SQLphone tutorial topics

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2.1   How to ask for and verify a caller's identity

Many answering systems require a caller to enter some kind of identification number. This could be a customer or user number, or an account card number. Also, a PIN is sometimes required. Click here to download the flowchart, which accompanies this tutorial topic.

1.  Your database
Let's assume you have a database table containing a record for each of your users. It might look like this:

Table : Users
Field NameData TypeDescription
IDTextUnique user identification number
PINTextUser security PIN
NameTextUser name

A user will enter their ID and PIN using a phone keypad. Therefore these fields should only contain numbers. The field data type is Text (rather than Number), so that leading zeros can be stored.

2.  Begin a new flowchart
Run the SQLphone Designer program, to begin a new flowchart. Remember to select Options from the Prompt menu, and setup the prompt directory. You can leave all the standard prompt options unticked. Also, select Database from the Connect menu, and establish a connection to your database. Click here to recall the "New flowchart checklist" topic.

3.  Add memories
Press the <New Memory> button on the toolbar, to create a couple of new memories. One will store the ID number entered by the caller. The other will store the user's name read from the database. We'll ignore the PIN for now. See figures 1 and 2.

Figure 1
Figure 2

4.  Add prompts
Press the <New Prompt> button on the toolbar, to create a couple of new voice prompts. One is a message asking the user to enter their ID. The other is a message which gets played when an invalid ID is entered. See figures 3 and 4.

When you create new prompts, you can press the <Sound recorder> button to record using your own voice, or you can press the <Generate...> button to record using a synthesized voice.

Figure 3
Figure 4

5.  Add a box to get the ID
Add a new Digits Box to the flowchart. Name the box Get ID, then click the Digits tab. Setup as shown in figure 5.

Notice the <New prompt> and <New memory> buttons. You can press these to quickly create new prompts and memories. For example, you could have created the ID memory here, instead of creating it in step 3 above. Most other property dialogs contain these buttons.

Figure 5

6.  Add a box to check the ID
Add a new SQL Box to the flowchart. Name the box Check ID, then click the SQL tab. Setup as shown in figure 6.

Press the <Test> button. You will be asked to enter a test value for the ID memory. Enter a valid ID, and check the result in the output window, at the bottom of the screen. Then repeat the test, using an invalid ID.

Figure 6

7.  Add a box to report correct ID
Add a new Play Box to the flowchart. Name the box OK ID, then click the Play tab. Setup as shown in figure 7.

Click the Options tab, and select text-to-speech. See figure 8.

Figure 7
Figure 8

8.  Add a box to report invalid ID
Add a new Play Box to the flowchart. Name the box Bad ID, then click the Play tab. Setup as shown in figure 9.

Click the Options tab, and untick the "Stop playing when digit pressed" option. In general, you should not allow the playing of error messages to be interrupted. See figure 10.

Figure 9
Figure 10

9.  Allow the user to make a mistake
If the user enters an incorrect ID, we'll allow them to have another go. This is achieved by setting a retry counter. Double click the Get ID box, then click the Conditions tab. Setup the retry counter, see figure 11.

Figure 11

10.  Join the boxes
Join up the flowchart box conditions, and setup the Get ID box as the flowchart starting point. See figure 12.

Figure 12

11.  Test the flowchart
Press F5 to run the flowchart. The output window displays the call progress. See example figure 13.

Figure 13

12.  Add elements to check the PIN
Requesting and checking the user's PIN is very similar to checking the ID.

Add a new memory to store the PIN:

Add a couple of new prompts:

Add new boxes:

Join the boxes together. See figure 15.

Figure 14

Click here to download the flowchart, which accompanies this tutorial topic.


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