The IVR answers "where is my invoice?" without a person
Every accounts line in the country fields the same three questions. We wire the menu straight into the ledger, verify the caller against the account, and read back the balance, the due date and the last payment. The ones that need a human still get one, only now the human isn’t reading out a number.
{
"flow": "accounts-enquiry",
"verify": {
"method": "account-number",
"attempts": 2,
"fallback": "queue:accounts"
},
"steps": [
{ "say": "I can read out your balance and due date. One moment." },
{ "lookup": "xero.invoices.outstanding", "by": "contactId" },
{ "say": "Your balance is {{balance}}, due {{dueDate|spoken}}." },
{ "offer": { "sms": "payment-link" } },
{ "offer": { "transfer": "queue:accounts" } }
],
"log": { "store": "call-audit", "retainDays": 2555 }
}