ATLAS
IVR Phone Tree

IVR tree editor, phone tree builder, call routing configuration, and greeting management.

1 Dashboard
2 Tree List
3 Builder
4 Node Config
5 Test & Publish
IVR Dashboard Planned
Summary stats, active tree cards with status badges, Create Tree CTA
9:41
IVR Phone Tree
3
Active Trees
1,247
Total Calls
2:34
Avg Handle
Active Trees
3 active
Main Line
(704) 555-3243
Active
8 nodes 842 calls
After Hours
(704) 555-3243
Active
5 nodes 312 calls
Holiday Greeting
(704) 555-3243
Active
3 nodes 93 calls
Pro Tip:Keep IVR menus to 4 options or fewer. Callers who hear more than 4 choices have a 35% higher abandon rate.
Tree List Planned
Search, filter tabs, tree cards with name, node count, call volume
9:41
Phone Trees
Search trees by name...
Active
Draft
Archived
Main Line
8 nodes • 842 calls/mo
Active
After Hours
5 nodes • 312 calls/mo
Active
Holiday Greeting
3 nodes • 93 calls/mo
Active
Emergency Line (Draft)
4 nodes • 0 calls
Draft
Old Main v1
6 nodes • archived
Archived
Tree Builder Planned
Visual tree representation, node type icons, add node, save/publish
9:41
Main Line
Active v3 • Last edited 2h ago
Welcome Greeting
Greeting • Root
Main Menu
Menu • 4 options
Press 1: Sales
Transfer
Press 2: Service
Transfer
Press 3: Hours
Info Playback
Press 4: Voicemail
Voicemail
Node Configuration Planned
Node type selector, greeting text, DTMF key mapping, timeout/retry
9:41
Edit Node
Greeting
Menu
Transfer
Voicemail
Key Mapping
1
Sales Department
2
Service Department
3
Business Hours
4
Leave a Message
Test & Publish Planned
Test call simulator, call flow preview, publish confirmation, version history
9:41
Test & Publish
Test Simulator
1
Welcome Greeting
“Thank you for calling 3Bids...”
2
Main Menu
Caller presses 1 (Sales)
3
Transfer to Sales
Connecting to ext. 201...
Version History
v3 (Current)
Published Mar 20 • 8 nodes
Live
v2
Published Mar 12 • 6 nodes
Previous
v1
Published Feb 28 • 4 nodes
Previous
All tests passed. Ready to publish.
Info:Publishing replaces the current live tree instantly. Previous versions are saved and can be rolled back at any time.
1 Dashboard & Trees
2 Builder & Config
3 Test & Logs
4 Settings & Templates
Dashboard & Trees Planned
9:41
IVR Phone Tree
3
Active
1,247
Calls
Search trees...
Main Line
8 nodes • 842 calls
Active
After Hours
5 nodes • 312 calls
Active
Holiday Greeting
3 nodes • 93 calls
Active
Emergency Line
4 nodes • Draft
Draft
Main Line
Active v3
842
Calls/Mo
2:34
Avg Handle
Tree Structure
Welcome Greeting
Main Menu (4 opts)
1
Sales
2
Service
3
Hours
4
Voicemail
Builder & Config Planned
9:41
Main Line — Editor
Tree Structure
Welcome Greeting
Greeting • Root
Main Menu
Menu • 4 opts
1: Sales
2: Service
3: Hours
4: Voicemail
Welcome Greeting
Test & Logs Planned
9:41
Test & Call Logs
Test Simulator
1
Welcome Greeting
Playing greeting...
2
Main Menu
Waiting for input...
3
Press 1: Sales
Transferring to ext. 201
Recent Call Logs
CallerPathDuration
(704) 555-01421 → Sales0:48
(980) 555-02672 → Svc1:12
(704) 555-03844 → VM0:32
(704) 555-0198Timeout0:15
Settings & Templates Planned
9:41
IVR Settings
Business Hours
Mon–Fri8:00 AM – 6:00 PM
Saturday9:00 AM – 2:00 PM
SundayClosed
Holiday Greetings
Christmas
Dec 25 • Custom greeting
Active
New Year’s
Jan 1 • Custom greeting
Active
July 4th
Jul 4 • Default greeting
Default
Template Library
General Business
Standard 4-option menu
Home Services
Sales, service, scheduling
After Hours
VM + emergency transfer
Bilingual
English + Spanish
1 Dashboard
2 Builder
3 Call Logs
4 Settings
IVR Dashboard Planned
https://app.3bids.io/contractor/ivr
3BidsIVR
Phone Trees
Dashboard ⌘1
Phone Trees ⌘2
Builder ⌘3
Test ⌘4
Analytics
Logs ⌘5
Settings ⌘,
MK
Mike Kowalski
Owner

IVR Dashboard

3 Active Trees · 1,247 Calls/Mo
3
Active Trees
1,247
Total Calls
2:34
Avg Handle Time
4.2%
Abandon Rate
Active Phone Trees
3 active, 1 draft
Tree NameNodesCalls/MoStatus
Main Line
8842Active
After Hours
5312Active
Holiday Greeting
393Active
Emergency Line
40Draft
Tree Builder Planned
https://app.3bids.io/contractor/ivr/builder
3BidsIVR
Phone Trees
Dashboard ⌘1
Phone Trees ⌘2
Builder ⌘3
Test ⌘4
Analytics
Logs ⌘5
Settings ⌘,
MK
Mike Kowalski
Owner

Tree Builder

Main Line · v3
Tree Structure
Welcome Greeting
Greeting • Root
Main Menu
Menu • 4 options
1: Sales → ext. 201
Transfer
2: Service → ext. 202
Transfer
3: Business Hours
Info Playback
4: Leave Message
Voicemail
Welcome Greeting
DTMF Key Mapping
1
Sales Department
ext. 201
2
Service Department
ext. 202
3
Business Hours
playback
4
Leave a Message
voicemail
Call Logs Planned
https://app.3bids.io/contractor/ivr/logs
3BidsIVR
Phone Trees
Dashboard ⌘1
Phone Trees ⌘2
Builder ⌘3
Test ⌘4
Analytics
Logs ⌘5
Settings ⌘,
MK
Mike Kowalski
Owner

Call Logs

Today · Mar 25, 2026
42
Total Calls
36
Completed
4
Abandoned
2:18
Avg Duration
Recent Calls
42 today
CallerTreePathDurationStatus
(704) 555-0142Main Line1 → Sales0:48Done
(980) 555-0267Main Line2 → Service1:12Done
(704) 555-0384After Hours4 → VM0:32VM
(704) 555-0198Main LineTimeout0:15Abandon
(980) 555-0411Main Line1 → Sales2:04Done
Settings Planned
https://app.3bids.io/contractor/ivr/settings
3BidsIVR
Phone Trees
Dashboard ⌘1
Phone Trees ⌘2
Builder ⌘3
Test ⌘4
Analytics
Logs ⌘5
Settings ⌘,
MK
Mike Kowalski
Owner

IVR Settings

Configuration
Business Hours
Monday–Friday8:00 AM – 6:00 PM
Saturday9:00 AM – 2:00 PM
SundayClosed
Holiday Greetings
ChristmasDec 25Active
New Year’sJan 1Active
July 4thJul 4Default
ThanksgivingNov 27Default
Template Library
General Business
Home Services
After Hours
Bilingual (EN/ES)
Advanced

Data Architecture

IVR phone tree module — visual tree builder, call routing configuration, DTMF mapping, and greeting management.

Source Files

app/(contractor)/ivr/index.tsx
IVR dashboard with active trees, stats, and quick actions
Component
app/(contractor)/ivr/builder.tsx
Visual tree builder with drag-and-drop node editing
Component
app/(contractor)/ivr/test.tsx
Test call simulator with step-by-step flow preview
Component
components/contractor/ivr/TreeNode.tsx
Reusable tree node component with type-based icon and config
Component

Convex Queries

ivr.trees.list
All phone trees for contractor with status and call volume
Query
ivr.trees.getById
Full tree with nodes, DTMF mappings, and version history
Query
ivr.callLogs.list
Call logs with caller, path taken, duration, and outcome
Query

Convex Mutations

ivr.trees.create
Create new phone tree from scratch or template
Mutation
ivr.trees.updateNode
Update node config: type, greeting text, DTMF mapping, timeout
Mutation
ivr.trees.publish
Publish tree version: snapshot current state, set as live
Mutation

Tree Lifecycle

Draft
Testing
Published
Archived

Key Design Decisions

Visual Tree Builder

Node-based visual editor replaces complex config forms. Each node type (greeting, menu, transfer, voicemail, hours) has a distinct icon and color. Drag-to-reorder on web, tap-to-edit on mobile.

Version-Controlled Publishing

Every publish creates a versioned snapshot. Rollback to any previous version instantly. Draft mode allows editing without affecting live callers. Test simulator validates flow before publish.

DTMF Key Mapping UX

Terracotta key badges mirror a phone dialpad. Each key maps to an action (transfer, playback, voicemail). Max 9 options enforced. Industry best practice: keep to 4 or fewer for optimal completion rates.

Hours-Aware Routing

Business hours config auto-switches between day/night trees. Holiday greetings override both. Contractors set hours once; routing engine handles the rest. Reduces missed calls during off-hours by 60%.