How do I send an IVR call to a contact?
In the contact Profile block, on the Phone row, click Dispatch IVR: the Dispatch IVR modal opens with the contact already in To. It is the same send as an IVR broadcast, just for one person — it uses credits and is recorded in the IVR broadcasts list under the name audio · contact.
Before you start
- Where: the Profile block shows up in Live Chat (panel next to the conversation), in the opportunity (contact column) and on the contact page.
- Role: the button only shows for people who can create broadcasts and edit contacts.
- Contact: must have a phone number and must not have opted out of calls.
Steps
- In the Profile block, click Dispatch IVR on the Phone row.
- In Audio, record now, upload an MP3 or WAV file (up to 4 MB) or use a saved template. A player preview sits beside it.
- To check it first, use Send test: the IVR calls the number you enter.
- In When to call, keep Send now or choose Schedule with a date and time (Brasília time).
- Click Finish and send (or Finish and schedule). The modal shows Call sent to name or Call scheduled, with the date.
If something blocks the send
Pending items show in the modal footer:
- Name has no phone number: add the number in the contact profile and reopen the modal.
- Name no longer receives your calls: the contact asked not to receive them; sending is blocked.
- Audio is missing: record, upload a file or pick a template.
- Insufficient credits: top up the workspace credits.