You can access the DTMF form menu by navigating to Administrator > Call > DTMF Form.
To create a new DTMF form, click the “New” button.
You can create the DTMF form that will appear on the Agent screen from this menu.
Customer input is for gathering data from the end-user via DTMF input.
Options are number and date.
Toggle the required attribute on if the data to be received is necessary.
Enter the Input Title to make the input more sensible on the form.
Enter the Variable Name to make conveying the information to the endpoint at the submission possible. Enter the name as it is.
The customer data can be validated according to the setup in the form. The options are credit card or custom digit number limiting.
Always select masking for securing sensitive data.
Agent input allows the agent to enter data on the form. The options are text and date.
The text input is for entering informative details on the form for the agent to read.
It is possible to bring dynamic information to the form using call variables. The variables from other systems, standard call variables, or variables entered in the attendant menu can be shown to the agent by entering $[variablename] in the text.
The submit button allows the agent to convey the data on the form to the endpoint provided. You can define a webhook that was already created in the system administrator’s webhooks menu.
It is possible to rearrange the order of the elements on the forms thanks to the drag-and-drop ability of the form builder.
Once the form is created, it is visible on the DTMF Form table.
