How to Restrict Access with Passwords

Active Call Center makes it easy to apply usercode and password validation to restrict access to Call Trees. Restricting access with passwords is a specific type of conditional branching.

To perform password validation, accept touch toned passwords and branch the call into the restricted section of the Call Tree only if the password has been validated. Here's a simple example that shows how to accomplish this task:

Step 1. Create a New Call Tree from the menu bar by clicking File ... New Call Tree.

Step 2. Enter a Digital Greeting

• Click on the Answer_Phone Node in the Call Tree (you can click either the purple telephone icon or the text that reads "Answer_Phone").
• A window labelled "Edit Node" will appear. The "Question" tab will be active on the Edit Node window by default.
• Under "Ask this Question" type:
  Access to this system is restricted, please enter your password followed by the pound sign.
• Under "If there is no response, or the question must be repeated..." type:
  Access to this system is restricted, please enter your password followed by the pound sign.

Step 3. Enter the Response Expected

• To begin defining the type of response to expect, click on the tab marked Responses in the Edit Node window.
• In the box under "Branch to Node" type:
  Check_Response
• In the box under "When response matches" type or choose from the dropdown:
  <TouchTonesEndWith*#>
• To complete adding this response definition, click the Add New button.
• Active Call Center has now been instructed to expect a series of touch tones from the user at this Node. Since we are now done with this Node, click the button marked Click here when finished.

Step 4. Configure the Check_Response Node

• You will now see a new Node named Check_Response in the Call Tree. To begin configuring this Node, click the question mark icon or the words Check_Response.
• As before, the "Edit Node" window will appear with the "Question" tab selected. On this tab, check the box marked Don't Ask a Question at this Node.
• To begin defining the routes on which this call can continue, click the Responses tab.
• Start by creating a route for calls that are validated under the first of two passwords. In the box under "Branch to Node" type:
  FirstUser
• In the box under "When response matches" type:
  1234#
• To complete adding this response definition, click the Add New button. The FirstUser Node will now be displayed in the list of responses recognized at this Node.
• Click the Add New button again to begin entering a new response.
• Now create a route for calls that are for a second user. In the box under "Branch to Node" type:
  SecondUser
• In the box under "When response matches" type:
  5678#
• To complete adding this response definition, click the Add New button. The SecondUser Node will now be displayed in the list of responses recognized at this Node.
• Finally, we will address invalid password entries in the macro at this Node. To begin defining the macro for this Node, click on the VBScript Macro tab.
• You will see a window with the words " ' Insert your VBScript code here.". Delete this text or position the cursor below it. Now type or copy the VBScript code below into the window. You may skip lines that begin with an apostrophe; lines beginning with an apostrophe are comments that are ignored by the VBScript processor.
  ' Was the password not validated?
  If GotoNode = "" Then
  ' Invalid password!
  Speak1 = "Sorry, incorrect password."
  Speak2 = "Goodbye."
  ' Call will end since GotoNode is blank.
  End If
  
• When you're done entering the VBScript code above, press the Click here when finished button to finish out the call routes.

Step 5. Finish FirstUser Node

• You should now see two new Nodes named FirstUser and SecondUser in the Call Tree. To finish configuring the route that calls for the FirstUser will follow, click on the FirstUser Node.
• As before, the "Edit Node" window will appear with the "Question" tab selected. On this tab, check the box marked Don't Ask a Question at this Node.
• There will be no responses to process at this Node, since the conditional processing has already taken place at the Check_Response Node. Skipping the "Responses" tab, click over to the VBScript Macro tab.
• You will see a window with the words " ' Insert your VBScript code here.". Delete this text or position the cursor below it. Now type the VBScript code below into the window. You may skip lines that begin with an apostrophe; lines beginning with an apostrophe are comments that are ignored by the VBScript processor.
  ' Confirm validation
  Speak1 = "Welcome, First User!"
• When you're done entering the VBScript code above, press the Click here when finished button to continue with the SecondUser.

Step 6. Finish SecondUser Node

• Repeat the step 5 above for the SecondUser Node. Remember to change the validation greeting to "Welcome, Second User!".

Note: More advanced spoken password validation can be performed by using the <SpelledWord> template to prompt the user to speak a password. For example, a user may speak passwords as: "Alpha Bravo Tango Charlie" for ABTC.