Create an IVR menu and keypad choices
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Set the menu’s fallback behaviour and connect keypad choices to available destinations.
Where to goConfigure your VoIP → IVR menus
Before you startPlan the caller journey and select destinations that are available for the account.
Follow these steps
- Open IVR menus and choose Add, or Edit an existing menu.
- Enter the menu name, timeout, retry count, default destination and status.
- Choose Add keypad option and select the digit and destination. Add a description so the purpose is clear.
- Review or edit the existing keypad choices and confirm that the default destination handles callers who do not make a valid choice.
- Choose Save configuration and check the saved menu.
- Connect the IVR through an incoming-call route where needed, then test the menu and fallback path.
Details that matter
Timeout and retriesThese determine how long the caller can respond and how unsuccessful choices are handled.
Default destinationChoose a valid destination for calls that reach the fallback behaviour.
Common questions
Does creating a menu automatically route a number to it?
Review Incoming-call routing and select the IVR as the destination for the relevant number.
Can I manage every provider IVR feature here?
Only the fields and actions exposed by the current customer form are available.
Related help
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