Call Block Matrix / Block Builder

This guide explains how reusable block settings are created, assigned and previewed before they appear inside the Call Flow Designer.

Used by

Trained admins and build users.

Main purpose

Control block settings without hardcoding forms.

Critical rule

Preview and test before publishing live.

Outcome

Cleaner, reusable block configuration.

Step 1 · Page overview

The Call Block Matrix defines the reusable settings fields that appear inside each call block when opened in the Call Flow Designer.

Used for: Admin configuration of block forms.

Important: This can affect live builder behaviour.

Block Matrix overview screenshot placeholder

Step 2 · Choose block

Choose a block such as Create Record, Send SMS, Ring Person, Book Appointment or CRM Lookup to review its assigned fields.

Check first: Confirm the correct block is selected.

Best practice: Do not edit live-use blocks casually.

Choose block screenshot placeholder

Step 3 · Enabled fields

Enabled fields are the settings users will see when they open that block in the Call Flow Designer.

Remove: Only remove fields when you understand the runtime impact.

Order: Keep important fields near the top.

Enabled fields screenshot placeholder

Step 4 · Reusable library

Reusable fields keep labels, options, defaults and help text consistent across multiple blocks.

Reusable: One field definition can support several blocks.

Admin note: Use clear labels and help text.

Reusable field library screenshot placeholder

Step 5 · Preview

The preview shows how the selected block settings form will appear inside the Call Flow Designer.

Preview first: Check the form before testing in the designer.

Safe build rule: Matrix, preview, designer test, then publish.

Builder preview screenshot placeholder