In the Self-Service module, administrators can create a self-service and set up the process. During a call, agents can directly initiate the created self-service process. Before creating a self-service, you must complete the configuration of Self-Service IVR.
Call Hold Play Settings
1. Go to Management PanelVoice Agent > IVR Management. Click Self-Service IVR, create New.
2. Name your flow, then you can design your flows.
3. Drag and drop the IVR module to the appropriate position in the canvas area according to your scene needs, connect the modules and fill in the corresponding information in each module (See Basic IVR Module for details). Each self-service IVR process must start with the Start module as the first module, and the End module as the last module.
4. After the configuration is complete, click Save in the upper right corner of the IVR canvas to return to the list of Self-Service IVR.
Test Self-Service Flow
1. Go to the Management Panel, choose Voice Agent> Self-Service , click New
2. Create a Self-Service task, enter your flow name, select the Self-Service IVR flow you just created, then toggle the switch to turn the status on. Finally, click Confirm.
3. During a call you can click Self-Service to test, select self-service flow from the menu. After proceed flow successfully, you can click Return to Call.
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