Designing an IVR people do not hate
Building menus from contact reason data, keeping depth shallow, writing options in customer language and testing before launch.
Read moreCustomers move between phone, email, chat and messaging without thinking about it. When each channel has its own queue, its own tooling and its own reporting, service quality depends on which door someone happened to use. A single routing model fixes that.
Adding channels without unifying routing usually makes service worse, not better.
Chat is answered in seconds while email sits for days, because they are staffed and measured separately rather than as one demand pool.
Callers navigate options based on internal department names, choose wrong, get transferred, and repeat their story to the second person.
Contact handling requires the phone system, the CRM and two other applications, which lengthens every interaction and increases error.
Contact volume by reason, repeat contact rate and true wait time across channels are unavailable, so staffing decisions are made on instinct.
Contact centre technology is mature. The differentiator is design: routing that matches demand, menus built from real contact reasons, and one screen for the agent. routing that matches demand, menus built from real contact reasons, and one screen for the agent.
Baselined from your existing contact data across every channel.
Typical reduction in average handling time once agents work from one screen with full customer context.
Typical reduction in internal transfers after IVR and routing are redesigned around real contact reasons rather than department structure.
Live queue depth, wait time and agent state across all channels, so supervisors can intervene during a spike rather than review it afterwards.
Achievable abandonment rate with routing, callback options and staffing informed by actual demand patterns.
Every interaction categorized consistently, making demand analysis and deflection planning possible for the first time.
Recording, retention and quality review workflow configured to your regulatory and coaching requirements.
How to read these: the figures above are typical ranges we plan and measure against, not guarantees. In your first engagement we agree the baseline, the target and the measurement method in writing, then report against them.
Building a contact centre, unifying channels that grew separately, or improving one that is under-reporting.
Voice, chat, email and messaging routed through one model with consistent prioritization and skills matching.
IVR, menus, opening messages and self-service options built from real contact reason data rather than internal structure.
Real-time and historical reporting that supports staffing, coaching and deflection decisions.
Scoped individually. Contact reason analysis is usually the highest-value starting point.
Analysing why people contact you across every channel, which is the evidence base for routing, menus, staffing and deflection.
Unified queue, skills-based assignment, capacity rules, priority handling and overflow across voice, chat, email and messaging.
Menus built around caller intent with plain language, sensible depth and routing that gets people to a capable person quickly.
One screen bringing customer, order, case and account information together, with the actions agents need available in place.
Live queue and agent state visibility, intervention capability and historical reporting for staffing and performance management.
Recording, evaluation forms, calibration and coaching workflow so quality review is structured rather than anecdotal.
Where phone, email and chat are staffed and managed separately: demand modelling, cross-skilling plan and a staged move to unified routing.
Financial services complaint timescales, healthcare confidentiality, public sector accessibility obligations and jurisdiction-specific recording consent requirements.
Demand analysis first, because every subsequent design decision depends on it.
Analyse contact volume, reason, channel, duration and outcome, and listen to real interactions with supervisors.
Agree the routing model, service targets, skills structure and which contact reasons are candidates for deflection.
Routing, IVR, agent desktop and reporting designed together, so the entry experience and the handling experience match.
Pilot with one team or channel, tune routing against live data, then extend to the full operation.
Review demand and performance data monthly, refine menus and routing, and expand deflection where evidence supports it.
Menu depth is where callers give up. We design from contact reason data and test menus with real people, because an IVR that looks logical on a whiteboard frequently is not.
This is where telephony, CRM and process design meet, and most partners only cover one.
We implement Teams Phone, Dynamics 365 and the process design together, so routing, context and reporting are designed as one system.
Routing and menus are built from actual contact reason analysis rather than an assumed customer journey.
The people who work the queue identify the friction that never appears in a requirements workshop.
Dashboards are designed around the staffing, coaching and deflection decisions supervisors actually have to make.
Illustrative engagements, written in the structure we use for real case studies.
Phone, email, chat and secure messaging were staffed separately with wildly different service levels. Unified routing balanced demand across the whole team.
Repeat contact analysis showed a small number of enquiry types generating most of the volume. Targeted changes removed the underlying cause.
Demo content: the organizations and measurements above are illustrative placeholders written to show the structure of a real story. Replace them with verified client results and approved references before publishing.
Material for leaders responsible for contact volume and service quality.
Building menus from contact reason data, keeping depth shallow, writing options in customer language and testing before launch.
Read moreWhy the second call about the same issue is the most useful metric in the contact centre, and how to analyse it.
Read moreDemand data, skills model, service targets, recording obligations and reporting requirements to confirm before design.
Read moreContact reason analysis is the fastest route to a better design — and often identifies volume that should not exist at all.
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