Telephony - Configure IVR Menu | Admin Guide - Zoho One

Configure IVR menu

Interactive Voice Response (IVR) interacts with callers on your behalf and gathers their information via key press. Multiple options can be configured and the call can be routed to users based on the inputs received.

For example, let's assume you're setting up IVR for an ecommerce platform's support agents. You can make it look something like this:
  1. Keypress: 1 - Choose order
    1. Keypress: 1 - Order ID 324
      1. Keypress: 1 - Track order
      2. Keypress: 2 - Cancel order
    2. Keypress: 2 - Order ID 347
      1. Keypress: 1 - Track order
      2. Keypress: 2 - Cancel order
  2. Keypress: 2 - Refund cancelled order
  3. Keypress: 3 - Speak to an agent
Depending on the caller's choice, the call will be redirected to the relevant team.
To configure IVR menu:
  1. Configure incoming call routing for a number.
  2. Enter the number under KeyPress and enter the message to be read out to the caller under Menu.
  3. Under Action, choose Configure IVR Menu to add another level of automated responses, or choose Assign User to route the call to the required user.
  4. Configure the remaining settings, then click Save.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Configure incoming call routing

                                                                                                                              After you buy a number, you will have to configure incoming call routing for it before it can start receiving calls. The steps to configure incoming call routing vary between the two User Interface versions supported in Zoho One. Select the UI ...
                                                                                                                            • Call settings and preferences

                                                                                                                              The steps to configure call settings and preferences vary between the two User Interface versions supported in Zoho One. Select the UI version you use from tabs below and proceed with the steps that follow. Spaces UI Unified UI Spaces UI Sign in to ...
                                                                                                                            • Disable incoming calls

                                                                                                                              Removing the incoming call routing configuration of a number will disable it from receiving any incoming calls. The steps to disable incoming calls vary between the two User Interface versions supported in Zoho One. Select the UI version you use from ...
                                                                                                                            • Configure mail settings for a single user

                                                                                                                              Mail Settings lets you configure the mailbox privileges of a user. It also lets you set up email policies, mail forwarding, and out-of-office replies. To configure mail settings for a user: Spaces UI Unified UI Spaces UI Sign in to Zoho One, then ...
                                                                                                                            • Download call history

                                                                                                                              An admin can view and download the call history of all users in the organization. The steps to download call history vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources