Routing node - IVR Menu

Introduction

The Menu node provides a flexible menu. It plays a welcome prompt, listens for a single DTMF keypress (0–9, * or #), and then either executes a configured action or routes the session to a dedicated output port. Invalid keypresses and timeouts are automatically retried up to a configurable limit.

Note

The IVR Menu node should be used in the incoming phase of a Dialogue Studio flow.

How it works

When a message arrives the node follows this sequence:

  1. The welcome / introduction prompt plays once.
  2. Each option's question prompt plays in list order.
  3. The node opens a DTMF listener and waits up to the configured Timeout seconds.
  4. When a valid key is pressed, an optional answer / confirmation prompt plays, then the configured action is executed.
  5. If the key is unrecognised or the timeout elapses, the node retries by re-playing the option prompts (the welcome prompt is skipped on retries). After reaching Max retries, the session is handled by the Timeout / Max retries action.

Note

The combined count of invalid keypresses and timeouts is used against the Max retries limit.

Configuration

Setting Description
Welcome / Introduction

An optional prompt played once when the menu is first entered. Choose the delivery method:

  • None — No welcome prompt is played.
  • Say — Text-to-speech. Enter the text and select the speech method: Text (plain text), SSML (Speech Synthesis Markup Language), or Custom (use a configured Voice node). The text field supports message properties, flow/global context, and JSONata expressions.
  • Play — Plays an audio file. Provide the file as a URL or a SharePoint path.
Timeout (sec) How many seconds to wait for DTMF input after the option prompts have finished playing. Defaults to 10 seconds.
Max retries Maximum number of failed attempts (invalid keypresses plus timeouts combined) before the session exits via the Timeout / Max retries action. Set to 0 to disable the limit. Defaults to 3.
Timeout / Max retries action The action taken when the retry limit is reached. Supports the same set of actions as individual options (see Option actions below). Defaults to Route (output), creating a dedicated timeout output port.
Options

The list of DTMF key options. Each option has three parts:

  • Key — The DTMF digit (0–9, * or #) that triggers this option. Each key must be unique; duplicate keys are highlighted in the editor.
  • Option prompt / question — An optional Say or Play prompt describing this choice to the caller (e.g. "Press 1 for Sales"). Played in list order before the DTMF wait begins.
  • Answer / confirmation — An optional Say or Play prompt played after the caller presses the key (e.g. "You have chosen Sales"), before the action executes.
  • Action — What to do when this key is pressed (see below).

Options can be reordered with the drag handles. The order affects both the sequence in which question prompts are played and the numbering of Route output ports.

Option actions

Available actions depend on the installed version. Some versions remove IVR Question and map the former None action to Empty. Check the actions shown in your editor before configuring an option or the Timeout / Max retries handler.

SharePoint IVR applicability

SharePoint IVR and reuse of its questions apply to Dialogue Cloud Neo (Connect). Reuse an IVR question only within the same .

SharePoint IVR and the IVR Question option in Action, Incoming Call, and IVR Menu nodes are not available for Dialogue Cloud Neo (Unify) in the documented DC2025.02a scope. They are marked as planned in Dialogue Cloud Neo (Unify) Feature Availability.

This restriction does not apply to native Dialogue Studio prompts and keypad menus. Available editor actions depend on the installed version.

Action Description
None No action is taken. The Node-RED message lifecycle completes without sending the session anywhere.
Route (output) Creates a dedicated output port on the node. The incoming message is forwarded unchanged to that port, allowing downstream nodes to handle the session.
Disconnect Ends the call immediately.
Enqueue Places the caller in the queue for a configured skill.
Offers the caller a callback for a configured skill.
Forward Forwards the session to a URI.
Preferred hunt Routes the session to a preferred agent using a comma-separated list of SIP addresses and a fallback skill.
Queued callback Places the caller in a queued callback for a configured skill.
IVR question Where the installed version offers this action, connects the session to a named IVR question within the same UCC. Applies to Dialogue Cloud Neo (Connect); not available for Dialogue Cloud Neo (Unify) in the documented DC2025.02a scope.
Voicemail Directs the session to voicemail for a configured skill.
Merge conversations Merges the current session with another session that is waiting in queue, identified by session ID.

Output

The node creates one output port per option configured with action type Route (output), plus one additional port for the Timeout / Max retries action when that is also set to Route. Ports are ordered to match the top-to-bottom order of the Route options in the list, with the timeout port last.

Note

Changing an option's action from Route to a direct action (or vice versa) will add or remove output ports and may remap existing wires. Review downstream connections after saving such changes.