IVR Manager

Along with the ACD, the IVR Manager is the second portion of the inbound call controls that are linked to the InsideSales.com system. The IVR system requires a toll-free phone number, flex port, and dialer minutes.

Creating an IVR

Once all of the needed pieces are pre-configured (hardware and software components), creating an IVR is fairly straightforward. Typically, it involves two processes:

  1. Creating the voice messages needed for the various menus
  2. Adding the options to the IVR in the correct sequences

First, create all of the needed menu messages using the Voice Message Manager (see the Help Guide section on voice messaging if needed).

Next, go to the Admin tab / IVR Manager link, which will take you to the main IVR setup screen.

IVR Setup Main Menu
IVR Setup Main Menu

Add the toll-free number(s) to the IVR by typing in the digits of the number (for example, if my toll-free number was 800-777-8888, I would type 8007 into the add number field). The system automatically begins looking for all toll free numbers that match, and starts pulling up potential options.

IVR - Adding a Toll-Free Number
IVR - Adding a Toll-Free Number


Once at least one number is added, you’ll need to give your IVR a name, and save it. After saving the IVR, it will create a small folder icon on the left side of the manager, indicating a new IVR tree.

Blank Slate IVR
Blank Slate IVR

At this point, we're ready to start building the IVR branches and loops. To add new options, right-click on the folder name, and you’ll then see the list of options that can be added to the IVR, as shown in the figure below.

List of IVR Options
List of IVR Options

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