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PBX configuration

1. Creating company structure

  • a) Go to menu “User accounts & Company Structure”
  • b) Select “Company” window
  • c) Choose the “Company structure” tab
  • d) Click on the “New” button and enter new name eg. “Quality”
  • e) Choose the “Save” button
  • Video Example:

    2. Creating users’ accounts

  • a) Go to menu “User accounts & Company Structure”
  • b) Select “Users” window
  • c) Click on the “New” button
  • d) Add new user by filling general fields
  • e) Set login, password and e-mail address
  • f) Click on “New” button in Extensions tab and set the extension for user
  • g) Select branch and company structure
  • h) Click on “Save” button
  • Video Example:

    3. Receptionist menu

  • a) Go to menu “Receptionist & Hunt groups”
  • b) Select “Scenario” tab
  • c) Click on “New” button, enter name for scenario, select greeting, choose DID number and non activity timeout
  • d) Select “Dialed inputs Mapping”
  • e) Click on “New” button, choose “Extension” and map extension to any user
  • f) Click on “Save” button
  • g) Click on “New” button in Scenario Editor, enter new name for scenario, select greeting, choose “none” for DID and click on “Save” button
  • h) Click on main receptionist for DID scenario, choose “Dialed Inputs Mapping” tab, click on “New” button, select scenario from dropdown menu and choose last created scenario
  • i) Select “New” button in “Dialed Inputs Mapping”, add user extension with greeting
  • j) Tick checkbox “Search all extensions if input not found”
  • k) Expand “Invalid input action”, choose “play message and dial default input” and select greeting
  • l) Expand “Ending action” and choose “play message and dial default input”. Enter default input
  • m) Click on “Save” button
  • n) Select sub-scenario in main scenario for DID, expand “Dialed Inputs Mapping” tab
  • o) Click on “New” button, add two new numbers. Repeat this step again to add more numbers
  • p) Tick checkbox “Search all extensions if input not found”
  • r) Click on “Save” button
  • s) Select “Virtual Numbers Timespan” and choose DID number
  • t) Choose route type as “Receptionist” and main destination scenario
  • Video Example:

    4. Working with PBX scenarios

  • Dial the DID number. Press 1 to connect with extension user123(123). Press 2 to connect with external number 442081368001. Press 3 for Voicemail.

  • a) Go to menu “Receptionist & Hunt groups”
  • b) Select “Scenario” tab
  • c) Click on “New” button, enter name for scenario, select greeting, choose DID number and non activity timeout
  • d) Select “Dialed inputs Mapping”
  • e) Click on “New” button, choose “Extension” and map extension to any user
  • f) Click on “New” button, choose “External number” and enter number
  • g) Click on “New” button, choose “Voicemail” and choose the greeting
  • h) Check “Search all extensions if input not found”
  • i) Choose “Invalid input action” and select “play message and disconnect”. Select greetings message
  • j) Choose “Ending action” and select “disconnect”
  • Video Example:

    5. Hunt groups

  • a) Go to menu “Receptionist”
  • b) Click on “Hunt Groups” tab
  • c) Click on “New” button
  • d) Type Hunt Group name
  • e) Select members
  • f) Configure Properties and Ending action
  • g) Click “Save”
  • Video Example:

    6. Time spans

  • a) Go to menu “Receptionist & Hunt groups”
  • b) Select “Virtual Numbers Timespan” tab
  • c) Choose phone number for which time span will be created
  • d) Click on “New”, select route type and destination. Set destinations to prefered time spans
  • e) Click on “Save” button to confirm settings
  • Video Example:

    7. Answering rules – Redirecting calls to external number

  • a) Go to menu “Answering rules”
  • b) Select number for which the rule will be created
  • c) Click on “New” button
  • d) Select checkbox “On unsuccessful incoming call”
  • e) Choose checkboxes: Busy, No Answer
  • f) Select option “Forward to” and enter the external number
  • g) Click on “Save” button
  • Video Example:

    8. Answering rules – Redirecting calls to Voicemail

  • a) Go to menu “Answering rules”
  • b) Select number for which the rule will be created
  • c) Click on “New” button
  • d) Select checkbox “On unsuccessful incoming call”
  • e) Choose checkboxes: Busy, No Answer, Offline
  • f) Select option “Voicemail”
  • g) Choose greeting file and click “Save” button
  • Video Example:

    9. Recording greetings

  • a) Go to menu “Contacts”
  • b) Click “Edit groups” to add/edit groups. Click “Return” to go back to previous screen
  • c) Click on “Add new” button to add new contact
  • d) Fill all fields and choose group for the contact
  • e) To confirm all changes click on “Save” button
  • Video Example:

    10. Contacts with shared groups

  • a) Go to menu “Contacts”
  • b) Click on “Groups” tab
  • c) Click “New” button
  • d) Type Group Name, select branch and company structure
  • e) Click “Save” button
  • f) Click on “People” tab
  • g) Click “Add Contact” Button
  • h) Fill Contact Details
  • i) Click “Save” button
  • Video Example: