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1. Creating IVR greetings with Talkdesk Studio (Closed Beta)

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Note: Talkdesk Studio is in private beta and currently available to customers who subscribed to our Early Adopters program. If you wish to apply, please contact your CSM or Talkdesk support team (support@talkdesk.com) for more information.

 

Let’s get started with learning how to use Talkdesk Studio by creating a new IVR greeting.

Log into your Talkdesk account as an administrator:

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  • Click the 'Admin' section [1] at the top of the page.
  • Select the ‘Flows’ tab [2].
  • Click the ‘Create New Flow’ button [3] and type in a name and a brief description of your new flow’s main actions, so you can easily identify it when assigning phone numbers later on We’ve named ours “Inbound EMEA”.

Once the ‘Create Flow’ button [4] is pressed you can start defining your new flow and configuring  its components. 

A flow definition acts as a "script" and is started by an interaction trigger that defines the steps that the components will execute.

  • Click the start_step widget [5] to display the interaction's Preferences and Exits menu: 

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  • Select the Exits tab [6] to start defining what’s the next step on your flow once a call arrives: 
    • Expand the ‘Send to’ dropdown menu [7] and select ‘Add new step’.
    • Type in a name for this exit step. We’ll call ours ‘My new IVR’. 
    • Select ‘Standard IVR’ from the ‘Component type’ drop down menu and press ‘Add Step[8].  

Click the new ‘My new IVR’ widget [9] and select its Preferences menu [10]:

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  • Make sure ‘Text to speech’ is selected and on the ‘Language of audio output’ dropdown menu [11], select the language to be used for the new greeting (we’ve selected English, UK for ours).
  • Type in the message you want your customers to hear when they reach this IVR on the ‘Text to speech’ box (e.g. “Press 1 for sales, 2 for support.”).
  • Press the ‘Save’ button [12] to create your new flow.

Go ahead and give it a try on your own account now, before proceeding with our Getting Started Step 2 tutorial to learn how to setup this IVR menu options.

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