How to Manage IVRs (Edit, Update, Publish) Follow

From the IVR Listing, administrators can create, edit, update, publish, pause, and resume IVRs.

Topics Covered

• How to Edit an IVR
• How to Update an IVR
• How to Publish an IVR

How to Edit an IVR

To edit an existing IVR:

• Navigate to Setup from the left sidebar.
• Go to Voice & Text.
• Select IVR.

• Locate the IVR you want to edit from the IVR listing.
• Click on the Actions and select Edit.

• This will open the IVR Builder.
• Make the required changes to the IVR menu.

You can modify the IVR configuration, such as the menu options, actions, and routing based on your requirements.

How to Update an IVR

Once you have made the required changes to the IVR:

• Navigate to Setup from the left sidebar.
• Go to Voice & Text.
• Select IVR.

• Locate the IVR you want to edit from the IVR listing.
• Click on the IVR Name 
• Make sure all required configurations are completed.

• Click Save to Update the changes.

The changes will be saved to the IVR. The Last Modified Date and Last Modified By details in the IVR listing will be updated accordingly.

If the IVR is already published, updating it will save the latest changes to the IVR configuration. You can then publish the updated version to make the changes active.

How to Publish an IVR

Once the IVR configuration is ready:

• Navigate to Setup from the left sidebar.
• Go to Voice & Text.
• Select IVR.

• Locate the IVR you want to edit from the IVR listing.
• Click on the IVR Name or select Edit to open the IVR Builder.
• Review the IVR configuration and make sure all required settings are completed.
• Click Publish to publish the IVR.

Once published, the IVR will become active for the phone number assigned to it.

The IVR status in the listing will change from Draft to Published.

If changes are made to a published IVR, you can update the configuration and publish the latest version to make the changes active.