| 1. Caller dials your number | The call lands on your IVR number, a virtual business number or a 1800 toll-free number, and is answered instantly, even when every agent is busy. | Number type and which number appears in ads, packaging and your website |
| 2. Greeting | A recorded or text-to-speech welcome plays. If the caller is already in your CRM, the IVR can greet them by name. | Greeting text, voice, language and personalisation rules |
| 3. Menu and keypad input | The caller hears options such as press 1 for Sales, 2 for Support, and presses a key (DTMF). Sub-menus narrow the request further. | Multi-level menu tree, prompts and timeouts for each level |
| 4. Self-service or lookup | Simple requests, such as billing information, timings or order status, are answered by the IVR itself without an agent. | Recorded answers and data lookups from your CRM or application |
| 5. Routing | The call is transferred to the right department or agent, the same agent who handled the caller last time (sticky agent), or an agent's mobile after hours. | Department queues, sticky agent, time-based routing and blacklisted numbers |
| 6. Voicemail and fallback | If nobody is available, or it is a holiday, the caller leaves a voicemail so no lead is lost. | Working hours, holiday calendar and voicemail prompts |
| 7. Logging and reports | The call is recorded, its status (connected, not connected or missed) is logged and the data can be pushed to your CRM. | Recording, real-time reports and CRM integration |