Interactive Voice Response (IVR) technology enables your organization to define the greeting, prompts, menus, and self-service inputs presented to customers who contact your business by phone. An IVR lets customers identify the reason for their call and then routes the caller to an agent skilled to handle that issue. Some IVRs proactively identify information about callers; for example, the number they called, the number they call from, the area code — and use that information to decide how to route the call.

Your IVR application is an important entryway into your organization. Often, customers form a first impression of your company based on the IVR’s ease and effectiveness. In the customers’ eyes, your IVR is a reflection of your brand.

IVR design refers to a blueprint of call-treatment options that route an interaction to the right resource. IVR design includes call handling features such as customer menus, voice recognition and keypad functionality, call prioritization and proficiency, IVR self-service, and system integrations.

Regardless of complexity, a well-designed IVR:

• Provides the right options to customers to ensure that calls are quickly routed to the appropriate, available agent.
• Presents opportunities to lower costs of delivery service through self-service and efficient interaction handling; for example, fewer transfers and screen pops.
• Impacts customer satisfaction positively when customers find it easy to use and are routed to the right resource without delay.

IVR design is the ultimate user-centered design challenge. Creating an IVR that improves contact center efficiency while satisfying customers often requires tradeoffs and extensive testing. And it never ends. Continuously revisit IVR usage as new technologies become available, the business changes, and you learn more about how customers use it.  

Questions

Discuss the following questions with your team:

• Do customers want to use your IVR? Do they encounter barriers to reaching the right resources or resolving their issue quickly? Is it easy to navigate?
• Are the IVR features and menus simple? Have you used as few routing options as necessary for effective and timely routing of the call to a skilled agent? Could you reduce customer effort through data dips or other automated information sources to identify your customers and why they’re calling?
• What are the top reasons customers call you? Is the IVR menu designed to “peel off” the most frequent contact types first?
• Have you added complexity to the IVR design to benefit the contact center but not the customers? For example, do you prompt customers to enter account information for call prioritization without a way to pass those digits to agents, who then ask for that information again?
• Have you evaluated the potential for self-service and CTI screen pop options (for CRM and customer data) to increase efficiency and customer satisfaction?

Actions

Take the following actions before moving forward in the planning phase:

IVR design scorecard

Rate each item on this scorecard Yes or No to evaluate your IVR. Any No response to a question is an opportunity to improve the effectiveness of your IVR.

Principle 1: Align the IVR with customer needs, customer service brand, and business strategy

Principle 2: Facilitate the IVR for efficient customer interactions and customers’ patience

Principle 3: Review the IVR as a reflection of the business environment and technology strategy

Principle 4: Monitor the IVR and update it to reflect changing customer and business needs