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IVRs

Written by Keith Winhall

Updated at May 30th, 2025

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Table of Contents

Media Channels and IVR Routing Text Channels IVR Types Configure IVR System Create new IVR with IVR channels Create a new IVR Create a new IVR Channel Voice channel for User Logon Voice channel for User Presence Switching Switching scheme Voice channel for Remote dial through Module for User Logon Phone-Based Logon (Keyword: “PHONE”) Module for Mailbox Access Module for Conference Access Module for Ad-Hoc Management

Media Channels and IVR Routing

Media Channels refer to the dialled numbers that are routed from the PBX or SIP trunk to the UCS system. Based on the number dialled, the PBX directs the call to the UCS platform, where the call flow begins with an Interactive Voice Response (IVR) module.

Each IVR consists of one or more IVR channels, with each channel representing a distinct path within the call flow. These IVR channels are triggered by the specific Media Channel to which they are assigned.

Text Channels

Text Channels serve as the entry point for messages originating from social media platforms. Similar to voice calls, incoming text messages are routed through an IVR channel to initiate the appropriate call flow.

IVR Types

There are two types of IVRs:

  1. Default IVR – A system-defined IVR named Default that acts as a fallback mechanism. This IVR is always active and cannot be renamed or deleted.
  2. User-defined IVRs – These can be fully customised to meet specific operational requirements. Each user-defined IVR can include unique greeting prompts, routing rules, and operational modes.

By leveraging multiple IVRs, you can tailor the caller experience and define distinct workflows based on the originating Media or Text Channel.

Configure IVR System

The IVR Default is activated when a call is not claimed by one of the user-defined IVRs. Click on the Default IVR, click Edit

Name Description
Name Name for the IVR. This name is displayed in various applications and reports; The Default IVR cannot be modified
Language The default language used for Prompts.
Time Zone Select the Time zone in which this IVR is valid
Begin morning Enter different times for the system to identify time of days.
Begin afternoon
Begin evening
Begin night
Morning prompt Enter different Prompts to be played during the day
Afternoon prompt
Evening prompt
Night prompt
Default module

Activated when a call comes in on a channel for which no call flow has been defined. 

Usually this is not supposed to happen, so either the called number is not yet configured with a call flow path or the call flow is not configured correctly. 

To identify this kind of calls, you can define a dedicated End Call module as next step and report on them.

Emergency module Module that is executed if the system is in Emergency Mode
Emergency Mode

Default=false 

If true, the module as defined in the Emergency Module will be executed for all calls to this IVR 

  • It is also possible to switch in/out the Emergency Mode by dialing a Voice channel with action = Emergency switching 
  • It is also possible to switch in/out the Emergency Mode via the Supervisor client

Create new IVR with IVR channels

Create a new IVR

  1. To create a new IVR, click Add.
  2. Fill out the details using the above definitions.
  3. Click Add to save your changes
  4. The next step is adding IVR channels to the IVR

Create a new IVR Channel

  1. Click IVR channels and any existing IVR channels in any IVR are displayed
  2. To create a new IVR channel, click Add. On the right hand side the following pane opens
Name Description
Name Name for the IVR channel. This name is displayed in various applications and reports, so use a logical name;
IVR Select the IVR for this new IVR channel. If no more IVRs are defined only Default can be selected.
Display restricted If checked, prevents searching this Voice channel in the Client (can be overruled by Operators).
Hide incoming identity When set, the remote identity for IVR calls is suppressed/hidden.
ChannelType Media channel or Text or Routing channel or WebChat channel
Media Channel Select for which Media Channel this IVR channel is to be activated
RoutingChannel Select Routing if routing channels are used without media (no prompts, moh, recording, etc.). Relevant for iS3000/SIP@Net only.
WebChat Channel Select for which WebChat channel you want to route Webchats started in a browser. WebChat channels must be created in the UCS Administrator
Text Channel Select for which Text channel you want to route Text messages. Text channels must be created in the UMC. These can be SMS, Facebook, WhatsApp, etc.
Message Message returned for incoming Text channel type of messages
Prompt Prompt to be played if this Voice or Text channel is entered
Announce Presence If a call to a User, who has forwarding when not available to this IVR channel, then the status of the User is announced to the caller. This can be the fixed system prompt or the prompt defined for this User Status.
Action This IVR channel can activate a customer specific call routing (select Next module) or a system predefined specific actions (User Logon / Voicemail Access / ....) Choose between the several options from the drop-down box
Next Module Click on the pencil button to configure a customer specific call routing as the next step for the call flow;
User Logon With this option, the IVR channel is reserved for Phone-based Users and Agents to perform their logon/logoff and User or Agent status changes.
User presence switching With this option, Users can switch their presence status using the telephone by dialing a certain key.
Emergency switching With this option you can switch the system into/out of Emergency mode
Remote dial through With this option mobile users can dial in to the company system, enter a destination number and have a call set-up from the system. The system will check the calling number to be a known extension (internal, mobile or remote extension) assigned to a user.
Answer only when free If checked, a call will only be answered if the next module is a Clock or Router, and Agents are Available, and no prompts are defined.
  1. Click Add to save the IVR channel configuration.
  • Because of caching it can take up to 1 minute before a renamed IVR channel is saved and effective. 
  • Cirrus can assign dedicated Number plans to media Voice channels in the backgound. This allows for e.g. use of Voice channels specific for callers from other countries. This way they can enter call back numbers without having to enter their specific country code.

Voice channel for User Logon 

This channel can be used by Users to log in (switch Available), not Available or log off. 

It is also possible to record a personal Agent Greeting, which will be played to the caller if a call is routed to the Agent. 

The User-logon option activates a system-defined route with guidance by system Prompts. 

If this User is also an Agent, then he will be automatically logged in as an Agent. 

So, this IVR channel can also be used by Phone-based Agents. 

It is also possible to use User Logon as the Next Module.

Voice channel for User Presence Switching

Presence switching enables Users to switch their presence status using a telephone by dialing a key sequence e.g. *23*1# or *24*3*1500# for the extended format. This sequence can be programmed under a key (the key sequence must be sent ‘en-block’). When pressing this key, the PBX will set up a call to the UCS system, pass the digit string where it will be processed. The presence status of the User will be switched and optionally diversion to voicemail or any other configured number initiated. The key-light will also indicate the status. 

In the UCS system, one or more media channels need to be configured matching the prefixes to dial. Also IVR channels must be defined with the action ‘Presence switching’ defined.

Switching scheme

The formal syntax of the digit sequence is ‘*[*] or [*][#]’<prefix>*<code>[*<date>] or [*<time>][#]'

<prefix> needs to start with a *

<code> can be any of:

  1. Available (note: date/time will be ignored)
  2. Busy (+date)
  3. Sick (+date)
  4. Be_Right_back (+time)
  5. Out_Of_Office (+date)
  6. Lunch (+time)
  7. Meeting (+time)
  8. Business trip (+date)
  9. Holiday (+date)
  10. Other (+time)

can be ‘mmdd’ (Note: month first!) can be ‘mmdd’ (Note: month first!) <date> can be ‘mmdd’ (Note: month first!)

<time> can be ‘hhmm’ 

Note that date and time can be omitted:

  • for be_right_back status the default will be 20 min
  • for out-of-office, official matter and holiday status the default will be one day (return the next business day 
    08:00 AM)
  • for lunch, meeting and other statuses the default will be one hour

It is not possible to set a status with a combined end date-time.

Users can only use this feature from their configured office phone extension or mobile phone number.
To initiate forwarding, the User needs to enable this in the Portal and define the forwarding destinations, 
one for Out-of-office and one destination for all other not-available statuses.

Voice channel for Remote dial through 

When this option is enabled, a user who calls this channel and has the "Remote Dial Through Allowed" permission can place outbound calls on behalf of the company. Once the UCS system answers the call, the user will be prompted to enter the desired destination number, followed by the hash key (#). UCS will then attempt to initiate the outbound call and connect the user to the specified destination.

Module for User Logon

The User Logon Module enables users to manage their availability status within the system. Through this module, users can:

  • Log in (set status to Available)
  • Set their status to Not Available
  • Log off from the system

Additionally, users have the option to record a personal Agent Greeting, which will be played to callers when a call is routed to them.

Upon accessing the User Logon option, the system initiates a predefined routing process, guided by system prompts. If the user is also configured as an Agent, they will be automatically logged in as an Agent upon successful logon.

This module is fully compatible with phone-based agents.

Phone-Based Logon (Keyword: “PHONE”)

By specifying the keyword “PHONE” in parameter1, the system will prompt the user to enter their office phone number—provided no other user is currently logged in on that extension. This feature allows users to log in from any extension, including those assigned to other users.

Module for Mailbox Access

This module is designed for Mailbox Owners and Users to listen to their voicemail via their phone. Additionally, Mailbox Owners can modify their mailbox settings.

A caller diverted to an IVR channel using this voicemail access module will be directed to the mailbox of the diverted number (see Appendix 25). Therefore, this channel can serve as the forwarding destination for Users with an “If Not Available” status, ensuring callers are routed to their mailboxes.

Users accessing this voicemail module directly will be guided by system prompts (see Appendix 26).

Important Considerations:

  • Ensure that the media channel selected for voicemail access can accommodate at least three concurrent callers and supports both inbound and outbound calls. This allows one User to listen to voicemail while another caller leaves a message.
  • The User’s extension must be defined as an office phone in their User settings.
  • The “Announce User Presence” option is typically enabled for this voice channel.
  • Entering “PIN” in Parameter1 will require the Mailbox Owner to enter their PIN code.

Module for Conference Access

This module allows up to 12 participants to connect in a conference call.

Additionally, this feature can be used for Emergency Team communication, such as in the event of a fire, when First Aid is required, or any other situation needing immediate assistance. This setup is determined on a project basis, so please consult your sales representative.

By dialling an IVR channel using this Conference Access module, all participants who enter the same pre-agreed four-digit PIN code will join the same conference.

Key Considerations:

  • Conference access requires a licence.
  • Each participant consumes one conferencing licence.
  • Pressing the ‘*’ key during a conference will announce the number of participants.
  • If a PIN code is defined in Parameter1, callers will not be required to enter a PIN and all participants will automatically join the same conference.
  • To enable group calling in emergency situations, follow these steps:
  • If a Group Name is defined in Parameter1, all members of that group will join the same conference when the Conference Access module is used.
  • If a Prompt Number is set in Parameter2, members must confirm participation by entering a DTMF key. This is useful for members logged in via mobile devices.
  • Only User Groups and Extension Groups are supported. The ‘Hunt Type’ setting is ignored, meaning all group members will be contacted. If ‘Check User Status’ is enabled in a User Group, only available members will be called.
  • Within the UMC, you can configure default settings for the maximum waiting time at the start and end of a conference call (in seconds).
 

Module for Ad-Hoc Management

This module enables users to activate, deactivate, or record Prompt 1 of a selected Ad-Hoc Message.

It will only be visible to the Administrator if the “Play Ad-Hoc Message” module in UMC is active.

Call Flow:

  1. The user dials a voice channel that directs them to the Ad-Hoc Management module.
  2. They enter a PIN code (defined in Parameter 1).
  3. A menu is presented with the following options:
  • Activate or deactivate the Ad-Hoc Message (defined in the Instance).
  • Record or listen to a prompt (defined in Parameter 2).

If the caller selects option 1 to activate the message, the prompt number defined in Parameter 2 will continue playing until the Ad-Hoc Message is deactivated.

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