Amanda Work Group 7xx Installation Manual
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Chapter 12: Programming Examples 237 Making the User Comfortable To make users feel that they are in control of the application rather than at the mercy of it, the greetings should perform the following tasks in order: 1. Identify the company or service so that the user can determine whether he has placed his call correctly. 2. Identify the application as non-human so that the user does not expect human interaction. For example, avoid personal pronouns in phrases. Use “Please enter the number” rather than “tell me the number.” 3. If necessary, separate callers using touch-tone telephones from those using dial-pulse telephones. Use something similar to “If you are calling from a touch-tone phone, please press 1 now. Otherwise, please remain on the line. An attendant will help you.” 4. Early on the first menu, offer the user access to a human attendant. 5. Offer access to a human attendant and call termination on each menu level. 6. Customize the greetings for the user. For example, if the user has only three of the five services you offer, never offer him the option of adding the services that he already has or the option of canceling the services that he does not have. Using Greetings The greetings used in your application will fall into the following categories: Menus that list options from which the users make selections Requests for responses Informational—providing answers to users’ requests or other user feedback
238 Installing [email protected] Using Menus As you create your menus, do the following: Find logical topics for menus Offer topics in order: most likely to be selected to least likely. Make an exception to this rule when the topic itself contains a number. For example, use “To order the Series 3, press 3” rather than “To order the Series 3, press 1”—even when your most popular sales item is Series 3. Limit the number of options on each menu. If a menu contains more than eight options (including reaching an attendant, returning to pre- vious menu, and exiting), break this menu into submenus. Word your menus carefully using the following suggestions: State the result before the action. For example, use “For Accounts Payable, press 1” rather than “Press 1 for Accounts Payable.” Be consistent from option to option and menu to menu. For example, use “Please make your selection now” on each menu level to indicate that all the menu options have been offered. Use “Press” for a single-digit response or “Enter” for multi-digit re- sponse. Say the number on a key rather than a letter on that key—even if the letter is more significant. For example, say “Press 3” rather than “Press F.” Making Requests Requests to users fall into the following categories: Request for single-digit response (such as 1 for Yes or 2 for No) Request for multi-digit response such as a telephone or credit card number Group of questions that comprise a voice form For example, you might ask the user a series of questions, the answers to which are essentially the fields on a paper form. These voice responses are saved as messages.
Chapter 12: Programming Examples 239 For single-digit responses, you can use a greeting as a menu. For multi-digit responses, you can use the R() command to convert the DTMF tones to an ASCII number. For voice forms, you can use the Q() command to save the responses for up to 20 questions as a message. Word your requests carefully using the following suggestions: Use consistent wording. For example, use “Please” to indicate that a request is coming. Make it clear what type of input is expected from the user (keypad input or voice response). For example, use “At the tone, please say your last name” or “On your touch-tone phone, please enter the letters of your last name.” Use “Press” for single choice, “Enter” for data, and “Say” for voice response. For voice response, end the request with “now” or start it with “At the tone, please say…”—whichever is appropriate. Providing Information and Feedback Be sure to provide some type of feedback for every user action and allow users to reverse unintended operations. For example, you can: Repeat the data provided by the user. For example, you can use the P() command to play the telephone num- ber stored by the R() command or use the Q() command to give the caller the opportunity to edit (review, rerecord, append, or cancel) answers to questions on a voice form. Request confirmation. Play a greeting that indicates that the application has moved on to the next step.
240 Installing [email protected] Repeat the current greeting when there is no response. If there is still no response, provide a message explaining what is happening and ei- ther connect the call to an attendant or disconnect it. Play an error message, status message, or tone. Status messages, such has “We are still processing your order” should play after the first two seconds and then every seven to ten seconds. For an error message, provide a retry greeting (and perhaps suggest a remedy) before repeating the current greeting. Be sure to notify the user when returning to the main menu or transferring the user to an attendant after an error. Word your informational greetings carefully using the following suggestions: Don’t say Standard Time unless you do not shift to Daylight Savings Time. For example, on the west coast, say “Pacific Time.” Be brief. When that is impossible, allow the user to listen to the greeting again. When providing a telephone number, always repeat it. Eliminate unnecessary words. For example, use “Please press 1 ‘Yes’ or 2 for ‘No’” rather than “Please press the key with the 1 on it for ‘Yes’ or the key with the 2 on it for ‘No’.” When pairing opposite phrases, use words that sound differently. For example, avoid pairing Turn On and Turn Off because they sound so much alike. Don’t use open-ended or ambiguous questions. For example, use “Do you have your account number?” rather than “Have your account number ready.” Be polite, non-judgmental, and avoid humor. For example, use “That password is invalid” rather than “You entered the password incorrectly.”
Chapter 12: Programming Examples 241 Using the Telephone Keypad If the users enter their choices via the telephone keypad, follow these guidelines: Assign keys consistently. This is especially true for Delete and other destructive options. For example, don’t use 3 for Delete on one menu and Save on another. Offer alternates to * and # keys because those keys might be dis- abled. Use keys 1 and 2 for the most frequently selected options. Users ex- pect to use the 1 and 2 keys most often. Avoid using keys 1, 2, 5, and 8 as destructive options. You might want to avoid 5 and 8 entirely as they are the most error- prone key choices. (These two keys are the only ones with a key in each direction.) Use the rows and columns of the keypad effectively. Use the left column for actions that precede or are lower than others. Use the right column for actions that follow or are higher than oth- ers. For example use a number in the left column to lower a volume and the corresponding number in the right column to incrmase a volume. Consider using a key in the top row as a response to a greeting that says “Go to the top” and a key in the bottom row in response to “Go to the bottom.”
242 Installing [email protected] Choosing Tokens A number of commands from the Token Programming Language make IVR easier and voice forms possible. To present a menu for your caller, you can use: The menu fields associated with the mailbox. The mailbox allows the caller to enter either a one-digit response to the menu or another mailbox. Amanda waits long enough to be sure that the caller has fin- ished. (For this method, turn Do Not Disturb ON.) The M() command. In this case, Amanda waits for only one digit. It is faster that using menu fields, but it does not allow the caller to en- ter a mailbox with more than one digit. (For this method, turn Do Not Disturb OFF.) To convert the DTMF (or touch) tones entered by the caller into a number, use: The R() command, which stores a number in a variable. To play a greeting or play back the number stored by the R() command, use: The P() command. This command has many variations. See the “To- ken Reference” on page 168 for details. To play up to 20 questions (from greetings) and store the answers as a single message, use: The Q() command, which also allows the caller to edit the responses. Using Tokens This example describes parts of an application that records consumer reactions to sample products. For example, hair stylists may be mailed information about a line of new hair care products. If interested, a stylist can call an 800 number to request a sample of one of them. The sample is mailed along with product literature and a test ID that uniquely identifies the stylist with the product.
Chapter 12: Programming Examples 243 After using the product, the stylist calls again to answer a series of questions. For services rendered, the stylist is mailed a small fee or a free case of the product. Later, the survey company analyzes the data and reports back to the manufacturer. The application has two parts: Gathering information about a potential tester, such as name, ad- dress, telephone number, and the product to be sent Quizzing the testers about the product The tester information part (explained in “Gathering Testing Information” on page 244) uses: Menus using the M() command and 0 to reach a live attendant at any time. The P() command to play a general greeting. The R() command to request a telephone number, convert the DTMF tones entered by the stylist, and store the telephone number in a vari- able. The |() command (that’s the pipe command or vertical bar com- mand) to add data about the stylist to a database file. A series of greetings that ask for the parts of an address. The Q() command plays the greetings and allows the stylist to edit the re- sponses before they are saved as a message. The quiz part (not explained) uses: Menus using the M() command, using 0 to reach a live attendant at any time. The R() command to request the test ID, convert the DTMF tones entered by the stylist, and store the ID in a variable. The N() command to look up the test ID in a database file. The da- tabase determines what set of questions to ask the stylist. It also con- tains a field indicating how many calls have come in using this test ID. Only one call should come in for each ID. If a stylist never calls in, an employee can call that person. If a stylist calls more than once (hoping for extra free cases of the product or whatever), an employ- ee talks to the stylist personally, assuming some error has occurred. The Q() command to play a series of questions (greetings), allows the stylist to edit the responses, and stores the set of responses as a message.
244 Installing [email protected] Gathering Testing Information Mailbox 880 handles all calls coming in on the 800 number and immediately passes the call to the caller instructions mailbox 881 (via the Done Chain). Mailbox 881 has: Extension Field:@M(G1,2,30)G(0) Amanda plays the menu in Greeting 1. If there is no re- sponse from the caller, Amanda plays Greeting 1 again after a three-second pause. If there is still no response, Amanda executes the next token in the Extension field (which goes to the operator). DND: OFF Store Messages: NO Greeting 1: To become one of our testers, press 1. If you are al- ready one of our testers and you want to answer a prod- uct questionnaire, press 2…. Menu 1: 1000 Menu 2: 2000 Menu 0: 0 Mailbox 1000 has: Extension Field:@P(G1)Q(G2,G3,G4,G5,G6,G7, G1#1001,E)R(G2#1001,%S1,30)G(1001) Amanda plays Greeting 1 from mailbox 1000 to wel- come the tester and to give an overview of the process. Then Amanda asks for the stylist’s mailing address us- ing a series of greetings and recording the answers as one message. Next Amanda asks for a telephone number and stores it as a variable (%S1). (It would be a good idea to play this number back to the stylist and allow reentry, but this example does not do that. See how this is done in “Two-call Faxback” on page 233.) Finally, the call is transferred to mailbox 1001. DND: OFF Store Messages: YES
Chapter 12: Programming Examples 245 Greeting 1: Welcome to…. Greeting 2: Please say your last name now. Greeting 3: Please say your first name and middle initial now. Greeting 4: Please say the name of your business now. Greeting 5: Please say your street address now. Greeting 6: Please say your zip code now. Greeting 7: Please say the name of your city now. Greeting 1 of mailbox 1001: Please say the name of your state now. Greeting 2 of mailbox 1001: Please use your telephone keypad to en- ter a daytime telephone number where we can reach you if necessary. Please start now. Mailbox 1001 has: Extension Field:@=(%S2,%M(1000))M(G3,2,30)G(0) %M[1000] is the number of messages stored in mail- box 1000. Amanda stores this number in a variable (%S2). This message number becomes associated with the stylist for the duration of the survey. Then Amanda plays the menu in Greeting 3. If there is no response from the caller, Amanda plays Greeting 3 again after a three-second pause. If there is still no re- sponse, Amanda executes the next token in the Exten- sion field (which goes to the operator). N OTE:Using the message number to uniquely identify the tester works only because no messages will be deleted from mailbox 1000 until after the survey. If you will have more messages than disk space, keep a number in another file. Read the number using the [() command, increment it by one with the +() command, and write the new number (for the next tester) back to the file using the ]() com- mand. DND: OFF Store Messages: NO
246 Installing [email protected] Greeting 3: Please select one of the following products…. Menu 1: 1002 Menu 2: 1003 … other menu options … Menu 0: 0 Mailboxes 1002, 1003, … have: Extension Field:@=(%S3,%S2)+(10000,%S3) |(C:\\TESTERS\\TESTX.TXT)P(G1)G(999) Next Amanda makes a copy (%S3) of the message number (which identifies the stylist) and adds 10000 (or some other product differentiating number) to it. This becomes the test ID. Then Amanda appends the stylist’s telephone number (%S1), message number (%S2), and product number (%S3) to a database file (C:\TESTERS\TESTX.TXT). Finally, Amanda plays Greeting 1 from the current mailbox and hangs up. (It would be a good idea to have the user verify that the stylist did indeed want this product or return to mailbox 1001, but this example does not do that. You would play a greeting naming the product and ask the stylist to confirm, similar to recon- firming the telephone number in Example 4.) DND: OFF Store Messages: NO Greeting 3: Thank you for agreeing to test product such-and-such. You will be receiving…within 10 days. Please try the product and call this system again to answer a few questions about it….