Introduction
At the end of this article, you will be able to set up a basic business call flow.
How to order a Number
- First head to the Order services section at the top of the customer portal page and then go to Phone numbers located in the left-hand column
- Here you can purchase order new numbers
Please note - During your 14-day FREE trial of our system, you will be limited to Geographic numbers only for testing purposes - You can purchase a new number by selecting the country
- Then select the Area
- Then select a number from the list of Available numbers
- To complete your purchase and add the Selected number to your account, Agree to the service terms and conditions, then click on Submit order
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If you want to divert calls from your new number to an external number, use the following instructions:
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If you would like to make & receive calls from a Physical Phone or a Softphone Application, use the following instructions:
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How to order a User License & Device License
- First head to the Order services section at the top of the customer portal page and then go to PBX licenses located in the left-hand column
Please Note - A user in PBX is a person who will receive or make calls. To add users to PBX, you need to buy licenses for each user - Add User & Device License by simply clicking + Add user
- Once you have added your User & Device Licenses, complete the order, Agree to the service terms and conditions, and click on Submit order
How to set up an Inbound number
- First head to the PBX section at the top of the customer portal page
- Drag & drop the Inbound number object into the working area
- Click the gear button to configure
- Type in a name for the Inbound number object
- Click on the number you would like from the list of available numbers
- Click on the right arrow button to include this number
- Click on Save
- Click on Apply configuration
How to set up a User License & Device License
- First head to the PBX section at the top of the customer portal page
- Drag & drop the User object into the working area
- Click the gear button to configure
- Type in a name for the User
- Type in the Users email address
- If you would like Outbound calls enabled select a Call Plan
- Select the Caller ID you would like displayed when making outbound calls
Please Note – Inbound/outbound call recording & supervised calls can be enabled by selecting these options. All call recordings will be emailed to the nominated email addresses & not stored by our system
- Click on Add
- Select the device you would like to add.
- If you would like your User to make/receive calls from a Softphone installed on their PC/Laptop add the Webphone Device. For our Knowledge Base guide, click here: User Portal (Webphone & Desktop App) Configuration
- If you would like your User to make/receive calls from a Yealink IP Phone add the SIP Device.
For our Knowledge Base guide, click here: SIP Device Zero Touch Provisioning - If you would like your User to make/receive calls from a SIP Compliant IP Phone add the SIP Device. For our Knowledge Base guide, click here: Manual Configuration of SIP Compliant IP Handeset
- If you would like your User to make/receive calls from a Softphone on their Mobile Phone add the SIP Device. For our Knowledge Base guides, click here:
- Bria Solo Softphone Configuration (Recommend for Apple Users)
- Zoiper Softphone Configuration (Recommend for Android Users)
- Bria Solo Softphone Configuration (Recommend for Apple Users)
- If you would like your User to make/receive calls from their Microsoft Teams account. For our Knowledge Base guide, click here:
Microsoft 365 Teams Configuration
- If you would like your User to make/receive calls from a Softphone installed on their PC/Laptop add the Webphone Device. For our Knowledge Base guide, click here: User Portal (Webphone & Desktop App) Configuration
How to set up a Call Diversion to an external number
- First head to the PBX section at the top of the customer portal page
- Drag & drop the Call diversion object into the working area
- Click the gear button to configure
- Type in a name for the Call diversion object
- Click on Add and then Type in the External number
Please Note – You can enable the Call to confirm feature to avoid the system using a remote Voicemail system. - Click on Save.
- You can connect the Inbound number object to the Call diversion object by joining the two red tabs
- Click on Apply configuration.
How to set up an Inbound number directly to a User
- First head to the PBX section at the top of the customer portal page
- You can connect the Inbound number object & User object by joining the two red tabs
Please Note - You can set up a Ring Group with multiple users - Click on Apply Configuration
- If you would like to set up a Voicemail to email for missed calls, use the following instructions:
How to set up a Voicemail to email
- If you would like to set up a Voicemail to email for missed calls, use the following instructions:
How to set up an Inbound number direct to a Ring Group (Multiple Users)
- First head to the PBX section at the top of the customer portal page
- Drag & drop the Ring group object into the working area
- Click the gear button to configure
- Type in a name for the Ring Group
- Click on Add and then User
- Click on Save
- You can connect the Inbound number object & the Ring group object by joining the two red tabs
- Click on Apply configuration
- If you would like to set up a Voicemail to email for missed calls, use the following instructions:
How to set up a Voicemail to email
- If you would like to set up a Voicemail to email for missed calls, use the following instructions:
How to set up a Voicemail to email
- First head to the PBX section at the top of the customer portal page
- Drag & drop the Voicemail object into the working area
- Click the gear button to configure
- Type in a name for the Voicemail
- Type in the email address where you want your Voicemail recordings sent
- You can have the Default Greeting, No Greeting or a Custom Greeting
- If you would like to add a Custom Greeting
- The green button allows you to upload a wav. File
- The red button allows you to initiate a call to an external number or a device
- Once you have selected your Greeting
- Click on Save
- Join the Voicemail object to another object by joining the two red tabs
- Click on Apply configuration