Workflow Trigger - Start IVR Trigger

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

Overview

The "Start IVR Trigger" in GHL Customer Care enables you to create and manage interactive voice response (IVR) systems within your workflows. This trigger allows you to initiate a multi-step voice menu that guides callers through various options, ensuring they reach the correct department or receive the desired information efficiently. Voicemail cannot be tracked using IVR trigger

Trigger Name

Start IVR Trigger

Trigger Description

The Start IVR Trigger is designed to launch an IVR sequence when a specified event occurs, such as an inbound call to your business to the IVR phone number. This trigger helps automate the routing of calls, allowing callers to interact with pre-recorded voice prompts and navigate through options using their phone keypad.

How to Configure

Prerequisites

Before using the Start IVR Trigger, make sure your sub‑account meets the following requirements:

• Your sub‑account must be subscribed to an LC Phone plan.

• The phone number used for IVR must be configured under your LC Phone setup.

• An IVR configuration must be created before it can be triggered inside a workflow.

Important: IVR features are only available for accounts with an active LC Phone plan. If your sub‑account is not on an LC Phone plan, the Start IVR Trigger will not function for inbound call routing

Step by Step Guide

• Choose the Action Type: Select "Start IVR Trigger" from the list of available triggers.
• Name Your Action: Enter a descriptive name for the workflow trigger name, such as "Trigger IVR call".
• Configure the trigger to be activated by an inbound call and choose the phone number.
• Add custom fields in filters as required.
• Save and Activate: Save the trigger and activate it to start using the IVR system for inbound calls.

Note : Once a phone number is mapped to a IVR workflow it cannot be mapped to any other IVR workflow

Example

Scenario: You want to set up an IVR system that directs callers to the correct department within your company.

1. Create Workflow Trigger:

   • Set the "Start IVR" trigger to activate when any inbound call is received on your main business line.

2. Choose Tigger name and filters.

3. Within the Filters, add an inbound phone number for which the IVR will get activated.

4. Save and Activate:

   • Finalize your IVR setup and activate the workflow. Now, any inbound calls will trigger the IVR system.

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