PBX: Initial Setup

NOTE: After you complete the Account Activation Process, you will have access to start configuring your Business PBX Service in the Initial Setup Process. You will be redirected to Initial Setup the first time you access the PBX Configuration portal.

1. Business Information

On this step you will...

Enter your business Name

Enter your business Website address

Enter your business Time Zone (Will be used with office hours)

Upload your business Logo

2. Office Hours

On this step you will...

Select the days of the week your business is open

Enter your start time and end time hours

3. Extensions

On this step you will...

Create extension numbers

TIP: Different types of lines require an extension number. We recommend you start each type with a different number. For example, Employee Extensions: 1xx, Ring Groups: 2xx, Call Queues: 3xx, and Virtual Receptionists: 4xx. Therefore, for this step extensions could be 100, 101, 102, 103, etc.
Enter a name for each extension

Create a unique VoIP password for each extension

4. Ring Groups

Ring Groups are a great way of defining a department or team. Examples could be "Sales Department" or "Customer Service".

On this step you will...

Create extension numbers for each Ring Group

TIP: Different types of lines require an extension number. We recommend you start each type with a different number. For example, Employee Extensions: 1xx, Ring Groups: 2xx, Call Queues: 3xx, and Virtual Receptionists: 4xx. Therefore, for this step extensions could be 200, 201, 202, 203, etc.
Enter a name for the group

Customize the ring time duration.

Define the ring strategy

Choose the members/employee extensions included in the ring group

Enable or disable "skip if busy" option

Set advanced forwarding options if the call is never answered within the ring time duration

5. Call Queues

Call Queues will automatically place incoming callers on hold, in the order they arrived, to listen to an audio recording while they wait for the next open line.

On this step you will...

Create extension numbers for each Call Queue

TIP: Different types of lines require an extension number. We recommend you start each type with a different number. For example, Employee Extensions: 1xx, Ring Groups: 2xx, Call Queues: 3xx, and Virtual Receptionists: 4xx.** Therefore, for this step extensions could be 300, 301, 302, 303, etc.**
Enter a name for the queue

Customize the ring time duration.

Define the polling strategy

Choose the agents (extension or ring group) included in the call queue

Enable or disable the "skip member(s) on a call" option

Upload the audio file to be played while they hold in the queue

6. Virtual Receptionists

On this step you will...

Create extension numbers for each Virtual Receptionist

TIP: Different types of lines require an extension number. We recommend you start each type with a different number. For example, Employee Extensions: 1xx, Ring Groups: 2xx, Call Queues: 3xx, and Virtual Receptionists: 4xx. Therefore, for this step extensions could be 400, 401, 402, 403, etc.
Enter a name for the virtual receptionist

NOTE: After you complete the initial setup process, you will have access to more settings and configurations and be able to (1) create prompt menu options for your virtual receptionists, (2) upload your own custom audio files for your virtual receptionists, and (3) generate audio files with our "text-to-speech" engine for your virtual receptionists

7. Phone Number Assignments

Assign a phone number to an extension, ring group, call queue, or virtual receptionist. This will allow incoming callers to bypass a main receptionist and place calls directly to a specific destination.

On this step you will...

Name the phone number assignment

Define the destination during office hours

Define the destination during non-office hours

Next Steps

After you complete the PBX Initial Setup Process, your next step should be to finish configuring your virtual receptionist and extensions by creating the prompt menu options for your virtual receptionist and uploading or generating the audio files for your virtual receptionist greeting and extension voicemail greeting. You should also define the office hours for each extension if they are different than the business hours.

Learn More: Overview of Feature Configuration

Updated on: 02/28/2020