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User Settings and Preferences

Connect UC Desktop/Web

ConnectUC Users can manage and view their User Settings and Preferences by clicking their user icon found at the top-left-hand corner.  From the User Settings and Preferences menu, users can set their status and notification preferences, manage companion mode...

Get to Know ConnectUC Web

Connect UC Desktop/Web

This article is designed to help you familiarize yourself with the various tools and options within ConnectUC. Begin by navigating to https://app.connectuc.io/ and sign in with your PBX credentials.    Important: To log in to ConnectUC, you'll need to use...

Yealink T54W Setup Instructions

Phones

This guide walks you through unboxing and setting up the Yealink T54W desk phone. Follow these steps to assemble the phone, connect cables, and get it ready for use. 1. Unpack the components    - Remove all items from the box. You should have the phone, ...

PBX Admin Guide - Accessing the Admin Web Portal

Automation Manager PBX Admin Guide

1. Accessing the Admin Web Portal Topics: Logging in to the Web Portal - All administrator tasks are performed from the admin portal. The admin portal is a web-based application that runs on any device (mobile phone, tablet, or PC) running a browser. Unde...

PBX Admin Guide - Quick Guide to Common Tasks

Automation Manager PBX Admin Guide

Resetting a Password On the menu bar, click.  Click the name of the user that needs a password change. Scroll down to the Change Password section, and then enter a new password in the New Password and Confirm New Password fields.Note: Password requirement...

PBX Admin Guide - Working with Active Calls

Automation Manager PBX Admin Guide

3. Working with Active Calls The Home page has an ACTIVE CALLS section that shows graphical and statistical information about current calls. This information updates automatically as active calls change. Topics: Call Graphs Users and Applications Panel ...

PBX Admin Guide - Working with Users

Automation Manager PBX Admin Guide

4. Working with Users Please ensure that the Username contains an '@' as certain functionalities may not work correctly without it. Users are the extensions on your system. This chapter describes how to add, edit, and import users to the system. System users...

PBX Admin Guide - Working with Conferences

Automation Manager PBX Admin Guide

5. Working with Conferences Your Automated Telecom WEB Centrex system includes a Conference Bridge that allows people inside and outside your company to participate in a conference call. Displaying the Conferences Page Adding Conferences Editing Conferen...

PBX Admin Guide - Working with Automated Attendants

Automation Manager PBX Admin Guide

6. Working with Automated Attendants Automated attendants (“auto attendants”) are automated greetings with options to route calls. The Automated Telecom PBX Portal has an auto attendant builder that gives you easy access to change recordings and options anyti...

PBX Admin Guide - Working with Call Queues

Automation Manager PBX Admin Guide

7. Working with Call Queues Call queues are a “waiting line” commonly used for support and sales groups. Callers receive music on hold while waiting for the next available agent. Displaying the Call Queues Page Adding Call Queues Editing Call Queues Del...

PBX Admin Guide - Working with Time Frames

Automation Manager PBX Admin Guide

8. Working with Time Frames Using time frames, you can tell the system about the times when your office is open, closed, or celebrating a holiday. Time Frames will not be activated until you assign them to either an Answering Rule of a routing user or an Aut...

PBX Admin Guide - Working with Music On Hold

Automation Manager PBX Admin Guide

9. Working with Music On Hold The system has a Music on Hold feature that plays when callers are on hold or waiting in queue. You can precede the first file with an optional introductory greeting. Displaying the Music On Hold Page Adding Music On Hold Ch...

PBX Admin Guide - Working with Inventory

Automation Manager PBX Admin Guide

10. Working with Inventory The Inventory page allows you to manage your phone numbers and phone hardware. Displaying the Inventory Page Managing Phone Numbers Managing Phone Hardware Displaying the Inventory Page All inventory tasks are performed f...

PBX Admin Guide - Working with Reporting

Automation Manager PBX Admin Guide

11. Working with Reporting The Reporting page is where you can view the call history, audit logs, and content logs for the domain. Displaying the Reporting page Viewing the Call History Viewing the Audit Logs Viewing the Content Logs Displaying the R...

PBX Admin Guide - Taking a Phone Home

Automation Manager PBX Admin Guide

12. Taking a Phone Home Depending on your office’s network configuration, you may be able to use your phone at home. Installing a Phone at Home Troubleshooting a Remote Phone Installing a Phone at Home To install the phone at home, you need an Ether...

PBX Admin Guide - Glossary of Terms

Automation Manager PBX Admin Guide

Appendix A. Glossary Term Definition Application Layer Gateway A router component that theoretically helps with NAT traversal. In reality, phones can traverse NAT, so ALGs should be disabled. Answering rule A rule that specifies how to ...

Call Center Best Practices

Automation Manager Call Center

The Netsapiens Call Center inside the PBX requires specific configuration to avoid issues or misconceptions with call stats. This article details some of the best practices, and things to avoid when setting up call queues if stats are important to your custome...

Call Center Reports

Automation Manager Call Center

The portal can generate custom reports about call queues. These reports will give a graphical overview of statistics for your call center over a given period of time. These reports can be about the call center, the call queues, or the individual agents. To lo...

Call Center Monitoring

Automation Manager Call Center

Overview The Automated Telecom WebCentrex Call Center solution provides the monitoring tools and reporting capabilities needed to manage a typical call center operation. The focus of this capability is found in the PBX portal when logged in using the Call Cen...

Call Center Agent Announcements

Automation Manager Call Center

Announce to Agent is a powerful way to further assist Queue Agents in preparing for and effectively handling calls. This feature allows the system to play a message before the Queue dispatches the call to the Agent, providing Queue Agents with additional knowl...