GETTING STARTED
Introduction to SmartAssist
Glossary
Minimum System and Browser Requirements
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Setup SmartAssist for Use With AgentAssist
Release Notes
Recent Updates
Previous Versions
Frequently Asked Questions (FAQ)

EXPERIENCE DESIGNERS
Flow Designer
Introduction
Create Experience Flows
Navigate the Flow Designer
Experience Flow Nodes
Introduction
Node Types
Start
IVR Menu
IVR Digit Input
Conversational Input
Split
Check Agent Availability
Check Business Hours
Message Prompt
Run Automation
Agent Transfer
Connect to API
Go to Flow
Deflect to Chat
Script Task
Set Queue
End Flow
Waiting Experience
Conversation Automation
Testing Widget
Use Cases
Overview
Questions & Answers
Conversations

ADMINISTRATORS
Account Management
Switch Account
Invite Developers to an Account
Routing
Skills
Skill Groups
Queues
Hours of Operation
Default Flows
User Management
Users
Agent Groups
Agent Settings
Role Management
Agent Status
System Setup
Channels
Voice
Chat
Email
Limitations With Accounts Using AudioCodes
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Widgets
Utils
AgentAssist Settings
SearchAssist
Widget Theming (Layout Customization)
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Reject Calls With a Delayed First Response
API Reference
API Setup
API List
Integrations
Genesys Voice Bot
Genesys + Kore Voice Automation - Manual Installation Guide
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Kore Voice Automation (IVA) Integration with Zoom Contact Center (CC)
ID R&D Integration With Kore
Audit Report

AGENTS
Agent Console
Introduction
Conversation Tray
Incoming Interactions
Interacting with Customers
Additional Tools
My Dashboard

SUPERVISORS
Dashboard
Automation
Queues and Agents
Interactions
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

IVR Menu

An IVR menu node allows you to create a standard IVR menu that can be presented to customers during inbound calls. Adding this node helps route the customer to the relevant call experience based on the key they input.

For example, in the case of a travel agency, pressing ‘1’ will route the customer to the booking update flow, pressing ‘2’ will execute the booking cancellation flow, and so on. 

To configure the IVR Menu node, you must set up the following: 

General Settings

Click the General Settings icon and provide the following information: 

  • The Custom Name: This is the name by which you will identify the node within the flow.
  • Your Message to User: The message that will be played to the customer via the IVR. Select one of the following options from under Choose your message type:
    • Text to speech: This option allows you to transcribe text to speech. Type the text to be transcribed in the textbox or select an already configured message.
      • Create a new prompt message to be played out for the Text to Speech message type by clicking + Create New. Enter a name for your message, type its contents and select the language.
      • Define multiple message types for the prompt message to be played to the customer by clicking + Add Another. In this case, one message will be randomly selected and played during runtime.
    • Audio File: You can type a new message to be played to the customer in the text field or click + Upload New to upload an audio file (.mp3 or .wav format) with the message to be played.

    • Link: Click + Create New to add the text of the message you want to play to the customer and insert the URL of an audio file in .mp3 or .wav format. Click + Add Another to add another message URL.

    • Enable or disable Barge In.
      • Enabling Barge In lets the caller provide digit input before the prompt finishes playing.
      • Disabling the Barge In prevents the customer from keying in their input before the prompt finishes playing.

Custom Exits

Click the Custom Exits icon to add one or more custom exit points for the contact flow.

For this, select the digit/key and the node to which it needs to be mapped. When mapping nodes, one of the following situations occurs:

  • You can select a node type from the dropdown list; in this case, a new node of that type will be created and linked to your current IVR Menu node. You can configure this newly added node later.
  • Alternatively, you can identify and select an existing node; in this case, the IVR Menu node will be connected to the selected node.

  • You can add multiple custom exits by clicking + Add Another and selecting the required digit and the node.
  • You can delete a custom exit by clicking the x icon on the right.

Timeout

Click the Timeout icon to set up the timeout flow with the following fields:

  • TimeOut: Type the wait time in seconds, after which a timeout event will occur.
  • Your Message to User: From the Choose your message type dropdown list, select an option from Text to Speech, Link, or audio; then, type the message, upload an audio file (.mp3 and .wav formats are only supported for audio files), or provide a URL to the error message to be played out to the customer when a timeout event occurs.
    See General Settings for a detailed explanation of these features.
  • Set the value for Advanced Control > Number of Tries by typing the maximum number of retries or the allowed limit for a customer to key in the input.
  • Set the value for Advanced Control > Action after Exceeding Retries by selecting the node to direct the flow after a timeout has occurred.

Wrong Input

This tab allows you to configure the flow when the caller provides a wrong input within the IVR.

  1. Under Advanced Control > Number of Tries, type the maximum number of retries or the allowed limit for a customer to key in the correct input.
  2. Under Advanced Control > Action after Exceeding Retries, select the node to direct the flow after the wrong input retries have exceeded. Either select a node type to create  the node or identify and select an existing node.

Error Handling

Error Handling is available under the Wrong Input tab. Use this section to handle system errors that occur during a call. Define the following fields that determine how system errors will be handled during runtime:

  • Your Message to User: Choose the message type from Text to Speech, Link, or audio; then, type the message, upload an audio file (mp3 and .wav formats are only supported for audio files), or provide a URL to the error message that will be played out to the caller when a system error occurs. See General Settings for a detailed explanation of these features.
  • Action: Select the node to which you want to direct the error handling flow and define the system behavior. Either select a node type to create the node or identify and select an existing one.

IVR Menu

An IVR menu node allows you to create a standard IVR menu that can be presented to customers during inbound calls. Adding this node helps route the customer to the relevant call experience based on the key they input.

For example, in the case of a travel agency, pressing ‘1’ will route the customer to the booking update flow, pressing ‘2’ will execute the booking cancellation flow, and so on. 

To configure the IVR Menu node, you must set up the following: 

General Settings

Click the General Settings icon and provide the following information: 

  • The Custom Name: This is the name by which you will identify the node within the flow.
  • Your Message to User: The message that will be played to the customer via the IVR. Select one of the following options from under Choose your message type:
    • Text to speech: This option allows you to transcribe text to speech. Type the text to be transcribed in the textbox or select an already configured message.
      • Create a new prompt message to be played out for the Text to Speech message type by clicking + Create New. Enter a name for your message, type its contents and select the language.
      • Define multiple message types for the prompt message to be played to the customer by clicking + Add Another. In this case, one message will be randomly selected and played during runtime.
    • Audio File: You can type a new message to be played to the customer in the text field or click + Upload New to upload an audio file (.mp3 or .wav format) with the message to be played.

    • Link: Click + Create New to add the text of the message you want to play to the customer and insert the URL of an audio file in .mp3 or .wav format. Click + Add Another to add another message URL.

    • Enable or disable Barge In.
      • Enabling Barge In lets the caller provide digit input before the prompt finishes playing.
      • Disabling the Barge In prevents the customer from keying in their input before the prompt finishes playing.

Custom Exits

Click the Custom Exits icon to add one or more custom exit points for the contact flow.

For this, select the digit/key and the node to which it needs to be mapped. When mapping nodes, one of the following situations occurs:

  • You can select a node type from the dropdown list; in this case, a new node of that type will be created and linked to your current IVR Menu node. You can configure this newly added node later.
  • Alternatively, you can identify and select an existing node; in this case, the IVR Menu node will be connected to the selected node.

  • You can add multiple custom exits by clicking + Add Another and selecting the required digit and the node.
  • You can delete a custom exit by clicking the x icon on the right.

Timeout

Click the Timeout icon to set up the timeout flow with the following fields:

  • TimeOut: Type the wait time in seconds, after which a timeout event will occur.
  • Your Message to User: From the Choose your message type dropdown list, select an option from Text to Speech, Link, or audio; then, type the message, upload an audio file (.mp3 and .wav formats are only supported for audio files), or provide a URL to the error message to be played out to the customer when a timeout event occurs.
    See General Settings for a detailed explanation of these features.
  • Set the value for Advanced Control > Number of Tries by typing the maximum number of retries or the allowed limit for a customer to key in the input.
  • Set the value for Advanced Control > Action after Exceeding Retries by selecting the node to direct the flow after a timeout has occurred.

Wrong Input

This tab allows you to configure the flow when the caller provides a wrong input within the IVR.

  1. Under Advanced Control > Number of Tries, type the maximum number of retries or the allowed limit for a customer to key in the correct input.
  2. Under Advanced Control > Action after Exceeding Retries, select the node to direct the flow after the wrong input retries have exceeded. Either select a node type to create  the node or identify and select an existing node.

Error Handling

Error Handling is available under the Wrong Input tab. Use this section to handle system errors that occur during a call. Define the following fields that determine how system errors will be handled during runtime:

  • Your Message to User: Choose the message type from Text to Speech, Link, or audio; then, type the message, upload an audio file (mp3 and .wav formats are only supported for audio files), or provide a URL to the error message that will be played out to the caller when a system error occurs. See General Settings for a detailed explanation of these features.
  • Action: Select the node to which you want to direct the error handling flow and define the system behavior. Either select a node type to create the node or identify and select an existing one.