Innovative Ways to Make Visual IVR Work For You

With all the attention on new digital channels for customer engagement, there is a misconceived notion that voice is no longer a viable customer service channel. Nothing could be further from the truth, as voice still remains a primary tool in resolving issues related to customer service.

Virtual IVR

Most voice engagements start with an IVR system. With today’s modern IVR platforms, that’s not a problem. Well-designed IVRs with integrated speech recognition and natural language processing capabilities can help solve many customers’ issues quickly and efficiently and is helping erode any misconceptions about IVR.

But digital technology is also creating opportunities to evolve the IVR experience beyond voice, with visual IVR, for instance. Visual IVR merges IVR with digital technology, bringing it to smartphone and other digital device screens to give customers a user-friendly and easy-to-use self-service alternative to voice. Not only is it useful in situations where voice calls would be disruptive but visual IVR also increases resolution times because of the ease of reading and clicking, as opposed to listening to IVR prompts.

Visual IVR effectively turns traditional IVR trees into clickable representations on screens that allow customers to navigate any number of self-service capabilities to access information, update accounts, make payments, make or change appointments, or any number of other tasks. In fact, visual IVR offers many more self-service actions than traditional IVR, because it enables easy and accurate data entry and collection, which can then trigger additional processes internally.

Because many engagements begin with customers looking up contact information on websites, visual IVR can be easily integrated into existing customer service solutions. Phone numbers on websites can be replaced by “Contact Us” buttons that launch the Visual IVR application. It can be integrated into mobile apps as a customer service or contact function. It can even be offered as an option within voice IVR systems, allowing customers to receive a text message with a link to the visual IVR app. Of course, customers should still be given the option to call customer service at any time.

Here are some innovative ways companies are already using visual IVR to create better customer service experiences.


Both service technicians and customers themselves can have access to visual IVR scripts that help solve issues related to a product or service. Service techs are able to find information quickly on specific problems and receive prompts as to how to resolve issues, while customers may often be able to resolve their issues without even requiring a service appointment. In both cases, visual IVR reduces customer service calls and the need to explain issues over and over again to live reps.

Product Activation/Registration

Many products require registration for activation or a warranty coverage. Visual IVR gives customers a simple, easy-to-navigate interface that allows them to submit their product information, as well as activate their purchase or register it for coverage. This is a quick and easy replacement for traditional phone calls or mail-in alternatives.

Incident Reporting

Power outages, gas leaks, cable outages, inaccurate electric meter readings and other similar issues result in heavy inbound call volumes. These can often be very easily communicated through visual IVR applications, which trigger additional actions for technicians, response teams, account reps, or other appropriate personnel. Customers, however, do not have to wait on-hold to report their incidents and are able receive faster response times thanks to automation, which can also prioritize events based on urgency.


Visual IVR also provides an easy mechanism for scheduling or changing appointments. Customers can be alerted via email or text message, or even phone, that they have an upcoming appointment or that they need to schedule one. They can then make, confirm, change, or cancel appointments using a visual interface. The use of digital technology can significantly reduce call volumes for appointments, leaving agents available to handle more urgent or complex concerns.

Insurance Claims

Insurance companies can enable customers to report incidents using a visual IVR script that lets them start the claims process and can even allow them to attach photos using their smartphone cameras. The claim initiation process is expedited thanks to the integration of customer records, allowing the provider to connect the phone number with covered vehicles – and of course allowing for alternate information to be provided as well when needed, such as if a traffic accident occurs in a rental vehicle. The entire digital process is completed quickly and customers receive immediate confirmation of the claim, along with follow-ups from the carrier.

Travel Reservations

Travelers frequently have to make, amend, or cancel their flight, train, hotel, rental car or other travel-related reservations. These can often be complicated by a high volume of calls, particularly when they result from flight delays or cancellations. Visual IVR allows customers to adjust their itineraries without having to wait in queues and allows automated systems to use real-time information to provide the best possible outcomes.

Collections and Payments

When accounts are past due – or even in cases where customers need immediate transactions to keep up – they often call companies. Visual IVR gives them the opportunity to perform the same actions digitally, using secure, compliant visual IVR applications that allow instant transmission of payment details.

With Visual IVR, Companies Can Focus on More Urgent or Complex Customer Needs

These are only a few of examples of how visual IVR can be used to reduce the burden on call centers, while bridging the IVR and digital worlds to deliver a better customer experience. There will always be a need for live agents – and customers should always have the opportunity to easily reach them – but automation technology can simplify many of these interactions and give customers another option for conveniently achieving their objectives.

Using non-invasive digital interfaces, visual IVR eliminates the need to listen to lengthy IVR menus, decreases repetition of information thanks to digitally-collected data, and reduces hold and call times, all leading to shorter engagement times and enhanced resolution.

For businesses, it means a cost reduction due to fewer calls and zero outs, as well as lower voice IVR costs. Visual IVR also means live agents are able to focus on more urgent or complex customer needs, increasing their level of satisfaction and creating a more efficient customer service organization, overall.

About Carson Derrow

My name is Carson Derrow I'm an entrepreneur, professional blogger, and marketer from Arkansas. I've been writing for startups and small businesses since 2012. I share the latest business news, tools, resources, and marketing tips to help startups and small businesses to grow their business.

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