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Getting information about which option in IVR was selected by the customer

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  • 1.  Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 02:00
    No replies, thread closed.

    Dear colleagues,

    We need to know which specific IVR option is selected in the frames of specific call. We use Milestones for IVR options and we can get the aggregate results for some time interval and for specific Callflow, but the question is, whether it is possible to have detailled information for every single call.

    Best regards,

    Borislav


    #Reporting/Analytics

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    Borislav Taskov
    METRO Digital GmbH
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  • 2.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 13:28
    No replies, thread closed.

    You could add participant data for each option. Reporting is annoying in this case though, you would need to export to excel or ideally have this data fed through to your enterprise data warehouse.

    There is a feature coming that will allow you to set a limited number of participant items as structured data which will make searching/filtering/reporting on those selected items easier. Though won't be retrospective. https://genesyscloud.ideas.aha.io/ideas/ANLS-I-1190

    And I'm not sure which performance views these will be available in.



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    Anton Vroon
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  • 3.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:05
    No replies, thread closed.

    Thank you very much, Anton! Will it be possible to get these items via API also?

    BR,

    Borislav



    ------------------------------
    Borislav Taskov
    METRO Digital GmbH
    ------------------------------



  • 4.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:09
    No replies, thread closed.

    I don't know for sure, but considering Genesys is an API first company, it would be very odd for that data not be available through API.

    And think I can gave the wrong idea link (https://genesyscloud.ideas.aha.io/ideas/ANLS-I-702)



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    Anton Vroon
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  • 5.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:20
    No replies, thread closed.

    Participant Data values are available in the "attributes" object of the participant that the data was written to, which is usually the first one if you do it from the IVR. They show up as a set of kvp's within that object. 



    ------------------------------
    Dean Thames
    Sr. Principal Consultant Cloud CX
    ------------------------------



  • 6.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:22
    No replies, thread closed.

    Thanks again! I hope this feature will come soon.

    BR,

    Borislav



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    Borislav Taskov
    METRO Digital GmbH
    ------------------------------



  • 7.  RE: Getting information about which option in IVR was selected by the customer
    Best Answer

    Posted 02-01-2024 13:55
    No replies, thread closed.

    Hi Borislav, 

    Along the lines of what Anton suggested, you could also collect the data inside variables as the call moves through the flow, appending new selections to it as you go, then set that string as an External Tag. For example: 

    First menu, customer selects option 1: Flow.Options = Opt1

    Sub menu, customer selects option 2: Flow.Options = Append(Flow.Options, ", SubOpt2")

    Set External Tag = Flow.Options

    External Tag now = Opt1, SubOpt2

    External tags have a character limit of 36, so you cant get too wordy. But for ivrs that don't have too many sub menus this would work. And you can filter on external tags in the interactions view. 



    ------------------------------
    Dean Thames
    Sr. Principal Consultant Cloud CX
    ------------------------------



  • 8.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:08
    No replies, thread closed.

    Thank you very much, Dean! I don`t have an experience with tags, but I think I could do this. But again the question is, could I in this case get the information via API.

    BR,

    Borislav



    ------------------------------
    Borislav Taskov
    METRO Digital GmbH
    ------------------------------



  • 9.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:22
    No replies, thread closed.

    Yes. All the information relating to that call, including tags and participant data are available in the Get /api/v2/conversations/{conversationId} endpoint. 



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    Dean Thames
    Sr. Principal Consultant Cloud CX
    ------------------------------



  • 10.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:45
    No replies, thread closed.

    Yes, you are right. I see participant data in this end point. In this case could I use only variable? What is the advantage to have tag also?

    BR,

    Borislav



    ------------------------------
    Borislav Taskov
    METRO Digital GmbH
    ------------------------------



  • 11.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:52
    No replies, thread closed.

    The external tag can be filtered/searched upon within the Genesys supervisor and admin UI, but participant data cannot. If a supervisor needed to know how many people chose option 1, then 2, they could filter on calls with an external tag of 'Opt 1, SubOpt 2' or however you formatted your text. 



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    Brad Murlin
    Zillow, Inc.
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  • 12.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:59
    No replies, thread closed.

    You mean this filter?



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    Borislav Taskov
    METRO Digital GmbH
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  • 13.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 15:49
    No replies, thread closed.

    Yup!



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    Brad Murlin
    Zillow, Inc.
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  • 14.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-02-2024 00:14
    No replies, thread closed.

    Thank you very much, Brad!

    Thank you very much, guys!

    You are really great!

    Now I have to test your suggestions.

    I wish you all the best!



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    Borislav Taskov
    METRO Digital GmbH
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  • 15.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:41
    No replies, thread closed.

    This is one of those cases where I like the everything approach, to meet the needs of each audience.

    I'll set an external tag if the IVR is not too deep to hit the character limit, as well as milestones so we can get our aggregate data easily. We also set participant data for each path in the menu, including no input or invalid choices, allowing supervisors to see the customer choice when they drill into a call in their UI as well as for our analytics nerds to process after extracting the data via the API as Dean mentioned.



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    Brad Murlin
    Zillow, Inc.
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  • 16.  RE: Getting information about which option in IVR was selected by the customer

    Posted 02-01-2024 14:52
    No replies, thread closed.

    Hi Brad,

    Yes, it sounds very reasonable. As I mentioned we use already Milestones, regarding aggregation.

    BR,

    Borislav



    ------------------------------
    Borislav Taskov
    METRO Digital GmbH
    ------------------------------