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You can download the newest Call Center User Guide here: Call Center User Guide (11.16.2022).pdf ##### Related Articles SmartPBX Frequently Asked Questions (FAQs) Advanced Callflow configurations and setup Accounts Manager Wizard User Guide API Reference Docs docs.2600hz.com Queues - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Agents - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Callflows - Kazoo API Reference REST API Reference for Kazoo Crossbar API #### View full File

To download a .pdf, click the link at the bottom of this page. 2600HZ STEP GUIDE – ZAPIER What is Zapier? Zapier is an online service which easily allows you to automate your work. Using Zapier and KAZOO together gives you enormous power to have KAZOO “talk” with other online applications such as Outlook, QuickBooks, Salesforce, Zendesk and Slack. Before you Start Get familiar with Zapier and check to see if your company has a Zapier account. If so, have your Zapier account number available. Quick Steps Go to www.zapier.com and sign up for a Zapier account. It is free. If you already have an account you can skip this step. Contact support@2600hz.com. Include your Zapier account information when you contact us. Once we share the KAZOO App with you, you’ll receive an email with the subject “New Invitation to KAZOO” and the following body. Click on the link and you should see the image below. After you've accepted the invitation from 2600Hz, you'll be prompted to "Accept Invite & Build a Zap". For your first Zap you’ll be asked to enter your KAZOO credentials; Zapier will save these for future use. You'll also notice that KAZOO now shows up in the list of apps in Zapier when creating new Zaps. To download a .pdf click the link below: 2600Hz Zapier Step Guide 08-06-2019.pdf View full File

2600HZ STEP GUIDE – PORTING When porting a number, you are using the portal to deal directly with the carriers. The process is noted below. Please pay attention to the notes, as these can be important in completing a successful port and can all be the cause of rejections from the carriers. Checklist for Porting – What you’ll need Completed / recently updated Branding Configuration app. in KAZOO A list of numbers you want to port – 800 numbers should be a separate list A .pdf copy of your recent bill dated within 15-20 days (required by the carrier) A .pdf copy of your LOA (Letter of Authorization) for your current carrier, MUST be within 30 days of your request (preferably 15 days of your request to allow for delays). Syntax to use for Company Name, especially if you have distributed offices. (for example, ABC Company - Philadelphia, ABC Company - Denver) Overview of Steps Getting Started: Entering your Request to port Phone Numbers When porting a number, you are using the portal to deal directly with the carriers. The process is noted below. Please pay attention to the notes, as these can be important in completing a successful port and can all be the cause of rejections from the carriers. Review / Complete the Porting Checklist above Launch the Porting Manager Application At the top, you will see 3 tabs to navigate for checking the status of your ports Suspended – Saved (to continue later) or rejected ports Progressing – In progress with the Carrier Completed -- Canceled or successful ports 3. Request New Port. 4. Enter Name of the port request Next you will be asked to name the port request. This might be the name of your customer, or some other reference to the port that will be a reference point for you (or 2600Hz if you need assistance). You will also need to designate whether this port will be all local number or all toll-free numbers. NOTE: Local and toll-free numbers CAN NOT appear on the same port request – separate requests must be completed. 5. Attach current bill showing ownership You will be required to provide a bill that the number is attached to in order to prove ownership. Attach the bill, and click the box to verify that the date is within 30 days. NOTE: The bill must be dated within 30 days preceding the port request, at the time the carriers process. Submitting a bill dated 28 or 29 days prior, may cause a rejection – please allow time for processing. The bill also must be in PDF format and cannot exceed 5mb. 6. Enter Account Information Once you click the verification box, additional fields will appear below, as well as a visual of the attached bill. The fields include the losing carrier (this should be the bill from that carrier), the Account name EXACTLY as it appears on the bill, and the Service Address. Account Names cannot exceed 25 characters which includes spaces. This is our carrier’s max limit. If the account name exceeds 25 characters, input the 1st 25 and after they submit, add a comment to the order indicating the full account name in case it rejects. These types of rejections require our carrier to make manual changes to the order on their end. 2600Hz will contact the carrier asking them to make the changes. NOTE: If the information you are providing to the fields does not EXACTLY match the bill, this can cause a rejection. Some carriers will reject for missing or added punctuation or even a space! Some carriers also use an Account Number or PIN which should be typed into the appropriate field – if none are provided, leave these blank. You will also need to populate the BTN, or BillingTelephone Number, in the last field. 7. Select Numbers to Port Next, you will be asked to list the numbers you wish to port, and then click Add Numbers to “add” them to the port. You can port a maximum of 100 numbers in one request. NOTE: Make sure to double and triple-check the numbers you enter! Solving fat finger mistakes on the numbers is close to impossible. If you are trying to port the BTN (Billing TelephoneNumber), the system will immediately recognize it and flag as shown here: IS THIS A FULL PORT OR A PARTIAL PORT? If you are porting all numbers from the account, click Full Account Port If you are only doing a partial port (meaning not all of the numbers), select Portion of Numbers. If your partial port includes the BTN from this account, you will need to note a new BTN from the numbers that will remain with the losing carrier. You can save and continue later (you will find this order under “Suspended” when you come back in to complete) or Next – LOA Form to add the Letter of Authorization to the request. 8. Review your List of Numbers! NOTE: Be sure to double check that all of the information in the document matches what is on the bill, and to double check the phone numbers to be sure they are correct. An incorrect number, or typo, can cause the entire port to be rejected! 9. Submit your Letter of Authorization Next, you’ll need to provide an LOA (Letter of Authorization). This confirms you are both eligible to authorize the cancelation of your old account and the start of your new account with 2600hz. To do this, follow the steps from this dialog box. It includes downloading our form, filling it out, signing the form and uploading it back to this application. NOTE: Your LOA MUST be uploaded in PDF format. 10. Enter preferred porting date and contact information The last piece before the review is to let the carriers know who to notify of the changes and to request a porting date. NOTE: Your requested date is not guaranteed – the porting date is not confirmed until you received your FOC date, or Final Order Confirmation date. 11. Save or Suspend your request if you're not ready NOTE: You can choose to “save” or “suspend” your application if you want a second pair of eyes to review this. Look for a button like this, available on most screens. Once saved, the request will display on your Porting home screen and provide the option to Resume. It will then restore the data you entered. 12. REVIEW REVIEW REVIEW The final step is the review. Be sure to double check the information provided, and you must check the boxes on the right, stating your agreement, before being able to submit the port. Once the boxes are checked, you can submit your port. You will see this confirmation and agreement. You will need to check all boxes. 13. What to expect next Once submitted, you should see a screen like the one below. Please submit any questions in the Message block as shown. This is the channel for support for this process. You will be notified by email: A confirmation of the date you have requested, or alternate date proposed When the porting process is complete. You can also track the progress by clicking on the Progress tab in our application. Related Articles Porting Manager FAQ and Training Webinar Bulk importing Names and Numbers using CSV export files Managing Phone Numbers - User Guide Branding Manager User Guide API Reference Docs docs.2600hz.com Number Port Requests - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Resources - Kazoo API Reference REST API Reference for Kazoo Crossbar API ####### View full File

What is this? Dynamic Caller ID allows you to set unique rules that modify the caller ID display based on the outgoing phone number called. You can set rules that match a feature code, area code(s), or a more advanced set of variables using Regular Expression algorithm. Once set, each outgoing call that matches the pattern can display a unique and customized caller. Before you start Inventory your available phone #s use for settings. Note you must own the number you use in order for the Caller ID setting to be active. List of Caller ID rules and phone #s you want to use. List of Feature Codes already activated in Smart PBX (e.g. *72 to enable call forwarding) so your new codes don’t conflict. Dynamic Caller ID supports 3-digit codes. Quick Steps From your Kazoo home page, choose the Caller ID icon above. Choose Create Rule. Enter a name to define the rule. Select a number from your list of available numbers to show as the “virtual ID” Define details of the rule, and when to trigger its use. Options are -- Match by feature code – 3-digit feature codes are recommended -- Match by area code -- Use Regular Expression (RegEx). This is a customized coding option for advanced users to capture a sequence of characters or numbers (for example including multiple Area Codes) using a RegEx algorithm supplied by you. The simulator button will test the RegEx. 6. Review, Edit, and Save your Rule You will see a listing of your rules at your landing page, where you can turn it on or off, edit, or delete each rule individually. Click on the link below to download a .pdf 2600Hz Quick Start Dynamic Caller ID 08-06-2019.pdf View full File

To download a .pdf, go to the link at the bottom of this page. STEP GUIDE – AUTHENTICATION 2600Hz STEP GUIDE – Authentication What is This? The KAZOO Authentication app enables administrators to configure a secure Multi-Factor Authentication login service and to audit its activity. Currently we support Duo’s 2-factor login service; additional services may be available in future updates. The audit log helps developers monitor both login and API connection activity as a way to troubleshoot unexpected events. Before you Start Set up your Duo account at www.duo.com. It is free! Set up your Duo credentials in the Duo application in KAZOO. Download the Duo Mobile application to any devices you wish to use the option to “enter a code” for security. Quick Steps Open the Authentication app in KAZOO. If it isn’t visible, enable it in the App Exchange. The User Authentication tab should be open; if not click it at the top left of the screen. Under settings, set Authentication to On. Turn on any successful / failure log settings you want to track. Under Multi-Factor Authentication, disable “Inherit Parent Settings” using the toggle. Pick “Choose Multi-Factor Configuration” and select a Duo Project name as the provider. NOTE: If no configurations are available or the correct Duo configuration is not showing as an option, you will need to check your settings in the Duo app. Slide the MFA Enabled button to on. Choose if you want to provide 2-factor for sub-accounts. Save your Settings. NOTE: Developers may consider additional settings for their custom applications, including setting a shorter expiration window for live API keys and for troubleshooting. 2600Hz Quick Start GUIDE –authentication examples Authentication Login This is what the login screen might look like when Authentication is enabled using Duo. Three methods of Authentication as implemented with DUO There are three different actions you can request to authenticate your login: Respond to a push notification This is an SMS text message sent directly to your mobile phone number. Enter a 6 digit code provided in the Duo Mobile app on your device. If you have Duo Mobile on your device already, the code will be sent to the application. Receive a phone call with the 6-digit code Push Notification 6 digit code . Push Notification 6-digit code 2600Hz Quick Start Authentication 08-08-2019.pdf View full File