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Lucent Technologies INTUITY CONVERSANT System Version 6.0 Guide
Lucent Technologies INTUITY CONVERSANT System Version 6.0 Guide
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INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Planning a Voice Response Application Page 3-3 Plan Your Application Design 3 Purchase Enhanced Basic Speech The INTUITY CONVERSANT system p rofessionally rec ord ed sp eec h, known as enhanc ed b asic sp eec h in the following languag es (the rec ord ed voic e is female unless sep arate male and female are ind ic ated ): nAustralian Eng lish nBrazilian Portug uese nCanad ian Frenc h nCantonese Chinese nCastilian Sp anish nDutch nFren c h nGerman nHindi nJap anese nLatin-Americ an Sp anish nMand arin Chinese nUK English nUS Eng lish (male and female) Luc ent Tec hnolog ies also offers p rofessional c ustom p hrase rec ord ing servic es. If you are interested in p urc hasing c ustom p hrases, c ontac t your Luc ent Tec hnolog ies rep resentative. Contract a Professional Speaker If you c hoose to c ontrac t a p rofessional sp eaker on your own, c onsid er the following g uid elines: nRec ord the sp eaker’s voic e to ensure you like the way it sound s. You may want to record several different speakers to compare the quality of their rec ord ed voic es. nMake sure the speaker can maintain a c onstant speaking rhythm and intonation throug hout the rec ord ing session. nMake sure the sp eaker c an maintain a c onstant, ac c ep tab le level of volume and d istanc e from the telep hone or mic rop hone while rec ord ing . nMake sure the sp eaker’s p ronunc iation is c lear and that word s are not over-enunc iated. nMake sure the rec ord ing environment is as q uiet as p ossib le. A room with c arp eted walls and floor is usually suffic ient. nPrep are the p hrases for the speaker in ad vanc e of the rec ord ing session.
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Planning a Voice Response Application Page 3-4 Plan Your Application Design 3 Offer a User Guide If you know your c alling p opulation, you c an take advantag e of this knowled g e and provide a user guide. User guides can be very simple, providing just enough information so that c allers will not b e surp rised b y the automated transac tion. More d etailed user g uid es c an inc lude all the p romp ts and op tions, so c allers c an p rep are answers ahead of time and b ec ome oriented to the ap plic ation. The nature of your ap p lic ation and c alling p op ulation will determine whether or not a user g uid e is ap p rop riate. User guid es are most useful when you know and c an easily reac h the memb ers of your c alling p op ulation. Examp les of known c aller p op ulations inc lud e: nSubsc rib ers to your servic e nCustomers to whom you send bills nStud ents, teac hers, and p arents of the sc hool you serve nEmp loyees in your c ompany If you d istrib ute a user guid e and exp ec t that most c allers will use it, you may b e ab le to p rovid e shorter and more c onc ise p romp ts than if c allers d o not have a g uid e. Be aware, however, that shorter p romp ts may ad versely affec t c allers who forg et to use the g uid e. Offer Caller Training If you know that a p artic ular g roup of c allers will use the ap p lic ation extensively, c onsid er offering training c lasses. Training is most ap prop riate when you have a limited c alling p op ulation, and/or a p otentially c omp lex or unusual ap p lic ation. The most useful training c lasses allow c allers to c all in to the ap p lic ation and use it. Provide an Attendant There will always b e c allers who need extra assistanc e, esp ec ially those c alling for the first time. Provide a p erson who c an hand le c allers having troub le with the voic e resp onse ap plic ations. As a g eneral rule, allow c allers to try to enter information only two or three times, then, if they are not suc c essful, transfer the c aller to an attend ant. Allow c allers to sp eak with an attend ant b y using a key p ress (like zero), or b y sp eaking a key word (like “ attendant,” “ op erator,” or “ help ” ).
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Planning a Voice Response Application Page 3-5 Plan Your Application Design 3 Diagram Your Application Design When p lanning your ap p lic ation, c reate a d iag ram of how you want the ap plic ation to ap p ear to c allers. A d iag ram is help ful to d ep ic t the struc ture of the app lic ation. The d iag ram also allows you to p lan what to d o when errors oc c ur, an asp ec t of ap p lic ations that is freq uently overlooked . If the same p erson or team is not the ap plic ation d esig ner and d evelop er, a thoroug h d iag ram is a very valuab le c ommunic ation tool. Even when one p erson or team is b oth d esig ning and develop ing the ap p lic ation, the d iag ram will help to sep arate the tasks, so that eac h task c an rec eive ad eq uate attention. Flowc harts and outlines are two ways to d iagram the ap p lic ation. If you alread y have a way to c ommunic ate the struc ture of the ap p lic ation that works for you, use it. Whatever method you choose, plan your application carefully before imp lementing it. Be sure to list all p romp ts and announc ements to b e p layed to c allers. Make sure you show what should hap p en eac h time you expec t c aller inp ut. Inc lud e what should hap p en when c allers g ive c orrec t (valid ) inp ut. Error c ases are also important. What hap p ens if c allers g ive inc orrec t (invalid ) inp ut? How many times will you rep romp t after hearing inc orrec t inp ut? Will the c all b e transferred to an attend ant? What if c allers d o not resp ond ? How many times will you rep romp t after hearing no response? A g ood flowc hart or outline will cover all p ossib le cases. Use Flowcharts Flowc harts are more formal and sp ec ialized , b ut they are a g ood way to show the ap plic ation in a d iagram. As shown in Fi g u re 3 -1 , flowc harts use a few simp le symb ols to rep resent p rompts, announc ements, and d ec ision p oints within the ap plic ation, and arrows to show the p ath from one to another. Id entify the symb ols you use so that peop le c an easily und erstand them.
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Planning a Voice Response Application Page 3-6 Plan Your Application Design 3 Figure 3-1. Sample Application Flowchart
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Planning a Voice Response Application Page 3-7 Plan Your Application Design 3 Use Outlines Another way to d iag ram the ap p lic ation is an outline, as shown b elow. Outlines are easier for some p eop le b ec ause they only use word s, not symb ols. Samp le outline: Caller d ials in. Prompted with:“ You have reac hed Hig h Tec hnolog ies, Inc orp orated .” 1: “ Please say the first and last names of the p erson you want.” 2: (listen for four sec ond s; listen for anything on Wordlist 1, that c ontains all names). If there is no c aller resp onse or silenc e: Promp t with: “ Please rep eat the name.” Go to 2. If the c aller resp onse matc hes the word “ help :” Promp t with: “ You c an reac h anyone at our loc ation b y saying their first and last names. If you need further assistanc e, say ‘op erator’ when asked for a name.” Go to 1. If the c aller resp onse matc hes the word “ op erator:” Promp t with: “ Transferring .” Transfer the c all to the op erator’s extension. Finished . If the c aller resp onse matc hes a name on the word list: “ Calling {first name, last name.} To c anc el, say ‘no.’” (listen for two sec ond s; listen for “ yes” or “ no” ). If matc h the word “ no:” Promp t with “ Call c anc eled .” Go to 1. If matc h the word “ yes” or nothing (no c aller resp onse or silenc e): Promp t with: “ Transferring .” Transfer the c all to the named p erson’s extension. Finished .
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Planning a Voice Response Application Page 3-8 Plan Your Application Design 3
Designing a Voice Response Application Page 4-1 Overview 4 INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 4 4Designing a Voice Response Application Overview This c hap ter d esc rib es sp ec ific g uid elines to use when d esig ning your voic e response ap p lic ations. Many of the guid elines in this c hapter are sp ec ific and d irec tly related to one or more of the I NTUITY™ C ON VERSAN T® s y st e m ad vanc ed tec hnolog ies d esc rib ed in Chap ter 2, ‘‘Voic e Response Ad vanc ed Te c h n o l o g i e s . ’ ’ Purpose The p urp ose of this c hap ter is to p rovid e sp ec ific g uidelines to help you d esig n rob ust and useful ap p lic ations.
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Designing a Voice Response Application Page 4-2 Application Design Research 4 Application Design Research In order to d esign the most suc c essful ap p lic ation p ossib le, it is a g ood id ea to research some basic design principles. Human factors experts call these usab ility p rinc ip les, sinc e they are c ritic al to d esig ning a usab le ap p lic ation. Bec ause of exp erienc es with poorly d esig ned ap p lic ations, some c allers are wary of all voic e resp onse systems. Be c areful that your ap plic ation d oes not alienate your c ustomers. Your g oal is to make an automated transac tion at least as attrac tive and effic ient as interac ting with an attend ant, if not more. Know Your Callers Choic es you make in the ap p lic ation d esign will affec t those who the ap p lic ation will serve. Find out as muc h as you c an ab out the peop le who will c all the system, and use the information when d esig ning your ap p lic ations. Relevant information to g ather inc ludes the following : nWho are your c allers? Your c allers have p ersonal attrib utes that affec t how they will interac t with the app lic ation you are d esig ning . — What lang uag e d o they speak? If you exp ec t that many c allers will have an ac c ent that is d ifferent than what the sp eec h rec og nition p ac kag e you are using exp ec ts, c onsid er offering a b iling ual servic e. If you are offering servic e in only one lang uag e, b ut antic ip ate having many c allers with ac c ents, you may want to use DPR or a c omb ination of DPR and sp eec h rec og nition, sinc e ac c ented sp eec h may not b e rec og nized as ac c urately as nonac c ented sp eec h. — How old are they? If you exp ec t that a hig h p erc entage of c allers may b e c hild ren, you should use simp le lang uag e and very short menus. Also, sinc e sp eec h rec og nition works b est with deep er voic es, you may wish to use touc h-tone inp ut or d ial-p ulse rec ognition only. If you exp ec t that many of your c allers are over the age of 65, you mig ht want to allow them more time to resp ond . Make sure to reduc e c onfusion b y making the transac tion as simp le as possible. — Are they employees of your c ompany? You may want a sc ript d esig ned for in-house use to app ear and perform d ifferently than one d esig ned for your c ustomers. For examp le, if you provid e training c lasses and /or user g uid es, you c an p robab ly use shorter and more c onc ise p romp ts. Jarg on and tec hnic al terms may b e ap prop riate for emp loyees, if you c an assume that they all will know the terms.
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Designing a Voice Response Application Page 4-3 Application Design Research 4 Note any other p ersonal attrib utes that c ould affec t how c allers will interac t with your ap p lic ation, and work to make sure that your ap p lic ation serves all callers well. nHow often d o they c all? Some ap p lic ations are meant to b e used only one time, while others c an b e used more often. Callers may even ac c ess some ap p lic ations several times a day. If you exp ec t c allers to use the ap p lic ation rarely, your p romp ts and announc ements may need to c ontain exp lic it information and instruc tions. Promp ts for ap plic ations used very often c an b e mad e extremely short, sinc e most c allers will likely b e exp erienc ed . If you exp ec t your c allers to b e mixed in their exp erienc e levels, make it p ossib le for the more exp erienc ed c allers to d ial throug h or b arg e-in d uring p romp ts. nHow well d o they know the sub jec t matter? If you exp ec t that most of your c allers will b e unfamiliar with the sub jec t matter (for examp le, if you are desc rib ing a new servic e or p rod uc t), you should take sp ec ial c are in struc turing and p resenting the information so that your aud ienc e c an und erstand it. Use Simple and Natural Dialogue Learning as muc h as you c an ab out c allers will allow you to d etermine what is “ simp le and natural” for them. Design unc omp lic ated , straig htforward ap plic ations that use terms familiar to the c allers. Minimize Demands on the Caller ’s Memory Psyc holog ic al researc h has shown that a c aller’s short-term memory c an hold no more than five to nine sep arate p iec es of information at one time. For eac h menu item you p resent to c allers, two d ifferent p iec es of information must b e rememb ered : the op tion (“ For loan rate information...” ) and the ac tion req uired to c hoose the op tion (“ p ress 2.” ) Menus should offer no more than four or five items at onc e, sinc e c allers c annot rememb er them all. The fewer items c allers have to rememb er, the more likely it is that they will rememb er them. Try to make the interac tion easy for the c allers. Keep menus short, and avoid word y p romp ts and announc ements. Be Consistent Consistenc y in the struc ture of menu c hoic es and in the p resentation of information help s p revent c allers from bec oming c onfused . By using c onsistent lang uag e and req uesting c onsistent ac tion of c allers, you simp lify the interac tion and reduce demands on memory.
INTUITY CONVERSANT System Version 6.0 Application Design Guidelines 585-310-670 Issue 1.0 December 1996 Designing a Voice Response Application Page 4-4 Application Design Research 4 Provide Feedback Whenever c allers p ress touc h tones or sp eak in response to a p romp t, let them know how the resp onse was interpreted . This c larifies the transac tion for c allers. For instanc e, if c allers p ress zero for an attend ant, the ap p lic ation c ould say “ Please hold for an attendant.” Although the application does not explicitly state that it heard the c aller p ress zero, the interp retation of the key p ress is imp lic it in the announc ement that follows. Provide Easy Exits To p revent c allers from getting trap p ed in an ap p lic ation sc rip t, tell them how to reac h an attend ant, end a transac tion, or return to the main menu. You c an g ive this information at the b eg inning of the transac tion. Provid e these typ es of esc ap es within your ap p lic ation so that c allers c an always return to a p lac e they know or ob tain help as nec essary. This g ives your c allers more c ontrol over the interac tion, and makes them feel as if they are not p owerless in the fac e of automation. Offer Shortcuts If you exp ec t some c allers to c all often enoug h to b ec ome exp erts, p rovid e ways to shorten their interac tion with the ap p lic ation. For examp le, allow them to respond before the end of a promp t so that they c an move throug h the interac tion at a p ac e that is c omfortab le for them. You may want to c onsid er p rovid ing sep arate sc rip ts (or sep arate b ranc hes of a sing le sc rip t) for novic e and exp ert callers. Prevent Errors By following the ab ove p rinc ip les, and the sp ec ific rec ommend ations this c hap ter, you c an p revent errors from hap p ening . Well d esig ned ap p lic ations take into account the strengths and weaknesses of both the callers and the technologies.