Can Visual IVR Really Help Callers? 5 Ideal Use Cases

Visual IVR blends voice-only IVR technology with a visual user interface for a personalized way to get help from customer support. Customers interact with visual IVR by calling a number and electing to receive a shareable link to visit an interactive page where they can solve many of their own customer service issues.

With traditional (or non-visual) IVR, customers are limited to navigating an automated phone menu or asking to speak with a representative right away. This forces them to wait a bit longer before starting the real customer service process.

If implemented well, visual IVR can offer a number of key benefits, including:

• Improving the customer’s user experience and offering more self-service options.
• Making the customer journey better by cutting out much of the friction, confusion, and complexity that can come with traditional IVR.
• Increasing agent efficiency and productivity.
• Boosting customer convenience and satisfaction.
• Decreasing call abandonment rates and average handle time.
• Raising first call resolution rates.
• Shortening hold times and call queues.

Putting together a good visual IVR is difficult work that’s not always worth it. When done poorly, it can be clunkier than other service options, like chat bots or live chat communication with a human. Also, some callers may not appreciate making a call only to get redirected to a different platform.

Still, visual IVR offers many advantages compared to traditional IVR, and it can have a huge impact when used at the right time. In particular, there are five fairly clear use cases in which visual IVR can be leveraged to improve customer service experiences.

1. Appointment scheduling

Scheduling an appointment with visual IVR is a simple and straightforward process. Customers call a number, request to receive a calendar link via SMS text or another format, and then schedule an appointment via the platform at that link.

This process offers many benefits compared to traditional scheduling methods.

Foremost, it allows customers to see the times and dates that work for them on a visual calendar, so it’s likely to minimize confusion and increase containment rates.

At the same time, since the customer’s input is recorded and integrated with the team’s official calendar, it also decreases the repetitive workload on live agents, allowing them to focus on more important tasks.

Customers can also request SMS text appointment reminders, hopefully decreasing the number of no-shows at appointments.

2. Bill payment

To pay bills with visual IVR, customers call, request a link, and use it to access a payment portal. There, they can pay off any outstanding balance they have by navigating the user interface and submitting the necessary card or banking details.

Visual IVR provides many advantages over traditional IVR for bill payment, as it allows customers to see how much they owe before completing any payments manually.

This can decrease confusion for complicated payments and boost customer satisfaction.

3. Customer self-service

Aside from true actions, like paying bills and scheduling appointments, visual IVR can also be used for observational or passive customer self-service options.

These self-service tasks include looking up balances, checking account details, and updating contact information.

After calling, customers can request a visual IVR link and complete self-service tasks on their end. This minimizes confusion and makes their experience more enjoyable overall.

4. Customer satisfaction surveys

Customer satisfaction surveys will often use visual IVR to make the process more personalized and interactive.

While customer satisfaction surveys can also be provided to customers using traditional IVR, the visual IVR process offers a different possibility. Instead of answering questions and pushing buttons on the phone, visual IVR allows customers to request a link via SMS or other format and give their feedback using an interactive, web-based interface.

Visual IVR offers many advantages over traditional IVR surveys, as it can lead to faster completion times and a potentially higher response rate, helping businesses gather valuable data more efficiently.

5. Ecommerce

Many aspects of ecommerce can be leveraged using visual IVR, including ordering and tracking products, renewing or canceling subscriptions, and activating products.

To access visual IVR for ecommerce purposes, customers need to call, request an interactive link, choose an option, complete their task, and submit it.

Altogether, visual IVR provides a number of advantages over traditional IVR in an ecommerce environment — such as offering a more active customer experience with less waiting and less reliance on help from a representative.

This saves time for both customers and agents alike.

Invest in visual IVR to improve your customer service

From appointment scheduling to ecommerce and more, visual IVR can pay dividends for your contact center.

The key is to implement it in effective ways that truly make sense for your customers.

Remember to minimize manual tasks and provide ample options so that your contact center can be more responsive, useful, and a pleasure to interact with.