About Interactive Voice Response (IVR)
Conversational design
Before you start take your time to create the IVR Interactive Voice Response, or IVR, is a telephone application to take orders via telephone keypad or voice through a computer. By choosing menu options the caller receives information, without the intervention of a human operator, or will be forwarded to the appropriate Agent. dialogue according to the following conversational design principles:
- Quality - Make sure the message is clear and can only be interpreted one way.
- Quantity - Only include a message when it serves a clear purpose.
- Relation - Keep things relevant.
- Manner - Get to the point, within the cultural and branding boundaries of your organization.
To do so: map the dialogue on paper, organize role playing workshops and involve marketing and branding specialists. Take your time, after all there is no second chance for a first experience.
Purpose
Interactive Voice Response Interactive Voice Response, or IVR, is a telephone application to take orders via telephone keypad or voice through a computer. By choosing menu options the caller receives information, without the intervention of a human operator, or will be forwarded to the appropriate Agent. (IVR) allows customers to interact with a host system via telephone keypad, after which they can service their own inquiries or will be redirected to a call agent by following the IVR dialogue.
Speech recognition will allow you to build a modern Voice User Interface where callers can interact without the use of their keypad.
With the Anywhere365 platform each individual UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. can have its own IVR. By default the IVR consists of a single layer, but Anywhere365 Small Business or higher can have as many layers as necessary.
The Anywhere365 platform provides more than 30 languages for creating IVR Questions using text-to-speech. Therefore, the text needs to be entered phonetic, i.e. the text should written as it is pronounced. Also Audio files (in WAV format) can be used to define IVR Questions. If Audio files are used they will overrule text-to-speech.
Every IVR Question with a choice should have a Skill or a follow-up IVR Question. If the IVR Question contains a Skill the caller will be redirected to an Agent with the corresponding Skill.
Training Video
Explanation per field
In order to manage IVR Questions, the following screen should be filled in:
Item |
Description |
---|---|
Title |
This field contains the title of the IVR Question. Note IVR Questions need to have a choice and need to start with the title “Question “. |
Action |
In here you can select action for that choice, which can be:
|
Parent |
If this IVR Question should be played after a previous IVR Question is chosen, select this specific IVR Question as its Parent question. |
Question |
This field contains the message that will be played, using text-to-speech. If the field Audio Question is filled in, this audio file will be used instead of the contents of this field. |
AudioQuestion |
This field might contain an Audio file, which overrule the contents of the field Question. |
Choice |
This field contains the choice a caller should enter in order to select the question. (0-9, # or *) Note IVR Questions need to have a choice! Tip Message Closed / Message Overflow / Message Busy: Blank means continue without entering choice. Tip Order of the questions can be changed with the setting "DtmfSortingOrder", default is 123456790*# |
Choice Timeout |
The number of seconds after not making a choice, to continue to the skill/voicemail on this item. Tip This should be on the top level / Parent. Example: If this should be on the first level (Question 0-1, Question 0-2,..) then put the timeout on Welcome Message. |
Speech Phrase |
Instead of using the DTMF tones the contact can also use key-phrase speech to make a selection. Note The setting "UseIvrSpeechRecognition" must be set to true. |
Answer |
If this IVR Question is selected the contents of this field will be played, unless an Audio Answer is set. |
AudioAnswer |
This field might contain an Audio file, which overrule the contents of the field Answer. |
Skill |
If this IVR Question is selected and callers should be redirected to an Agent, select a Skill an Agent should have in order to help the caller. |
Name |
This field might contain the name of the Prompt. |
Enable Skill Dependency (Message Busy Only) |
Overwrite the escape Skill with a Skill depended rule. |
Available Text to Speech languages
The IVR supports the use of audio files, but in some cases it may be useful to have Text to Speech available. By default the English (US) language setting is installed on the Anywhere365 Server, but the following additional settings can be installed and used:
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|
Operation of an IVR
Below the operation of an IVR is visually displayed, after which each point will be explained.
Visual
Explanation
Step |
Description |
---|---|
1 |
The Caller calls the UCC. |
2A |
The UCC checks whether it is a Holiday.
|
2B |
If the UCC is closed Message Closed will be played. It is possible to enter here en escape to voice mail or a forward to sip. |
3 |
The UCC checks whether it is within Business hours.
|
4A |
The UCC checks if the queues aren’t full, so the Caller won’t enter the IVR if too many people are already waiting.
|
4B |
If the queue is full the Caller will receive a message (Message Busy). After which the connection will be terminated. |
5 |
If the UCC is open, the welcome message will be played. It is possible to link a Skill to the welcome message directly, in this way the call will be redirected to an Agent immediately. |
6A |
The UCC checks whether the call should be recorded.
|
6B |
If the Call will be recorded the Caller will be notified with an additional message (Welcome Recording). |
7 |
The UCC will play all IVR Questions without a Parent Question ordered by Choice. |
Below the operation of the queue is visually displayed, after which each point will be explained.
The flow can be interrupted if Agents accept the Call.
Note
if playlist is used, queue position is only played when switching position.
Visual
Explanation
Step |
Description |
---|---|
1 |
Call reached an IVR Question with a Skill |
2A |
Anywhere365 checks how many people are waiting in the queue. Depending on the position, a message will be played.
|
2B |
If the caller is first in line, a message (Queue 1) will be played. At this moment an Agent is Hunted |
2C |
If the caller is second in line, a message (Queue 2_1) will be played. No Agent will be hunted yet. |
2D |
If the caller is third in line, a message (Queue 2_2) will be played. No Agent will be hunted yet. |
2E |
If the caller is fourth in line, a message (Queue 2_3) will be played. No Agent will be hunted yet. |
2F |
If the caller is fifth in line, a message (Queue 2_4) will be played. No Agent will be hunted yet. |
2G |
If the caller is sixth in line, a message (Queue 2_5) will be played. No Agent will be hunted yet. |
2H |
If the caller is seventh or higher in line, a message (Queue 2_more_5) will be played. No Agent will be hunted yet. |
3 |
The above queue messages are closed by this message. (Queue 3). |
4 |
Anywhere365 checks if the following message should be played.
|
5 |
Anywhere365 checks whether the Caller waited longer than the setting QueueBusyTimeOut
|
6 |
The above queue messages are alternated with a third message (Message Busy). This message can be used to notify the caller that it might be useful to contact the UCC at another time or use another communication channel. |
7 |
Anywhere365 checks whether the next message should be played.
|
Queue Time-line
Below the Queue visually displayed on a Time-line:
Note
if playlist is used, queue position is only played when switching position.
Without Playlist
With Playlist
IVR Build-up
By building the IVR a couple of settings should be kept in mind:
- A Question without a parent question will be played in the first layer of the IVR.
- A ChoiceTimeout should always be on the parent level.
- Questions will be played in choice order with the exception of “Welcome Message” and “Welcome Record”. These messages will always be played first.
- If you want to play questions in a different order, you can use the setting DtmfSortingOrder.
- If a Audio file is set, text-to-speech will be overruled.
- This applies to both Questions and Answers.
- Only IVR Questions be extended with additional Questions and/or Prompts. It is not possible to add additional queue messages or welcome messages.
- A question title should always start with “Question“ and have a unique choice.
- A prompt title should always start with “Prompt“
- When the IVR Question hits a Skill, an Agent will be hunted.
- If the “Welcome Message” has a Skill, the UCC skip the questions and will start hunting.
- The “Message Closed” has three scenarios
- Has a Action and a Choice = Caller can choose to be forwarded
- Has a Action and Choice is blank = Caller will be forwarded after message
- Has no Action = Message will be repeated.
- It is only possible to add a Skill to the following IVR Questions:
- Welcome Message =No Choice is needed.
- Question = Choice is needed
- Message Closed = Choice is optional
- Message Busy = Choice is optional
- Message Busy can have a Skill Dependency, this mean that depending in which Skill you are waiting, you can have a different Skill to escape to.
System messages
Below the different system messages will be explained.
The item “Welcome Message” is the first message a Caller will hear when the caller is connected to the IVR. The work flow must be “Welcomeflow”.
For example:
Welcome to Anywhere365, how can we help you today?{break}
The item “Welcome Recording” is the second message a Caller will hear when the call will be recorded. The work flow must be “Welcomeflow”.
For example:
This conversation will be recorded for training purposes {break}
The item “Message Closed” will be played when the UCC is closed, during Holidays or outside Business hours. The work flow must be “NotWithinBusinessHours”.
For example:
At the moment we are closed. Send a mail to info@Anywhere365.net, or press 1 in case of an emergency.
The item “Message Overflow” will be played when the queue is full (size can be configured). The work flow must be “QueueOverflow”.
For example:
At the moment our lines are full. Send a mail to icthelpdesk@Anywhere365.net or try again on another time. The call will now be disconnected.
Queue messages
Learn more about Queue Messages and how to create them using the audio node or the TTS engine.
The item “Queue 1” will be played when the Caller is the first to be served. The work flow must be “QueuePleaseHold”
For example:
Please hold, we are trying to connect you to an Agent.
The item “Queue 2_1” will be played when the Caller is the second to be served. The work flow must be “QueuePleaseHold”
For example:
There is one person before you.
The item “Queue 2_2” will be played when the Caller is the third to be served. The work flow must be “QueuePleaseHold”
For example:
There are two persons before you.
The item “Queue 2_3” will be played when the Caller is the fourth to be served. The work flow must be “QueuePleaseHold”
For example:
There are three persons before you.
The item “Queue 2_4” will be played when the Caller is the fifth to be served. The work flow must be “QueuePleaseHold”
For example:
There are four persons before you.
The item “Queue 2_5” will be played when the Caller is the sixth to be served. The work flow must be “QueuePleaseHold”
For example:
There are five persons before you.
The item “Queue 2_more_5” will be played when the Caller is the seventh (or higher) to be served. The work flow must be “QueuePleaseHold”
For example:
There are more than five persons before you.
The item “Queue 3” will be played as closing message for the Queue 1 and Queue 2 message. The work flow must be “QueuePleaseHold”.
For example:
Please hold, you will be connected as soon as possible.
The item “Message Busy” will be played when a Caller is in the queue longer than the time specified by the setting QueueBusyTimeOut. The work flow must be “QueueBusy”.
For example:
At the moment it is very busy, send a mail to info@Anywhere365.net or stay on the line to keep waiting.
IVR Question Title
The title of an IVR Question should start with “Question “, followed by text and/or numbers.
Depending on the license of Anywhere365 (Corporate or higher) it is possible to create multiple layers within the IVR. This can be realized by using Parent IVR Questions. IVR questions without a parent will be played after the welcome messages (in alphabetical order), while IVR questions with a parent will be played (in order of choice) after the parent question is selected by the caller.
The end goal of an IVR is to connect the Caller to the right Agent. Therefore an IVR must always end with a Skill or an Action. Based on the required Skill, Anywhere365 selects an appropriate Agent.
A question can end with a Skill on the first layer (mandatory if Anywhere365 Workgroup is used) or on underlying layers. A question can also end with a Voice Mail (a setting for IVR Questions) or the caller can be redirect to phone number (SIP The Session Initiation Protocol, or SIP, is a protocol for multimedia communication (audio, video and data communication). SIP is also used for Voice over IP (VoIP). SIP has interactions with other Internet protocols such as HTTP and SMTP. address).
IVR Questions Scenarios
Below the possible scenarios for IVR Questions are represented.
If the Caller needs to be forwarded to an Agent with a particular Skill without making a choice within the IVR menu this Skill can be configured at the Welcome Message. Anywhere365 will directly hunt an Agent after the welcome message is played.
Below an example of a Welcome Message with a Skill:
IVR Question list
If it is necessary to ask more questions after the first choice is made, a hierarchy needs to be build. This can be realized by configuring a Parent question at the underlying questions. Note that the Parent Questions shouldn’t have a Action.
Below an example of a question hierarchy:
IVR Question list
When a Call needs to be forwarded to a direct number, for example when the UCC is closed, two steps should be taken:
-
A Forward Skill should be created that forwards the call to a phone number (or SIP address);
-
Add this Skill and a choice to the Closed Message.
This way the Caller can select 1 to be forwarded to the emergency number.
Below an example on how to set the Skill and the IVR Question:
Skill list
IVR Question list
When a Call needs to be forwarded to a Voice Mail, for example when the UCC is closed, the Message Closed should be configured. First, a choice should be set for this message and, second the Action should be Voicemail for this message.
Below an example on how to set the IVR Question:
IVR Question list
If leaving a voice mail should be an option in the IVR menu, one of the questions should have the action Voicemail.
For each individual UCC there is only one voice mail available. Although the Voice Mail can be selected in multiple ways, all messages will be collected in a single inbox.
IVR Question list
Use the following placeholders to inform the customer about his position in the waiting queue and how many active agents are available:
-
WaitingQueue.QueuePosition: The current Queue Position of the Customer
-
WaitingQueue.NumberOfActiveAgents: The current number of Agents active for the Queue in which the Customer is waiting.
To let the customer know their queue position, we can set the every Queue 2_... messages in the Waiting Queue to the following:
Example
Please hold. There are {WaitingQueue.QueuePosition} persons ahead of you.
To also let customers know the number of Active Agents, set every Queue 2_... to the following:
Example
Please hold. There are {WaitingQueue.QueuePosition} persons ahead of you. There are {WaitingQueue.NumberOfActiveAgents} Agents handling calls.
To use audio files instead of TTS engine, you can do the following:
-
Upload a file QueuePositionPrefix.wma to your AudioFiles folder in SharePoint.
-
This file should contain the text "Please hold. There are"
-
Give this file the title QueuePositionPrefix
-
-
Upload a file for every queue position number to your AudioFiles folder in SharePoint.
-
These files should contain only the speech for a specific number
-
Give this file the title Number{Number}, so Number1 for 1, Number2 for 2, and so on.
-
-
Upload a file QueuePositionSuffix.wma to your AudioFiles folder in SharePoint.
-
This file should contain the text "persons ahead of you."
-
Give this file the title QueuePositionSuffix
-
Example Set every Queue 2_.. to the following:
<Audio title="QueuePositionPrefix" /><Audio title="Number{WaitingQueue.QueuePosition}" /><Audio title="QueuePositionSuffix" />
Note
It is advisable to always set an appropriate fallback text, in case the audio file is not available.
<Audio title="QueuePositionPrefix">Please hold. There are</Audio><Audio title="Number{WaitingQueue.QueuePosition}">{WaitingQueue.QueuePosition}</Audio ><Audio title="QueuePositionSuffix">persons ahead of you.</Audio>
Create/Edit/Remove item
Item can be created, edited or removed.
Warning
Updates to the system take place in real-time. Entering the incorrect information here may cause issues with your software. Proceed with caution.
- Open the list.
- Select the Add new item button.
- Enter the correct data in the window that appears.
- Select the Save button.
- Open the list.
- Tick the respective item.
- Select the “Edit Properties” button.
- Enter the correct data in the window that appears.
- Select the “Save” button.
- Open the list.
- Tick the respective item
- Select the “Delete Item” button.