Jump to content

Search the Community

Showing results for tags 'smart pbx'.

The search index is currently processing. Current results may not be complete.


More search options

  • Search By Tags

    Type tags separated by commas.
  • Search By Author

Content Type


Forums

  • Welcome to the 2600Hz Forum!
    • Forum Rules & Announcements
    • Upcoming Events: Come Meet Us!
    • 2600Hz News
  • Platform Basics
    • Product Guidance
    • Product Feedback
    • Product Surveys
    • Pre-Flight Questions
    • Platform Releases & Announcements
    • 2600Hz Training
  • 2600Hz Mobile
    • General Discussion
    • Network
    • Mobile Devices
  • 2600Hz Open Source Developers
    • General OS Kazoo Questions

Categories

  • 2600Hz Mobile
    • Sales and Marketing
  • Accounts Manager
    • User Resources
    • Sales and Marketing
  • Advanced Callflows
    • User Resources
    • Sales and Marketing
  • Advanced Provisioner
    • Sales and Marketing
  • Authentication
    • User Resources
    • Sales and Marketing
  • Billing and Transactions
  • Blacklist Numbers
    • Sales and Marketing
    • User Resources
  • Branding Manager
    • User Resources
    • Sales and Marketing
  • Call Center Basic
    • Sales and Marketing
  • Call Center Pro
    • User Resources
    • Sales and Marketing
  • Call Recording
    • User Resources
    • Sales and Marketing
  • CallThru.us
    • User Resources
    • Sales and Marketing
  • Cluster Manager
    • Sales and Marketing
    • User Resources
  • comm.io Desktop User Portal
    • User Resources
    • Sales and Marketing
  • Conference Manager
    • User Resources
    • Sales and Marketing
  • CSV Onboarding
    • User Resources
    • Sales and Marketing
  • Debug Tool
    • Sales and Marketing
  • Dial Plan Manager
    • Sales and Marketing
  • Duo Integration
    • User Resources
    • Sales and Marketing
  • Dynamic Caller ID
    • User Resources
    • Sales and Marketing
  • Fax Manager
    • Sales and Marketing
  • Integration | Connector Tools
    • User Resources
    • Sales and Marketing
  • Language Pack Editor
    • User Resources
    • Sales and Marketing
  • Migration Application
    • User Resources
    • Sales and Marketing
  • Number Manager
    • Sales and Marketing
    • User Resources
  • Operator Console
    • User Resources
    • Sales and Marketing
  • Operator Console Pro
    • User Resources
    • Sales and Marketing
  • PBX Connector
    • User Resources
    • Sales and Marketing
  • Pivot
    • User Resources
    • Sales and Marketing
  • Porting Manager
    • User Resources
    • Sales and Marketing
  • Reseller Reporting
    • User Resources
    • Sales and Marketing
  • Smart PBX
    • User Resources
    • Video Tutorials
    • Sales and Marketing
  • T-Mobile
    • User Resources
    • Sales and Marketing
  • User Portal
  • Voicemail Manager
  • WebHooks
  • Web RTC
  • Websockets
  • Zapier
  • General

Blogs

There are no results to display.

There are no results to display.


Find results in...

Find results that contain...


Date Created

  • Start

    End


Last Updated

  • Start

    End


Filter by number of...

Joined

  • Start

    End


Group


Full Name


About Me


Company Name


Job Role


Company Website


I am using Kazoo via:


I use Kazoo:

Found 5 results

  1. 2600HZ STEP GUIDE – SMART PBX What is Smart PBX? The SmartPBX App combines the most common PBX functionality with a beautiful user interface. All services are controlled via API’s, allowing you to extend the App functionality as needed. Within the interface, create, manage and remove services for your users. You can quickly create new client accounts and specify what access you want to provide. Features such as individual fax-to-email boxes, call forwarding and hot-desking are easy to understand and implement. The SmartPBX dashboard provides a comprehensive overview of your entire product offering. Within this dashboard, review the total users, devices and associated phone types, conference bridges, main numbers and conference numbers. Also view the total amount of spare numbers and assigned numbers. Managing Numbers - Purchase, Port and Assign Provide each user with their unique direct-dial phone and extension number. Assign a spare number within the Interface, or buy or port numbers and then assign the number. When a number is ported or purchased, it will populate the Spare Numbers tab. You can also set office hours strategy, office holidays, and select the way callers reach clients. . NOTE: We have also created a video describing managing numbers! You can find it here Numbers in Use This will give you a summary of the current numbers used by your account and who it is assigned to. The icons to the right of each name and number will show what settings have been enabled. You can view and edit these settings by selecting the gear to the far right. Spare Numbers This tab will display any numbers available for you to use that you have already purchased, but not yet assigned. You can assign these numbers when you set up a new user. To Purchase a Phone Number - Optional: If you want to buy a number, you can select the "Buy" icon that is displayed when the Spare Numbers tab is selected. Choose whether your number should be a toll-free or a Local number. Then you will see a dialog like below: Search for an available number by city or area code. You can then decide what and how many numbers to purchase. Add one number or multiple and then click “Buy Numbers.” The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user. To Port a Phone Number - Optional: You can also choose to Port an existing number you own to your new account. NOTE: This process can take up to two weeks, so make sure to give yourself time. The link will forward you to our Porting manager app. This steps you though every detail and provides a tracking system to monitor the port process. We strongly recommend you refer to our Porting Manager App documentation for this. The steps below are only a quick overview of the process. Click on the “Numbers” tab of SmartPBX, just left of the dashboard. Within the “Numbers” dashboard, click on the “Spare Numbers” button for the specific user. Click on to the “Port” button. You can also buy a number as well. To port a number, click on the “Start New Transfer (port)” button Type in one number or paste multiple numbers and select “Add.” After you add the numbers you would like to port, you can new view the numbers to be ported, which will be split according to carrier. You will need to collect the user’s bill to show that they are the rightful owner of the number and download the “Letter of Authorization.” Upload the “Phone Bill” and the “Letter of Authorization” signed by your user. Read and agree with the following and select “Next.” Select the email address to notify when the transfer is complete, the date you would like number transferred, and complete the order. Add temporary numbers for users in case they would like to have an active line during the porting process. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user. Adding Users Once you have your list of numbers you can add users and assign both numbers and devices. If you choose the "Add User" button at the top, you will see a dialog box to get you started. For more details on the settings here, please refer to the companion STEP guide, HERE. NOTE: We have also created a video describing adding users! You can find it here Assign Numbers to a User Already Added If you have added users before you purchased your numbers, you can follow the steps below Within the “Users” tab, search for the user you want to add/update, and click on the “Phone Numbers” button for the specific user. Click on the “Add from Spare Numbers” button. Select what Spare Number you would like assigned to the user. Once you have chosen a spare number click “Add Selected Numbers.” This will link the number with the user in a few seconds. Provision Devices With provisioning in SmartPBX, you can handle many devices from multiple manufactures. The UI comes pre-populated with supported manufacturers and devices. If you had purchased a device through a certified manufacturer, you can provision a supported device by entering the Mac address and creating a name. If you did not, you will have to perform a few additional steps. If you do not have a supported device, you will have to manually provision your device. To Autoprovision a device: Click on the “Add Device” button within the “Devices” section of SmartPBX Select what type of device you would like to add. In this example, we will add a SIP phone. Select the logo of the manufacturer for the device (you may need to scroll or search to find yours) Select the model, which will be displayed along with a picture for easy identification. If you do not see your manufacturer or model, you will need to manually provision your device. At the bottom of the device model selection window, enter a device name and the MAC address. The MAC address is typically found on the back of your SIP device. Auto-Provision Devices varies among manufacturers, so you need to go into the manufacturer's website to auto-provision each device. To do this, turn on your SIP device and enter the IP Address into your web browser. Manage User Features Manage what features your users can access. Turn on/ off and manage Caller ID, Call Forwarding, Hot Desking, Voicemails, Faxbox, Conference Bridge, Find Me, Follow Me, Music-On-Hold and Inbound Call Recording. To Access User Features on the “Users” tab of SmartPBX, just left of the dashboard. Within the “Users” tab, click on the “User Features” button for the specific user. This will show all available User Features, click on a specific feature and enable. Create and Manage User Groups Once you have created enough users, you can begin creating user groups. This is extremely useful if you have users that work in the same department, such as a sales or marketing team. Stay organized by creating multiple groups, while simultaneously adding new users. Click on the “User Groups” tab of SmartPBX, just left of the dashboard. Within the “User Groups” dashboard, click on the “Add Group” button. The interface has a handy drag and drop. Drag the available users over to selected users, create a name for your new group, and add a number and if possible an extension. Once you have created a User Group, manage the group name, members, extensions, phone numbers, and group features in the interface. Manage members, numbers, extensions and group features. Set Main Number Set up your own office Main Number within SmartPBX. Once you've added a number, set up an office hours strategy, set office holidays, manage incoming call handling, and even set a Main Conference Number. Create a Main Number Go to the dashboard in SmartPBX and click "Main Number." Click "Main Company Numbers" and add a spare number or buy numbers. Create Office Hours Strategy and set Office Holidays Go to the dashboard in SmartPBX and click "Main Number." Click "Main Company Numbers" and add a spare number or buy numbers. You have the option to set a 24 hours Open Office or Custom Office Hours. If you want to customize, set the times during the week that your office will be open. Save changes. Click on "Office Holidays" within the Main Number tab. Click if you are closed on holidays and click the button "Add Holiday." Add a specific holiday date, select a date range or select an advanced function. Add dates and save changes. Incoming Call Handling This is where. you will set where incoming calls will be directed, and apply customized greetings to different extensions. NOTE: We have also created a video describing the steps below for helping you with these settings. You can find it. HERE Go to the dashboard in SmartPBX and click "Main Number." Set your Office Hours Strategy, and SAVE! Enter your Office Holidays and SAVE! Click "Incoming Call Handling" and select how you would like to be reached during "Open Hours" and "After Hours." NOTE: Below is an overview of a simple call handling setup. If you want to include additional conditions and routing options, such as added extensions and conditions for different languages or using different answering services based on incoming country codes, refer to our more advanced call handling document, "How to set up a Virtual Receptionist", here. Select whether you would like incoming calls to go straight to a Virtual Receptionist, a User and then a Virtual Receptionist, or a User and then a Voicemail Box. If using a Virtual Receptionist, add call routes to contact the appropriate department or person. If using a Voicemail, select what voicemail you would like to use. Note that extension 0 is automatically assigned to the main number voicemail. Step through these settings for each of the office hours windows if you want a different call pattern for each. Select Main Conference Number. This must be assigned to use any of the conference features. Assign a dedicated number from your Spare numbers or purchase a new number. Set a custom greeting. If you want a custom greeting as a welcome to your conferences, add it here. -- Enable the greeting -- Type in a greeting and Text To Speech will convert it. Set your main Faxbox number This should be dedicated number for your Office's Main Fax. NOTE: If you select the Edit Faxbox setting, you can enter an email address for sending a notification when the main faxbox receives incoming documents. This is different than a "personal faxbox" which is defined and directed under each user feature. Voicemail Boxes Voicemail Boxes can be created and managed within the SmartPBX UI. Voicemail Boxes will be populated in the "Voicemail Boxes" tab once a new user is created. From there you have advanced options such as providing pins, greetings, and adding recipients. NOTE: We have also created a video describing how to access your voicemail box. You can find it here To access Voicemail Boxes Click on the “Voicemail Boxes” tab of SmartPBX, just left of the dashboard. Within the “Voicemail Boxes” dashboard, click on the “Add Voicemail Box” button. Fill out all the pertinent information in Basic Settings. Manage PIN, Auto-Login, Greetings, Instructions, Delete after Notification, Configurable via Menu via Advanced Settings and Add Recipients. Announce-only Voicemail Box Perfect for closures and other informational messages, announce-only voicemail box enables a voicemail box to play a recorded message without allowing callers to leave a voicemail. This feature can be enabled and messages can be easily changed at any time from the Voicemail Box menu option. Select Voicemail Boxes. Find your name and number. Select the settings icon to the right. Select the Advanced Tab Select Announce-only mode SAVE !!! Enabling Voicemail transcription NEW! We have added a "Transcribe Voicemail" option. The transcriptions will be sent to the email associated with your user name. There are two ways to update this setting and turn it on (note there is an added charge of $0.05/minute for this feature as it requires significant storage and a transcription service) . NOTE: We have also created a video describing the steps below! Find it HERE. Option 1 From your user settings, under User / User Features / Voicemail box / Transcribe Option 2 From your voicemail boxes menu, select Advanced and check "Transcribe Messages". Feature Codes Feature Codes allows you to map common system-wide features to use keys you're already familiar with. Feature codes include call parking, intercom, voicemail and more. These feature codes can be utilized by your device. Easy Call Logs Diagnose call delivery problems with ease. Every call is tracked and every device that rings or that is attempted is shown. Call problems can also be reported with a single click. If you need help understanding an issue with a call, you can select the icon under the Actions column. A log will be inserted into a text editor for you to add any details of the call you think is relevant (e.g. bad static, unexpected hang up, no audio, etc.) This will give you data about the call you can send to our support team to help diagnose it. The call log might. look like this: We recommend you save your edits, and then email that file to your support team. Related Articles Set up a White Label DNS for your Accounts SmartPBX Frequently Asked Questions (FAQs) Advanced Callflow configurations and setup Accounts Manager Wizard User Guide API Reference Docs docs.2600hz.com Accounts API - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Whitelabeling - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Devices - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Users - Kazoo API Reference REST API Reference for Kazoo Crossbar API ######
  2. Download a .pdf file using the link below Smart PBX Product Overview 2019-09-26.pdf
  3. SMART PBX STEP GUIDE – ADDING A USER Adding a user is done within the Smart PBX application. * You must be in the account where you need to add the user. In order to drill down into the account, from the Account Application, click the customer account and then click the green Use Account button on the right. Once in the account, follow these steps: The Accounts App shown below is the default. To get to the SmartPBX App, click the Apps Icon shown below. Select SmartPBX from the Apps shown. Once selected, the system will drop you into the Dashboard of SmartPBX. Click Users on the left side menu. Once in the Users Menu, click Add User at the top. The following screen will appear. Fill out the following Click create user to save the information. User will now appear in the user list.
×
×
  • Create New...