OPENHOUSE - UK
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1. Service Name ICSDS survey Minimum 2 letters without special characters Service Description Pro purpose served by this service vide an overview describ Schedule your service Stat Date 03 04 2014 06 02 am Request SMS v O Service Number 447860002322 Keyword VOTING Notify URL http Sample URL Email Notify in g c Comprehensive CSDS survey sore feature set along with End Date 30 09 2014 06 02 am Response Voice Call Play Only Voice File Select I R CallFlow 2 Connect VVvith 3rd Party Browse Supported Formats MPS waw wma ep en Max file size Z0Mb DreamOnmp3cutnet635321018 O Auto Response SMS 3 After making necessary changes click submit The user can see the following screen Service Details f Home Services gf My Services PU Reports 3 My Assets Ben Badger w Status Live Service Description SMS SenderlD YKWATER vY voice SenderlD 02030580700 vi Service Name CSDS survey Service Type SMS to Call Service Description Comprehensive CSDS survey Service expiry Date 2014 09 30T06 02 00 Short Code and Keyword Details Short Code 447860002322 Keyword YOTING Notify URL Notify To Auto Response No Response Details Response Type PLAYYOICEFILE Response File Name DreamOnmp3cutnet635321 018003681519 way Service snapshot Plan 45 Available Credits 36 Free calls remaining 1 Credits per2. IMimobdile Innovate Engage Connect Deliver OPENHOUSE UK User Manual Author IMlmobile Version 5 IMlmobile Europe 5 St John s Lane London ECIM 4BH Copyright 2013 IMlmobile Pvt Ltd All Rights Reserved Though every care has been taken to ensure the accuracy of this document IMIlmobile cannot accept responsibility for any errors or omissions or for any loss occasioned to any person whether legal or natural from acting or refraining from action as a result of the information contained herein Information in this document is subject to change at any time without obligation to notify any person of such changes IMlmobile may have patents or patent pending applications trademarks copyrights or other intellectual property rights covering subject matter in this document The furnishing of this document does not give the recipient or reader any license to these patents trademarks copyrights or other intellectual property rights No part of this document may be communicated distributed reproduced or transmitted in any form or by any means electronic mechanical or otherwise for any purpose without the prior written permission of IMlmobile OpenHouse UK user manual IMA F f gt j P5 IL tof FE Nee f F ka d ppm al es N T5 Innovate Engage Connect Deliver Table of Contents Pee OPFENROUS E Lo Mannan ee ee ee ee RE 3 2 Broadcast Services ccsccssscscsscs
3. Start Date 03 04 2014 06 02 am ies End Date 30 09 2014 06 02 am 3 Request SMS Response Voice Call Serice Number 447860002322 y Q Play Only Voice File Select IVR CallFlow Keyword VOTING Connect ith 3rd Party Si eta http Browse Choose File Ipported Formats MPS waw wma Email Notify DreamOnmp3cutnet635321018 J Auto Response SMS OpenHouse UK user manual X IMI O O l i Innovate Engage Connect Deliver After filling in all the necessary details click Submit The User interface navigates to the following screen f Home Services x My Services P Reports 2 My Assets Ben Badger w Service Details View Service Summary Service Description Payment Details SMS SenderlD YKWATER Estimated Traffic Voice SenderlD 02030580700 7 Charges applicable Service Name CSDS survey Credits per voice 36 Service Type SMS to Call pulse Service Description Comprehensive CSDS survey Estimated Credits Service expiry Date 2014 09 30T06 02 00 Short Code and Keyword Details Short Code 447860002322 Keyword YOTING Notify URL Notify To Auto Response No Response Details Response Type PLAYVOICEFILE Response File Name DreamOnmp3cutnet635321018003681 519 way The user has the following options in this area EDIT View Estimated Traffic Estimated credits Launch 2 Edit This option allows editing of the entered details while creation of a service
4. t Cancel Click to close the window ss s s s s sSS Save Click to save the properties 00 Le Select OnEnter OnLeave option from the Assign dropdown list Select the required variable from the first dropdown list to which the variable is to be assigned To assign a static value for the variable select the Static Value option from the second dropdown list and enter the value else select the required variable to assign a dynamic value to the variable and click Add Variable assignment is done and is displayed under the Variable Assignment tab details Repeat the steps to add variables Check the required variable checkbox click or gt buttons to move up or down respectively to arrange the variables in the required order click Save the variable assignment for the node is set Note To remove the variables from the variable list Check the required variable checkbox click Remove Step 4 Handling Call Flow Errors Call flow errors are the Node Definition Errors which occur due to improper design of call flow To view the list of errors in a call flow design 8 Click cy Error List in the Overview Window Errors Window displays the list of node name s and node level with error description For example it lists all the blank nodes and blank mandatory properties in the error list Errors a node in Level 1 Required Node nodes in Level 1 Required Node noded in Level 1
5. Asset management Request new Sender ID Create template Upload media Delete media Create call flow Update call flow Publish call flow View team call flows Contact management Create View contact Edit contacts Download team contacts Create View group Delete group Delete contact Profile management View Profile Edit profile 72 OpenHouse UK user manual IMImooile Innovate Engage Connect Deliver 2 Enter a role name and click Add Role to create a new role The new role is displayed with the functionalities for example _ eta Test jo ServiceP io Note The role thus created can be edited L icon and deleted icon as per the requirement 3 Select the permissions that need to be assigned for a node 4 Click Submit to save the new role and permissions 73
6. CallerTune File Track 2 mp3 Choose File supported Formats MP3 wav wma Max file size 20Mb Add a Spoof from which would be displayed as a sender ID this Video the spoof must be a 10 digit Add Spoof number without any special characters or letters While adding a spoof you can also specify the validity of the spoof ID OpenHouse UK user manual IMImobile Innovate Engage Connect Deliver Add new Spoof 4477005628 Must be 10 characters in length containing only numbers without special characters or letters Validity 3 Months By clicking on submit you confirm that you accept the Terms of service Live Choose when the SMS Broadcast should be live just select the option Today Tomorrow or provide specific date along with time Advanced options W Send later W Deliver On Today Tomorrow Specific Date 03 04 2014 Deliver At 08 25 AM PM Once the scheduling is done click appropriate button After clicking SUBMIT button the Service Details window appears OpenHouse UK user manual Service Details Service Description Service Details Service Name ProductLaunch Service Type Sms Campaign Sender ID 8978252041 Message Details Message Product Launch is scheduled on 1st April 2013 your pr Contact Details Group Count Contact Count Open Base Details No of Messages Payment Details Estimated Traffic 56 Char
7. Check the box to enter an alias for sub keywords Set request processing preferences Response type Select the appropriate option from the drop down They are explained as follows e External URL Select this option to dynamically fetch the response from an external URL e XML file Select this option to fetch response from an XML file An XML file has to be uploaded This has an Auto response preference which can be sent in a sequential or in a random fashion e WAP Select this option to fetch response via WAP push URL An URL needs to be provided e Static message Enter static message to be sent as response Provide your application URL for forwarding customer requests Enter the URL which would fetch the response dynamically and the same would be sent as a response 36 OpenHouse UK user manual Ie IMI O O l a Innovate Engage Connect Deliver 7 Customize your response messages This section contains the following options Customize your response messages is SMS to be sent Header Text Content from file Additional Text Header Text Thanks Message Thank you for using our service Closure Message This service has been terminated We thank you for your interest 65 Non Availability Message This service is temporarily not available We are sorry for the inconvenience Additional Text J Only Keyword Additional Header Text Enter text to be sent as header Thanks message Ent
8. Message Hello fname iIname new product launch happened i provide your feedback Number of messages 23 7 94 600 From 449000228293 MobileNo Add Spoof Advanced options v 8 OpenHouse UK user manual 54 IMI i O O oO gt Innovate Engage Connect Deliver The message which needs to be sent to the target customers can be configured by using the custom parameters based on the business requirements as shown in the above figure Message Provide the message for the SMS broadcast the maximum character allowed in this field is 600 and you can view the live preview of character count just below the message box Add Template Predefined templates can be used for the messaging formats These templates can be created in My Account Select fields from below contact list Message You are invited for our new product launch scheduled on 10th April 2013 Add template Time 16 00 hours Venue City Museum and Art Gallery Department of Archaeology and History Queens Road Bristol Select fields from below contact list From This is the sender ID which can be either in number or Alpha numeric format From Add Spoof Add Spoof Add a Spoof from which would be displayed as a sender ID this spoof can be a number or any name while adding a spoof you can also specify the validity of the spoof ID OpenHouse UK user manual X IMI l i O O l a Innovate Enga
9. Enter or Select Contacts Contacts can be directly pasted into the contacts window the count of contacts will be show just below the window Upload File Upload the file containing the contacts in a specified format a E oF OpenHouse UK user manual gt ry Ve bil Gum gt 4 gt 4 We E E q TE Innovate Engage Connect Deliver Sample txt format There is no header row for this right from the row one it starts reading as contacts the file format is simple notepad Sample csv format There is no header row for this right from the row one it starts reading as contacts and the file format is Comma Separated File CSV Voice Broadcast Send voice messages to your customers Title CallerTunes Enter or Select Contacts Upload File J hie be o rhe te te f JEJEJE Dpi dp keh E a a fa l 323150590 After the Contacts are entered or uploaded In Select Media click UPLOAD MEDIA OpenHouse UK user manual X IMI l i O O l a Innovate Engage Connect Deliver Select Media LatestCallerTune Select 351 seconds Tr UPLOAD MEDIA Once the media is uploaded the file name duration can be seen on the preview at the same time you can also change clip if needed O LatestCaller 351 seconds Change Clip The maximum size of the media should not be exceeding 20 MB The formats of the audio file should be MP3 WAV or WMA Upload Audio Clip Clip Name
10. Mo Input Override default No Input flow Invalid Input override default Invalid Input flow Enable logs Response User response Description oee cones se 48 a OpenHouse UK user manual gt IMI v Innovate Engage Connect Deliver jsm ep ee ee ee ee ee ee ee ee Pecan If True is set the prompt play can be stopped with interruption from dtmf ASR inputs If False is set full prompt is played without interruption NoT put By default if not checked pa no input error handling is handled implicitly by the call flow If checked the default no input error flow action is overridden and enables to specify the used defined error handling through the call flow nodes invalid Input By default if not ch ecked invalid input error handling is handled implicitly by the call flow If checked the default invalid input error flow action is overridden and allows to specify the user defined error handling through the call flow nodes To override the default input error flows i Check the No Input Invalid options a placeholder is displayed to create a node ii Select the required properties and assign variables for the node to handle the error in the format _ The no of main menu options user response options that are required for a call flow can be specified here and can be used to create the branches for a call flow Re
11. OK to continue or CANCEL 60 OpenHouse UK user manual X IMI i O O Innovate Engage Connect Deliver Click OK to confirm the deletion else click Cancel 6 4 Templates The platform enables the user to create customized message templates that can be reused over a period of time To do create a template 14 Click Templates in I want to manage my assets widget to display the Manage message Template page Template _ Manage message Template C Name Created on Message Type C sample 2014 04 07 this is a sample template sms Templates 1 Pages 1 E Click CREATE A TEMPLATE to display the Create a Template window Create a Template x Name Type SMS v Message Contacts Select s CANCEL CREATE Enter the Name Message and select the Contacts from the given fields Click Create to save the template details and display the confirmation message Template successfully saved 6l OpenHouse UK user manual X IMI l O O Innovate Engage Connect Deliver To edit the template 15 Click on the Template name to display the Update a Template window Update a Template N ame sam ple Type SMS Message this is a sample template for testing purposes Contacts Select Make the required modifications click Update to display a confirmation message Template updated successfully To delete template 16 Select
12. Required Node node in Level 0 Required Audio file Select the required node from the error list call flow navigator edit the node errors and update the call flow Note User Input Errors By default the call flow handles the user input errors such as Invalid input No input by calling the predefined scripts implicitly else is handled as designed in the call flow steps 56 a OpenHouse UK user manual 6 I W f gt v fy W l Innovate Engage Connect Deliver Step 5 Update call flow On successful creation of an error flow call flow click Update to generate Menu Script for the call flow design The call flow script is generated successfully if there are no errors in the design The following confirmation message is displayed Callflow Updated Succesfully Click on the Publish icon corresponding to the newly created call flow to publish the call flow To edit call flow details 9 Click on the icon to the corresponding call flow name to display a confirmation window n k Ore you sure you want bo edit this project Cancel Click OK to confirm to change the status to Editing Click on the call flow name to navigate to the call flow designer page Make the necessary changes and click Update Click on the Publish icon to publish the call flow A confirmation window is displayed Do you wank to publish the Project Cancel Click OK to publi
13. and navigates back to the previous screen 3 View This option allows to only view the previously entered details while creation of a service and navigates back to the previous screen 4 Estimated traffic Enter a value of the estimated traffic EX or 2 5 Launch Click Launch to launch the service which displays as service was launched successfully OpenHouse UK user manual IMImoodile Innovate Engage Connect Deliver 3 1 1 2 Howto manage a service that is already configured In order to Manage Edit a service that is already configured the following is the process click My services in the Home screen G Home Live services 2 Live SMS campaigns 0 Live Voice campaigns o My service numbers shortcodes and keywords 6 important account updates No Account Updates OPENHOUSE Newsfeed 2014 01 17 Location based field force application released Now available on OpenHouse The User interface navigates to the following screen f Home E Services gf My Services P Reports 3 My Assets Ben Badger w My Services Sort by View by Q Service title Type Shortcode Createdon Created By Status Manage CSDS5 survey SMS to call 447860002322 03 Apr 2014 06 03 19 Ben ba Live E Polls Missedcallto 2030580751 02 Apr 2014 15 27 30 Ben ba Live A he Polls Missedcallto 2030580753 02 Apr 2014 14 50 29 Ben ba Draf A h Election survey Missedcallto 2030580754 02 Apr 2014 13 56 01 Ben ba Live A a Twit
14. service needs to be active 23 a OpenHouse UK user manual 6 IMI Innovate Engage Connect Deliver Available for Select the during which the service needs to be active Unavailable Message Enter the message to be sent as response in case the service is unavailable 4 Request gt gt Click Page title This is the title of the HTML widget that this service generates Notify URL An URL which notifies the details which includes MSISDN number and time of the request 5 Response gt gt Voice Call Play Only Voice File Select this option and select Choose file to choose an audio file saved in a system This audio clip is played as a response to the request Select IVR Call Flow Select a pre configured IVR call flow This is also used as response to the customer s request Connect with 3rd party An enterprise can have a help desk in place which would take care of the responses to the request When this number is configured the following is the process The customer clicks the widget 2 A call lands up at the help desk 3 At the other end the call lands at the customer number from which the request is originated 4 Both the customer and the help desk of an enterprise answer the call and the conversation begins DND message Enter the message to be sent in case the customer s number is in do not disturb list 24 OpenHouse UK user manual IMImMobdile Innovate Engag
15. should be available for the supported languages to design a call flow Step l Create Place holders and set node properties The Call Flow Designer allows creating the call flows by creating nodes in the placeholders with the required properties 5 Click the placeholder displayed in the Call Flow Work Area the Place Holder window appears a Place Holder x Properties Mode type Menu w Mame Menut oome cnet save 47 a ej OpenHouse UK user manual 54 IMI MN AO O A ssi Innovate Engage Connect Deliver ol Field Description Node z Dropdown in cludes the list of nodes supported by call flow design er to create call flows type Each node listed here has a unique capability that can be used to perform an action in the call flow Name Name of the odes 7070 Delete Click to delete the node Cancel Click to close the window Save Click to save the properties 000 Select the required Node Type from the dropdown list enter the Node Name and click Save A node is created with the selected type and displayed in the call flow work area For example if Menu is selected the Menu Window displays as show below which allows to add the required no of child nodes and assign prompts or the required actions Click the node Node Design window appears with Properties Prompt and Variable Assignment tabs Menut Menu a ae Properties Variable Assignment Barge In True wt
16. voice 36 pulse Indicates the cost of each voice pulse Call cost Voice pulse s of customer Voice pulse s to customer care 1 Voice pulse 20 seconds SUSPEND VIEW 22 OpenHouse UK user manual IMImMobdile Innovate Engage Connect Deliver 4 Suspend Click suspend to suspend a service If its active the status is live and if its suspended the status shows as suspended 3 2 Configuring a Click to call service f Home Services gf My Services Reports 3 My Assets Sriram w Customer enter their mobil Service Details Service Name hin jm 2 letters without special characters Service Description Schedule your service Start Date 94 04 2014 02 06 pm J End Dale 28 09 2014 02 06 pm EJ Widget Configuration Active Hours From 00 iTo 24 Y Available For W Sund ay W Monday 4 Tuesd ay W Wednesd ay 4 Thursd ay W Frid ay 4 Saturd ay Request Click Response Voice Call Page Title Play Only Voice File J Select IVR Call Flow Notify URL http Connect With 3rd party Browse Choose File No file chosen Supported Formats MP2 O In DND Message Service Details Service Name Enter the service name Service Description Describe the service 2 Schedule your service Enter the start date and the end date of the service to be scheduled 3 Widget Configuration Active hours Enter the start time and end time during which the
17. 1 447700954377 447700954433 447700954489 447700954545 447700954601 447700954657 447700954713 Otherwise the contacts can either be uploaded from a FTP path Through Upload File Upload the file containing the contacts in a specified format Sample txt format There is no header row for this it starts reading as contacts and the file format is txt can be generated from simple notepad Sample csv format There is no header row for this it starts reading as contacts the file format is Comma Separated File CSV Sample header txt format There will be a header row for this so the first row will be considered as a field row the file format in simple text file OpenHouse UK user manual IMIMoovdile Innovate Engage Connect Deliver There will be a header row for this so the first row will be considered as a field row the file format is Comma Separated File CSV Title ProductLaunch Enter or select contacts Upload file File Browse Download _ontact csv Dovmicad Remove Message z gt Continent Number of messages 0 0 600 From 449000228293 MobileNo Advanced options w Send late LJ Once the respective file is uploaded the headers can be displayed under Custom Parameters from uploaded file as shown in above image Title ProductLaunch Enter or select contacts Upload file File Browse Download Contact csy Download Remove
18. Add a new group to display related fields nae eae Offline Details New Group Name 5 Enter the New Group Name in the given field and click Import Note While importing make sure that format and the order of contacts MUST be MSISDN First Name Last Name email only OPENHOUSE will not accept the CSV file if the contacts are not in prescribed format 65 io OpenHouse UK user manual St IMI j O O l a Innovate Engage Connect Deliver To edit the contact details Click on the Contact name to display the Update a Contact window Update a Contact First Name test Last Name Imi Email Mobile Number 4499484569707 Note Please enter mobile numbers starting only with 44 XXX XXX XA 2 Make the required modifications can click Update to display a confirmation message User contact details updated successfully To delete contact Select the contact name and click Delete to display a confirmation message Contacts Deleted Successfully Groups In groups the user can organize the contacts into groups based on the requirement For example user can create a group of existing customers lead customers or the customer who made the highest purchase To create a Group Click Groups to display the Create a Group window 66 OpenHouse UK user manual X IMImobi
19. Click to call A Name MobileNo 79 3 7 Enter Security Code Reload Call Me Name Enter your name MobileNo Enter your mobile no Image Enter the image Callme Click call me to call your number Service Description SMS SenderlD voice SenderlD Service Key Service Name Service Type Service Description Service expiry Date Request Details Page Name Click to Call Rest API Download Response Details Response Type Response File Name Notify URL f Home GServices x My Services P Reports 2 My Assets Ben Badger w Service Details 7 View Service Summary OPNHSE v 83f86990 d9e5 41b3 9ed1 a642c5cO5baf Dial a dinner Click to Call Dial a dinner 2014 09 30T07 16 00 Meal httpvvebapp openhouse uk imimobile com ohbackend Fad Download PLAYVOICEFILE_ BROWSE DreamOnmp3cutnet635321 065696475794 way Payment Details Estimated Traffic 1 Charges applicable Credits per voice 36 pulse Estimated Credits 36 LAUNCH 26 OpenHouse UK user manual X IMI O O eS Innovate Engage Connect Deliver 4 Edit This option allows to edit the entered details while creation of a service and navigates back to the previous screen 5 View This option allows to only view the previously entered details while creation of a service and navigates back to the previous screen 6 Estimated traffic Enter a value of the estimated traf
20. Contacts and Group tecsccsesesevesssstesescvetesssasenevessestenesevelsesteucheversestinchesctanstaactesctanstanstenelareidcs 63 Tod Cian o SSW OW ocni tes eee ence oe codes eae eee ene eee ene ee aa eae ae 68 Tso NNN ISON sarc esa aan ee ees E E 69 TA ame Wd chou S oc ereereerrere renee errrere rece ertrerer etree AAA AAA 7 8 How to manage a service that is already configured Error Bookmark not defined OpenHouse UK user manual X IMImobdile Innovate Engage Connect Deliver 1 OPENHOUSE Login register Go to http gcloudoh openhouseplatform com IMImobile OPENHOUSE seto Sign In Sign Up e Businesses Quickly setup and launch multi channel customer engagement and employee productivity services using our ready to use engines Email e Developers Use our standards compliant APIs to incorporate Password mobility into your applications and services e Telecom Operators Open up your network for innovation and monetize your network assets Sign up today and harness the power of mobile to grow your M Remember Me Troubleshoot business Register Organizations that wish to register on OpenHouse can click on the sign up button and download the registration form This digital form has to be filled up and mailed to IMImobile as detailed in the On Boarding process in the service definition Login Please login using your credentials to see the dashboard and other important links to
21. T A NEW SPOOF Click REQUEST A NEW SPOOF to display Request new Spoof window 58 OpenHouse UK user manual Ic IMI l O O l a Innovate Engage Connect Deliver Request new Spoof spoof Type Spoof Must be Min 2 and Max 11 characters in length containing numbers or letters without special characters Validity 3 Months By clicking on submit you confirm that you accept the Terms of Service CANCEL Select service type SMS or VOICE from Spoof Type dropdown list Provide a name for the spoof and click Submit NOTE For SMS it must be min 2 and max characters in length containing numbers or letters without special character For VOICE it must contain a valid digit numeric value To view the spoof details Click View corresponding to the Spoof name to display the Services Associated with Spoof window 59 OpenHouse UK user manual IMimobile Innovate Engage Connect Deliver Services Associated with Spoof Spoof 123456 State Allocated Created On 9014 04 07 Expires On 9999 12 34 Created On Expires On Type No records found CANCEL To delete the spoof 13 Click on the m icon corresponding spoof name to display a confirmation window Delete Spoof Spoof 423456 State Allocated Created On 9014 04 07 Expires On 9014 07 06 Are you Sure you want to delete 123456 7 Once deleted you wouldnt able to use this Spoof for any other service Select
22. act I Click CREATE to display the Create a Contact window Create a Contact 2 First Name Last Name Email Mobile Number Note Please enter mobile numbers starting onhy with 44 XKKXXKAKKKK Add to Groups Add to group w By clicking on CREATE you confirm that you accept the Terms of Service CANCEL CREATE Enter the details in the given fields i e First Name Mandatory Last Name Mandatory Email and Mobile Number Mandatory 3 Select the group from the Add to Groups dropdown list 4 Click Create to save the contact details and display a confirmation message 64 X IMImobile Innovate Engage Connect Deliver OpenHouse UK user manual X IMI l l O O l a Innovate Engage Connect Deliver To import a contact Click Import in the Manage my contacts page to display the Import Contacts window Import Contacts X Upload to Group Select Offline Details Download Sample format Please upload your contact group file as a csv file in the following format msisdn fname Iname 07123456769 Joe Bloggs 07012323191 John Smith By clicking on IMPORT you confirm that you accept the Terms of service CANCEL IMPORT 2 Browse and select a csv file 3 Select the group from the Upload to Group dropdown list to add the contact to the group 4 Incase the required group is not listed in the dropdown then select
23. ber and time of the SMS sent Email Notify The email which receives the notifications related to the SMS This contains the the details of the SMS which includes MSISDN number and time of the SMS sent 4 Response gt gt Voice Call Play Only Voice File Select this option and select Choose file to choose an audio file saved in a system This audio clip is played as a response to the SMS OpenHouse UK user manual IMImMobvile Innovate Engage Connect Deliver Select IVR Call Flow Select a pre configured IVR call flow This is also used as response to the SMS Connect with 3rd party An enterprise can have a help desk in place which would take care of the responses to the SMS When this number is configured the following is the process e The customer sends an SMS to a number e A call lands up at the help desk e At the other end the call lands at the customer number from which the missed call is originated e Both the customer and the help desk of an enterprise answer the call and the conversation begins Auto response Select an auto response to the SMS 3 1 1 1 How to create a service This sections explains the procedure to create and launch a service She Pee San ee Customers SMS a keyword get an immediate call back Service Details Service Name ICSDS survey Minin m2 letters without special characters service Description Comprehensive CSDS survey Schedule your service
24. ber information Enter the start date and the end date of the service to be scheduled 4 Service Number information Short code type Select if the short code is a dedicated or shared short code For dedicated short code the following is the process Short code Select the short code from the drop down e Enter keyword Enter the key word to be submitted by the customer Shared short code If the short code is shared the following is the process e Short code Select the short code from the drop down e Enter keyword Select the key word to be submitted by the customer from the drop down Shared short code If the short code is shared the following is the process 5 Configure Poll Session Configure Poll session allows an enterprise to configure and schedule number of poll sessions The following is the procedure Add new Click add new to the following prompt 32 8 OpenHouse UK user manual X IMI O O l Innovate Engage Connect Deliver Foll Session Parameters Start Date 02 04 2014 07 15 am fag End Date 02 04 2014 08 15 am fed No of Options Options Type Select uestion Text Footer Wessage Character Count Thanks Message W Create Another CANCEL SAVE SESSION Start date Enter the start date and the end date of the service to be scheduled No of Options Select the number of options from the drop down These are the possible options which the user can enter while re
25. e Connect Deliver 3 2 1 Launching the service After filling in all the necessary details click Submit The User interface navigates to the following screen f Home E Services gf My Services F Reports My Assets Ben Badger w Service Details Service Description Payment Details SMS SenderlD OPNHSE 9 Estimated Traffic 1 Voice SenderlD 02030580700 7 Charges applicable Service Key 83f86990 d9e5 41b3 9ed1 Credits per voice 36 a642c5cO5baf pulse Service Name Dial a dinner Estimated Credits 36 Service Type Click to Call a Service Description Dial a dinner Service expiry Date 2014 09 30T07 16 00 Request Details Page Name Meal Click to Call Rest API httpvAwebapp openhouse uk imimobile com ohbackend Download 2 Download Response Details Response Type PLAYVOICEFILE_BROVYSE Response File DreamOnmp3cutnet635321 065696475794 way Name Notify URL The user has the following options in this area e SMS Sender ID e Voice Sender ID e Download e EDIT e View e Estimated Traffic e Estimated credits e Launch 25 OpenHouse UK user manual x IMImobile Innovate Engage Connect Deliver 1 SMS Sender ID Choose the SMS sender ID from the available drop down 2 Voice Sender ID Choose the Voice sender ID from the available drop down 3 Download This option allows the user to download a widget Unzip the widget and the user can view the following widget amp
26. e amp Response Type External URL Provide your application URL for forwarding customer requests nl pe Ne aon oe oe cael E bk i ramina al ee A yee ee at Cea by ieee f ft S nto for SST To THs tence inl ne tanarnoen nm Tole Lik All Serica re guest to this semwice wil De TonmWarded to this URL Action on request Select log amp generate reports to view the log report amp generate reports of the requests Forward requests Enter the URL to forward the requests 5 Enable response has the following options Response type Select the appropriate option from the drop down They are explained as follows e External URL Select this option to dynamically fetch the response from an external URL e WAP Select this option to fetch response via WAP push URL An URL needs to be provided e Static message Enter static message to be sent as response 39 a Ea OpenHouse UK user manual 5s j i X O l v ah 4 E IE wt Innovate Engage Connect Deliver 6 Advanced configuration Advanced configuration advanced for sub keyword conticu Keyword Sub Keyword Aliases Response Type ADD SUB KEYWORD No Records Found Sub Keyword Configuration Sub Keyword J Sub Keyword Aliases Set request processing preference Action on request Log and generate reports Enable Response amp Advanced configuration is primarily to add sub keyword It has the following options 7 Sub keyword C
27. e Description field Select the Call Flow Template from the dropdown list Click Create amp Proceed to create the call flow and navigate to the Call Flow Designer window Callflow Designer Overview O y amp Errors Variables Media Node a F 01 10 01 Library a Call flow Navigator C The window includes the following components elements that enable to create call flows 46 e a OpenHouse UK user manual 6 Y rn O a v l I aos i W Innovate Engage Connect Deliver Call Flow Work Area Is the work area that displays node placeholders which enables to create design a call flow adding the required nodes Placeholder Is the default place reserved in the Call Flow Work Area in which a start node can be created and that represents the first node of the call flow This node enables to create the branching nodes to design the required call flow Overview Window Displays the following A list of call flow design errors with description A list of call flow system and user defined variables Node library information that can be used to build call flows Call Flow Navigator Displays call flow design preview overview enables to select and edit the required nodes in the call flow design Systematic Process to Build a Call Flow Pre requisite The Voice Assets prompts
28. egate access to your team members by inviting them through this console Name Role Email Status Actions testimi Full access testimi imimobile com Invited ii Relnvite Invited Users 1 Pages 1 ADD A NEW USER 69 8 OpenHouse UK user manual lt IMI O O oO v Innovate Engage Connect Deliver Add a User I Click Add a New User to send an invite to a team member Invite a Team Member x Name First Middle Last Name Email ID Enter team members email ID User Role Select s CANCEL SEND INVITE 2 Enter team member details such as Name and Email ID 3 Select the User Role Read only Manage services Full access that needs to be assigned to the team member 4 Click Send Invite to send the notification to the given email id of the team member and display a confirmation message User Invited Successfully Edit Delete The team member details and permissions can be modified and deleted based on the requirement To edit Click on the Name of the team member to modify the details To re invite The team member can be re invited if required To do this 5 Click Relnvite corresponding to the team member name to display a confirmation window h Are you sure do you want to reinvite i Cancel 70 OpenHouse UK user manual Ic IMI l i i O O l a Innovate Engage Connect Deliver 6 Click OK to send the invite again and display a confi
29. eports to see the report against a service The following is user interface SummaryReports View summary click on a count to view details Start Date 01 02 2014 12 00 am ea End Date 02 04 2014 12 00 am 3 SEARCH No data found Please select a different date range to show Click on the number to view Detailed Report Type Count No records found Enter a start date and end date of the active service and click search to generate a report f Home E Services gf My Services B Reports 3 My Assets Ben Badger w Service Details Service Description Service snapshot SMS SenderlD YKWATER Plan 45 Voice ender 02030580700 vie Available Credits 36 Free calls remaining 1 Service Name CSDS survey f Credits per voice 36 Service Type SMS to Call pulse Service Description Comprehensive CSDS survey Indicates the cost of each voice pulse Service expiry Date 201 4 09 30T06 02 00 all cost ease ulse s s customer Voice pulses to customer care Voice pulse 2U seconds Short Code and Keyword Details Short Code 447860002322 Notify URL Notify To Auto Response No Response Details Response Type PLAYVOICEFILE Response File Name DreamOnmp3cutnet635321 018003681519 wav a a oe 2 Edit To edit a service it has to be suspended and edited 2l OpenHouse UK user manual yet an immediate sall IMIMooile Innovate Engage Connect Deliver oP CK Service Details
30. er the message to be sent after a customer sends the response as thanks acknowledgement message Closure Message Enter a closure message Non Availability Message Enter a message which would be sent during service unavailability Additional Text Addtional text if any 37 OpenHouse UK user manual IMImMobdile Innovate Engage Connect Deliver 5 2 Long codes LongCodes Service details Service Name tdinimum 2 letters without special characters service Description Provide an overniew describing core feature set along with purpose served by this senrice Service Details Service Name Enter the service name Service Description Describe the service 2 Schedule your service Enter the start date and the end date of the service to be scheduled 3 Service Longcode details Service Longcode details Select Long Code Select Keyword SMS keyword consisting only alphanumeric values LJ Keyword Aliases Select long code Select a long code from the drop down Keyword Enter the keyword for the respective long code Keyword aliases Select the check box to enter aliases for the long code 38 8 OpenHouse UK user manual X IMI O O Innovate Engage Connect Deliver 4 Set request processing preference Set request processing preference Action on request Log and generate reports ki Enable Respons
31. fic EX or 2 7 Estimated credits Enter a value of the estimated credits 8 Launch Click Launch to launch the service which displays as service was launched successfully 27 OpenHouse UK user manual IMImMobvile Innovate Engage Connect Deliver 3 3 Voice response IVR service f Home E Services gf My Services M Reports 2 My Assets Sriram s Virtual IVR Voice Response Service Details Service Name Service Description Schedule your service Start Date 01 04 2014 03 02 pm J End Date 28 09 2014 03 02 pm EJ Service number information Service Number Select Y Media Details Select from media Select from Callflow Q HR Select 20 seconds a Appointment Reminder Select 348 seconds gt HydOffice Select 21 seconds delete media go to hiy Assets and want to manage my asset Service Details Service Name Enter the service name Service Description Describe the service 2 Schedule your service Enter the start date and the end date of the service to be scheduled 3 Service number information Service Number Select the number to which the voice response is to connect to 4 Media details Service Number This option allows to select a voice clip from a list to be configured as response 28 OpenHouse UK user manual Ic IMI O O Innovate Engage Connect Deliver Select from Call f
32. for various languages which can be used here to assign for the call flow nodes Procedure 6 Click Add Media the prompts search options are displayed with Dynamic Language option 5 OpenHouse UK user manual IMImobile Innovate Engage Connect Deliver Menu Prompt Variable Assignment a Media we Sleep 4way mps Media Files Dynamic Lang Select hl Select the required Media files prompts from the list Select the required Dynamic Language variable which plays prompt to the user on selected language dynamically during the call flow execution click Ok the selected media file is displayed under the Prompt tab details Repeat the steps through 3 to add the required media files Menu Prompt Variable Assignment Prompt Type Phrases C media file Sleep Away mpi Check the required media file checkbox click or buttons to move up or down respectively to arrange the files in the required order click Save the media properties for the node are set 52 OpenHouse UK user manual X IMI l O O l a Innovate Engage Connect Deliver Note To remove the media files from the prompt list Check the required media file checkbox click Remove Step 2b Adding Prompt URL The prompt URL specified here is used by the call flow to play the prompt specified in the URL during call flow execution Procedure Click Add URL specify the prompt pa
33. gage Connect Deliver Once the service is launched successfully a message will be displayed on the Summary page that the Service was launched successfully View Reports Click View Reports to check your reports against a service Edit Users cannot edit the service when service is live it has to be suspended to edit the service Suspend You are able to suspend a service which is live for example if the service is proven to be ineffective then the service can be suspended View Service Summary v Serice was launched successfully Service Description Payment Details Service Details Estimated Traffic 2000 Service Name ProductLaunch aa Charges applicable Service Type Sms Campaign Credit SMS Credits per SMS Sender ID 4455662211 Estimated Credits 2000 Message Details Message You are invited for our new product launch scheduled o Contact Details Group Count Contact Count Open Base Details VIEW REPORTS 2 2 Voice Broadcast e Onl want to interact with my customers window click Voice e A wizard for creating new VOICE Broadcast opens e Provide the information for creating VOICE Broadcast OpenHouse UK user manual IMImooile Innovate Engage Connect Deliver want to interact with my customers Title Provide a valid title for the VOICE providing valid title helps you to identify the service and also it s easier to generate reports
34. ge Connect Deliver Request new Spoof 4455662211 Must be between 2 to 11 characters in length containing numbers or alphabets By clicking on submit you confirm that you acceptthe Terms of service Set batch Size If the total number of contacts uploaded is 1000 for smooth transition set the delivery of the messages in batches example for 1000 contacts set in 5 batches Set Interval Decide how many intervals the batches should be released for the broadcast If you want to send the broadcast SMS at a future date this can be supported by Send Later option Live Choose when the SMS Broadcast should be live just select the option Today Tomorrow or provide specific date along with time OpenHouse UK user manual IMImobile Innovate Engage Connect Deliver Advanced options Ignore No 0 Set batch Size set Interval min Send later Deliver On Today O Tomorrow O Specific Date 22 03 2013 Deliver At 06 am Opm After providing the content for the SMS broadcast service click Submit to Create SMS Broadcast SAVE AS TEMPLATE Once you Submit you can view the SMS broadcast summary and from this summary page you can also edit the SMS broadcast if needed Once the SMS broadcast content is confirmed click LAUNCH to launch the service then the service will be live 8 OpenHouse UK user manual X IMI O O Innovate En
35. ges applicable Credits per SMS 1 Estimated Credits 56 X IMImobdile Innovate Engage Connect Deliver After providing the content for the Voice broadcast service click Submit to Create SMS Broadcast Once you Submit you can view the Voice broadcast summary from this summary page you can also edit the Voice broadcast if needed 8 OpenHouse UK user manual Ic IMI O O l Innovate Engage Connect Deliver 3 Voice Services 3 1 Configuring a SMS to call service f Home G Services gf My Services M Reports My Assets Sriram w Customers SMS a keyword get an immediate call back lt We nis a i Service Details Service Name Service Description Schedule your service Start Date 01 04 2014 01 54 pm E End Date 28 09 2014 01 54 pm E Request SMS Response Voice Call Service Number Select G Play Only Voice File Select IVR CallFlow Keyword Connect vith 3rd Party Natt Rt http Browse Choose File Email Notify O Auto Response SMS Service Details Service Name Enter the service name Service Description Describe the service 2 Schedule your service Enter the start date and the end date of the service to be scheduled 3 Request gt gt SMS Service Number Select The number to which the SMS is to be sent Keyword The key word which is to be sent as SMS Notify URL An URL which notifies the details of the SMS which includes MSISDN num
36. le Innovate Engage Connect Deliver Create a Group Group Name ExistingCustamers Group Description These are the existing customer of Product ABC Enter the Group Name and Group Description for the group and click CREATE A GROUP to display a confirmation message User group created successfully Once the group is successfully added the group is displayed in the list as shown below Groups E3 Manage my Groups Cl Name Members Description Channel Download CO ExistingCustomers 0 These are the existing customer of Produ NA DELETE Sees 5 sit 67 8 OpenHouse UK user manual gt IMI i O O oO v Innovate Engage Connect Deliver To edit the group details I Click on the Group name to display the Update a Group window Update a Group Group Name test Group Description sample CANCEL UPDATE 2 Make the required modifications click Update to display a confirmation message User Group Updated Successfully To delete a group l Select the group name and click Delete to display a confirmation window r P Are you sure you want to delete Cancel 2 Click OK to confirm the deletion and display a confirmation message User Group Deleted 7 2 Change Password This feature enables the user to modify the account password if required To do this I Click on Change Password in the Manage
37. lip Name test Audio Clip Size 0 71 MB Audio Clip length 93sec CANCEL RENAME Modify the name as required and click Rename to display the following confirmation message Audio Clip updated successfully To delete an audio clip 4 Select the audio clip that needs to be deleted and click Delete to display a confirmation window v2 re you sure vou want bo delete Click OK to confirm the deletion On successful deletion the following message is displayed Audio Clip s deleted successfully 6 2 Call Flow Designer DaVinci Call Flow Designer is an easy to use and rapid voice application development graphical tool that helps in designing and developing a variety of Call Control based Inbound and Outbound voice applications 44 a OpenHouse UK user manual 6 IMI v Innovate Engage Connect Deliver A call flow is a road map which includes a set of logical steps that describes the user interaction with the voice application through a series of nodes where each node is powered with a unique capability The nodes in the flow are associated with the prompt s configured with the required properties to define the user interaction with the application Each node represents a state step in a call flow which systematically guides the user through a series of steps based on the input provided by the user in the form of DTMF speech To build a voice application the call fl
38. low This option allows any existing voice call flow to be configured as response Play stop Click this button to play or stop the audio clip Select Click this option to slect an audio clip as voice response a audio clip by entering the name or a few alphabets Search Use the search box to search an 3 3 1 1 How to create a service This sections explains the procedure to create and launch a service l After filling in all the necessary details click Submit The User interface navigates to the following screen f Home E Services gF My Services F Reports My Assets Ben Badger w Service Details View Service Summary i amp Service Description Payment Details SMS SenderlD OPNHSE v9 Estimated Traffic 1 Voice SenderlD 02030580700 7 Charges applicable Service Name IT help desk Credits per voice 36 Service Type Voice Responder pulse Service Description 24 7 IT help desk Estimated Credits 26 O Service expiry Date 2014 09 30 12 00 00 AM Service Number 2030580755 The user has the following options in this area EDIT View Estimated Traffic Estimated credits Launch 29 io OpenHouse UK user manual X IMI O O eS Innovate Engage Connect Deliver 2 Edit This option allows to edit the entered details while creation of a service and navigates back to the previous screen 3 View This option allows to only view the previously entered details while creatio
39. my profile widget The Change Password page is displayed with the related fields 68 o i B og OpenHouse UK user manual gt TY CV F a i fy z F o J i wf ww TE amp i D J N vod Innovate Engage Connect Deliver Change password Reset your account password Name E mail ID Old Password New Password Password strength Confirm Password SUBMIT The Name and E mail ID of the user cannot be changed 2 Enter the current password in the Old Password field 3 Enter the New Password in the given field The password must be a minimum 6 characters in length 4 Re enter the new password for confirmation in the Confirm Password field 5 Click Submit to save the modifications 7 3 Invite User Each node in the platform has a default user referred to as Admin The admin can send invite to team members and assign roles to each registered user team member This feature enables the user to delegate platform UI access to users and assign roles with specific permissions for example Manage services Manage financials etc For this the user can send out invite to team members and assign them roles such as Read only Manage services or Full access to the platform To do this Click on Invite User in the Manage my profile widget The Invite User page is displayed with the related fields Invite User Invite your team members manage permissions for your team You can del
40. n of a service and navigates back to the previous screen 4 Estimated traffic Enter a value of the estimated traffic EX or 2 5 Estimated credits Enter a value of the estimated credits 6 Launch Click Launch to launch the service which displays as Semice was launched successfully 30 OpenHouse UK user manual IMImMobdile Innovate Engage Connect Deliver 4 Feedback Services Feedback service is currently provided through Poll which is to obtain customer feedback and opinion through SMS 4 1 Poll f Home Services x My Services FP Reports My Assets Sriram w Gather customer feedback and opinions through SMS Service details amp Service Name Service Description Schedule your poll service amp Start Date 02 04 2014 07 15 am 63 End Date 29 09 2014 07 15 am fe Service number information e2 Shortcode Type Dedicated Shortcode O Shared Shortcode Shortcode Select v Enter Keyword Configure poll sessions amp Start Date amp Time Question End Date amp Time No records found User notification messages Service Details Service Name Enter the service name Service Description Describe the service a _ fg OF _ OpenHouse UK user manual 5s Y W i ih v H SS E H SI Sas 7 Innovate Engage Connect Deliver 2 Schedule your service Enter the start date and the end date of the service to be scheduled 3 Service num
41. n the flows with Dynamic Language property set to play the prompts in the language selected by the user in the runtime Procedure Click Prompt tab of Node Design Window to add media files and variables to the node 50 OpenHouse UK user manual Ic IMI i O O Innovate Engage Connect Deliver Menu s Prompt Type Phrases Add Media Add Variable Add Url Delete Cancel Save Button I Description O Remove Allows to rem ove the added media files assigned variables from the prompt list aa Saar E Sr Ea Pa ss a nn en nat fp 4 Ln a Kad URL Adds a prompt URL Delete Click to delete the node corns 0 Click to close the window Save Glick ts save the properties eee ee TTETETETEOED EDEA E DE E E ATA e e e e e e E E E E E E E e E E E S S e S e S S S S S S e S S S A S S S S S S S S E E A E A eE E a S E e S N S E e N E E e E a e S e E e E E E e e E e E e E E e E N E E S S S E e E E E E e E e E E S E a E e E S E E e E S E S S E A E S E S S E e E S E E E e e E e E e E E e E S E S S E E e S E a S a e e e e E e e e e e Step 2a Adding Media to the Prompt The media added here to the node is used to play as prompt during call flow execution The media prompts are the voice assets maintained in the Campaign Manager Assets group
42. nect Deliver 4 Set processing preferences Set request processing preferences Response Type External URL Externa URL Provide your application URL ford ML File WAP Static Message Response type Select the appropriate option from the drop down They are explained as follows e External URL Select this option to dynamically fetch the response from an external URL e XML file Select this option to fetch response from an XML file An XML file has to be uploaded e WAP Select this option to fetch response via WAP push URL An URL needs to be provided e Static message Enter static message to be sent as response Provide your application URL for forwarding customer requests Enter the URL which would fetch the response dynamically and the same would be sent as a response 35 f OpenHouse UK user manual SIM Io a f Ni S o s P A i e Innovate eke Connect Deliver 5 Advanced configuration Advanced configuration Keyword Sub Keyword Aliases Response Type ADD SUB KEYWORD No Records Found Sub Keyword Configuration G9 Sub Keyword Sub Keyword Aliases Set request processing preferences Response Type External URL Provide your application URL for forwarding customer requests Advanced configuration is primarily to add sub keyword It has the following options 6 Sub keyword Configuration Sub keyword Enter the sub keyword Sub keyword
43. nse as thanks acknowledgement message Closure Message Enter a closure message Non Availability Message Enter a message which would be sent during service unavailability Additional Text Additional text if any 4 a ej OpenHouse UK user manual 54 IMI MN AN O A eas Innovate Engage Connect Deliver 6 My Assets This feature enables the user to view update and manage the assets such as voice media files recordings call flows spoofs and templates that are used to create and render a service These assets are developed with an inbuilt moderation and approval process To do this Click My Assets to display want to manage my assets page with the following widgets e Media e Call flow designer e Spoofs e Template 6 1 Media This feature enables the user to record a voice clip or upload a recorded voice clip To do this Click Media in want to manage my assets widget to display the Manage your media page fi Home Services f My Services FT Developer Tools 3a My Assets Navneet w Manage your OPENHOUSE media A Voice clip name Duration Sec Created BE gt test 93 2014 04 07 09 53 13 Media Files 1 Pages 1 Here the list of all the existing audio clips is displayed The user can carry out the following activities e Directly record an audio clip from a handset e Upload a recorded voice clip e Rename audio clip e Delete an audio clip 42 OpenH
44. onfiguration Sub keyword Enter the sub keyword Sub keyword Check the box to enter an aliases for sub keywords 8 Set request processing preferences Action on request Select log amp generate reports to view the log report amp generate reports of the requests Forward requests Enter the URL to forward the requests 9 Enable response has the following options Response type Select the appropriate option from the drop down They are explained as follows e External URL Select this option to dynamically fetch the response from an external URL e WAP Select this option to fetch response via WAP push URL An URL needs to be provided e Static message Enter static message to be sent as response 40 OpenHouse UK user manual Ie IMI O O l a Innovate Engage Connect Deliver 10 Customize your response messages This section contains the following options Customize your response messages is SMS to be sent Header Text Content from file Additional Text Header Text Thanks Message Thank you for using our service Closure Message This service has been terminated We thank you for your interest 65 Non Availability Message This service is temporarily not available We are sorry for the inconvenience Additional Text J Only Keyword Additional Header Text Enter text to be sent as header Thanks message Enter the message to be sent after a customer sends the respo
45. ouse UK user manual X IMI l O O l a Innovate Engage Connect Deliver I Click Record a Clip to display a popup window To record a clip using your phone please dial number below and enter the PIN when prompted Number 449030580770 PIM 9154 MOBILE 449010065333 When you have finished recording the clip will show up in the audio clips list after a few minutes Dial the given mobile number from the handset and enter the given PIN Record the audio clip when prompted and click OK On completion of the recording the recorded clip is displayed in the existing list of audio clips To upload an audio clip 2 Click Upload a Clip to display a popup window Upload Audio Clip Voice clip name Supported Formats mp3 wav wma Max File Size 20MB CANCEL UPLOAD CLIP Enter a name for the clip in the Voice clip name field Browse and select the audio clip Note The audio clip MUST BE in mp3 wav or wma format Click Upload Clip to upload the selected clip On successful upload the following confirmation message is displayed 43 a OpenHouse UK user manual 54 IMI O O v Innovate Engage Connect Deliver Audio Clip uploaded successfully Click on the O icon to play the audio clip to check for clarity issues To rename an audio clip 3 Click on the Voice clip name to display a popup window where the audio clip size and clip length are provided Edit Audio Clip on C
46. ouse user manua IMI C l Innovate Engage Connect Deliver Step 3 Variable Assignment The Variable Assignment tab of Node Design Window enables to assign the required values to the pre defined variables for the nodes created in a call flow The nodes in a call flow use these variables while entering or leaving the node during the call flow execution It consists of two parts NAME and VALUE The variable NAME reference in a call flow is replaced by VALUE at the time of call flow execution For example let Variable Name be MSISDN amp Value be 07985213547 here MSISDN is replaced with 07985213547 Procedure 7 Click Variable Assignment tab of Node Design Window to assign variables while entering or leaving the node Menu ob Prompt Variable Assignment Assign OnEnter Select Select Yariable Assignment Type ariable alue Scone cnet save e e e p j Assign Dropdown I Includes OnEnter OnLeave events Enables to assign static or dynamic variables variable values to perform an action before after playing the prompt Dropdown 2 Includes list of variables to be assigned to the events Dropdown 3 Enables to specify the static dynamic variable values for the event i actions a OpenHouse UK user manual 6 IMI Innovate Engage Connect Deliver Delete Click to delete the node O C y O
47. ow steps are designed in the Call Flow Work Area with branching nodes Each step branch in the call flow specifies how the users interact with the application when they talk to it After creating a call flow the call flow script is generated to run the voice application on the DaVinci Voice platform The Call Flow Designer feature in the platform enables the user to create view manage and update the call flows To do this Click Call flow designer in want to manage my assets widget to display the Call flow Designer page Callflow Designer Q Manage my callflows O Refresh ID Name Created On Type Status Manage 31 smsflow123 2014 04 05 08 22 43 SMS Draft U 7 20 cid441 2014 04 04 07 19 32 VOICE Draft 2 oO 2 19 smsflow1 2014 04 04 07 18 46 SMS Draft 2 U 2 18 testsmsflow 2014 04 04 06 47 09 SMS Draft amp i 2 NEW CALL FLOW Here the user can create a new call flow edit the existing call flow test and publish a call flow To create a call flow Click New Call Flow in the Call Flow Designer page to display the New Call Flow popup window 45 OpenHouse UK user manual 3 IMI O O l z Innovate Engage Connect Deliver New Call Flow s Name Type Select Type k Description Call fow Template New Template v CREATE amp PROCEED Enter the Name of the call flow and select the Type of call flow from the dropdown list Enter an overview of the call flow in th
48. rmation message Successfully reinvited To delete 7 Click on the icon corresponding to the name to display a confirmation window dre you sure you want to delete the user He she will no longer ws be able to access their account 8 Click OK to delete the user account of the team member Your team user account has been deleted successfully 7 4 Manage Team Roles This feature enables the team admin to set access permissions to team members or invited users To do this 7 OpenHouse UK user manual Ic IMI O O G Innovate Engage Connect Deliver I Click on Manage team roles to navigate to the Manage team roles page that displays the platform nodes vertical and the access permissions horizontal Manage team roles Set access permissions for your team members inivited users Add Role ADD ROLE Full access Manage services Read only Manage Services Create service Edit service Launch service Suspend service View service View Team reports Resource rateplan management Purchase traffic Topup Pay from team wallet Rent resource Renew resource Reports View service Reports Save favourate report Download team report View purchase history Download purchase history View usage history Download usage history
49. sh the project Note Only Published call flow details can be modified To test a published call flow 10 Click on the icon to display the Test your call flow popup window 57 bead m ol OpenHouse UK X IMI TNO O i pan penmouse user manua l O 9 Innovate Engage Connect Deliver Test your call flow me Outbound testing Input your number s to receive a call with your call flow TEST Enter the mobile number in the given field and click Test A call is placed to the given number thereby testing the call flow To delete a call flow I 1 Click on the I icon corresponding to the call flow that needs to be deleted A confirmation window is displayed P Do you want to delete the Project Click OK to delete the project Note The call flow ONLY in draft state can be deleted 6 3 Spoofs Spoofing is the term given to the activity of displaying a number on the recipient s Caller ID that is not that of the actual originating station Just as e mail spoofing can make it appear that a message came from any e mail address the sender chooses Caller ID spoofing can make a call appear to have come from any phone number the caller wishes To create a Spoof 12 Click Spoofs in want to manage my assets widget to display the Manage Spoofs page Manage Spoofs Manage Spoofs Spoof For ALL v Spoof Created On Channel Action 123456 2014 04 07 10 34 35 SMS View Spoofs 1 Pages 1 REQUES
50. sponding through a short code Options type Select the type of option like a b c or 2 3 Question Text Enter the question This is the question to which the customer will answer through opinion poll Footer message Enter a Footer message Character count This displays the number of characters entered Thanks message Enter the message to be sent after a customer sends the poll opinion as thanks acknowledgement message Create another Click this option to create another poll session 33 OpenHouse UK user manual IMImobile Innovate Engage Connect Deliver 5 Shortcode Longcode and Keyword Services 5 1 Shortcodes ShortCodes Service details Service Name Service Description Service Details Service Name Enter the service name Service Description Describe the service 2 Schedule your service Enter the start date and the end date of the service to be scheduled Schedule your service Start Date 02 04 2014 10 58 am E oh eana Service Shortcode details Select Short Code Select K Bp yy or qd O Keyword Aliases 3 Service shortcode details Select shortcode Select the short code from the drop down Keyword Enter the key word which is to be sent as SMS Keyword aliases Check this box in case you want to use an alias to a keyword 34 8 OpenHouse UK user manual 3 IMI O O Innovate Engage Con
51. sponse User response Description oae ce User response Description To add the user response options click Add and enter the user response number for example 2 3 4 and so on with description and click Save The call flow menu is created with the specified no of user responses place holders Each place holder can be used to create further branching nodes or assign a node with the required properties OpenHouse UK user manual 5s T WY an v lL W gt z F O i H Yes Innovate Engage Connect Deliver Button Description Delete Clicktodeletethenode NN a Cancel Click to close the window Save Click to save the properties sii U OOOC Overview E rror s Variables Media Node 04 10 01 Library Call flow Navigator C at C C Click each node select or enter the mandatory node properties in the fields that appear under the Properties tab and click Save A node is created with the specified properties Note Refer the Call Flow Designer Nodes section for the mandatory property list for each node Repeat the steps 2 through 4 to create node branches and build the required call flow Step 2 Set Prompts Any call flow starts with a prompt and an action The Prompt tab of Node Design Window enables to select the required Media and Variables to play the prompt during the call flow execution It facilitates to desig
52. ssssscsssssscsesscsssssscsesscsssesscesscsssesecsssacscsesecsssaceceesscsseasscensacsceessceesacscensecsneaseces 4 Zle OPE Broad aS a ee ne ee ee ee a eae a ne ec nT 4 22 NOCO 0 6 07 perenne rey ere rene meer ere reer R te rere rere rer rrr 10 2 VOE TV aa E E EAE l6 3 1 Configuring a SMS to call service oo sesesessssesescesessscssescscessscesessscesescseesssceeesesceseseeeeeseceeeseeeseeees l6 32 Conieurmea Chick CO Call ServiC Essensen eee T E nae 23 3 2 1 Laune hNa the SOVICO ee ee EER E R R RR 25 3 3 Voice response IVR service sessssssesessssesesessesesesessesesesssresesesssseseseseosesesessosesesessesesessoreseseseesesesees 28 k Feedback SGV cl ee eee E T E TE T ee eee GE 3 omic Perera ORS ree ee eee eee eee ee eee 3 5 Shortcode Longcode and Keyword Services ccssssscssssscessscecessscessscesessecseescesesseceeeseeeeseeeseeseeeeeeecenees 34 De NON COGS 5c ccc ceca cc ace ce ecco gcse cee cece 34 A ICY WOES cece recesses eee eee Error Bookmark not defined De NON CONS ass ch cress ccs E ce ee cece occ g occa a vche R 38 o TASTE aE 42 Ck bd Aa eee eee ee E E een T ee ee ee een meee 42 6 2 Call Flow SS Ie coerce sec tte cerca recep ectace cscs cece ect ccpece secpeacceececars aresceecerecaecaceese aco eusecsoearscoeosensstsecats 44 G SOON Ser cece cece cece E EEEE 58 64 00 18 Verner eee ee ee eee eee 6 2 ACCOUN One te ere nner E erg nnn ne ene ere ree ene ee ee ere cee 63 Tele Managing
53. start creating services OpenHouse UK user manual IMImooile Innovate Engage Connect Deliver IMimobie re OPENHOUSE beta f Home GServices x My Services P Reports My Assets John Smith w moe Services live 0 Start by SMS campaigns 0 creating my next service Voice campaigns 0 _ Funds allocated to services Credits 0 My service numbers 0 important account updates No Account Updates OPENHOUSE Newsfeed My assets No Newsfeed to display Contacts Keywords Media 2 Broadcast Services 2 1 SMS Broadcast e Click Services Tab to interact with customers over SMS or Voice e want to interact with my customer s window click SMS e A wizard for creating new SMS Broadcast opens e Provide the information for creating SMS Broadcast e Title Provide a valid title for the SMS providing valid title helps you to identify the service and also it s easier to generate reports e Enter or Select Contacts Contacts can be directly pasted into the contacts window the count of contacts will be show just below the window a OpenHouse UK user manual 5s IMI 2 Innovate Engage Connect Deliver SMS Broadcast Communicate with larger audience Title ProductLaunch Enter or select contacts O Upload file 44770095432
54. ter CallMeNow Click to call OPNHSE 01 Apr 2014 15 09 09 Ben ba Live A ih Appointment Rem Voice broadcast 02030580700 25 Mar 2014 16 21 21 Ben ba Completed Ai h Announcement FYE Voice broadcast 440845123456 03 Jul 2013 13 31 26 Ben ba Completed A th Services 7 Pages 1 OpenHouse UK user manual X IMImobdile Innovate Engage Connect Deliver 1 Click the edit button in the screen The User interface navigates to the following screen f Home Services gf My Services PU Reports My Assets Ben Badger w Service Details Service Description Service snapshot SMS SenderlD YKWATER 9 Plan 45 E EE ae a 3 Available Credits 36 voice SenderlD 02030580700 T Free calls remaining 1 Service Name CSDS survey Credits per voice 36 Service Type SMS to Call pulse Service Description Comprehensive CSDS survey Indicates the cost of each voice pulse Service expiry Date 2014 09 30T06 02 00 all cost ia e Apii z customer Voice pulsels to customer care Voice puise 20 seconds Short Code and Keyword Details Short Code 447860002322 Notify URL Notify To Auto Response No Response Details Response Type PLAYVOICEFILE Response File Name DreamOnmp3cutnet635321018003681519 way The user has the following options in this area e View Reports e Edit e View e Suspend 20 OpenHouse UK user manual IMImobile Innovate Engage Connect Deliver View Reports Click view r
55. th in the below window click Ok Prompt Variable Assignment Prompt Path Pee cores sve Step 2c Adding variables to the prompt The variables added here are used to play the prompt in the required format during call flow execution 53 OpenHouse UK user manual 54 IMI j i O O l S M Innovate Engage Connect Deliver Procedure Click Add Variable a variable list with Play As options is displayed Select the required Variable from the dropdown list and the Play As option click OK Menu ib _ an a _dnis Select ae Variable _yoicetags systemdate _dtmfs ate Play As Number k Select Language Select camee Field Description Prompttab S S CS S 7 lt CSSS S lt S S STO Select Variable The prompt variable assigned here is replaced with a value during call flow execution Play As SE P lays the above variable value in the following formats during call flow execution Number Plays the value in number format Digits Plays the value in digits Date Plays the value as date Time Plays the value as time N A Nothing is played iSelect ihe variable value is played in the selected language ti i i Language Button D escription Oko ooo E lick to save the prompt properties Cance OA Ke lic kto close the window nn 54 al _ fF eF _ OpenHouse UK 6 PY VC O penH
56. the template name and click Delete to display a confirmation window he re vou sure vou want to delete Cancel Click OK to confirm the deletion and display a confirmation message Template s deleted successtully 62 a OpenHouse UK user manual Ic IMI j O O l S Innovate Engage Connect Deliver 7 My Account The platform provides a user friendly interface to view and manage the user s account details related to rental plans assets contact details inviting users and changing password To do this Select the dropdown arrow adjacent to the user s name to display a small menu Select My Account from the menu to display the My account page The following activities can be managed from this widget Managing Contacts and Groups Changing Password Inviting Users Managing Team Roles 7 1 Managing Contacts and Groups All Contacts The contact list can be imported deleted modified here and these contacts can be used while creating services Manage my Contacts All Contacts Groups Click All Contacts to display the Manage my Contacts page 63 OpenHouse UK user manual AllContacts Ton p A PN yor ewa Manage my Contacts ABCDEFGHI JKLMNOPQRSTUVWXYZAI Refresh C Name Phone Email Groups C Stan Lee 4477556622322 lee stan gmail com C arthur Mike 444477125263 mike arthur gmail com C Alice Murno 444477005623 Munro Alice hotmail com To create a cont
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