Overview: Workflow Replay (Edify App)

This article provides an overview of the Workflow Replay workspace in Edify App.

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Overview

In Edify App, the Workflow Replay workspace is where you can review how a customer interacted with a workflow. Workflow Replay shows the path someone took in a workflow with a blue highlight around modules in the workflow. Workflow Replay also shows when a workflow ended prematurely (due to the customer hanging up, for example).

Workflow Replay is useful for building and testing workflows. If you’re building a workflow and testing it, you can use the Workflow Replay workspace to diagnose issues in the workflow’s logic before using it with customers.

You can also use Workflow Replay to quickly review any information gathered during a workflow. Any workflow module that collects data will show an information icon in the top-right corner of the module. Clicking the icon reveals any audio file or variable collected for use in the workflow.

Workflow Replay analyzes a particular workflow session to show the path it took. Continue reading below to learn more about workflow sessions.

What is a workflow session?

A workflow session is a period of time where a workflow is running. There are several things that can trigger a workflow to run, including:

• A customer calling a phone number (that routes to a workflow session)

• A queue user running an embedded workflow

• A status/action workflow running on an interaction

• A time interval being reached

Each workflow session has a unique identifier called the Workflow Session ID. To view a particular workflow session in Workflow Replay, you must provide the Workflow Session ID (see the next section for more information).

When you’re viewing a workflow session in Workflow Replay, you can view all of the technical information of the workflow session by selecting Workflow Session Data (accessible from the tri-dot menu).

From the Workflow Session Data panel, you can view information about the workflow session, like:

• Unique identifiers of the workflow, workflow version, and workflow session

• Start and end times

• Communication type of the interaction that triggered the workflow

• Any source data from the interaction / call / SMS / etc. that triggered the workflow.

The next section explains how to get a workflow session ID to view a workflow replay.

How do I get a workflow session ID?

The best way to view a workflow replay is to build a report to show you workflow sessions with a link to the Workflow Replay workspace, which shows you all of the completed and ongoing workflow sessions for a given workflow.

For more information, see: Create a report to list workflow session IDs (Edify App)