Using IVR for Call Blast and Outbound Calls

Updated 

In this article we will learn about how admins can configure IVR which needs to be triggered through Outbound call.


Business Use Case 

Brand wants to send quick bulk message, Promotion, Ask for feedback, Information to customer on call,

For example- Call customers whose payment is due in next 2 days and remind them about the payment through IVR.

Solution

Create IVR and use dialer to dial out customer and as soon as customer will pick up the call the IVR will be executed.

Configuration of Outbound IVR dialers

To Configure an Outbound IVR, User first needs to create a dialer with its type set as either Outbound IVR as shown below - 

Outbound dialer needs to be configured in the following way as per customer requirements.


Field

Description

Dialer Name

This field is mandatory and contains the name of the dialer.

Description

This field is optional and user might enter any notes or reason of creating the dialer in order to remeber it

Dialer Type

Specifies the dialer type which in this case will be Outbound IVRr

Status

Status of dialer specifies whether it is in operating state or not. There are three statuses

  1. Active - Operational and would place calls

  2. Paused - Temporary stopped but can be operational again

  3. Shutdown - Not operational

Dialer would only place calls in the active state.

Rule

Rules can also be assigned to Manual dialers based on the business necessities which get triggered whenever a manual call is placed.


Call Ring Time

Call ring time is basically the time for which the call will be dialed at customer end i.e. the time for which customer is called before the calling stops if customer doesn't picks up

Call Setup Time

Call setup time is basically the time the dialer awaits the confirmation whether the customer has been dialed or not.
Example

  • Call ring time is 60 seconds

  • Call setup time is 15 seconds

This means the dialer will wait for 15 seconds to receive confirmation from the telco (Telecommunication service provider) whether a call has been placed or not. Once the call is set up it will ring for 60 seconds for the customer before it gets answered or receives any other telephony outcome.

Enable recording

Enables the recording of the calls which can be used by quality managers for auditing purposes.

Enable Transcripts

This enables the transcripts of the recorded calls which is also used by the quality managers for auditing purposes.

Enable DNC Calls

Enabling this gives the dialer rights to call customers or dial to phone numbers which are in DND list or which do not give consent to be dialed.

IVR Process

Interactive Voice Response (IVR) is an automated process in which customers hear the prerecorded messages and can navigate through the Menu

Queue

The queue defines the list of agents for which the call would be placed for by the dialer.

Example 

There are 5 agents in the queue then when the dialer dials the call would land to one of the agents who is idle(The one who has capacity to take the call) out of the 5 agents present in the queue.

Queues can be made in the Unified Routing under Triaging in modern care.

Caller DIDs

Users can select the type of Caller DIDs based upon the use case.

There are four types of caller DIDs

  1. Fixed

  2. DID Scheduler

  3. User Based

  4. Profile based

Voice Application

Application in which the DID numbers and the voice account is shared. Twilio,Avaya, Amazon connect and Ozontel are the voice accounts used by Sprinklr.

One voice application can be used in multiple dialers. 


Note

Inorder to dial numbers voice application should also be the users. 

DID Numbers

These are the caller ids from which the customer will receive the call.

Users can select the DIDs from the dropdown list which displays the DID numbers present in the Voice application.

Campaign Weightage

Campaign weightage is used when a user wants to use the same dialer to dial calls from various segments present in different campaigns.

Note

The sum of campaign weightage of all the campaigns in the dialer should be exactly 100.

  Now, we can assign the Dialer into the campaign by following below steps:

  • Sprinklr Service

  •  Resolve -> Voice -> Campaigns

  •  Voice Campaign Manager 

  •  Create Campaign