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How to Create a Voice Menu (IVR)

Learn how to set up a voice menu in Romulus to greet callers and automatically direct them to the right department or person.

A voice menu (IVR) is the automated message your customers hear when they call your number β€” the one that says "Press 1 for sales, press 2 for support." With Romulus you can set it up directly from the dashboard, with no technical expertise required.

This article walks you through a complete practical example.

Before You Start

Make sure you have:

  • At least one active phone number on Romulus

  • Users or groups already configured in the Team section

  • An audio message ready to upload, or use the text-to-speech feature to create one directly from the dashboard

πŸ’‘ If you are not yet familiar with the rules system, read How Inbound Rules Work first. For a detailed description of each block, see The Available Blocks in Inbound Rules.

Practical example: menu with sales and support

In this example, we configure a voice menu for a company that wants to:

  • Greet the caller with a welcome message

  • Press 1 β†’ call goes to the sales team

  • Press 2 β†’ call goes to support

  • If nobody answers β†’ call goes to voicemail

Steps

  1. From the side menu, click Phone Numbers.

  2. Click on the number you want to configure.

  3. Go to the Inbound Rules tab.

  4. Click + Create rule. The flow editor opens.

  5. Click + Select step and select the IVR block from the list.

  6. Configure the IVR block:

    • Upload or record the audio message for the menu (e.g. "Welcome to Company X. Press 1 for sales, press 2 for support.")

    • Add the options: one for key 1 and one for key 2
      ​

  7. For key 1 (sales):

    • Click + Select step in the key 1 branch

    • Select Call group and choose the sales group

  8. For key 2 (support):

    • Click + Select step in the key 2 branch

    • Select Call user and choose the support manager

  9. To handle unanswered calls on both branches:

    • Add the Voicemail block as the next step after each call block

  10. Click Save.

  11. Assign a schedule to the rule (e.g. Mon–Fri, 09:00–18:00).

From this point on, every incoming call will hear the voice menu and be directed automatically.

Practical tips

πŸ’‘ Keep the message short and clear. The menu message should last no more than 20–30 seconds. Callers prefer to hear their options quickly β€” avoid long introductions before the choices.

πŸ’‘ Don't add too many options. Two or three options is ideal. A menu with 5 or more choices confuses callers and increases the number of abandoned calls.

⚠️ Keep the message up to date. If you change team members or departments, remember to update the voice menu text as well.

Frequently Asked Questions

Can I create a multi-level voice menu?

Yes. You can add a second IVR block as the destination of one of the keys, creating a nested menu (e.g. key 1 β†’ sales menu β†’ press 1 for quotes, press 2 for renewals).

What happens if the caller doesn't press any key?

The voice menu message is automatically repeated.

Can I use the voice menu only during certain hours?

Yes. You can create a weekly rule active only during business hours with the voice menu, and a separate rule for outside hours that plays a closing message.

Can I update the voice menu at any time?

Yes. Go back to the Inbound Rules tab, click on the rule you want to edit, and update the IVR block as needed.

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