https://youtu.be/a92SuoDNKRE

IVR is an automated telephony system that can allow a computer to interact with humans through a combination of voice and touch-tone input.

We can create an IVR in eight simple steps:

IVR Steps

Now, once all the prerequisites for IVR are done, now we're all set to create an IVR.

To create and view IVR, follow these steps:

  1. Click on the Services tab on the side navigation.
  2. Click IVR.
  3. A list of all the IVR appears along with the relevant details.
  4. Click on Add IVR.

IVR_1

Note: (*) marked options are compulsory to fill.

  1. Enter the General Details as per the fields described below.

FieldDescription
NameGive a name to IVR.
DescriptionGive a short description about what IVR does.
RecordingChoose the system recording you created in step 3 of IVR creation.
Digit TimeoutEnter the duration for which it should be played in seconds.
Transfer CodeAssign a 5-digit transfer code to the IVR. Agents can use the transfer code preceded by # to transfer the call to the associated IVR. This can be used to fetch feedback from customers.
Enable Prompt Transfer to AgentEnable the prompt Transfer to agent toggle.
Webhook toggleEnable the Webhook toggle if you want to fetch real-time call records in your portal.
IVR Entry: Option and DestinationEnter the option number and the corresponding destination for call to get routed. Note: Click on Add Entry, if you wish to add a new IVR entry.
Invalid Retries AllowedEnter the number of invalid retries allowed to caller.
Invalid Retry RecordingChoose the recording to be played to inform the caller about the invalid retry.
Invalid RecordingChoose the recording to be played after the invalid retry count is more than the set value.
Invalid DestinationChoose the agent to which the call should be routed in case of invalid input.
Timeout RetriesEnter the number of times the timeout retry is allowed.
Timeout Retry RecordingChoose the recording to be played to inform the caller about the timeout retry.
Timeout RecordingChoose the recording to be played after the timeout retry count is more than set value.
Failover DestinationChoose the destination for the call if timeout retry has reached the set value.
Failover Missed Call SMSChoose the SMS template to be sent to the caller if call is missed on failover destination.
  1. Click the Save button.