Overview

This article provides a guided tour of the PrimeVox portal from a typical user’s perspective. By the end of this walkthrough, you’ll be familiar with the key areas of the system and confident in navigating the features available to you.

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Video Tour

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Logging In

When you visit the login page, you’ll notice a purple update box with the latest news and a link to Primevox’s status page.

To sign in, simply:

• Enter your account credentials in the login form on the left, or
• Use the Google or Microsoft login options.
  
  
  
  

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Dashboard & Global Navigation

Once logged in, you’ll land on your default dashboard. Several elements remain visible across the system to help you get around quickly:

• Bottom Right: Quick links to the Primevox homepage, help center, and billing portal.
• Top Right: A feedback button (submit support tickets, bug reports, or feature requests) and the light/dark mode toggle.
• Top Center: The purple breadcrumb bar shows where you are in the system and allows you to move between related sections.
• Left Sidebar: The expandable main menu, which opens as you hover over it.
• Bottom Left: Your profile icon, which shows your permission level and provides access to profile settings or logout options.
  

Profile Settings

From your profile menu, you can:

• Update personal details such as your name and password.
• Enable or disable two-factor authentication.
• Sync contacts from your Google or Microsoft account.
  
  
  
  

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UC User Section

The UC User section of the portal houses most of the features end users will work with day to day.

Important Note: After every change, or at the very end of your session, click the purple "Apply Changes"  button on the left of the screen, and then the "Yes, apply immediately" button at the top of the pop-up. If you don't apply your changes, your system may not update properly.

1. Tip: You can also schedule a date and time for the changes to apply so it doesn't interfere with your operations.
   

Automations

Create pre-programmed actions, such as forwarding calls automatically or sending custom notifications.

1. Open the UC User menu and select Automations.
   
2. Click on the label of the Automation you want to manage.
   
3. Click "+ Add [type of] Run" in the upper right. (Make sure you are in the correct tab for the type of run you want: One-Time or Recurring).
   
4. Fill out the required information, and click "Add". 
   

1. Inside the Blocked Numbers section, click the purple "+ Add Blocked Number" in the top right. 
   
2. Fill out the required information, and click "Add".
   

Managing Schedules:

1. Inside Call Flow Settings, click on the schedule label to access the details.
   
2. There are three ways to edit the weekly schedule:
   
1. Click "+ Add Weekly Rule" at the top right and fill out the required information.
   
2. Click on an existing rule to edit it's contents
   
3. Or drag and drop a rule to quickly change its effective hours.
   
3. The same three methods above can be applied to One-Time Rules as well. 
   
4. The Automatic Holidays tab will show you which holidays have been applied to the system. 
   

Two-Way Toggles:

1. Click the "Current State" box to switch between Enabled and Disabled modes for a specific toggle. (It should switch between red and green depending on its state).
   

Multi-Way Toggles:

1. Click on the Multi-way Toggle label to view call flow destinations and activation digits.
   

To Send a Fax:

1. Go to UC User → Digital Faxing.
2. Choose the fax number you’d like to send from (if you have more than one) from the drop-down menu in the upper right.
3. Click "Send Fax" in the upper right.
4. Enter the recipient’s fax number.
5. Upload your document.
6. Click Send.

To View an Incoming Fax:

1. Click on the incoming fax label (CallerID). The fax will be opened in a new tab.
2. You can also download the fax to your computer by clicking "Download Fax" to the right. 

Cover Page Settings:

1. Under the Cover Page Settings tab, click the toggle to "Enable Fax Cover Page".
   
2. 
   You can either:
   
1. Upload a static cover page.
   
2. Or, fill out the form below for a more dynamic cover page option.
   
3. Click "Update Cover Page Settings" when you're done. 

Notifications:

1. Under the Notifications tab, click "+ Add New Recipeint".
   
2. Fill out the form, and click "Add" to save your changes. 

Sending and receiving text and multimedia messages:

1. Under the Messages tab, click the purple plus (+) button to start a new conversation.
   
2. Or, click on an old conversation from the list below to resume an existing conversation.
   

Scheduling or sending bulk messages:

1. Under the Bulk Messages tab, you can upload a CSV file with the list of phone numbers, and then write out your message below. 
   
2. Note: this will not create a group message, but rather send the same message individually to each phone number listed on the CSV file.
   

Creating and using message templates:

1. Under the Templates tab, click "+ Add Template" at the top right and fill out the form.
   
2. Or, click on an existing template's name to edit it. 
   

Setting up automatic text backs:

1. Under the Settings tab, click the toggle to enable automatic replies.
   
2. Fill out the form below.
   
3. Click "Update Auto Response Settings" to save your changes. 
   

Managing your SMS opt-out list:

1. Click "+ Add Recipients" in the upper right to add a contact to your opt-out list.

Note: If you have access to multiple phone numbers, you can select which number to use from the drop-down at the top right.

Voicemail

Manage any voicemail inboxes tied to your account:

• Within the Voicemail section, select the desired extension.
• Read, listen to, or delete messages by either:
  
• Clicking the label under CallerID
  
• Or, clicking the three vertical dots to the right of the voicemail, and selecting your desired action from the menu.
  
• Move to the Greetings tab to update voicemail greetings for extensions
  
• You can upload Standard Greetings, Temporary Greetings, and/or Name Greetings here. 

Note: Not all users will see every option. Access depends on the permissions assigned to your account.

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Reports

The Reports section provides detailed insights into system activity.

Available reports include:

• Administrative Reports: Track scheduled automation events.
• Message Logs: Review SMS/MMS activity
  
• Select the desired number and click "Detail" to the right for more information.
  
• Voice Reports: Access call history, extension activity, IVR analysis, and more.

This section continues to expand, so check back often for new metrics.

Note: If you have access to multiple accounts, use the drop-down in the top right to switch between them.

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Conclusion

That wraps up the PrimeVox User Portal Walkthrough! From here, you can begin exploring the features available to you.

Remember, the Primevox support team is always here if you need help or additional guidance!