Plivo lets you automate voice surveys for use cases such as collecting feedback from customers and conducting polling on political issues. You can set up multiple levels of questions and walk users through different paths depending on the keys they press in response to your questions, and save the responses for analysis.
You can implement voice surveys either by using our PHLO visual workflow builder or our APIs and XML documents. Follow the instructions in one of the tabs below.
You can create and deploy a PHLO to automate voice surveys with a few clicks on the PHLO canvas, and trigger it with a few lines of code.
To get started, you need a Plivo account — sign up with your work email address if you don’t have one already. If this is your first time triggering a PHLO with PHP, follow our instructions to set up a PHP development environment.
To create a PHLO, visit the PHLO page of the Plivo console. If this is your first PHLO, the PHLO page will be empty.
Click Create New PHLO.
In the Choose your use case pop-up, click Build my own. The PHLO canvas will appear with the Start node.
Validate the configuration by clicking Validate. Every time you finish configuring a node, click Validate to check the syntax and save your changes.
From the list of components on the left side, drag and drop the Initiate Call component onto the canvas. This adds an Initiate Call node onto the canvas. When a component is placed on the canvas it becomes a node.
Repeat the process with another IVR Menu node. Rename it Question_2.
Drag and drop the Play Audio component onto the canvas. Draw a line to connect the Question_2 node‘s 1 and 2 trigger states to the Play Audio node.
Drag and drop the HTTP Request component onto the canvas. Draw a line to connect the Acknowledge_Participation node‘s Prompt Completed trigger state to the HTTP Request node.
Your PHLO is now ready to test.
You integrate a PHLO into your application workflow by making an API request to trigger the PHLO with the required payload — the set of parameters you pass to the PHLO. You can define a static payload by specifying values when you create the PHLO, or define a dynamic payload by passing values through parameters when you trigger the PHLO from your application.
When you configure values when creating the PHLO, they act as a static payload.
Create a file called TriggerPhlo.php
and paste into it this code.
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<?php
require 'vendor/autoload.php';
use Plivo\Resources\PHLO\PhloRestClient;
use Plivo\Exceptions\PlivoRestException;
$client = new PhloRestClient("<auth_id>", "<auth_token>");
$phlo = $client->phlo->get("<phlo_id>");
try {
$response = $phlo->run();
print_r($response);
} catch (PlivoRestException $ex) {
print_r($ex);
}
Replace the auth placeholders with your authentication credentials from the Plivo console. Replace the phlo_id placeholder with your PHLO ID from the Plivo console.
To use dynamic values for the parameters, use Liquid templating parameters when you create the PHLO and pass the values from your code to the PHLO when you trigger it.
Create a file called TriggerPhlo.php
and paste into it this code.
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<?php
require 'vendor/autoload.php';
use Plivo\Resources\PHLO\PhloRestClient;
use Plivo\Exceptions\PlivoRestException;
$client = new PhloRestClient("<auth_id>", "<auth_token>");
$phlo = $client->phlo->get("<phlo_id>");
try {
$response = $phlo->run(["from" => "<caller_id>", "to" => "<destination_number>"]);
print_r($response);
} catch (PlivoRestException $ex) {
print_r($ex);
}
Replace the auth placeholders with your authentication credentials from the Plivo console. Replace the phlo_id placeholder with your PHLO ID from the Plivo console. Replace the phone number placeholders with actual phone numbers in E.164 format (for example, +12025551234).
Save the file and run it.
php TriggerPhlo.php
Here’s how to use Plivo APIs and XML to implement voice surveys.
Plivo requests an answer URL when the call is answered (step 4) and expects the file at that address to hold a valid XML response from the application with instructions on how to handle the call.
To get started, you need a Plivo account — sign up with your work email address if you don’t have one already. You must have a voice-enabled Plivo phone number to receive incoming calls; you can rent numbers from the Numbers page of the Plivo console, or by using the Numbers API. If this is your first time using Plivo APIs, follow our instructions to set up a PHP development environment and a web server and safely expose that server to the internet.
Change to the project directory and run this command to create a Laravel controller.
$ php artisan make:controller SurveyController
This generates a controller named SurveyController in the app/http/controllers/ directory. Edit app/http/controllers/SurveyController.php and add this code.
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<?php
namespace App\Http\Controllers;
require '../../vendor/autoload.php';
use Plivo\RestClient;
use Plivo\XML\Response;
use Illuminate\Http\Request;
class SurveyController extends Controller
{
// GetInput XML to handle the incoming call
public function ivrMain()
{
// Message that Plivo reads when the call recipient answers
$Question1 = "Hi, this is a call from Plivo. How would you rate your overall satisfaction with our services? Press 1 if you're satisfied or 2 to suggest improvements";
// Message that Plivo reads when the recipient provides negative feedback
$NegativeFeedback = "We're sorry about your bad experience, One of our representatives will get in touch with you";
// Message that Plivo reads when the caller does nothing
$NoinputMessage = "Sorry, I didn't catch that. Please hang up and try again";
// Message that Plivo reads when the caller enters an invalid number
$WronginputMessage = "Sorry, that's not a valid entry";
$r = new Response();
$getinput_action_url = "https://<yourdomain>.com/firstbranch.php";
$get_input = $r->addGetInput([
'action' => $getinput_action_url,
'method' => "POST",
'digitEndTimeout' => "5",
'inputType' => "dtmf",
'redirect' => "true",
]);
$get_input->addSpeak($Question1);
$r->addSpeak($NoinputMessage);
Header('Content-type: text/xml');
echo $r->toXML();
}
// Action URL block for DTMF
public function firstBranch(Request $request)
{
$Question2 = "How would you rate your satisfaction with our customer service? Press 1 if you're satisfied or 2 to suggest improvements";
// Message that Plivo reads when the recipient provides negative feedback
$NegativeFeedback = "We're sorry about your bad experience, One of our representatives will get in touch with you";
// Message that Plivo reads when the caller does nothing
$NoinputMessage = "Sorry, I didn't catch that. Please hang up and try again";
// Message that Plivo reads when the caller enters an invalid number
$WronginputMessage = "Sorry, that's not a valid entry";
$r = new Response();
$digit = $_REQUEST['Digits'];
if ($digit == '1'){
$getinput_action_url = "https://<yourdomain>.com/secondbranch.php";
$get_input = $r->addGetInput([
'action' => $getinput_action_url,
'method' => "POST",
'digitEndTimeout' => "5",
'inputType' => "dtmf",
'redirect' => "true",
]);
$get_input->addSpeak($Question2);
$r->addSpeak($NoinputMessage);
}
else if ($digit == '2'){
$r->addSpeak($NegativeFeedback);
}
else {
$r->addSpeak($WronginputMessage);
}
Header('Content-type: text/xml');
echo $r->toXML();
}
// Action URL block for Sales and Support branch
public function secondBranch(Request $request)
{
// Message that Plivo reads when the recipient provides negative feedback
$NegativeFeedback = "We're sorry about your bad experience, One of our representatives will get in touch with you";
// Message that Plivo reads when the caller enters a wrong number
$WronginputMessage = "Sorry, that's not a valid entry";
$r = new Response();
$digit = $_REQUEST['Digits'];
if ($digit == '1'){
$body = "Thank you for participating in the survey";
$params = array(
'language' => "en-GB"
);
$r->addSpeak($body,$params);
}
else if ($digit == '2'){
$r->addSpeak($NegativeFeedback);
}
else {
$r->addSpeak($WronginputMessage);
}
Header('Content-type: text/xml');
echo $r->toXML();
}
}
Replace the auth placeholders with your authentication credentials from the Plivo console. Replace the phone number placeholders with actual phone numbers in E.164 format (for example, +12025551234).
Add a route for the forward function in the SurveyController class. Edit routes/web.php and add these lines.
Route::match(['get', 'post'], '/survey', 'SurveyController@ivrMain');
Route::match(['get', 'post'], '/firstbranch', 'SurveyController@firstBranch');
Route::match(['get', 'post'], '/secondbranch', 'SurveyController@secondBranch');
Start the Laravel server.
$ php artisan serve
You should see your basic server application in acation at http://localhost:8000/survey.
Set up ngrok to expose your local server to the internet.
Make a call to a Plivo phone number and see how the survey application works.