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In the IVR Script tab, in the object selection list, select Schedule

Creating an Example IVR Script

1. In the IVR Script tab, in the object selection list, select Schedule

The Configuration Manager displays the parameters for the Schedule object in the right-side object configuration area.

2. In the object configuration area:

a. In the Label text entry area type BusHours.

b. In the Schedule list, choose a previously defined schedule.

c. Click Save.

The Configuration Manager inserts the Schedule object below the MainIVR label.

Figure 98: IVR Script example, Schedule object

3. If a call arrives when the contact centre is open, play a greeting message. In the schedule object, select the open exit point, then in the object selection list choose Play.

The Hosted Contact Centre displays the parameters for the Play object. In the object configuration area:

a. In the Label text entry area type PlayWait01.

b. In the Played list, choose Wait for next agent.

The procedure refers to audio files from the Hosted Contact Centre default set of audio files. Your IVR scripts may reference one or more default audio files, or reference the customized audio files you uploaded to the Configuration Manager.

c. Click Save.

The Configuration Manager inserts the Play object below the open exit point.

4. Choose the queue the caller is routed to. Select the Play object, then:

a. In the Label text entry area type PhoneQ01.

b. In the Queue name list, choose a phone queue.

c. Click Save.

The Configuration Manager inserts the Forward to queue object below the Play object.

5. If the call arrives when the contact centre is closed, route the call to a voice mail queue. In the IVR Script area, in the schedule object, select the closed exit point, then in the object selection list choose Forward to voice mail.

The Hosted Contact Centre displays the parameters for the Forward to voice mail object. In the object configuration area:

a. In the Label text entry area type Vmail01.

b. In the Invite Message list, choose Voice mail invite.

c. In the Queue name list, choose a voice mail queue.

d. Select Access to voice mail is mandatory.

e. Click Save.

The Configuration Manager inserts the Forward to voice mail object below the closed label.

Figure 99: IVR script example, Forward to voice mail object

Creating Menus of Options

The procedure in this section illustrates how to implement menus of options.

The following procedure builds on the IVR script example in Building a Simple Greeting and Routing Script, on page 161.

To script a set of menu options:

1. In the script you created in the procedure in Building a Simple Greeting and Routing Script, on page 161

a. Select the Forward to queue object PhoneQ01, then click Delete.

b. Select the Play object PlayWait01, then click Delete.

2. When the contact centre is open, play a menu of options. In the schedules object, select the open exit point, then in the object selection list choose Menu.

The Hosted Contact Centre displays the parameters for the Menu object. In the object configuration area.

a. In the Label text entry area type OpenMenu01.

b. In the Invite Message list, choose Optional queue Selection.

When a caller first connects to the contact centre, the Menu object's Invite message audio file orients them to the set of menu choices. In most cases, this implies the need for an invite message that has been customized for your contact centre.

c. In the Invalid message list, choose Invalid selection.

If a caller provides an invalid response to the invite message, the Invalid message audio file informs them that the Hosted Contact Centre cannot interpret their response.

d. In the Empty message list, choose Wait for next agent.

If a caller does not respond to the prompt within 10-seconds, the Empty message audio file informs them to respond.

e. Click Save.

The Configuration Manager inserts the menu object below the open label.

Figure 100: IVR script example, Menu script object

3. Configure the message played when the caller responds to the initial menu by pressing 1. In the Menu object, select the 1 exit point, then:

a. In the object selection list choose Play.

b. In the Label text entry area type CallRecordWarn.

c. In the Played message list choose the Call monitoring warning audio file.

d. Click Save.

The Configuration Manager inserts the Play object below the 1 label.

4. Configure the queue the caller is routed to if they respond to the initial menu by pressing 1. In the Menu object, in the 1 exit point, select the Play object, then:

a. In the object selection list choose Forward to queue.

b. In the Label text entry area type PhoneQ02.

c. In the Queue name list, select a phone queue.

d. Click Save.

The Configuration Manager inserts the Forward to queue object below the 1 exit point.

Figure 101: IVR script example, Menu object, choice 1

5. Continue to the next example, Using Caller Information to Process Interactions, to build on this script.

Using Caller Information to Process Interactions

Use the procedure in this section to prompt a caller for information that will be used to find a caller's record in the Local CRM database, then use information contained in that record to determine how to route the call.

The following procedure builds on the IVR script example in Creating Menus of Options, on page 164.

To create an interactive IVR script that prompts a caller, tests for the caller's Local CRM record, and routes the call:

1. Prompt the caller for information such as an account number. In the Menu script object, select the 2 exit point, then in the object selection list choose Get Value.

The Hosted Contact Centre displays the parameters for the GetValue object in the object configuration area:

a. In the Label text entry area type GetAccountNumber.

b. In the Invite Message list, choose Enter mandatory account number.

c. In the Invalid message list, choose Invalid selection.

d. In the Empty message list, choose Invalid selection.

e. In the Data to collect list, choose Customers: Account Number.

f. Select Entry is mandatory.

g. Click Save.

The Configuration Manager inserts the GetValue object below the 1 label.

Figure 102: IVR script example, GetValue object

You can also use the GetANI script object to look in the Local CRM CRM for existing customers.

2. Add a Label object to the portion of the script that processes customer accounts. In the GetValue object, select the found exit point, then in the object selection list choose Label.

In the object configuration area, in the Label text entry area type AcctFound then click Save.

Labeling the portion of the script that processes customer account interactions enables other script objects to use the Goto script object to transfer control ("jump") to that portion of the IVR script.