Get started
Log In

Atmosphere® SmartFlows Quick Start Guide


Atmosphere® SmartFlows is an intuitive platform that anyone can use to create and manage omni-channel communication workflows. Created by our team of customer experience experts, Atmosphere® SmartFlows is flexible and powerful enough to create applications tailored to your specific business workflows and customer interactions. Whether you are in marketing, customer support, or just short on development resources, it’s easy to build, automate, and integrate communications anywhere your business needs it—no coding required! Creating automated interactions is a breeze with Atmosphere® SmartFlows. Simply drag and drop actions and connect them together into flows. Streamline business processes by integrating communications into your other business applications, such as CRM, marketing automation, contact center software, billing systems, and more.

Getting Started

Log in to your IntelePeer account through the IntelePeer Customer Portal ( Our recommended browsers are the current or most previous version of Chrome, Firefox, or Safari. Your applications will appear at the top of the page. You can also click My Applications in the side bar to access the Marketplace. You will see the SmartFlows icon in the Marketplace. Click the icon to open the SmartFlows application.

Learning the Landscape

Terms There are a few terms that you’ll need to know. We cover everything throughout this User Guide, but if you need to look something up quickly, you can find definitions from the glossary. Flows Page When opening SmartFlows, you will be brought to the Flows page. At the left-hand side of the screen, you will see four icons. Above the list of saved flows you’ve created, you will see the button to create a new flow.

Start Building Flows

Flow is the overall journey that your end-user experiences. Flows are built using the drag and drop tools. They are comprised of ActionsConfigurationsConnectors, and Blocks. Once you start building, this is what a flow might look like. To start, click the New Flow icon. You will be brought to the screen below. On the left-hand side of your screen, you’ll see options to create a new flow and edit existing flows. Beneath that, you will find your list of Actions. Any actions that are greyed out (like the ‘Inbound Email’ block below), are currently unavailable due to maintenance and will be available shortly. Actions are the steps in the flow that you build for the customer. They are drag and drop tools that guide the customer through the call or chat. There are 4 types of ActionsTriggersBasicControl, and Premium. In the center of the screen is your Board. The Board is the graphical canvas on which you build each flow. You will drag and drop actions onto the board to start building. You can zoom in and out of the board using the buttons at the top center. There is also an option to change the appearance of the Blocks and Connectors. Any flows that you have created and saved appear as tabs above your board. Now, you can start building your flow. Let’s start with something simple – an inbound call with sentiment analysis. Find “Inbound Call” under your list of triggers. Drag and drop the block onto your board. After dropping Inbound Call on your board, click to select the block. When you do, your Configurations will appear on the right side of the board. Each action has required and optional configurations. The configurations will appear on the right-hand side of the board when you select an action. Configurations include inputs and paths. Find ‘Play Audio’ under your basic actions and drag the block onto your board. Now, click the Port on the right side of the ‘Inbound Call’ block and drag the Connector to the knob on the left side of the ‘Play Audio’ block. port is where a connector attaches to an action. An action can have multiple ports. A connector is the cord that links the actions. Continue to drag and drop: ‘Record Response’, ‘Speech Recog’, ‘Switch’, ‘Transfer’, and ‘SMS’ onto your board. Your flow should look like the photo below. Click on each action and complete the following configurations: Play Audio You have the option to use our text-to-speech capabilities or to play an audio file that you’ve uploaded into SmartFlows. Record Response Speech Recognition Switch Transfer SMS Now that you’ve built the flow, you can Validate, Save and Deploy it. Click anywhere on the board to reveal the Validate, Save, and Deploy options. Validate will confirm all necessary configurations have been completed and that the flow is functional. Save ensures that you don’t lose changes to your flow if you navigate away. Once you know that a flow is valid, it’s time to save and deploy! Clicking deploy means your flow is active and ready for use if there is a number associated with it. Once your flow is deployed, visit the Number Assignment page to assign a number to your flow. Let’s explore what the customer will experience. A user calls in, which triggers the flow. Then, audio will play. For the audio recording, you have the option to use SmartFlows’ text-to-speech feature or you can upload your own audio files. The caller will speak after the audio plays. Their response will be recorded and the sentiment will be analyzed through the ‘Speech Recog’ action. Depending on whether their response is positive or negative, the ‘Switch’ action will either transfer the caller to a different department or send them an SMS with a coupon thanking them for their feedback. This is a very basic flow to get you started. There many ways that you can route a caller when they call in. For instance, here is what a simple IVR with four options might look like:

Using the Inbound API Trigger in SmartFlows

The inbound API trigger is a powerful SmartFlows action. It can be used to trigger a SmartFlow from any event that can send a post request over a REST API. In addition, parameters included in the request can be used as variables to customize content or logic in the flow. Currently, JSON is the only accepted data format for the request. While requests to the API are encrypted, authentication is not yet available on the inbound API trigger. The required parameters on the request include:

  • ANI: e164 format number to be used as the destination number in outbound communications in your flow
  • DNIS: e164 format number to be used as the source number (e.g. caller ID) in outbound communications in your flow
  • flowId: unique identifier for your SmartFlow, found in the flow metadata section of SmartFlows by clicking on the flow title

Other parameters can be passed into the request using a “$<>” format. When the parameter is referenced in the flow (i.e. $accountBalance), it will be substituted for the value that was sent in the request. Here is an example of a request: curl –header “Content-Type: application/json” –request POST –data ‘{“ANI”:”<<10-digit destination phone number>>“,”DNIS”:”10-digit source phone number>>“,”flowId”:”<>“, “firstName”:”<>”,“$accountBalance”:”<>”}’

Integrating with Atmosphere® Engage

What is Atmosphere® Engage? Atmosphere® Engage is a simple and effective way to manage, execute, and measure SMS and voice campaigns with your contacts. This ready-to-use application allows you to focus less on the technical side of building campaigns, and more on engaging with your target audience. How can you use Atmosphere® Engage and SmartFlows together? While SmartFlows lets you build custom flows, Engage lets you easily execute them. By creating your flows in SmartFlows and using Engage to send outbound communications, you have the ability to connect with your audience in an effective and personalized way. Let’s look at an example. Say you would like to send out an appointment reminder phone call. Build your flow to look like the one below. Once you build and save a flow in SmartFlows, it will become available to use for an Engage campaign. Go to your IntelePeer account through the IntelePeer Customer Portal ( Click My Applications in the side bar to access the Marketplace. Engage should appear just next to SmartFlows if you have already added it to your IntelePeer services. When you open Engage, you will be brought to this screen: You will then be brought to the screen for creating a new campaign. On this screen you will see the option to “Choose Flow.” When you click this, a list of the flows you’ve created in SmartFlows will appear. Once you add and save your campaign, you will be able to run it. Return to the homepage and find the campaign you created. By clicking the ‘Run’ button, your campaign will activate and initiate the flow you’ve built. For more a more in-depth guide to building campaigns in Engage, please see the Engage Quick Start Guide.

Manage Audio Library

Here you will manage recordings that are taken during flows and recordings that you upload to play during call flows.

Number Assignment

Here you will manage the numbers that you’ve been assigned by IntelePeer and assign numbers to flows. When you click “Assign Flow” you will see a list of flows that you’ve deployed. Find the flow that you would like to assign and click “Assign”.