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  1. Goal You are working remotely and want to make a call that leverages your office PBX system. You do not have access to the CallThru.us app on your mobile phone. If you use CallThru.us, this behavior is a feature! You want to make sure your calls are logged in the company call logs. You want the recipient to see a Caller ID associated with your company. In techie parlance, you want to "Enable DISA (Direct Inward System Access)." NOTE: THIS FEATURE CAN RESULT IN FRAUD. You are responsible if fraud occurs on your account due to use of this feature. Please make sure to keep your password secret and optionally restrict calls to international locations for your account to be extra-safe. Overview In Advanced Callflows In your account, go to Callflows / Account Settings Set a default Caller ID Name and Number on the account for external calls Go to Callflows / Callflows Using a phone number on the account, Create a new callflow and add the DISA action. Edit the pop-up by adding a PIN # SAVE Detailed Steps Advanced Callflows 1. Access Advanced Callflows Click into the application from your desktop. If you do not see it, ask your administrator to help you. 2. Select Account Settings from the main menu 3. Set a default external Caller ID Name and Number Return to the main screen by picking the Return button to the top right. 4. Click on the Main Callflows menu item 5. Select New Callfllow. Click on the Callflow banner and add your phone number 6. Add DISA to your Callflow Flow diagram. Access the DISA app button by typing it in the search window to the right. Then drag the button into the Callflow diagram. 7. Enter an Access PIN in the dialog box Add your PIN When you do the above, you will get a pop-up like this where you can set the PIN and some options. You really just need to set the PIN (and make it something hard to guess!) NOTE: Accessing these numbers is a huge source of fraud. Make sure to use a PIN that is not easily guessed. 8. SAVE the CallflowNow you can call the phone number you assigned. When you call into this phone number follow these steps: You will hear a dialtone Enter the PIN number If your PIN is correct you will hear a second dialtone. Dial the number you wish to call. You will be connected but the Caller ID Number will match the customer's account settings. NOTE: We're working on the Caller ID Name for you as well, which currently isn't change-able). ####
  2. STEP GUIDE – How to set up your web phone OVERVIEW Here's an overview of the steps needed to set up a soft phone within your PBX environment using WebRTC. STEP 1: In Smart PBX Add and/or enable a SIP "device" to your user listing in. This can be a softphone, a SIP desk phone, or a SIP Smartphone. NOTE: If you have a device already set up and wish to use that, you can skip the first part of this STEP guide and go directly to "Activating your webphone". STEP 2: In WebRTC Activate / assign which "device" you want to use as your WebRTC phone. -------------------------------------------------------------------------------------------------------------------------------- DETAILED STEPS Adding a device to your user device list. NOTE: You may need to request step 1 be completed by your system admin, depending on the access and permissions assigned to you as a user. Go to your Smart PBX application. Pick Devices from the menu at the left Pick Add Device from the top of the menu, and Soft Phone from the drop down. NOTE you can create any type of SIP phone or use one you have already added. Add your information in this dialog box. BASIC SETTINGS NOTES: Give your softphone a device name that is easily recognizable. A password is generated and saved automatically. If you want to change it make sure to write it down. Assign the softphone to an existing user. Review Advanced Settings If you want to control additional settings here, select the Advanced tab. You will see the options below. NOTE: These can also be set and edited within SmartPBX at a later time; Advanced Settings notes Audio: Set a ring tone from a list of pre-installed codecs. Drag your selection from "Available" to "Selected." Video: Set a ring tone from a list of pre-installed codecs. Drag your selection from "Available" to "Selected." Restrictions: See above. This allows. you to control the outgoing call this softphone can make. Emergency Caller ID: This assigns a physical phone number to this softphone. If 911 is called from this softphone the dispatcher will see the phone number assigned. NOTE: Please review the new settings and guidelines here for complying with Kari's Law in reference to e911 calling. Miscellaneous: See the information below related to additional settings. Miscellaneous Ignore Completed Elsewhere When checked, supporting phones will show a call missed if it was part of a ring group answered elsewhere. Notify when Unregistered Will notify the administrator if phone is unregistered Caller-ID Privacy Set your preferences for Caller-ID WebRTC If checked, forces a WebRTC comaptible SDC on INVITE Encrypt Audio Select either SRTP or ZRTP encryption SAVE your new device! Confirm your device is enabled in the device list Once you have saved your device in Smart PBX, you will be returned to the device listing page. Search for your new device and confirm it is enabled. Confirm the Softphone is assigned to the correct user If the setup is successful, you should see this phone listed next to your user name as shown below. Activating your Webphone Once your device is assigned in SmartPBX, you can manage its use in the WebRTC application. From your main applications screen, Launch the WebRTC app NOTE: You can choose to select the WebRTC app by double-clicking on the icon AND/OR you can move the icon to make it the default application for your desktop. As default, this will mean your Softphone will automatically be enabled when you log in. If you choose NOT to set WebRTC as your default app, you must Assign your webphone You should see a screen similar to below. Select the softphone you want to enable and pick save. NOTE: If you do not see the softphone you expect, return to SmartPBX and verify it is enabled there. If you do not have access, check with your administrator. Once your SIP Username is assigned and saved, you should see the WebRTC phone dialer on your screen. You can minimize it by picking the icon at the bottom right corner. The "minimized" phone will display as an icon, shown to the right. Minimized phone icon NOTES: The WebRTC phone will appear on any screen you have open for your PBX. You can set your default audio settings (in and out) within the virtual dialer. All settings can be edited from the SmartPBX application.
  3. 2600HZ STEP GUIDE – CallThru.us - Android Devices NOTE: This document reflects recent updates in the Android version of CallThru.us as downloaded from the Google Play store. Please suggest any edits or ask questions in the comments tab below. What is CallThru.us?CallThru.us is an application that routes calls through your office PBX system to an iOs or Android mobile device. The app provides a familiar caller dial pad and call management options on the mobile phone, including access to local contacts, import and save contacts, and view call history. Before you start Access the account you want to enable and find the CallThru application. Make a list of the users you want to give access to for mobile phone use. Have the mobile device you are activating available for downloading the CallThru app through Google Play or the Apple App Store. Next Steps Set up CallThru.us access in Monster UI STEP 1 Find the CallThru.us app in your application window. STEP 2 Click on the icon to open the application. The Getting Started screen will display with a User Access tab at the top. STEP 3 When the tab is open, a list of users will display. Search for the user(s) to enable and toggle the switch on. Download and Register the CallThru App on a mobile device. STEP 1 Open the User Portal app from the desktop. STEP 2 Enter your mobile Phone # as it requests. You will see the screen below. The QR code is an easy way to register your device! Once the app is downloaded on your phone, open it. You will be prompted to aim your phone at this code. The phone's camera must be available to read the code generated on the desktop. NOTES: The CallThru.us app can be downloaded any time, either from the desktop or from the appropriate app. store on your phone. The Android preview is below, as seen from the desktop and mobile phone. Notes on downloading the application Search on Google Play for the Callthru.us app. You should see a result something like this. Install the application. When you open the application, you will be prompted as follows: Enter your credentials and accept Terms of Service Using the phone's camera, scan the QR code generated from the User Portal app on your desktop. Accept the terms of service . Check / Set Access permissions to phone services For Contacts NOTE: If you choose Don't Allow Access to Contacts, the phone's contact list will be blank. A message will ask for permission each time the contact icon is accessed. For Microphone, and Phone View your home screen! Once you agree to the terms, you will see the "home screen" for CallThru.us. This is shown at the left, below. To access additional screens you can: Select the "hamburger" icon next to the Home text at the top; this will show a pop-out menu. Select one of the icons at the bottom of the screen, for Contacts or the Dial Pad. . And, if you select the dial pad grid at the top left you will see your ticket out. CallThru.Us Screens Recent Calls / Call History To refresh your screen and review updates, select the circular arrow at the top right. Your screen will display recent calls made from your CallThru account. Voicemail Screen Click on the Voicemail area to view details and listen to your voicemail. The icons below the VM recording bar allow you to: Return a call Delete the voice mail Change the tag from Listened to New Faxes Page If your fax page shows "no faxes setup" (see below left), check with your administrator, it will need to be configured and assigned to you as a user in the SmartPBX console. If a fax page is configured, you should see a screen similar to the one to the right. Call Settings To access the settings page for CallThru.us, select the Settings option from the home screen, as noted below. You will then see the Settings page, also shown below. Enable Call Forwarding Set the phone number you want to forward the call to. Also ring my other devices. If checked, will ring all devices that are assigned to this CallThru phone #. Keep Caller ID: This will retain the caller ID from the originating call, even when forwarded. If this is not checked, the Caller ID will show your CallThru.us phone #. Send Voicemail to email Enter an email address where voice mail notifications should be sent. Do Not Disturb Select any devices that are assigned to this number to be in DND mode. This means the device will not ring, and if a voicemail is configured, it will go directly there. Account Settings This screen is accessed from your home screen, by selecting the Gear icon on the top right. Account Setup This shows the Username and Password as transcribed from the QR code you used during the install process. It is not recommended you change this manually. About This displays the version of CallThru.us installed on your phone. Reset Application Use this if you want to reset the application. It will delete all your data related to the app, including the associated phone number. If you are having trouble receiving incoming calls, it's possible the phone number you entered was not paired correctly with your phone. Making a Call using CallThru.us Dial your number ! In the background, the CallThru app follows these steps when making a call: What callers will see is something like this: A quick screen that says "initializing" before the call is completed. An access number that the app is dialing. NOTE: This is not the phone number you are calling, it is the access number that the CallThru.us has allocated to relay your call. Select the access number to initiate the call. What the call recipient will see depends on your settings: The person receiving your call will see a number you have assigned as your caller ID in your PBX system. If your caller ID is not set up to be shown, then your caller ID will show as Anonymous. Receiving a call from CallThru.us and your PBX system What callers will see / hear depends on your settings in your PBX application. Your cell device is added to your user settings, and will adopt the general settings you've applied to your other devices. The caller will hear what your PBX system had defined, and a possible pause during the phone forward process. What you will see / hear When a call is forwarded to your cell phone, it will ring as a normal call. When you answer however, it will prompt you to "Press 1 to continue." This is currently what indicates the call is from your PBX system. Future releases will provide alternate preference options for identifying these calls. If you want to turn the ring off at certain times go into the device settings for this CallThru device, and toggle the DND switch on. If you are not receiving calls Here's some troubleshooting ideas if your phone is still calling out but not receiving calls: Verify your phone has been added to you as a user in your PBX setup. It should display in Smart PBX as in the above post, as a listed phantom device (without an icon for now) it should display in User Portal under Settings & Devices. Check your settings for and make sure the DND is not toggled on for this CallThru.us device. As a last resort, if you are still not receiving calls, you may want to reconfigure the phone -- the phone number you entered may not have synched correctly as the number of your cell phone (think typo, we are adding a way to verify your input, will be available shortly). It is possible to dial out with an incorrect cell phone, but not to dial in. To reset, From the app on your phone, under the settings, choose Reset Application. Go to the User Portal app on your desktop, pick the Mobile Tab From this tab, type in your number. When you see the QR code screen, instead of capturing the code there, choose the "Link new phone number" arrow at the top left Enter your phone number again very carefully and double check it! Capture the new QR code This should reset your phone and your desktop NOTE: For a more detailed view of these steps -- with screen shots, refer to the CallThru FAQ. #####
  4. 2600HZ STEP GUIDE – CallThru.us - iOS Devices NOTE: This document reflects recent updates in the iOs version of CallThru.us as downloaded from the Apple store. Please suggest any edits or ask questions in the comments tab below. What is CallThru.us? CallThru.us is an application that routes calls through your office PBX system to an iOs or Android mobile device. The app provides a familiar caller dial pad and call management options on the mobile phone, including access to local contacts, import and save contacts, and view call history. Before you start Access the account you want to enable and find the CallThru application. Make a list of the users you want to give access to for mobile phone use. Have the mobile device you are activating available for downloading the CallThru app through Google Play or the Apple App Store. Next Steps Set up CallThru.us access in Monster UI STEP 1 Find the CallThru.us app in your application window. STEP 2 Click on the icon to open the application. The Getting Started screen will display with a new User Access tab at the top. STEP 3 When the tab is open, a list of users will display. Search for the user to enable and toggle the switch on. Download and Register the CallThru App on a mobile device. STEP 1 Open the User Portal app from the desktop. STEP 2 You will see a new tab for Mobile to the right. STEP 3 Click on the tab. A prompt will ask for a mobile phone number. Once the number is verified a screen similar to below will display, prompting to download the CallThru.us app to the device. Once the app is on your phone, open it. You will be prompted to aim your phone at this code. Make sure your phone's camera setting shows it is available. NOTES: The CallThru.us app can be downloaded any time, either from the desktop or from the appropriate app. store on your phone. Remember your phone camera must be available to read the QR code generated on the desktop. Review the "downloading your app" section of this STEP guide for notes on this process. Notes on downloading the application Search for CallThru.us in your Apple App. store. You should see a screen similar to below: As you download the app, you will see the following prompts: Enter Credentials: Choose to use your phone camera to read the QR code generated from your User Portal app. NOTE: The login Username and Password referred to here are derived from the QR code and very long and cumbersome to enter. They are NOT your login and password used on your desktop PBX. Choose to Allow Access to your Contacts (or not). If you choose to not allow access to. your contacts, you can change these settings later in the app. settings screen in iOs. Accept License terms: Read the terms and choose I Agree View your home screen! Once you agree to the terms, you will see the "home screen" for CallThru.us. This is shown at the left, below. To access additional screens you can: Select the "hamburger" icon next to the Home text at the top; this will show a pop-out menu. Select one of the icons at the bottom of the screen, for Contacts or the Dial Pad. . CallThru.Us Pages Recent Calls / Call History To refresh your screen and review updates, select the circular arrow at the top right. Your screen will display recent calls made from your CallThru account. NOTE: Currently the phone number will display the number used by CallThru, not the number you actually called. This will be captured in your SmartPBX call log. Voicemail Page Click on the Voicemail area to view details and listen to your voicemail. The icons below the VM recording bar allow you to: Return a call Delete the voice mail Change the tag from Listened to New Faxes Page If your fax page shows "no faxes setup" (see left), check with your administrator, it will need to be configured and assigned to you as a user in the SmartPBX console. . Below are images that show how sent (left) and received fax information will display on your phone. You can view and delete the faxes from these pages. NOTES In this release, saving a fax is not supported; the fax can be saved from your desktop in SmartPBX however.In the interim, some of our users are "saving" these fax images by taking a screen shot with their phone. In SmartPBX you can define if you want to receive an email of your fax, and/or send a fax to another number by email. If you have turned this setting on and are not receiving your emails, please check your "Junk" mailbox. You may see notifications like below. Remember to allow incoming emails from the no_reply server your system uses. Settings Pages To access the settings page for CallThru.us, select the Settings option from the home screen, as noted below. You will then see the Settings page, also shown below. . Settings Options Enable Call Forwarding Set the phone number you want to forward the call to. Also ring my other devices. If checked, will ring all devices that are assigned to this CallThru phone #. Keep Caller ID: This will retain the caller ID from the originating call, even when forwarded. If this is not checked, the Caller ID will show your CallThru.us phone #. Send Voicemail to email Enter an email address where voice mail notifications should be sent. Do Not Disturb Select any devices that are assigned to this number to be in DND mode. This means the device will not ring, and if a voicemail is configured, it will go directly there. Dial pad and Program Settings When you select the dial pad icon at the bottom of any screen you will access your calling window, as seen below. In addition, you will see a gear at the top right. This will display the Program Settings screen, seen to the right (for reference ONLY!). NOTE: Most of this Program settings page is provided FOR REFERENCE ONLY. Check with your system administrator before resetting any of these fields. Account Setup This displays the User Name and Password generated by the QR code during setup. Delete this ONLY if you want to remove the application entirely from your phone. About At the bottom of this screen you will see a version number for your app. This can be useful during troubleshooting calls. If you have auto-update set to on in your Apple apps. settings you will likely have a current version. Reset application This may be recommended if there is inconsistencies with your SmartPBX application and/or you are changing your phone number. Making a Call using CallThru.us Go to your Dialpad and Dial a Number ! In the background, the CallThru app follows these steps when making a call: What callers will see is something like this: A quick screen that says "initializing" before the call is completed. An access number that the app is dialing. NOTE: This is not the phone number you are calling, it is the access number that the CallThru.us has allocated to relay your call. Select the access number to initiate the call. What the call recipient will see depends on your settings: The person receiving your call will see a number you have assigned as your caller ID in your PBX system. If your caller ID is not set up to be shown, then your caller ID will show as Anonymous. Receiving a call from CallThru.us and your PBX system What callers will see / hear depends on your settings in your PBX application. Your cell device is added to your user settings, and will adopt the general settings you've applied to your other devices. The caller will hear what your PBX system had defined, and a possible pause during the phone forward process. What you will see / hear When a call is forwarded to your cell phone, it will ring as a normal call. When you answer however, it will prompt you to "Press 1 to continue." This is currently what indicates the call is from your PBX system. Future releases will provide alternate preference options for identifying these calls. If you want to customize when you get calls (e.g. turn the ring off at certain times, customize a voicemail) go into the device settings for this CallThru device, and select which devices. you want to set to DND (see Settings Options, above) If you are not receiving calls Here's some troubleshooting ideas if your phone is still calling out but not receiving calls: Verify your phone has been added to you as a user in your PBX setup. It should display in Smart PBX as in the above post, as a listed phantom device (without an icon for now) it should display in User Portal under Settings & Devices. Check your settings for where your calls are sent to. By default when you set up your cell phone the calls will be treated as your other devices are treated. If you want your cell to have unique behavior, adjust the settings in Smart PBX under Find Me, Follow me, as above. If you are still not receiving calls, you may want to reconfigure the phone -- the phone number you entered may not have synched correctly as the number of your cell phone (think typo, we are adding a way to verify your input, will be available shortly). It is possible to dial out with an incorrect cell phone, but not to dial in. To reset, From the app on your phone, choose the gear at the top right of your dialpad, and select Reset Application. Go to the User Portal app on your desktop, pick the Mobile Tab From this tab, type in your number When you see the QR code screen, instead of capturing the code there, choose the "Link new phone number" arrow at the top left Enter your phone number again very carefully and double check it! Capture the new QR code This should reset your phone and your desktop NOTE: For a more detailed view of these steps -- with screen shots, refer to the CallThru FAQ. Reviewing your CallThru.us settings There are three places to check and set your CallThru Settings and preferences: From your CallThru.us settings screen From your SmartPBX and/or User Portal application on your desktop (soon also on your mobile phone) Control the ringing and routing behavior of incoming calls, e.g. voicemails, etc. Set your assigned devices and fax boxes. From your iPhone settings screen Control permissions for the CallThru mobile app related to iPhone data access, for example if CallThru can access your Contacts, Microphone and Camera. During your installation, you are asked to enable these; however if you choose not to at the time, you can through the iOS settings screen. See below Reset and/or re-couple your phone with your CallThru app. CALLTHRU.US SETTINGS FROM YOUR PHONE Settings controlled from standard iPhone settings screen These are the traditional settings that you can control through your iPhone for most applications. If you declined access to your contacts during configuration, you can override that in these settings. Your contacts will display once the setting is changed. #####
  5. Overview Conference manager is a tool that provides an intuitive experience for conferencing activities. This is the perfect app for managing one or multiple conferences in unison. Account set up is as easy as assigning a conference bridge, phone number and pin. Once these items are confirmed, you can schedule conferences immediately. As a moderator, you can initiate and end conferences on demand, see all activity for live participants, and manage microphones, all in realtime, thanks to Webhooks! In addition, you can use conferencing globally, without racking up high international fees, providing for the best business conferencing experience available. Features Real-Time Activity of Participants & Moderators Complete visibility and control for features such as participant mute and unmute, control of participant activities and a real time attendee dashboard for complete participant management. Complete Control Conference manager provides you with complete control of conference activities and management of default settings. You can lock, mute, end live conferences at any time while still providing a seemless conference experience. Global Conferencing Conference Manager’s globally optimized network provides locally dedicated numbers across the globe. Global attendees can select from a multitude of dial ins, using various country codes, while only accumulating local call charges. Conference Set Up & Customization During initial set up, you can set controls to enhance conference experience. Features such as muting and deafining participants and adding or removing entry/exit tones can be set based on user needs. On Demand Conference Access Host meetings anytime, anywhere. Use custom dial in and pin for on demand conferences, in a matter of minutes. Technical Specifications Conferences Create Conference: Conference Name Conference Owner Moderator PIN Participant PIN Participants join conference as muted Participants join conference as deaf Play entry tone Play exit tone Conference ID number View: Conference Name Number PINs Owner Number of Active Callers View conference: Moderators Participants Lock Mute All Unmute All Hang up Search All Conferences Call-In Numbers Add Call-In Number: Buy new number Add from spare numbers Assign new extension Assigned conference number: Customize greeting Delete conference number
  6. Overview The Debug Tool gives you real time information, including SIP registration status, device connectivity, notification logs, and device subscriptions to aid in solving network issues. If more technical assistance is required, the Debug Tool provides enough information to allow support staff to quickly identify the problem and provide a solution to a system administrator. The information collected can be used to: Verify a registered line. Monitor network for errors. Verify correct branding on outgoing emails. Inspect and determine BLF issues. Flush BLF. Monitor active calls in real time. Features Registration Status View SIP registration status to determine any registration errors. Monitor the customer’s local LAN IP address and public IP. Device Connectivity Information Displays how a device is connected to the system and includes information on network, ISP, datacenter and proxy connection. Notification Logs Conference Manager’s globally optimized network provides locally dedicated numbers across the globe. Global attendees can select from a multitude of dial ins, using various country codes, while only accumulating local call charges. Presence Verifies that correct packets are sent to SIP device. If incorrect, helps trace location of error. Channels Real time info of active calls. Displays active calls and channel connectivity to PSTN Network. Technical Specifications Major Debug Components SIP Registration Device Connectivity System Notification Logs Presence Channels SIP Registration SIP Username Name Presense ID Contact (Local IP) Source (Public IP) Date/Time Device Connectivity Information Device Information SIP Username Account Name Domain/Realm Device Type/Model Network Local IP Public IP via ISP Proxy Server Connectivity Scheduled Check-In (sec) Lost Connectivity Notification Technical Details on JSON payload Notification Logs Searchable Displays: Status Template From To Date/Time JSON payload Presense Searchable Shows: Subscription ID MWI BLF Flush Button Details: List of Subscribers Last JSON Payload Sent Channels Searchable Shows: Created Timestamp UUID Destination Direction Other Leg Details on JSON payload
  7. The Migration App allows customers to seamlessly transfer your basic callflows to SmartPBX. Using the Migration App, port your existing callflows from your Kazoo account into your new Monster account within SmartPBX. What to expect from this App: This app will allow you migrate your basic callflows from the existing Kazoo UI to SmartPBX in the new Monster UI. Any callflow that you do not wish to move can stay in the Kazoo UI for now, but will be missing some of the new features offered in SmartPBX. Some existing callflows will not be able to migrate to SmartPBX via the App, and will require a one-time manual configuration that is reviewed in the post migration section. Callflows Migrated – Some callflows cannot be added, if you do not see them please assume they cannot migrate to Monster. If you wish to re-establish this advanced functionality, it can be found in the Advanced Callflow App. To begin migration: We highly recommend that you do this account-by account, test it, and do it on off hours. This is a helper tool and the tool cannot migrate over everything. Click into the Migration App. Once in, find on the left a list of current accounts and subaccounts. Select one account or subaccount and then select the "Start Migration" button. Please note: in order to migrate accounts, each subaccount will need to be migrated independently of the parent account one at a time. Each account and sub account will individually need to be migrated. The User Callflow will appear first. Utilize the handy "Migrate Callflow" check box to select or deselect the specific callflows you would like to migrate. Once you have decided what callflows you would like to migrate, select the "Next" button. The ring-group callflow will appear. Select the available callflows you would like to migrate and select the "Next" button. The Fax-boxes callflow will pop up next. Select the available callflows for migration and select the "Next" button. The Main Company Callflow will pop up next. Select the available callflows for migration and select the "Next" button. SmartPBX enables you to set up an office or installation in minutes, improve reliability and functionality, and reduce installation and labor costs. However, if you are using multiple offices, it is recommended that you select "I do not want to set up my Main Company Number now." Callflow on the right is Incoming Call Handling, which you can see in the "Users" tab of SmartPBX. Select what user you want the main company number routed, then below select what voicemail box you would like to use. Routes to a specific user, when in SmartPBX make changes Once you are finished selecting the users, ring groups, fax boxes, and main company callflow a summary of what you have selected will appear. Please review and once you are ready to transfer to Monster, select the "Submit" button. Please note: All features on existing numbers, such as Inbound and Outbound Caller ID or e911, will remain unchanged. IMPORTANT: Once you choose to migrate these over, there is no way to reverse this. After you select "Submit," the migration process will begin, this should take a few minutes. This will allow us to normalize customer experience and normalize our support process to ensure efficient setup and effective response to any issues. Great! You’ve migrated. What’s next? Main number setup The Main Number callflow, including IVRs and holidays, works differently in SmartPBX and needs to be configured manually. This page is an improvement that allows for easy configuration and full control of inbound calls for both you and your customer. Please be sure to access the Main Number Page in SmartPBX to complete you migration setup.
  8. Overview Dial Plan Manager allows you to create rules to modify outgoing phone call numbers. This is especially useful for appending international prefixes to phone numbers, saving the caller time in entering them. The Dial Plan Manager applies rules whenever an outgoing telephone number matches a specified pattern. These rules can be applied per Account, User, or by Device. Either prefixes or suffixes can be added to outgoing calls. Powerful and Highly Customizable - Regular Expressions (pattern matching rules) determine which numbers will be modified by the Dial Plan Manager. For example:A customer based in France does not use any prefixes and only places calls to local phone numbers. Typically, the customer would have to type a prefix in order to place a call. However, with Dialplan Manager, you can configure a new rule that will allow the customer to dial as if they were located within the country, kipping the prefix and country code. Features Powerful and Highly Customizable The Regular Expression editor, gives you the ability to support call flows natively from/to any country in the world. Easy to Test When creating your rule, you can test the Regular Expression with our easy-to-use tester, catching any typos that might hinder your call going through properly. Fine Level of Control Customize rules on an account, user, and even device basis. Technical Specifications International Support Configure any Country Easy Set-Up Custom Rules Support for local country rule examples: 7 Digit Dialing in the US 8 Digit dialing in France… Prefix and Suffix support Support for prefixing numbers Support for adding a suffix to a number Support for dropping parts of a number High Level of Control UI Can Define Rules for: An Entire Account A Specific End-User A Single or Multiple Devices Test Tool Test your Regular Expression in the GUI before applying the ruleset.
  9. Overview The Fax Manager gives full control over your fax logs and acts as a central administration hub for managing and downloading all real-time fax logs. You can view and manage fax activities across users. The Fax Manager platform allows visibility across all inbound, outbound, and fax-to-email transactions. You can bulk delete faxes from the database, recover missing logs, download fax conversions, and view status of faxes sent. Features Inbound Fax Control Dependable, real-time dashboard that provides activity reporting of all inbound faxes received, lost fax transmitions and sender/receiver information and more. You can also filter search capabilities and review fax activites both past and present. Outbound Fax Assurance You have visibility across mailboxes for all recipients. Each user can have faxes delivered to their own personal fax number. Faxes are delivered conveniently to the email box. Download onversion activities, contact info and confirmation details. Fax to Email Analysis Fax to email is a seemless interface that hosts every fax to email transaction. You can analyze delivery activities, locate missing faxes, obtain time stamp stats and troubleshoot uncertain fax activities through detailed transaction data. Instant Download of all Fax Log Activity You can download personal fax reports and receive real-time activity data of all inbound, outbound and fax-to-email transactions. Reports can be downloaded immediately and customize the data by the specific need. Technical Specifications Inbound Faxes Select Multiple Faxes Filter to a Specific Faxbox Refresh Filter Dates (Custom Dates) Search Download Fax View Fax Details Outbound Faxes Support for local country rule examples: Select Multiple Faxes Filter to a Specific Faxbox Refresh Filter Dates (Custom Ddates) Download Fax View Fax Details Retry Send Support Procedures User Experiences a UI Error User is Unable to See any Faxes User is Unable to Resend Faxes Outbound Fax Delivery Failures Inbound Fax Delivery Failures Fax to Email Delivery Failures
  10. Overview Reseller Reporting provides billing and usage information as Excel documents for each customer. These documents are typically used for customer billing, but also may be useful for adjusting prices based on usage.We allow you to charge your customers any amount you wish. The freedom of how you bill your clients is yours! For example, as a reseller, you may be billed $24.99 for trunks, however you might be charging your customers $29.99. You may even charge your customers for usage/features that 2600Hz doesn’t charge for to gain additional profit! Customers may have both recurring charges and usage charges – which is where you can decide your billing strategy. Reseller Reporting shows what 2600Hz charges, but doesn’t calculate what you might charge. With one click, you may run a report for all of your subaccounts or even for subsets of your accounts. Additionally, summaries may be grouped by country for each sub account and edited in excel to fit your needs. Features One Click Reporting Getting a report on accounts is really easy! It’s as simple as selecting the desired accounts, report period and choosing an email destination for the report to be sent to. Oversubscribing You are free to oversubscribe your customers, meaning you are able to sell more services than you actually have under the assumption that not everyone will use the services at the same time. If services are overused at the same time, resellers are billed overages as standard per-minute usage. CSV Summary of all Accounts Along with reports of individual accounts, Reseller Reporting delivers a CSV file of a summary of all of the usage on all of the selected accounts. Flat-Rate vs Per-Minute Price Flexibility Usage is detailed to be either “flat-rate” or “perminute,” however you can choose to bill your clients however you want, at your desired rate, despite the way you are billed by 2600Hz. Rates Per Country In order to monitor international usage, you are able to break down your customer’s usage by country. This is also available in a summarized view of the automatically generated CSV. Technical Specifications Creating Report Choose which accounts to include in your report Choose report period Define where to send the report Report Details CDR Report: Date/time Call ID (From) Caller ID To Number Billing Minutes Rate Rate Name Reseller Call Type Reseller Cost Customer Call Type Customer Cost Reseller Cost Breakdown Report Summary Details Quantity of items accounts are utilizing: Account ID Name Branding-White-Label Tollfree US Phone Numbers US DIDs Dedicated IPs E-911 Outbound CNAM Inbound CNAM Ports Local Number Services Two-way Trunks Inbound Trunks Outbound Trunks SIP Devices Landline Devices Cellphone Devices Softphone Devices Users User Admins Ledgers Per Minute
  11. Overview 2600Hz Webhooks enables developers to build rigourious intergrations that rely on real time, non-critical notifications from KAZOO. Webhooks sends a HTTP, GET, or POST notification to a URL defined by you when certain events occur on a system. A list of notification that Webhooks can send are: Inbound/ Outbound Calls Call Anwsered/ Ended Bridged Calls Call Parked Inbound/ Outbound Fax Callflow Triggered Object Triggered (eg. Users, Devices) Developer Examples: Inform my service that a customer pressed “1” to accept charges. Update a work tracking system from a standard telephone. (eg. Hotel Staff dial *179 to confirm checkout) Track agent/ sales performance in an external system. Load a customer profile on an agents CRM software when they call in. Features Easily Setup Your Webhooks in the UI All you need to do to add a new Webhook is pick the trigger event and the URL you want to send it to and give it a nickname. From that point your system will start receiving those notifications in real-time. Log Channel Request You can see the history of event notifications, which makes it much easier when trouble shooting to make sure that KAZOO is sending the events you expect. Enable/ Disable Webhooks If Webhooks notifications fail to reach your service too many times, they will automatically shut off. In the UI, you can easily see and manage which Webhooks are enabled and even re-enable multiple failed Webhooks at a time. Add Custom Data Does your data need more context? We give you an extra field so you can attach whatever metadata you need to the event. This means that when your service receives the event, it has the extra info your service your service needs to interpret it properly. Personal Conference Rooms You can have your own conference bridge and unique pin. This prevents you from having to schedule conference "rooms". Use the conference whenever you like - it's always available. Technical Specifications Audio Codec Support G729 G711a / G711u GSM G722/G722.1 @ 16khz/32kHz (HD) Siren @ 48kHz/64kHz (HD+) OPUS Speex @16khz/32khz Video Codec Support* H261 H263 H264 VP8 * No transcoding Caller ID Support Internal Caller ID External Caller ID Emergency 911 Caller ID (per station) Hold Music Customizable hold music (.mp3 or .wav) Customizable on a per-user basis Voicemail Individual voicemail boxes per user Voicemail to Email Notifications Personalized Voicemail Name, Greeting Dial Restrictions Restrict dialing to configurable list of areas Examples: Toll-free Caribbean / Virgin Islands International Audio Encryption ZRTP SRTP Conference Services Per-user private conference rooms Main conference number Virtual Receptionist Main number configurable by time period Open, Closed, Lunch Hour Periods Vacation Holiday Routing Configurable Callflows per Time Period Route to Main Menu Route to Group, go to Menu on no answer Route to Group, then voicemail Graphical Menu Configuration Tool Call Logs Intuitive Call Log Tool Shows per-call history Includes success/fail code of each call Includes result for each individual phone Tracks call transfers throughout call User Features Caller-ID Number, Call Forwarding, Call Recording, Hot Desking, Voicemails, Faxbox, Conference Bridge, Find me Follow me, Music-on-Hold Fax Services Individual inbound fax mailboxes, per user Faxes delivered as emails w/ attachments
  12. Overview Interacting with your phone system in real time is challenging when you have limited insight into what's happening. Websockets gives you a dedicated pipeline of events from the system - as they happen! Websockets allows UI developers the ability to connect to KAZOO and receive real-time event activity within your accounts. Want to update a dashboard when someone is on the phone? Want to popup a window when a voicemail is left in your voicemail box? Detect fraudulent calls in real-time and hang them up? Your imagination is the only limitation, as anything is possible when you have the events streaming directly to you as they happen. Building rich user interfaces and staying responsive to the usage of your account(s) via the Websockets event stream will allow you to differentiate yourself from your competition, improve your users’ availity to perform their phone-related tasks, and make life sweeter for all. Who wouldn’t want their phone system to do that? Features PBX Events Keep an eye on all phone activity at all times through the PBX dashboard. View Events By Account KAZOO Websockets come with a handy application for viewing active websockets on any given account. Websockets Debug Helper Troubleshoot problematic Websocket connections easily by observing the live data as it flows through the Websockets. Call Center Metrics If you have KAZOO Call Center installed, Websockets makes call center metrics and events available to your developers. This makes it possible for you to design a real-time dashboard for management that contains Queue and Agent performance. Technical Specifications Call Events Call Created Call Answered Call Destroyed Call Bridged Fax Events Fax Status Call Center Events Call Joins Queue Call Leaves Queue Call Delivered Queue Status Call Center Metrics Total Wait Time Estimated Wait Time Recipients Active Sessions Missed Calls Abandoned Calls
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