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# How to Set Up Interactive Voice Response (IVR)?


# How to Set Up Interactive Voice Response (IVR)?

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| Interactive Voice Response (IVR) systems are vital for businesses looking to improve customer service and streamline call management. By automating responses and guiding callers through a structured menu, IVR enhances communication efficiency. Setting up an IVR system can seem complex, but with the right steps, you can create an effective solution that meets your business needs.

### What Is an IVR Phone Tree?
An IVR phone tree is an automated system that uses voice prompts and keypad inputs to guide callers through a menu. It helps direct calls to the right department or provide specific information without needing a live operator.

###### Benefits of IVR
* **Reduces Wait Times:** IVR systems handle multiple calls simultaneously, minimizing the time customers spend waiting for assistance.
* **Automates Routing:** Calls are directed to the appropriate department based on the caller's input, ensuring inquiries are addressed quickly and accurately.
* **Helps in Data Collection:** IVR systems can be used to gather valuable data on customer preferences, behavior, and call patterns. It can be helpful for to refining services and marketing strategies.
* **Consistency in Customer Service: **IVR systems provide standardized responses, ensuring that all customers receive the same level of service and information. This consistency helps build trust and reliability.

### How Does an Automated Phone Menu Work?
Callers hear a pre-recorded message (greetings) with menu options. Then, callers press numbers on their keypad, which the system detects using DTMF (Dual-Tone Multi-Frequency). Based on the input, the system routes the call to the appropriate department or individual.

### How to Set Up IVR in Calilio?

||| 💡Disclaimer: Ensure the phone number is assigned to all relevant team members before setting up the IVR system.

**Step 1:** First, **sign in to your Calilio account** using your registered credentials. If you haven't registered yet, you need to [create an account.](https://calilio.crisp.help/en/article/how-to-sign-up-and-create-a-new-account-on-calilio-48gmmz/)

![sign in](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1wvbs4c.png)
**Step 2:** Go to the **“Numbers”** section of your navbar.

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_16ma03m.png)

**Step 3:** Hover on the number you want to enable IVR. Three dots will appear. 

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_e422wp.png)

**Step 4:** Click on three dots and select the **“Number Setting”** options.  

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1hh17hf.png)
**Step 5: **You can see the option of **“Call Strategy.”** Toggle on the call call strategy to enable IVR.

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1dgu6bf.png)

**Step 6:** After enabling the IVR option, you have three options. Select the IVR. 

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_s5c2c3.png)

**Step 7: **Once you select the IVR options, you can see the three categories: 
* As soon as call starts,
* Upon dialing an invalid number,
* When the call timeout.

**Step 7.1:** In the **“As soon as starts”** option, you can find two options: Text (default message) and Audio (call recording). 

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1w0ql2i.png)

| If you choose the **Text **option, all your customized written messages will be converted to audio (generated by AI). When a call is received, the caller will hear the AI-generated audio of your message.

Here is a sample of a customized message:
* Press 1 for Olivia Rhyme
* Press 2 for Phoenix Baker
* Press 4 for Lana Steiner
* Press 7 for Demi Wilkinson

###### If you choose **Audio **options, you can record audio in your own personal voice.

* If you choose to upload your own message, it will replace the default text-to-speech message.
* To upload your own recording, click on the **“Upload”** button and select your audio file.

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1gdbx72.png)

**Step 7.2:** The **“Upon dialing an invalid number”** option means that when a caller dials a wrong input that is not in the list (say 5), a pre-recorded audio will play. In other terms, it handles scenarios where callers dial an invalid extension. 

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_d6mvaq.png)
Here, you can also select between Text and Audio, which work the same as the above. 
| If you select text, all your customized written text will be converted into AI-generated audio, while in audio, you can record messages with your own voice.
Here is a sample of a customized message: 
 Please note, this number is not valid.
* Press 1 for Olivia Rhyme
* Press 2 for Phoenix Baker
* Press 4 for Lana Steiner
* Press 7 for Demi Wilkinson”

**Step 7.3:** In **“When the call timeout,”** a follow-up message can be played if the caller does not make a selection (or press the extension number) within the allotted time period. This message will repeat after 20 seconds if no selection is made.

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1tkn5d6.png)
| Here is a message sample: “Please make a selection. If no choice is made, the call will be disconnected.

**Step 8: **Assign an extension to each team members. For configuring extensions, specify which extension number will be forwarded to which team members in a given dialog box. This ensures that calls are directed to the appropriate person based on the caller’s selection.

For instance,
* Press 1 for John
* Press 2 for David
* Press 4 for Richard
* Press 7 for Demin

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1kwsnv.png)
| In case, if the assigned person does not answer the call,  you can either end the call by selecting **“Dismiss the call”** or enable the “Forward to Voicemail” option.

Unanswered Calls:
Forward to Voicemail: Enable voicemail forwarding by toggling the **“Voicemail”** option. Make sure voicemail is set up.
 
![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_1bxjabd.png)
Dismiss Call: If you prefer to dismiss unanswered calls, select the **“Dismiss” **option.

**Step 9:** Lastly, click on the **“Save Changes”** option to save your IVR settings. 

![](https://storage.crisp.chat/users/helpdesk/website/e48b9f777e0c8800/image_158tn9c.png)

|| Need Assistance?
Feel free to contact us via:  
Email Support: For further help, email support@calilio.com
Live Chat: Access the live chat feature in the app, which is available 24/7.