Bird IVR Extension

Bird is an AI-powered CRM platform for marketing, payments, and customer service. It lets you send messages through Email, SMS, WhatsApp, and Voice.

How Bird IVR Extension Works

After you install the Bird IVR extension in your Zoho Books organisation, you need to create templates based on the information you want to convey to your customers. Next, create custom actions and associate the required templates with them. Lastly, create workflow rules and associate the custom actions with these rules to schedule the IVR calls at your preferred times.

For example, you can create custom IVR messages to remind customers about overdue invoices or invoices approaching their due dates, and schedule the calls at your preferred times.

Benefits of Using the Extension

• Create custom IVR messages to inform your customers about invoices, sales orders, promotions, and any other information.
• Create different templates based on the information you want to convey to your customers.
• Schedule calls at your preferred times, ensuring timely delivery of important updates to your customers.

Install the Bird IVR Extension

To install the Bird IVR extension in Zoho Books:

• Go to Settings in the top right corner of the page.
• Click Marketplace under Integrations & Marketplace.
• Click the search bar on the right side of the All Extensions tab.
• Enter Bird IVR in the search bar and select the extension from the dropdown.
• Click Install.
• Agree to the terms and conditions, and the privacy policies, of Zoho Marketplace and the vendor.
• Click Install.
• Agree to the terms and conditions specified and click Next on the following page.
• Authorise the Zoho Finance - Bird IVR and Bird IVR - Zoho Finance connections. Click Skip for Now if you want to authorise them later.

• To authorise the Zoho Finance - Bird IVR connection:

  • Click Connect next to the connection.
  • Click Connect again on the following page.
  • The connection will require access to certain data in your Zoho Books organisation. Click Accept to provide access.

• To authorise the Bird IVR - Zoho Finance connection:

  • Click Connect next to the connection.
  • Enter the Access Key. Type AccessKey followed by a space and then the access key generated from your Bird account. For example, AccessKey xxxx.

• Click Next after you’ve authorised both the connections.
• Enter the Bird Workspace ID and Bird Voice Channel ID.

• Click Install Extension.

Create Custom Actions

To send IVR messages to your customers, you need to create Custom Actions. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Workflow Actions under Automation.
• Click Bird IVR Notifications in the Workflow Actions pane.
• Click + New Bird IVR Action in the top right corner.
• Enter the Action Name and Description.
• Select the Module for which you’re creating the custom action. You can choose from Customers, Sales Orders, and Invoices.
• Select the required Template, and the IVR message will be auto-populated. You can edit the message by clicking Edit Template.
• Click + New Template to create a new template. Fill in the following:
  • Enter the Template Name.
  • Enter the IVR Message. You can customise the message by adding placeholders. Click Insert Placeholders and select the required ones.
    • You can also use Zia to generate the IVR message. Click the Generate With Zia icon.
    • In the pop-up, enter your prompt (describe the IVR message you want Zia to generate) and click Generate Content. Zia will generate the IVR message based on your prompt.
    • If you’re satisfied with the content, click Insert. If you want a different version, click the Regenerate icon next to Insert.
    • You can also change the Tone and shorten or expand the content.
  • Select the IVR Voice.
  • Click Make Test IVR Call if you want to check how the message sounds. Enter the mobile number with the country code, and click Initiate Call.
  • Click Save to save the template.
• Click Save to save the custom action.

Create Workflow Rules

To send IVR messages to your customers, you need to create Workflow Rules and associate them with the required custom actions. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Workflow Rules under Automation.
• Click + New Workflow Rule in the top right corner.
• Enter the Workflow Rule Name and Description.
• Select the Module for which you’re creating the workflow rule. Ensure that you select the same module you chose while creating the custom action.
• Click Next.
• Fill in the required details in the Workflow Rule Execution Condition section.
• If you want to send the IVR message to your customers based on their time zones, select Customer’s Time Zone in the Time Zone field.
• Click + New Criterion. Click Yes if you want to add criteria and fill in the required details, or click No.
• Click + Immediate Actions. Choose Bird IVR Notifications as the Type and select the required custom action from the Name dropdown.
• Click Save.

View IVR Call Logs

You can view a log of the IVR calls initiated. Here’s how:

• Click Bird IVR Logs under Custom Modules on the left sidebar. A log of the IVR calls will be available.
• Click the status of a log to view more details. You’ll be redirected to your Bird account.
• If an IVR call fails, its status will show Failed and the reason will appear in the Failure Reason column.

Uninstall the Bird IVR Extension

If you don’t want to use the Bird IVR extension, you can uninstall it. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Marketplace under Integrations & Marketplace.
• Click the Installed Extensions tab.
• Click View details next to Bird IVR.
• Click Uninstall in the top right corner of the page.
• Click Yes in the pop-up that appears.

Was this document helpful?

Yes

No

Was this document helpful?

Enter your comments or feedback on this page

Enter your email address

Refresh

Type the characters you see in the image above

By clicking Submit, you agree to our Privacy Policy .

Submit Cancel

Submit

Submit

Thank you for your feedback!