A caller reaches your hotline and you want to know the customer's name, contact details and the user ID. But instead of connecting the customer directly to an agent, you want them to leave the information on voicemails.
Each time the customer provides the information, the Zendesk ticket is automatically updated with the call recording and a note describing its content.
The process map below shows how this scenario can be realized with babelforce. This article will guide you through the settings step by step.
What you need:
- 1 global Zendesk create ticket Automation
- X numbers of voice recording modules that are connected by their after flow settings
- 1 Audio player
- 1 local Automation per input reader for updating the Zendesk ticket
- As many prompts as you have voice recordings and audio player
1. Step: Create ticket Automation
First, make sure you have a global Automation that creates a ticket for each new inbound call in your Zendesk. To learn how you do this, read this article.
2. Step: Create Voice Recording
Next, create a new Voice Recording application module (Voice Recording 1, see screenshot below). Add the prompt in the App tab, then decide how long the recording should be and whether or not you want to play a beep after the audio. Make sure to choose a termination digit so the call flow can continue as soon as the customer leaves the message.
Repeat this step with Voice Recording 2.
Now go back to Voice Recording 1 and set Voice Recording 2 as its after flow setting.
Step 2.1: Add local Automation in Voice Recording 2 to push voice recording to Zendesk from Voice Recording 1
After you finished step 2 for your Voice Recording 2, one more step is necessary: go to Automations and add a local Automation with the action Update ticket. This is necessary to push the voice recording from Voice Recording 1 to the Zendesk ticket.
After you completed all the general settings shown in the screenshot above, go to the Comment tab. There you can add a Ticket subject (only in the first local Automation) and a Ticket comment. Importantly, in the Ticket comment you need to add {call.recording.url} to have a link to the recording. Also, add a description for the recording so you know what it is about.
Continue steps 2 and 2.2. until you have created all the Input readers you need for your process.
Step 3.: Push the last voice recording to the ticket with an Audio Player
To complete your call flow, you need to make sure that the voice recording of the last Voice Recording module is also pushed to your ticket. To achieve this, create an Audio Player which can for instance tell the customer that all necessary information was provided.
In the Audio Player, create a local Automation which is identical to that described in Step 2.2.
The result in Zendesk
If you successfully set everything up, this is the result you should get in Zendesk:
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