Voipappz - Portal User Guide

Introduction

High quality, high functionality phone system is mandatory in today's work environment. It must integrate the audio, video, messaging and internet seamlessly to our desktop, laptop or mobile devices, usually all three. No matter where we are or which device we are currently using. And for one low monthly cost.

This is why Voipappz created Connectix - www.connectix.com.

Connectix provides an advanced PBX exchange services with full integration to the internet and your office applications.

The system supports:

•        Advanced PBX
  • Full PSTN, VOIP, Internet connectivity
  • Fax to email is integrated
  • Including an integrated VOIP softphone - supported on any device - computer, Android or IOS
  • Voicemail on every extension
  • IVR and sophisticated queues for incoming call handling
  • Automatic Call Distribution
  • Integrated Click-2-Call web integration
  • Management Dashboard, built in Reports
  • and more ...
• Contacts management
• Campaigns
• Text 2 speech for creating announcements
• Hierarchy organization structure
• Remote user management and support
• Call recording for service improvements
• Cloud based
• Sophisticated security and privacy

To register and start your free trial click https://my.voipbox.io/app/#/signup and run the initial wizard and in minutes you'll have you own PBX.

Notes:

1. If you are a Voipappz user, this guide is for you. Please skip to "First Steps" below.
2. If you are the system administrator and you have credentials for the Admin application, please open the Admin User Guide at https://voipappz.zendesk.com/knowledge/articles/360020179359/en-us?brand_id=616691.

First Steps

1. Following registration, you will receive an email with login credentials
2. If your environment has already been setup, simply login (see below, no need to run the wizard in step 3)
3. On first login, you may be asked to run a wizard that will collect some parameters from you and automatically setup your PBX service that includes: 

• 6 extensions each with voicemail and VOIP connection to IP Phone/Computer/Mobile
• 6 registered users with portal access for extension management and WebRTC built-in phone.
• One shared incoming phone line
• One shared outgoing phone line
• Automatic Call distribution for incoming calls 
• Click-2-Call links to embed in your Webpages 
• Call recording on all extensions for service monitoring and improvement 

All this, automatically and in minutes.

Additionally, you get:

1. Built in contact list that you can add/remove contacts as required
2. Build automated campaigns
3. Dashboard for monitoring calls in real time
4. Integrated reports

Login to the portal with your extension credentials.

Initial Portal screen:

  ! Press here for menu                                                                                                                           press here for phone !

  Initial portal screen with menu:

In the following pages, an explanation and how to use information is provided. 

For each page you will see the information it provides and the editable fields that enable creating or fine-tuning the functionality.

Status and Reports Menus

• Dashboard – presents real time system status, automatically updated: Portal Dashboard – voipappz (zendesk.com)
• Reports – built-in reports that can be fine-tuned to display any collected data: Portal Reports Menu – voipappz (zendesk.com)

• Calls – list of recorded calls. You can listen, download, sort and delete: Portal Calls Menu – voipappz (zendesk.com)

Basic Actions Menus

• Voicemails Management – list of voicemails for the logged in user. You can listen, download, email and delete. Portal Voicemail Management – voipappz (zendesk.com)
• Using the built-in phone - Press the star icon on the top right. Portal Dialer (built-in web RTC phone) – voipappz (zendesk.com) 
• Audio Conferences Management - Press the "+" icon to create a new conference. Please refer to the "Conference Call - Setup" guide for details
• Contacts Management – list of contacts. You can edit, create new and delete. Portal Contacts Management – voipappz (zendesk.com)
• Your Profile Management – logged in user profile. Portal Managing Your Profile – voipappz (zendesk.com)
• Logout – exit the  portal

Advanced Actions Menus

• Announcements Management – list of recordings. You can Edit, Create New, Delete and listen. Portal Announcements Management – voipappz (zendesk.com)
• Queues Management - List of queues. You can Edit, Create New and Delete. Portal Queues Management – voipappz (zendesk.com)
• IVRs Management - List of IVRs in the system. You can Edit, Create New and Delete.
• Blacklist Management - list of number (incoming and outgoing) that the system will block. You can Edit, Create New and Delete. Portal Blacklist Management – voipappz (zendesk.com)
• Call Conditions Management  – lists of active (opening) hours. You can edit, create new and delete. Portal Time Groups Management – voipappz (zendesk.com)

Campaign Actions 

The below actions are for creating and running campaigns. The guide for the process and individual screens is Portal Campaign Actions – voipappz (zendesk.com).

Please note this is for advanced users only and if you are unsure contact your administrator or Voipappz support([e-mail]).

• Campaigns Management – list of campaigns. You can edit, create new and delete
• Campaign Rules Management – list of dialer instructions. You can edit, create new and delete
• Segments Management – list of Segmentation rules for the dialer. You can edit, create new and delete
• Filter Groups Management – list of call priorities for the dialer. You can edit, create new and delete
• Lead Files Management – list of numbers to call

Please press the link to open a specific guide.

Note that depending on your account settings, some menus may not be available for you. Please check with your system administrator.