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Interactive Voice Response Tutorial

By CommWeb.com
Oct 3, 2000

An Interactive Voice Response (IVR) System automates the handling of calls by interacting with one or more online databases. Popular IVR applications include bank-by-phone, flight-scheduling information and automated order entry and tracking. What is common in each of these examples is that a caller's touchtone or spoken requests are answered with spoken information derived from data that is extracted from a "live" database. As such, a significant percentage of installed IVR systems are used to front-end call centers in an attempt to offload as many calls as possible away from costly live-agent handling.

Most IVR systems today reside in Wintel PCs equipped with special ISA and/or PCI board-level products and their accompanying DSPprocessors. These specialized processors connect to the telephone system (the platform that actually switches the calls) using analog ports (the same type of ports used for basic single-line telephones). Some are available to connect using a digital connection for advanced signaling between the adjunct call-handler and the switch. They're also increasingly networked on LANs/WANs, which is only natural: Again, their reason for being is to extract and provide information gleaned from live databases.

Almost all turnkey platforms are also available with a graphical application customization tool so the that the system integrator and/or developer can flexibly create applications quickly. Most generally work along the drag-and-drop model, wherein users build call-flows with application "blocks."

Benefits

The main benefit to an IVR system is that it eliminates the need for agents to answer repetitive questions. An IVR system does not replace live agents, but it frees them from having to handle simple repetitive calls. An IVR system also does not take breaks, lunch or call in sick. It allows callers to get the information they need 24 hours a day, seven days a week.

You can also use an IVR system as a front end to your ACD to improve call routing. For example, an IVR system can prompt callers to enter an incident number which signals to the ACD to route the caller to a rep familiar with the product they're calling about.

It can also be useful for running special applications that change frequently. For example, if you are running a special promotional offer via a print ad, you can program the voice prompts to direct callers to the menu choice related to that ad (i.e., "press one to hear more about the $19.99 book club of the month offer, two to order this month's best seller, three to receive our catalog..."). The system can then capture information like a credit-card number or address.

IVR can also be offered as an option if callers experience long waits in queue. You may create an on-hold message that suggests the caller try to use the IVR system to get technical assistance, for example. The system can then interact with the caller to learn about their problem and even recommend likely solutions from the database.

In general, IVR is more accepted by callers today. Most realize that they can get the information they need more quickly through IVR than if they wait on hold or press 0 to speak with a live agent.

As for agents, IVR lets them focus on more complex calls and deal with issues that require their time and talents. The cost of handling transactions is also more than 1/3 less than the cost of using live agents to handle calls. It's typically so cost effective that most call center managers report that an IVR system pays for itself in less than one year.

Buying And Implementation Tips:

Be sure to choose a system that will grow with you.

You'll want a system that will let you simply add lines and voice storage capacity as needed.

Be sure to use high-quality voice recordings.

But keep in mind that if you want to use professional recordings, this can be an added expense. Find out if this is an extra cost every time you want the vendor to make changes to your scripts.

Make sure the sequence of your voice prompts flow smoothly and that the program's content can be changed quickly and easily.

Also find out if your system integrator will help you handle this as the system changes over time (it will).

Offer fax-back as an option.

Since people like to receive things on paper (such as order confirmations, flight itineraries, receipts, etc.), make sure the vendor you choose can help you add this, particularly if you can't rely on your IT department.

Look for an open solution.

Is the original equipment manufacture an active participant in the ECTF? They should be. Advanced IVR is headed for the open CT server; proprietary hardware systems will effectively lock you into very expensive upgrade paths.

Speech rec is now a must.

It makes IVR just so much more robust (the touchtone interface has always been a drag on the app). In fact, The Gartner Group projects that within two years 30% of all IVR applications will have advanced speech recognition built in.

Buy a self-service platform that not only supports touchtone IVR, but also all other self-service platforms, including speech recognition and e-mail.

More and more, customers will want multiple ways to communicate with you; unless you have a platform that can support multiple channels, each time you add a new way for customers to reach you they'll have to start from scratch.

Easy integration.

Buy a system that easily integrates with the technology currently being implemented in your center. Forklift upgrades are never any fun.

Buy into one-to-one marketing.

In addition to automating simple, repetitive interactions like account inquiries, you need a system that captures knowledge every time a customer interacts with you and can apply marketing campaigns consistently across all channels. With increased competition, it's easier for companies to sell more to their existing customers than to acquire new ones.

Look for deep computer telephony-based call control integration.

The IVR should be as much a part of your call center's switch fabric as the original ACD switching code.

Remember that a poorly developed IVR system can lose customers.

Things to remember on the implementation front:

  • Short and too the point is always good.

A primary goal in any IVR scripting project should be to implement the call-handling solution in such a way as to minimize the overall length of a call. This not only allows an IVR system to handle more calls per hour, but more importantly it respects the callers' time and gets them the information they need as quickly as possible.

  • Pressing 0 should always get a caller to a live agent.

As a business, your goal is to automate as many calls as possible. But if you don't allow a caller to get to a live agent when they really need it, you can lose callers and customers. One more suggestion — if a transfer to an agent cannot be done immediately, tell them how long they will have to wait.

  • Don't force it.

For any given IVR system, you will find a natural percentage of calls that can truly be automated. Don't force this percentage to be artificially high.

  • Never ask a caller to enter the same information twice.

IVR systems often will prompt you for an account number, followed by a live agent who will ask for the same information once you are connected. This is very irritating to callers.

  • Spoken error messages should not be interruptible by touchtones.

If a caller makes a touchtone entry error, the IVR system will speak an error message back to them. Be sure that these error messages are played in their entirety even if the caller is continuing to press touchtones. The reason is this: callers often make errors when they are confused. If additional touchtones terminate the playing of the error message itself, it can only compound the caller's confusion.

  • Try to limit choices in a single menu to four items or less.

Yes, there are exceptions to this rule, but in general callers appreciate shorter menus and you will see fewer abandoned calls. The basic idea here is to put the most common operations in the earlier menus so most callers can get to the information they want faster.

Daily feedback on IVR system performance is important.

You will never know for sure if your IVR system is performing properly unless you can monitor its performance on at least a daily basis. In this context, performance relates not only to how quickly calls are handled but also to the quality of call handling.

An IVR system, therefore, should let you monitor the following call-handling parameters: the number of and average length of calls handled for each line; the number of times a given menu is repeated consecutively during a given call, which can indicate which menus are too complex and should be simplified or broken up; and the places in the menu structure where callers hang up without selecting an action, which can indicate where a caller gave up in frustration.

Insist on a platform that provides a graphical application customization tool.

You will want the power to streamline existing apps and create new ones as time goes by. This is now a must.