Autodialer IVR Designer Tutorial



1) Introduction to IVR Designer - top

ICTBroadcast Service Provider Edition bundles with an IVR Designer Tool. IVR Designer is an interactive web-based software tool that allows you to create advanced telephony systems with a simple drag-and-drop interface. The user can pick any application from the toolbar area, then drag it to the main drawing area and drop it. This will create that application at the dropped location. Its drag-and-drop interface makes it easy for users to create voice response applications in a web browser. IVR Designer's toolbar contains the applications to create an IVR. Following is a brief description of each of those application.

IVR Designer

2) IVR Applications - top

Call Answer:
Call answer application answers an incoming call. However, IVR Designer does not handle inbound scenario in ICTBroadcast. So consider it non-functional in outbound dialer. Start application will behave as answered call in case of outbound call.
Answer

Call Hangup:
Hangup application forces a call to be disconnected.
Hangup

Get Input:
Get any input request from your IVR.
Get Input

Play Audio:
Plays a sound file. You can use a sound files from Recording section in the settings area.
Play Audio

Call Transfer:
The Transfer application connects the active call to a specified phone number of an agent. This number is referred as Extension number in ICTBroadcast.
Transfer

Call Record:
The Record application can either create a recording, which starts with a beep and ends with the user pressing pound, or it can record the remainder of the call.
Record

Options Menu:
Options Menus are used to gather keypad input from the user. Each menu node requires at least one "Play" node to present options to the user, and one or more "Key Press" nodes to handle the incoming key presses.
Options

Answering Machine Detection (AMD):
It detects after answering of a call whether it is Human or Machine. Then on the basis of this decision, user can perform any action.
AMD

Do Not Call (DNC):
DNC Application adds a number to DNC list.
DNC

Text-To-Speech (TTS):
TTS application allows user to enter text that will be played as sound.
TTS

Say Alpha:
TTS application allows user to enter text that will be played as sound.
TTS

Say Digit:
TTS application allows user to enter text that will be played as sound.
say digit

Say Number:
TTS application allows user to enter text that will be played as sound.
say number

Say Date:
TTS application allows user to enter text that will be played as sound.
say date

Say Time:
TTS application allows user to enter text that will be played as sound.
say time

3) Using Tokens in IVR Applications - top

Tokens are variables that replace their value dynamically while campaign is run. Tokens have predefined way to use. Some IVR applications allows you to enter or select tokens. IVR designer allows a specific pattern for using tokens which is described below:

[contact:first_name] 

Whenever above pattern is used, it means first name of contact will be played. Similarly, you can use [contact:last_name], [contact:custom1], [contact:custom2], [contact:email] etc. You can use all the fields of ICTBroadcast contact as tokens. Currently, TTS, Say Alpha, Say Digit, Say Number, Say Date, and Say Time applications support using tokens. Following is a list of Tokens that can be used in IVR Applications:

[campaign:callerid]
[campaign:callerid_name]
[contact:first_name]
[contact:last_name]
[contact:phone]
[contact:email]
[contact:address]
[contact:custom1]
[contact:custom2]
[contact:custom3]
[contact:description] 

4) How to Create IVR Through Web based Designer - top

In this section, working examples are given that demonstrate how IVR designer and IVR applications can be used to create various IVRs. These IVRs then can be attached to a campaign for broadcasting. Few of the frequently used terms in this tutorial and their explanation is given below:
IVR Application: A unique IVR element within IVR Desinger containing a specific function. E.g. Play Audio plays .wav recording. Call Hangup will disconnect the call.
IVR (or IVRs): A complete IVR that contains one or more IVR Applications (elements) linked together. It is saved as a record, can be edited later and is available to be attached to a campaign.

How to Create IVR Through Web based Designer?

  1. Navigate to Messages => IVR => New IVR.
  2. Creating IVR

  3. Set IVR Name.
  4. Creating IVR

  5. Drag and Drop Applications from toolbar area to the drawing area.
  6. Creating IVR
    Creating IVR

  7. To Link one Application to other Applications, move the pointer to small rectangle at top left of Application. Press and hold down the button on the mouse.
  8. Creating IVR

  9. Drag and Drop it over other Application by releasing the button.
  10. Creating IVR

  11. To Remove link, Select the destination pointer of link that user wanted to remove. Drag it the source Application and drop it over the source Application.
  12. Creating IVR

  13. To set Application settings, click on the small pencil at the bottom left of the Application.
  14. Creating IVR

  15. This will open a popup window. Every Application has different parameters settings. In the example below, TTS application properties popup is shown.
  16. Creating IVR

How to use Play Audio Application in IVR?

  1. Create New IVR => Drag and Drop Play Audio Application to Drawing Area.
  2. From popup window of Play Audio Applications. Select the required recording from drop down menu and Click Apply to save.
  3. Play Audio IVR

  4. Link start Application with the Play Audio Application by dragging and dropping "Start Application" link on the "Play Audio Application". Click Save button on page menu to save this IVR.
  5. Play Audio IVR

How to use Text to Speech (TTS) Application in IVR?

  1. Create New IVR => Drag and drop TTS Application to Drawing Area.
  2. In popup window, write the text that user want to play, and then click apply to save.
  3. TTS IVR

  4. Link start Application with the TTS Application by dragging and dropping "Start Application" link on the "TTS Application". Click Save button on page menu to save this IVR.
  5. TTS IVR

How to use SayAlpha Application in IVR?

  1. Create New IVR => Drag and drop SayAlpha Application to Drawing Area.
  2. From the popup window, user can select predefixed variables whose value will be played by this application. User can also select custom from dropdown menu. This will allow user to write alpha numeric value in the text box.
  3. SayAlpha IVR

  4. Link start Application with the SayAlpha Application by dragging and dropping "Start Application" link on the "SayAlpha Application". Click Save button on page menu to save this IVR.
  5. SayAlpha IVR

How to use SayDigit Application in IVR?

  1. Create New IVR => Drag and drop SayDigit Application to Drawing Area.
  2. From popup window, user can select predefined variables who value will be played by this application. User can also select customer option from dropdown menu. This will allow user to write only digits ( 0 - 9 ) in the text box. Click Apply to save.
  3. SayDigit IVR

  4. Link start Application with the SayDigit Application by dragging and dropping "Start Application" link on the "SayDigit Application". Click Save button on page menu to save this IVR.
  5. SayDigit IVR

How to use SayNumber Application in IVR?

  1. Create New IVR => Drag and drop SayNumber Application to Drawing Area.
  2. From the popup window, user can select predefined variables whose value will be played by this application. User can also select custom from dropdown menu. This will allow user to write only number (0 - 9 and " . ") in the text box. Click Apply to save.
  3. SayNumber IVR

  4. Link start Application with the SayNumber Application by dragging and dropping "Start Application" link on the "SayNumber Application". Click Save button on page menu to save this IVR.
  5. SayNumber IVR

How to use SayDate Application in IVR?

  1. Create New IVR => Drag and drop SayDate Application to Drawing Area.
  2. From the popup window, user can select predefined variables whose value will be played by this application. User can also select custom from dropdown menu. This will allow user to Select time ( mm:dd:year ) from the given feild below. Click Apply to save.
  3. SayDate IVR

  4. Link start Application with the SayDate Application by dragging and dropping "Start Application" link on the "SayDate Application". Click Save button on page menu to save this IVR.
  5. SayDate IVR

How to use SayTime Application in IVR?

  1. Create New IVR => Drag and drop SayTime Application to Drawing Area.
  2. From the popup window, user can select predefined variables whose value will be played by this application. User can also select custom from dropdown menu. This will allow user to Select time ( Hour: Minute ) from the given feild below. Click Apply to save.
  3. SayTime IVR

  4. Link start Application with the SayTime Application by dragging and dropping "Start Application" link on the "SayTime Application". Click Save button on page menu to save this IVR.
  5. SayTime IVR