Before you start
Before you begin, you need a Convirza account with admin permissions, your destination phone numbers for each routing option, a recorded or written greeting script, and compliant call recording disclosure language. All four items must be ready before you create your first IVR campaign.
Steps
1
Create your IVR campaign in the Convirza dashboard
Log in to your Convirza dashboard and navigate to Campaigns > Create Campaign > IVR.
2
Record or upload your IVR greeting and menu prompts
Inside the campaign, open the IVR Builder tab. Add your greeting prompt first.
3
Configure call routing rules and destination numbers
Open the Routing Rules tab within the IVR campaign.
4
Activate Conversation Analytics scoring on IVR-routed calls
Navigate to Settings > Conversation Analytics™ and open the scoring configuration for the IVR campaign you just created.
5
Run a live test call and verify routing accuracy
Dial your IVR tracking number from a mobile phone. Work through every menu option in sequence. Verify three things during and after the call:
6
Publish and scale across all locations
Return to the campaign overview and click Publish Campaign. The status changes from "Draft" to "Active" and the IVR begins routing live calls immediately.
EXPECTED OUTCOME
Within 48 hours of publishing your IVR, your dashboard shows call volume by menu path, conversion scores by routing destination, and missed call counts by hour. You have the data to identify routing gaps, coach agents, and recover demand that previously went unanswered.