Congrats, you're setting up your first PBX Container with PrimeVOX!
Step 1: Call Routing > Inbound
Inbound Call Routing is a fancy term for phone numbers.
- Your PBX must have at least 1 phone number added in order to begin adding extensions.
- Additionally, at least 1 phone number MUST be enabled for E911 dialing -
- This can ONLY be set by a PrimeVOX technician in the current platform.
- Make sure your customer's numbers are all uploaded to this section, then send a request to email@example.com with the customer's site(s) E911 addresses, so we can enable E911 for you.
Step 2: Extensions > Manage
Extensions are required for any phone system to function.
- They are simply 3 to 5 digit numbers that people dial to reach each other inside their company.
- A popular extension number to start with is 101, then go up from there.
- Make sure to get a list of your customer's existing extension numbers from their old phone system, unless your customer wants to start over with brand new extension numbers.
- Extensions CANNOT start with 0, and they CANNOT be less than 3 digits or more than 5 digits long.
Step 3: Call Control > Various
Within the Call Control area, you have a bunch of interesting things:
- Ring Groups are simply groups of phones that ring at the same time.
- Virtual Receptionists, also called IVR Menus, are push-to-dial kind of menus - "For sales, press 1" for example.
- Blacklist allows you to block spammy/abusive callers.
- There are more options within Call Control, but you get the idea!
Step 4: Call Routing > Inbound (AGAIN)
Now that you have set up some extensions and maybe a ring group or IVR menu, you need to go back and route your customer's phone numbers to the desired destinations.
For example: If their "main line" is supposed to go to an IVR Menu:
- Click on Edit for the main phone number;
- Then navigate to the Call Flow tab;
- Set the Voice Destination Type to Virtual Receptionist (IVR) and
- Select the Destination for the actual virtual receptionist you defined earlier.
Step 5: Extensions > Provisioning
You now have a semi-functional phone system, with inbound routes, extensions, and some ring groups or IVR menus and such. But, how does your customer actually use their phone system? With phones (or apps) of course!
Within Provisioning, you can:
- Set up Templates that allow you to mass-set settings across specific device models.
- If your customer has a quantity of 20 Yealink T27g phones, you will definitely want to create a Yealink T27g template so you can easily make mass changes to all of them at once.
- If your customer wants to use our mobile app (Cloud Softphone), you do not need to create a template, since there are no settings to set for the mobile app.
- Simply Add Device, set the Device Type to Cloud Softphone, set the SIP Account to the user's extension (or Alias) and you're good to go!
- You CANNOT provision more than 1 device or app to an extension. This is why we have Aliases.
- If you go into Extensions > Manage > (edit an extension) > Aliases tab, you can add Aliases to an extension.
- This will allow you to provision more apps and devices to that same, single extension.
- They will all ring at the same time, they will have access to the same voicemail, and they'll have the same CallerID.