Enable and create
- Open Settings → Voice & Telephony and enable telephony.
- Turn on Enable Classical IVR on the same settings page. This makes the IVR trigger and nodes available in Workflows.
- Open Channels → Phone. The page contains AI phone agents followed by Classical IVR. Use the Classical IVR section to manage workflows, recordings and phone-number assignments. This section is hidden while Classical IVR is disabled.
- Open the WAV recordings tab to upload recordings. In the Workflows tab, select Create IVR. The editor starts with the IVR Incoming Call trigger.
- Build the flow, save a version and activate it.
- Use Test call in the Workflows tab before assigning a phone number. After testing, use the searchable Phone numbers selector on the workflow row to assign one or more numbers. The selector shows each number’s name and phone number, and you can search by either. Deselect a number to remove its assignment. Numbers assigned to another IVR are labeled; selecting one moves it to this IVR.
Classical IVR nodes
Use existing workflow condition, working-hours, contact lookup and session-note actions alongside these nodes. For example: menu → collect VAT → repeat digits → confirmation menu → contact lookup → team transfer. A VAT match identifies a record; it does not prove the caller is authorized to access it.
WAV recordings
Upload mono or stereo WAV files with 16-bit PCM, A-law or mu-law encoding. Supported sample rates are 8, 16, 24, 32, 44.1 and 48 kHz. Files must be at most 20 MB and five minutes long. Unsupported or malformed files are rejected. Uploads are automatically compressed for speech playback. Keep uploading WAV files; no conversion is needed on your side. Each recording is fully loaded before playback, and playback buffers are released when it finishes or is interrupted. Existing uploaded recordings remain playable. Keypad Menu and Collect Digits have two recording selectors: Menu WAV recording plays the main prompt, while Retry WAV recording (optional) plays before a retry after missing or invalid keypad input. Leave the main recording empty to use menu text; leave the retry recording empty to repeat the menu without an extra recording. You can also select Upload WAV recording beside a workflow node’s recording selector. The modal lets you preview a WAV before uploading; the new recording is selected automatically for that node. The recordings table shows 10 recordings per page in a scrollable area. Use the page controls below the table to browse additional recordings. Uploading a recording returns you to the first page. Select Preview to listen before using a recording. Each upload creates a new recording. To replace a recording, upload a new file and select it in a new workflow version. Existing calls keep the workflow version and recording references they started with. For keypad menus, either select a WAV recording or enter fixed menu text and its two-letter language code. A WAV recording takes precedence when both are supplied. Speak Text reads exactly the supplied text; it does not compose a response.Input and retries
- Menus collect one key. Set Allowed menu keys, for example
1239. - Digit collection accepts 1–32 digits. Keep identifiers as text to preserve leading zeros.
- Variable-length input needs a finish key, normally
#. Fixed-length input may complete when its maximum length is reached. - No-input timeout defaults to 10 seconds; the pause allowed between digits defaults to 5 seconds.
- Maximum attempts defaults to 3 and can be set from 1 to 5. Use Retry WAV recording to select or upload the recording played after missing or invalid input.
- Keys may interrupt playback when Allow keys during playback is enabled.
input, no_input, invalid, inter_digit_timeout and error. An unfinished identifier is never treated as successful input merely because the caller paused. Retrying collection starts with an empty digit buffer.
Transfers and version changes
Transfer to Team uses an existing team transfer destination. An actual teammate joining ends the IVR and leaves the human call connected. When no eligible teammates exist, or nobody answers, the workflow continues withno_eligible_agents or no_answer. Add a callback-choice branch or a closing message for those outcomes.
Activating a new version applies to new calls. Removing a number’s call-flow assignment restores its other configured routing. Unassign a flow from its numbers before deactivating it.
Browser tests use your microphone, speakers and the on-screen keypad. They verify the call media and workflow behavior without changing number assignments. A successful browser test does not verify a carrier connection; test a real incoming call before rollout.
When an IVR-only call ends, its final status and duration are saved and the session is closed before Phone Call Finished workflows run. A successful transfer keeps the human call open until it ends.
Companion and API
Companion can author the sameivr-incoming-call workflows and use the Classical IVR node definitions. It can list/upload recordings and assign an active flow to a number. Review the flow before activation and number assignment.
API access uses workflows:read for listing recordings, workflows:write for uploading, and both phone:write and workflows:write for number assignment. Use existing workflow endpoints to create versions, validate and activate them.