Table of Contents
- Log in
- Use a web browser and enter the login link.
- Enter the provided User and Password information.
- Select Sign me in.
Homepage UI #
- This page will display all extensions of the company.
Create a new Web Account #
- Select User Management Tab – Select Web Account – click “Add New”
- Enter the necessary informations
- Username : System login name. ( Mandatory )
- Password : Login password. ( Mandatory )
- First Name & Last Name ( Optional )
- Role : In the following order ( Supervisor Group > Admin Group > Reception Group > Agent Group )
- Supervisor Group : Supervise the entire company.
- Admin Group : Listen to the company’s recordings.
- Agent Group : Listen to an agent’s recordings.
- Reception Group : Not used
- CRM User ID : Leave blank
- Extension : Specify which agent when creating Agent Group permission.
- Select OK to create.
Supervisor Group | Admin Group | Agent Group | |
Extension creation | ✔ | ✖ | ✖ |
PIN creation | ✔ | ✖ | ✖ |
System configuration | Follow Me Call Group Create IVR Edit incoming calls Create Anouncement Greeting line upload Set up Time Condition Create Queues BlackList |
BlackList | ✖ |
Calls report | Outgoing calls Incoming calls Internal calls Answered calls in Call Center Unanswered calls in Call Center Agents not picking up calls in CallCenter |
Outgoing calls Incoming calls Internal calls Answered calls in Call Center Unanswered calls in Call Center Agents not picking up calls in CallCenter |
Outgoing calls (According to Agent login) Incoming calls (According to Agent login) Intercal calls (According to Agent login) |
Extension creation #
- At User Management tab – Select Sip Endpoint then select “Add New”
- Endpoint : extension number ( from 3 đến 4 digits ) ( Mandatory )
- Name : User name or number similar to Endpoint ( Mandatory )
- Password : Extension password ( Mandatory )
- Outbound Caller ID : Select outbound call number for extension ( Optional )
- Time out : Extension’s ring time ( example : 20 seconds) ( Optional )
- Account Code : Extension’s PIN code ( Optional )
- Pickup Group : Group to pickup calls ( Optional )
- Record : Enable/Disable voice recording ( Optional )
- VM password : Voice recording password (Mandatory )
- Select OK to create.
Note : If you want to change the Extension’s password you just need to Edit the password section above.
PIN Creation #
Step 1: Log in to your account.
- Select User Management -> PIN.
Step 2: Select Add New
Step 3: Enter the required informations
- Name : PIN name (can be number or letters)
- PIN : PIN number ( 4 digits )
- PIN Type : PIN code calling form and its authority in ascendin order.
- Local : Calls within the same province/city.
- Intercity and mobile: Calls to other provinces/cites and mobile numbers.
- VAT : Calls to value-added numbers (Ex: 1900 , 1800).
- International : Calls to foreign countries’ numbers.
- Balance : Amount limit allowed for this PIN.
- Billing Method : Administration method of PIN. (If you pay in advance, Balance will not be able to call anymore; Postpaid, you can still call normally but Balance will deduct negative money)
- Select OK
After adding the PIN, proceed to the Sip Endpoint section to add it to the extension.