ToolBox -

Logging into your “Hosted PBX” domain

  1. As soon as you click the domain URL provided in the email, your browser will bring up your Hosted PBX domain portal
  2. In order to log in to your Hosted PBX domain, use the credentials you have been provided.

Adding Extensions

Depending on Your order you may have requested Wi-Manx to set up your extensions, if not you can do this yourself

  1. A successful log in will bring up your Hosted PBX domain portal that provides links for creating Extensions, Auto attendants, Hunt Groups, Conference Rooms and Trunk setup
  2. Click on the Extensions link under Accounts on the left navigation pane of your Hosted PBX domain portal
  3. Click the Create tab at the top and enter the extension(s) information like Number, SIP Password, Email etc.
  4. Press the Create button at the bottom to add the extension(s) to your domain
  5. Click on Extensions under Accounts on the left navigation pane to view your newly created extensions

 

Adding cell phones

  1. Click the Extensions link under Accounts on the left navigation pane of your Hosted PBX portal
  2. Click the Add link in the Cell Phone column for the extension to which you want to assign a cell phone
  3. Enter your cell phone number, in the Cell phone number input box
  4. Set Include the cell phone in calls to extension to Immediately
  5. Set When calling the extension in a hunt group/agent group to Include cell phone in the group
  6. To perform advanced call handling on the cell phone, set Offer special menu when call is answered on cell phone to Yes
  7. Click Save to apply settings

Setting up auto attendant/receptionist

  1. Click the Auto Attendants link under Accounts on the left navigation pane of your Hosted PBX portal
  2. Click the Create tab at the top of the Auto Attendants overview
  3. Assign an internal number to the Auto Attendant account e.g. 500. Your customers will be able to call your auto attendant by dialing the DID associated with this account
  4. Once you have assigned a number click on the Create button to add the Auto attendant account
  5. Click on your newly created Auto Attendant from the accounts overview, and scroll down to the Behavior section
  6. In the Accounts that may record a message field, enter all extensions that may record a message for the auto attendant
  7. To customize your welcome greeting, scroll down to Direct Destinations
  8. The Direct Destinations feature is somewhat like a built-in IVR system that directs inbound calls to specified extensions using pre-recorded announcements
  9. In the User Input fields enter the digits that the caller would need to press to get to a particular department. This would correspond to For sales..Press 1..For support..Press 2
  10. From the drop down next to the User Input field, select the the function the auto attendant should announce for that input. e.g. If you select For sales, the auto attendant will announce For sales..Press 1
  11. In the Destination field, enter the target extension for the User Input. The call will be redirected to this extension when the corresponding digit is pressed by the caller
  12. Select the wait time between annoucements through the Gap time drop down
  13. Click Save to apply settings

Scheduling conferences

  1. Click the Conference Rooms link under Accounts on the left navigation pane of your Hosted PBX portal
  2. Click the Create tab at the top of the Conference Rooms overview
  3. Assign an internal number to the Conference Room account e.g. 751. Your Hosted PBX extensions will be able to dial into the conference room by dialing this number
  4. To schedule a conference as an admininstrator, click the Extensions link under Accounts on the left navigation pane of your Hosted PBX portal and click on one of the extensions
  5. Click the here link at the top to switch to user view
  6. To schedule a conference as a user, sign out of your Hosted PBX domain portal and sign back in as a user
  7. In the User view, click the Calendar icon to bring up the conference scheduling portal
  8. Enter a name for the conference call in the Name field. e.g. Sales Meeting
  9. Specify the date for the conference call in the Date field
  10. Enter the conference Start Time and End Time in HH:MM format e.g. 14:00 means 2 PM
  11. Enter all conference participants (separated by semi-colon) in the Participants field. These can be your Hosted PBX extensions, email addresses or cell phone numbers. Hosted PBX will automatically email a conference reminder to all participants
  12. Set Automatically Initiate calls at the start time to on to have Hosted PBX call all conference participants at the specified time
  13. Set Record the conference to on if you wish to record the conference call
  14. Select the conference room to use for the conference call from the Room drop down
  15. Press Create to create the conference. As soon as you press Create, the conference call will appear at the top of the screen with the conference details
  16. Conference participants can join the conference by calling the conference room number (or it’s associated DID) and entering the Participant PIN

Setting up hunt groups

  1. Click the Hunt Groups link under Accounts on the left navigation pane of your Hosted PBX portal
  2. Click the Create tab at the top of the Hunt Groups overview
  3. Assign an internal number to the Hunt Group account e.g. 72. The Hunt Group account can be tied to your main number to cycle calls through your available extensions
  4. Click the Create button to add your Hunt Group account
  5. Click on your newly created Hunt Group from the accounts overview to view the detailed settings
  6. In the Stages section enter the extensions that will be participating in the hunt group. Stage 1 extensions will be alerted first, followed by Stage 2 and so on till the final stage is reached
  7. In the Duration field enter the ring duration for each stage in seconds
  8. Click the Save button to apply your changes

Setting up automatic call distribution

  1. Click the Agent Groups link under Accounts on the left navigation pane of your Hosted PBX portal
  2. Click the Create tab at the top of the Agent Groups overview
  3. Assign an internal number to the Agent Group account e.g. 73. The Agent Group account can be tied to your main number to automatically distribute calls to your agents
  4. Click the Create button to add your Agent Group account
  5. Click on your newly created Agent Group from the accounts overview to view the detailed settings
  6. In the All agents for this ACD field, enter all your Hosted PBX extensions that will be part of the agent group
  7. From the Agent recovery time drop down, select the desired time for an agent to recover from the previous call before taking another one
  8. Scroll down to the Agent selection section
  9. From the Agent selection algorithm drop down, select one of the available call distribution algorithms; RandomLongest idle or Sequential

Setting up dialing rules

  1. Dial plans or dialing rules provide criteria for choosing which trunk is to be used when an outbound call is placed on Hosted PBX
  2. To create a new dial plan, click the Dial Plans link under Features on the left navigation pane of your Hosted PBX domain portal
  3. Enter a name for your dial plan in the New Dial Plan section and click the Create button to add the dial plan
  4. Click the newly created dial plan link to start customizing the dialing rules for your dial plan
  5. Click the Trunk drop-down to select the trunk that is to be used for the dialing rule. Specify a preference for the rule in the Pref field (a lower number corresponds to a higher priority)
  6. In the Pattern field, enter the pattern Hosted PBX is supposed to look for in the dialed number. If you just want to route all dialed numbers to an outside trunk, simply enter * (Asterisk symbol) in the Pattern field and leave everything else as is
  7. To create a dial plan for emergency numbers, enter the emergency numbers in the format [911|411] in the Pattern field and select the trunk to be used for emergency calls from the Trunk drop down
  8. To create a dial plan for international calls, enter 011* in the Pattern and Replacement fields and then select the trunk to be used for international calls from the Trunk drop down
  9. To create a dial plan for local calls, enter 1xxxxxxxxxx in the Pattern field and 1* in the Replacement field. Select the trunk to be used for local calling from the Trunk drop down

Receiving faxes as email

  1. The Hosted PBX Fax2email feature is able to convert and send incoming Faxes to the email inbox of the intended Hosted PBX user
  2. To receive fax messages as email, click on the Extensions link under Accounts on the left navigation pane of your Hosted PBX portal
  3. Select the extension for which you want to enable fax2email functionality
  4. Click the Email tab at the top
  5. From the Send a mailbox message by email drop-down select Send message as attachment to email
  6. Click the Save button to apply your changes
  7. Click the Mailbox tab at the top and set the Mailbox Enabled setting to FAX
  8. Associate a trunk DID to the extension and start receiving faxes on the DID

Call handling

  1. Hosted PBX allows administrators to set up their own custom trunks for inbound/outbound call handling
  2. For incoming calls, trunks can be associated to any Hosted PBX account type such as ExtensionsAuto AttendantsHunt GroupsConference Rooms orACD accounts
  3. To associate a trunk DID to a Hosted PBX account, click the VoIP Providers link under Trunks on the left navigation pane of your Hosted PBX portal to bring up the trunks overview
  4. Click the trunk you would like to associate to a specific account
  5. Scroll down to the Routing/Redirection section
  6. From the Destination for incoming calls drop down select Send all calls to a specific account
  7. Click on the Default Account drop down and select the account that will receive calls for this trunk DID
  8. Click the Save button to apply your changes

Further information can be found here; http://wiki.snomone.com/index.php?title=Domain_Settings