Genesys Multimodal IVR (CE10) for Genesys Engage on premises

From Genesys Documentation
Jump to: navigation, search
This topic is part of the manual Genesys Engage on-premisess Use Cases for version Public of Genesys Use Cases.
Read this topic for other versions:
Present your customers with a visual way to complete or complement voice interactions

What's the challenge?

Listening to and entering complex information on an IVR is challenging due to the limitations of DTMF and speech recognition input modes. This leads to low self-service rates, poor customer experience and higher cost to serve.

What's the solution?

Present and capture complex information visually on a smartphone app whilst keeping the IVR call open. This enables users to process information faster and more easily complete their task. Finally, it also enables users to transfer to a live agent if necessary, passing context to the agent.

Story and Business Context

Voice self-service interactions have limitations, especially when it comes to handling multi-step tasks or complex inputs such as alphanumeric characters or email addresses. With the adoption of smartphones, we now have the ability to present callers a visual means to complete their task or complement their voice interaction.The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry or lines of business.

  • Increased self-service and reduction of handle time by giving the caller the ability to complete tasks on a visual User Interface rather than transfer to an agent (mixing of visual and voice for information that is difficult to capture on voice, such as address, postal code, email address, or tracking number)
  • Improved NPS by providing a more efficient and shorter interaction with the customer
  • Lower total cost of ownership by designing the customer experience once and deploying across the voice and visual channels

Use Case Benefits

Use Case Benefits Explanation
Improved First Contact Resolution Customers can complete tasks such as address change or email entry through a visual interface that would be difficult or impossible to do through IVR alone.
Improved Net Promoter Score Customer frustration with speech or touchtone entry of complex information such as addresses or letter & number combinations is reduced.
Reduced IT Operational Costs Single platform for design of multi-modal experiences reduces development and deployment costs.


The customer can choose a voice or visual channel to navigate the call, as both channels are simultaneously active during the session. The IVR application remains active on the voice channel and reads the textual elements of the visual interface.

The Visual IVR can present menus, messages, and self-service tasks. Context is maintained between voice and visual channels. This is ideal when a customer must enter a complex input or view a complex output. Effectively the voice channel is not convenient for capturing complex information, such as addresses, postal codes, email addresses, or alphanumeric tracking numbers. The Visual IVR ensures accurate, first-time resolution, avoiding customer frustration or escalations.

During the visual interaction, the IVR actively disables the voice input to avoid background noise interfering on the voice channel.

Use Case Definition

Business Flow

The following flow describes the use case from the perspective of the main actors, the agent and the caller.

Business Flow Description

  1. A customer calls one of the company’s service lines.
  2. The IVR application answers the call.
  3. If complex input/output is required, the IVR application offers a Visual IVR to the customer. Genesys offers the visual option (through a voice announcement) to the caller and asks if they would like to proceed. The voice announcement also informs the caller that a smart phone is required.
  4. Callers who do not want to proceed with the visual option can continue with the voice-only IVR.
  5. Genesys asks if customer wants to proceed with visual interaction
    • If the caller accepts and provides their phone number (as needed), Genesys sends the caller an SMS with a hyperlink to initiate the visual interaction. The voice channel remains active.
    • If the caller clicks on the link in the SMS, the visual interaction on the caller’s mobile web browser is started in parallel to the voice channel. Context can be passed from the voice channel to the visual channel.
  6. Genesys displays visual flow while the voice channel helps the caller. During the Visual Interaction phase, the IVR actively disables caller voice input.
  7. The customer completes the task on the visual user interface and selects the next option, potentially repeating the previous step.
  8. The customer completes all of their tasks and opts to leave the self-service. Once the customer completes the visual IVR task, a regular voice-only IVR may resume the application. For example, once an address change is completed visually, the call might not end and continue via other self-service application and/or escalate to an agent.
  9. Genesys ends the session.

For more details

For additional details, contact your Genesys Sales Representative by filing out the form or for immediate assistance call us: 1-888-Genesys.