Move or Copy a Flow

Send an IVR flow to another workspace - copy it as a draft or move it as it is - with uploaded audio copied across, who can do it, what blocks a move, and what to check after it arrives.

2 min read

Open Flows, use a flow's menu and pick Send to workspace... to put it in another workspace you manage. Copy adds a draft there and keeps the original. Move takes the flow out of this workspace, published as it is. Uploaded audio the flow plays is copied to the new workspace either way, and call logs always stay where they were. You must be an owner or admin of both workspaces.

Copy or move?#

Copy Move
Original flow Stays here Leaves this workspace
In the new workspace A new draft: publish it when it's ready The same flow, version and published state
Blocked by Nothing Anything here that still uses the flow (see below)
Uploaded audio Copied Copied
Call logs Stay here Stay here

Use copy to reuse a proven flow for another brand, branch or client. Use move when a flow was built in the wrong workspace, or when you hand a finished flow over.

Who can send a flow#

You need the owner or admin role in the workspace the flow is in, and in the workspace you send it to. The dialog lists only the workspaces where you have that role.

What blocks a move#

A flow can't move while something in this workspace still uses it: a phone number, a campaign, a voice app, a queue or an order-call automation. The dialog lists each one. Point those at another flow first, or use copy instead.

Check after it arrives#

The dialog lists what the new owner should review, depending on the flow:

  • Transfer numbers: callers are still transferred to the same phone numbers. Change them if the new workspace should get these calls.
  • HTTP Request steps: requests are now signed with the new workspace's signing secret. Receivers that verify signatures need that secret. See HTTP Signing Secret.
  • Queue steps: they point at a queue in the original workspace. Pick a queue in the new one.
  • Order Action steps: they use the new workspace's commerce settings.
  • Email steps: they now notify the new workspace's owner.

Then connect a number to the flow in the new workspace and test and publish it (a copy arrives as a draft).

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