Before you start
You’ll need:- A DID configured. See Buy and Configure a Phone Number
- The destinations you’ll route to: at least one ring group, queue, or extension. See Ring Groups or Queues
- Decisions about: business hours, holiday list, and what each menu key should do
Step 1: Plan the menu
Sketch the flow before you build. A good first IVR has 3-4 options max.Step 2: Create the IVR
Name it
“Main Menu” is fine. If you’ll have separate after-hours, holiday, and main flows, name accordingly.
Step 3: Add the greeting and menu prompts
- Text-to-speech (fastest)
- Upload your own
- Hire a voiceover
Type the greeting and menu scripts. Pick a voice (preview each).Greeting: “Thanks for calling Acme.”
Menu: “For sales, press 1. For support, press 2. For billing, press 3. For an operator, press 0.”TTS regenerates instantly when you change the script — you can iterate freely.
Step 4: Map the menu keys
For each digit (0-9, *, #), pick a destination.Step 5: Configure timeout and invalid
Timeout
Default 8 seconds (no key pressed in 8 sec). On timeout, replay the menu — set max retries to 2. After max retries, route to a fallback (voicemail or operator).
Step 6: Add time-based routing
For after-hours, you want a different menu (or the same menu pointing at voicemail instead of ring groups).- Same IVR, different routes
- Two separate IVRs
Add a time condition to the IVR: during business hours, key 1 → Sales ring group. After hours, key 1 → Voicemail to sales@. Caller experience is the same; routing changes silently.Pros: simpler, one IVR. Cons: only routes change, not prompts.
Step 7: Add a holiday calendar
Override the routing on specific dates.Step 8: Point your DID at the IVR
Set inbound destination to your IVR
Replace whatever was there (extension, ring group) with IVR > Main Menu.
Step 9: Test from your own phone
Best practices
Lead with the action
“For sales, press 1” beats “Press 1 for sales” — callers listen for the verb.
Keep it under 30 seconds
Long greetings make callers hang up. Cut every word that doesn’t earn its place.
Always offer 0 for operator
A live human escape hatch reduces abandon and frustration.
Don't use IVR for one-route lines
If everyone’s going to the same place, skip the menu. Just route the DID directly.
Troubleshooting
Callers say the greeting cuts off
Callers say the greeting cuts off
Some carriers buffer the first second of audio. Add 200-500 ms of silence at the start of your greeting recording, or pre-pad the TTS prompt.
DTMF (key presses) aren't detected
DTMF (key presses) aren't detected
Check the DTMF mode in the IVR’s advanced settings. Default is RFC2833. If callers from a specific carrier can’t reach options, switch to in-band detection.
After-hours flow runs at the wrong time
After-hours flow runs at the wrong time
Check the IVR’s time zone setting. It defaults to your account TZ but can be overridden. Daylight savings is handled automatically.
Holidays don't trigger
Holidays don't trigger
Confirm the holiday is on the IVR’s calendar (not just the DID’s). Time conditions are evaluated bottom-up: per-IVR > per-DID > account default.
Next steps
Queues
Add hold music and callback for IVR overflow.
AI voice agent
Replace the menu with a conversational AI.