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Amanda Work Place Instructions Manual

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    							Chapter 12: Programming Examples 133
    4. Confirm the telephone number. If it is not confirmed, go back to step 3.
    5. Give the caller the fax document selections and allow him to make more than one 
    selection. In this example, the documents are named TECH1, TECH2, and TECH3 to 
    represent technical reports #1 through #3. The files are stored in C:\FAX.
    Mailbox 1000’s Extension field is programmed to ask the caller for his area code and 
    store the DTMF tones entered by the caller as the variable %S1. Next it says the numbers 
    that were entered by the caller so the caller can confirm, reenter, or exit the faxback 
    routine.
    Extension Field:
    @R(G1,%S1,20)P(G2)P(%S1)M(G3,2,30)
    DND: OFF
    Store Messages: NO
    Greeting 1: Please enter the area code of your fax machine now.
    Greeting 2: You entered area code:
    Greeting 3: If this area code is correct, press 1 now.
    If this area code is not correct and you want to re-enter it, 
    press 2 now. 
    If you do NOT want to have documents faxed to you, 
    press 3 to exit.
    Menu 1: 1001
    Menu 2: 1000
    Menu 3: 991
    Mailbox 1001’s Extension field contains the tokens that determine whether or not the 
    entered area code is local (assuming that the local area code is 714). If the area code is not 
    local, it stores the long distance dialing digit 1 in the variable %S0.
    Extension Field:
    @I(%S1,=,714,1002)=(%S0,1)G(1003)
    DND: OFF
    Store Messages: NO
    If the area code is local, mailbox 1002’s Extension field sets both the long distance dialing 
    string and the area code string to  (the empty string).
    Extension Field:
    @=(%S0,)=(%S1,)G(1003)
    DND: OFF
    Store Messages: NO
    Mailbox 1003’s Extension field contains the tokens that request the fax telephone number 
    and stores it in the variable %S2.
    Extension Field:
    @R(G1,%S2,40)P(G2)P(%S2)M(G3,2,30)
    DND: OFF
    Store Messages: NO
    Greeting 1: Please enter the telephone number for your fax machine now.
    Greeting 2: You entered the fax telephone number:
    Greeting 3: If this fax telephone number is correct, press 1 now.
    If this number is not correct and you want to re-enter it, 
    press 2 now. 
    If you do NOT want to have documents faxed to you, 
    press 3 to exit.
    Menu 1: 1004
    Menu 2: 1003 
    						
    							134 Installing [email protected]
    Menu 3: 991
    Mailbox 1004 contains a menu that lists the available documents. It should have the 
    following settings and greetings:
    Extension Field:
    @(C:/FAX/TECH1)G(1005)
    DND: OFF
    Store Messages: NO
    Greeting 1: The technical report on SMDI will be faxed to you. 
    Mailbox 10042’s Extension field contains the tokens that send technical report #2.
    Extension Field:
    @P(G1)>(C:/FAX/TECH2)G(1005)
    DND: OFF
    Store Messages: NO
    Greeting 1: The technical report on service plans will be faxed to you. 
    Mailbox 10043’s Extension field contains the tokens that send technical report #3.
    Extension Field:
    @P(G1)>(C:/FAX/TECH3)G(1005)
    DND: OFF
    Store Messages: NO
    Greeting  1: The technical report on upgrading voice boards will be faxed to you. 
    Mailbox 1005 allows the caller to select another document to be faxed or to end the call 
    (Menu 2 goes to 999). You might prefer to have Menu 2 return to the caller instructions 
    mailbox 991.
    Extension Field: blank
    DND: ON
    Store Messages: NO
    Greeting 1: To request an additional document, press 1; to exit, press 2.
    Menu 1: 1004
    Menu 2:  999
    N
    OTE:All the quotation marks in these token examples are single quotation 
    marks (although double quotation marks can be used). Forward slashes 
    are used (although double backward slashes \\ can also be used with this 
    token). 
    						
    							Chapter 12: Programming Examples 135
    IVR and Voice Form Applications
    This section provides guidelines for writing effective IVR (Interactive Voice Response) 
    and voice form applications. It also provides examples of how to use Amanda’s menus, 
    greetings, and messages as well as the Q(), M(), R(), and P() commands from Amanda’s 
    Token Programming Language.
    Before you start, determine whether your application will be used by infrequent users, 
    expert users, or both.
    You might need to design a training mode (which explains the choices—perhaps using a 
    different voice for the explanations) and an expert mode (which offers minimal 
    explanation).
    Consider using short-cut options that allow expert users to access information more 
    quickly. 
    Also think about the average user’s vocabulary and familiarity with similar systems as 
    well as the type of telephone he will use and the location from which he will probably call. 
    For example, don’t use technical terms with non-technical users. If you expect users to call 
    from pay telephones, the noise around them might make voice response a poor choice.
    Making the User Comfortable
    To make users feel that they are in control of the application rather than at the mercy of it, 
    the greetings should perform the following tasks in order:
    1. Identify the company or service so that the user can determine whether he has placed 
    his call correctly.
    2. Identify the application as non-human so that the user does not expect human interac-
    tion.
    For example, avoid personal pronouns in phrases. Use “Please enter the number” 
    rather than “tell me the number.”
    3. If necessary, separate callers using touch-tone telephones from those using dial-pulse 
    telephones.
    Use something similar to “If you are calling from a touch-tone phone, please press 1 
    now. Otherwise, please remain on the line. An attendant will help you.”
    4. Early on the first menu, offer the user access to a human attendant.
    5. Offer access to a human attendant and call termination on each menu level.
    6. Customize the greetings for the user.
    For example, if the user has only three of the five services you offer, never offer him 
    the option of adding the services that he already has or the option of canceling the ser-
    vices that he does not have. 
    						
    							136 Installing [email protected]
    Using Greetings
    The greetings used in your application will fall into the following categories:
     Menus that list options from which the users make selections
     Requests for responses
     Informational—providing answers to users’ requests or other user feedback
    Using Menus
    As you create your menus, do the following:
     Find logical topics for menus
     Offer topics in order:  most likely to be selected to least likely. Make an exception 
    to this rule when the topic itself contains a number. 
    For example, use “To order the Series 3, press 3” rather than “To order the Series 3, 
    press 1”—even when your most popular sales item is Series 3.
     Limit the number of options on each menu. If a menu contains more than eight op-
    tions (including reaching an attendant, returning to previous menu, and exiting), 
    break this menu into submenus.
    Word your menus carefully using the following suggestions:
     State the result before the action.
    For example, use “For Accounts Payable, press 1” rather than “Press 1 for Accounts 
    Payable.”
     Be consistent from option to option and menu to menu.
    For example, use “Please make your selection now” on each menu level to indicate 
    that all the menu options have been offered.
     Use “Press” for a single-digit response or “Enter” for multi-digit response.
     Say the number on a key rather than a letter on that key—even if the letter is more 
    significant.
    For example, say “Press 3” rather than “Press F.”
    Making Requests
    Requests to users fall into the following categories:
     Request for single-digit response (such as 1 for Yes or 2 for No)
     Request for multi-digit response such as a telephone or credit card number
     Group of questions that comprise a voice form
    For example, you might ask the user a series of questions, the answers to which are 
    essentially the fields on a paper form. These voice responses are saved as messages.
    For single-digit responses, you can use a greeting as a menu. 
    For multi-digit responses, you can use the R() command to convert the DTMF tones to an 
    ASCII number.
    For voice forms, you can use the Q() command to save the responses for up to 20 
    questions as a message. 
    						
    							Chapter 12: Programming Examples 137
    NOTE:Amanda can store a total of 65,536 voice message files. However, each 
    of the up-to-20 questions in the Q() command count is stored in a sepa-
    rate voice message file, even though Amanda treats all the questions as 
    one “message”. That means that a message total does not have to reach 
    65,536 to exceed the allowable number of files for voice messages. For 
    example, a message total of 3276 could use every file available for stor-
    ing messages—if each of those “messages” contains 20 responses to the 
    questions in a Q() command.
    Word your requests carefully using the following suggestions:
     Use consistent wording.
    For example, use “Please” to indicate that a request is coming. 
     Make it clear what type of input is expected from the user (keypad input or voice 
    response).
    For example, use “At the tone, please say your last name” or “On your touch-tone 
    phone, please enter the letters of your last name.”
     Use “Press” for single choice, “Enter” for data, and “Say” for voice response.
    For voice response, end the request with “now” or start it with “At the tone, please 
    say…”—whichever is appropriate.
    Providing Information and Feedback
    Be sure to provide some type of feedback for every user action and allow users to reverse 
    unintended operations. For example, you can:
     Repeat the data provided by the user.
    For example, you can use the P() command to play the telephone number stored by 
    the R() command or use the Q() command to give the caller the opportunity to edit 
    (review, rerecord, append, or cancel) answers to questions on a voice form.
     Request confirmation.
     Play a greeting that indicates that the application has moved on to the next step.
     Repeat the current greeting when there is no response. If there is still no response, 
    provide a message explaining what is happening and either connect the call to an 
    attendant or disconnect it.
     Play an error message, status message, or tone.
    Status messages, such has “We are still processing your order” should play after the 
    first two seconds and then every seven to ten seconds. 
    For an error message, provide a retry greeting (and perhaps suggest a remedy) before 
    repeating the current greeting. Be sure to notify the user when returning to the main 
    menu or transferring the user to an attendant after an error.
    Word your informational greetings carefully using the following suggestions:
     Don’t say Standard Time unless you do not shift to Daylight Savings Time.
    For example, on the west coast, say “Pacific Time.”
     Be brief. When that is impossible, allow the user to listen to the greeting again.
     When providing a telephone number, always repeat it.
     Eliminate unnecessary words.
    For example, use “Please press 1 ‘Yes’ or 2 for ‘No’” rather than “Please press the 
    key with the 1 on it for ‘Yes’ or the key with the 2 on it for ‘No’.”
     When pairing opposite phrases, use words that sound differently.
    For example, avoid pairing Turn On and Turn Off because they sound so much alike. 
    						
    							138 Installing [email protected]
     Don’t use open-ended or ambiguous questions.
    For example, use “Do you have your account number?” rather than 
    “Have your account number ready.” 
     Be polite, non-judgmental, and avoid humor.
    For example, use “That password is invalid” rather than “You entered 
    the password incorrectly.”
    Using the Telephone Keypad
    If the users enter their choices via the telephone keypad, follow these 
    guidelines:
     Assign keys consistently. This is especially true for Delete and other 
    destructive options.
    For example, don’t use 3 for Delete on one menu and Save on another.
     Offer alternates to * and # keys because those keys might be dis-
    abled.
     Use keys 1 and 2 for the most frequently selected options. Users ex-
    pect to use the 1 and 2 keys most often.
     Avoid using keys 1, 2, 5, and 8 as destructive options.
    You might want to avoid 5 and 8 entirely as they are the most error-
    prone key choices. (These two keys are the only ones with a key in each 
    direction.)
     Use the rows and columns of the keypad effectively. 
     Use the left column for actions that precede or are lower than others.
     Use the right column for actions that follow or are higher than others.
    For example use a number in the left column to lower a volume and the 
    corresponding number in the right column to increase a volume.
     Consider using a key in the top row as a response to a greeting that 
    says “Go to the top” and a key in the bottom row in response to “Go 
    to the bottom.”
    Choosing Tokens
    A number of commands from the Token Programming Language make IVR 
    easier and voice forms possible. 
    						
    							Chapter 12: Programming Examples 139
    To present a menu for your caller, you can use:
     The menu fields associated with the mailbox. The mailbox allows the caller to en-
    ter either a one-digit response to the menu or another mailbox. Amanda waits long 
    enough to be sure that the caller has finished. (For this method, turn Do Not Dis-
    turb ON.)
     The M() command. In this case, Amanda waits for only one digit. It is faster that 
    using menu fields, but it does not allow the caller to enter a mailbox with more 
    than one digit. (For this method, turn Do Not Disturb OFF.)
    To convert the DTMF (or touch) tones entered by the caller into a number, use:
     The R() command, which stores a number in a variable.
    To play a greeting or play back the number stored by the R() command, use:
     The P() command. This command has many variations. See the “Token Refer-
    ence” on page 89 for details.
    To play up to 20 questions (from greetings) and store the answers as a single message, use:
     The Q() command, which also allows the caller to edit the responses. 
    Using Tokens
    This example describes parts of an application that records consumer reactions to sample 
    products. For example, hair stylists may be mailed information about a line of new hair 
    care products.
    If interested, a stylist can call an 800 number to request a sample of one of them. The 
    sample is mailed along with product literature and a test ID that uniquely identifies the 
    stylist with the product. 
    After using the product, the stylist calls again to answer a series of questions. For services 
    rendered, the stylist is mailed a small fee or a free case of the product.
    Later, the survey company analyzes the data and reports back to the manufacturer. The 
    application has two parts: 
     Gathering information about a potential tester, such as name, address, telephone 
    number, and the product to be sent 
     Quizzing the testers about the product
    The tester information part (explained in “Gathering Testing Information” on page 140) 
    uses:
     Menus using the M() command and 0 to reach a live attendant at any time.
     The P() command to play a general greeting.
     The R() command to request a telephone number, convert the DTMF tones en-
    tered by the stylist, and store the telephone number in a variable.
     The |() command (that’s the pipe command or vertical bar command) to add data 
    about the stylist to a database file.
     A series of greetings that ask for the parts of an address. The Q() command plays 
    the greetings and allows the stylist to edit the responses before they are saved as a 
    message.
    The quiz part (not explained) uses:
     Menus using the M() command, using 0 to reach a live attendant at any time.
     The R() command to request the test ID, convert the DTMF tones entered by the 
    stylist, and store the ID in a variable. 
    						
    							140 Installing [email protected]
     The N() command to look up the test ID in a database file. The database deter-
    mines what set of questions to ask the stylist. It also contains a field indicating how 
    many calls have come in using this test ID. Only one call should come in for each 
    ID. If a stylist never calls in, an employee can call that person. If a stylist calls 
    more than once (hoping for extra free cases of the product or whatever), an em-
    ployee talks to the stylist personally, assuming some error has occurred.
     The Q() command to play a series of questions (greetings), allows the stylist to 
    edit the responses, and stores the set of responses as a message. 
    Gathering Testing Information
    Mailbox 880 handles all calls coming in on the 800 number and immediately passes the 
    call to the caller instructions mailbox 881 (via the Done Chain). 
    Mailbox 881 has:
    Extension Field:
    @M(G1,2,30)G(0)
    Amanda plays the menu in Greeting 1. If there is no response from 
    the caller, Amanda plays Greeting 1 again after a three-second 
    pause. If there is still no response, Amanda executes the next token 
    in the Extension field (which goes to the operator).
    DND: OFF
    Store Messages: NO
    Greeting 1: To become one of our testers, press 1. If you are already one of our 
    testers and you want to answer a product questionnaire, press 2….
    Menu 1: 1000
    Menu 2:  2000
    Menu 0:  0
    Mailbox 1000 has:
    Extension Field:
    @P(G1)Q(G2,G3,G4,G5,G6,G7,
    G1#1001,E)R(G2#1001,%S1,30)G(1001)
    Amanda plays Greeting 1 from mailbox 1000 to welcome the tester 
    and to give an overview of the process. 
    Then Amanda asks for the stylist’s mailing address using a series of 
    greetings and recording the answers as one message.
    Next Amanda asks for a telephone number and stores it as a variable 
    (%S1). 
    (It would be a good idea to play this number back to the stylist and 
    allow reentry, but this example does not do that. See how this is done 
    in “Two-call Faxback” on page 132.)
    Finally, the call is transferred to mailbox 1001.
    DND: OFF
    Store Messages: YES
    Greeting 1: Welcome to…. 
    Greeting 2: Please say your last name now.
    Greeting 3: Please say your first name and middle initial now.
    Greeting 4: Please say the name of your business now.
    Greeting 5: Please say your street address now.
    Greeting 6: Please say your zip code now.
    Greeting 7: Please say the name of your city now.
    Greeting 1 of mailbox 1001: Please say the name of your state now.
    Greeting 2 of mailbox 1001: Please use your telephone keypad to enter a daytime  
    						
    							Chapter 12: Programming Examples 141
    telephone number where we can reach you if neces-
    sary. Please start now.
    Mailbox 1001 has:
    Extension Field:
    @=(%S2,%M(1000))M(G3,2,30)G(0)
    %M[1000] is the number of messages stored in mailbox 1000. 
    Amanda stores this number in a variable (%S2). This message num-
    ber becomes associated with the stylist for the duration of the sur-
    vey.
    Then Amanda plays the menu in Greeting 3. If there is no response 
    from the caller, Amanda plays Greeting 3 again after a three-second 
    pause. If there is still no response, Amanda executes the next token 
    in the Extension field (which goes to the operator).
    N
    OTE:Using the message number to uniquely identify the tester works 
    only because no messages will be deleted from mailbox 1000 
    until after the survey. If you will have more messages than disk 
    space, keep a number in another file. Read the number using the 
    [() command, increment it by one with the +() command, and 
    write the new number (for the next tester) back to the file using 
    the ]() command.
    DND: OFF
    Store Messages: NO
    Greeting 3: Please select one of the following products….
    Menu 1: 1002
    Menu 2:  1003
    … other menu options …
    Menu 0:  0 
    mailboxes 1002, 1003, … have:
    Extension Field:
    @=(%S3,%S2)+(10000,%S3) 
    |(C:\\TESTERS\\TESTX.TXT)P(G1)G(999)
    Next Amanda makes a copy (%S3) of the message number (which 
    identifies the stylist) and adds 10000 (or some other product differ-
    entiating number) to it. This becomes the test ID.
    Then Amanda appends the stylist’s telephone number (%S1), mes-
    sage number (%S2), and product number (%S3) to a database file 
    (C:\TESTERS\TESTX.TXT).
    Finally, Amanda plays Greeting 1 from the current mailbox and 
    hangs up. (It would be a good idea to have the user verify that the 
    stylist did indeed want this product or return to mailbox 1001, but 
    this example does not do that. You would play a greeting naming the 
    product and ask the stylist to confirm, similar to reconfirming the 
    telephone number in Example 4.)
    DND: OFF
    Store Messages: NO
    Greeting 3: Thank you for agreeing to test product such-and-such. You will be 
    receiving…within 10 days. Please try the product and call this sys-
    tem again to answer a few questions about it…. 
    						
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