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Call Flows - IVR System
Call Flows - IVR System

Configuring the LeadExec Call Flow System

Chris Arenas avatar
Written by Chris Arenas
Updated over 11 months ago

Interactive Voice Response (IVR) systems have become an integral part of modern communication, streamlining interactions between businesses and their customers. In this article, we'll delve into the workings of our IVR Call Flow technology, exploring its components, functions, and the benefits it brings to businesses and customers alike.

Creating a New Call Flow

1) Click on Create; from there, you name the Call Flow, add a Description, select a Lead Type, and the Default Hold Audio.

2) Now your Call Flow has been created, the next step is to build your Inbound Call Flow. To get started, click the icon to the right of the Inboud menu item and select edit

Inbound Call Flow Details Screen

The Inbound Call Editor allows you to drag and drop modules from the left-hand menu to configure a call flow to meet your business requirements for the Inbound stage of the call flow. This will include the greeting message, hold music, conditional settings, and routing rules.

Inbound Call Flow Editing Options:

  • Note: Add a note to outline the details of the configurations for reference.

  • Greeting: Play or say a message to the caller

  • Menu: Allows the caller to select from multiple choices

  • Play: Play a recording to the caller

  • Say: Using text-to-speech, say a message to the caller

  • Gather: Ask the caller for input. For example, ask the caller which zip code they are in.

  • Condition: Route the call through the flow based on variable values or time of day

  • Coverage: Put the caller on hold and check if there is coverage to cover the call

  • Deliver: Send caller to LeadExec distribution system to connect with a client

  • Dial: Direct the caller to a specific number; this will bypass LeadExec`s Distribution system

  • Pause: Pause the call

  • Redirect: Redirect the caller to a different flow

  • Call Result: Update the call result of the lead

  • Variable: Set a variable or lead field

  • Query: contact an external system using an HTTP webhook; this can capture a response and update a variable or lead field

  • Voicemail: Capture a voicemail; this recording will be stored on the lead record

  • End Call: End the call; this will terminate any conference or outbound calls currently in place

Outbound Call Flow Details Screen

The Outbound Call Flow editor allows you to drag and drop modules from the left-hand menu to configure a call flow to meet your business requirements for the Outbound stage of the call flow.

Outbound Call Flow Editing Options:

  • Note: Add a note to outline the details of the configurations for reference.

  • Greeting: Play or say a message to the caller

  • Menu: Allows the caller to select from multiple choices

  • Play: Play a recording to the caller

  • Say: Using text-to-speech, say a message to the caller

  • Gather: Ask the caller for input. For example, ask the caller which zip code they are in.

  • Condition: Route the call through the flow based on variable values or time of day

  • Connect Call:

  • Reject Call:

  • Pause: Pause the call

  • Redirect: Redirect the caller to a different flow

  • Variable: Set a variable or lead field

  • Query: contact an external system using an HTTP webhook; this can capture a response and update a variable or lead field

  • End Call: End the call; this will terminate any conference or outbound calls currently in place

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