voice that match your market.
  5. Click Test and play, listen once, and adjust the wording if the voice stumbles on a word. 

Example: Welcome to support. Please enter your ticket number. 

add greeting on aircall ivr

Write the greeting and the IVR prompt as one continuous script, because the caller hears them back to back with no pause in between.

3. Add the input IVR

The input IVR collects a number from the caller and splits the flow into two branches everything below depends on the Input IVR and Retry failure.

  1. Attach the Input IVR widget below the audio message.
  2. Turn on Display caller’s input so agents see the number in the Workspace and it carries through to Analytics.
  3. Set Input confirmation to Confirm by pressing #.
  4. Write the prompt message under Prompt message and name the confirmation key inside the wording; otherwise, callers type the number and wait in silence.
  5. Match the Language and Voice you chose in step 2, then use Test and play.

For Example: Please enter your ticket number, then press # 

aircall input ivr

The widget now shows two branches. Input ivr holds callers who entered a number and goes to your team in step 4. Retry failure holds callers who entered nothing or the wrong thing and goes to voicemail in step 5.

Use a Standard IVR instead of an input IVR when callers should pick from a menu, such as pressing 1 for sales and 2 for support, rather than typing an identifier.

Not sure your IVR is sending callers to the right place?

Most flows lose people here, at a prompt that asks for something and never tells the caller how to send it.
We map and build the whole setup, IVR, time rules, CRM routing and fallbacks, then call every branch before your customers do.

4. Route the call to a user or team

The Input IVR branch carries callers who did what you asked, so send it straight to the people who can help them.

  1. Attach a Ring to the widget under the Input IVR branch.
  2. Open the Team tab for a group of agents or the User tab for one person. A team is the safer choice, since a single user takes the whole queue alone.
  3. Select the team or the user in the Ring to field.
    4. Under Ringing rules, set Ring for. Thirty seconds is about five rings and works as a starting point.
  4. Turn on Wait for busy agents so a call queues while agents are on another call or in wrap-up, and reaches the first one who frees up within the ringing time.
aircall input ivr

Key Note: The screenshots route to one named user because this is a sample flow. Swap in a team before you publish, or the flow will stop working the day that person is out. 

5. Add the voicemail fallback

Voicemail catches every branch with no live agent behind it, which means Retry failure, Holiday, At any other time, and the calls nobody picks up in step 4.

  1. Attach a Voicemail widget to the Retry failure branch.
  2. Set Type of message to Text to speech and write the message.
  3. Set the Language and Voice, then use Test and play.
  4. Under Caller’s message, set Maximum message duration. Thirty seconds is long enough for a name, a number, and a reason.
  5. Repeat for the Holiday and At any other time branches so no branch dead ends.
 
Message Example: Sorry we missed you. Leave a message with your ticket number, and we will call you back. 
voicemail fallback

Voicemail ends the call flow, so it is always the last widget on a branch. If you want a second team to try before the caller gives up, that Ring to widget goes above the voicemail. Put it below and Aircall greys it out with a note saying the call flow ends before this point. We have opened flows where half the canvas was greyed out like that and nobody had noticed, because on screen it still looked finished.

One last check that has nothing to do with the widget. Make sure the voicemail lands somewhere a person actually looks. A recording nobody plays is a missed call with extra steps.

6. Test and publish

Call the number from an outside phone and walk through every branch, because a branch with no destination fails quietly rather than showing an error.

  • Call during business hours and enter a valid number, the call reaches the team
  • Call and stay silent at the prompt, the call lands in voicemail
  • Call outside business hours, the call follows the At any other time branch
  • Let the ring time run out, the call reaches voicemail instead of a dead line
  • Confirm the caller input appears in the Workspace and in Analytics
  • Listen to one test voicemail end to end and check the recording saved

Publish the flow, then run the first two checks once more on the live number before you hand it to the team.

Ready to build Smartflows that never drop a caller?

Your team should not be losing leads to dead-end menus, missed transfers, and after-hours voicemail nobody checks.

We design and build your full Aircall Smartflow setup, then test every branch before a real customer ever hits it.

Start with one flow, one clean map, and routing that sends every caller to the person who can actually help.

Frequently Asked Questions

Yes. Open the Smartflow, change the field and republish. Hours, greeting wording and the team on a branch are one setting each. Call the branch you touched afterwards, because a change in one place can leave another branch without a destination.

The agent sees it in the Workspace and it is available in Analytics. Putting it onto the customer record in Salesforce, Pipedrive or another system is an integration job rather than a Smartflow setting, which is covered by CRM integration.

As many as your teams cover. Each region is its own branch with its own days and hours, and every branch needs somewhere for the call to land, so more regions also means more voicemail widgets.

Walk every branch from an outside phone first, since that finds most of it. When the flow looks correct and calls still fail, the cause is usually numbers, routing or an integration rather than the widgets, and that is where Aircall troubleshooting picks up.

Not to answer calls. They do need to know where the caller input appears and what each branch means, or the ticket number sitting on their screen goes unused. Aircall training covers that side.

Work with an Aircall Consultant to Route Smarter, Grow Faster

Get in touch for a quick and easy answer.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form

Work with an Aircall Consultant to Route Smarter, Grow Faster

Get in touch for a quick and easy answer.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form