Beruflich Dokumente
Kultur Dokumente
ADMIN DASHBOARD 4
AVOXI Interactive Guide 5
How to Edit Your Account Profile 5
How to Edit Your Password 6
How to Add/Updating Your Payment Method 6
My Numbers 8
Numbers Settings 9
1
HOW TO SETUP YOUR VIRTUAL ATTENDANT 21
Configuring Your Virtual Attendant 21
How to Create Virtual Attendant Sub-Menus 23
2
Welcome to AVOXI Core, AVOXI’s cloud-based business phone system platform. In this guide, we will
show you how to use your new phone system to connect with employees and customers around the
world. All you need to get started is a laptop and a reliable Internet connection.
3
ADMIN DASHBOARD
The admin home page gives office managers a quick view of the most frequently viewed account details,
including: Account Summary, Payment Methods, Your Numbers, Daily Traffic (7 Days) and the Inbound
vs Outbound Calls Chart for the current month.
Click on ‘Next’ or ‘Skip’ to move to the next highlighted feature or end the guided tour by clicking
on the ‘X’. To engage or resume the guided tour, click on the help button typically located on the
lower left corner of any of the tables throughout the portal.
4
How to Edit Your Account Profile
IMPORTANT NOTES:
You can add more than one billing email address to
your account. To ensure delivery, place a comma
directly between each address. Do not add spaces.
After changing your time zone, you will see a time zone
for the portal, a time zone for the “billing” time zone
and a “Pending Billing Time Zone. The portal’s time zone is the time zone used throughout your AVOXI
account. The billing time zone is the time zone used for your invoices and billing related records. Changes
to this time zone will only take effect after 1 billing cycle. You can see pending changes under “ Pending
Billing Time Zone”.
Once you have completed your changes, click Save. You will be taken back to the profile screen, which
will reflect your changes.
5
How to Add/Updating Your Payment Method
Add and update your payment method through the online portal by clicking on the Add Payment
Method button next to your company profile. When prompted, select Credit Card or PayPal from
the pop-up window.
6
Quick Activity Reports
The bar graph on the left hand side displays your account’s overall call traffic, by day, over the
last 7 consecutive days. The circle graph on the right hand side shows the ratio of inbound vs
outbound calls for your account for the current month. This graph includes data from the start of
the month to the current day.
My Numbers
The main My Numbers screen shows the toll free or local phone numbers associated with your
company’s account. Click on any of the Customer Description rows to add descriptive information about
your numbers or click on any of the numbers listed to view and edit the individual settings for that phone
number.
If
you would like to manage your number further, click on any of the numbers listed to view and edit the
individual settings for that phone number.
7
Numbers Settings
You can edit multiple settings from the number level in AVOXI core, including voicemail, call forwarding,
conferencing, and Virtual attendant. Please view the individual tutorials included later in this guide to learn
how to use these features.
After selecting the numbers you want to manage, click on the “Bulk Update” button and select
the appropriate bulk update action.
8
Manage Feature In Bulk
The manage features bulk update feature will allow you to turn on and off system features for
selected phone lines. To turn on or off features for multiple numbers at the same time, first,
select the phone lines you would like to manage. Then, click on the “Bulk Update” button and
click on “Manage Features”.
9
Adding Forwarding Rules to Multiple Phone Lines At The Same Time
Important Note: Any new forwarding rule(s) created through the bulk update feature will
deactivate existing rules. However, if you would like to delete old forwarding rules, make sure to
click on the “Check to remove previously created rules” box as shown above.
10
HOW TO TURN ON/OFF CALL RECORDING
The call recording feature available in your AVOXI Core platform will always be turned on by
default unless you have explicitly requested otherwise. Turning on/off the call recording feature
can be easily accomplished by directly selecting the phone line(s) or extension(s) you want the
manage.
From the home page, go to the “My Numbers” panel and click on the call recording switch
associated to the phone line you want to enable the feature for. Then, select the appropriate
storage package and click on the “Buy Now” button to complete the task.
Note: You may upgrade or downgrade your call recording storage plan at any time.
11
Turning Off Call Recording for Phone Lines
To turn off call recording, you must go to the phone line profile page. To do so, click on the
phone line you want to manage and scroll down to the “Phone Line Feature Configuration”
panel. There, you will find a switch toggle where you can turn off/on the call recording feature.
Note: Turning off the call recording feature will disable and delete all recorded files for that
phone line. Make sure to download any recording before disabling the feature.
12
Turning On/Off Call Recording for Extensions
To turn on/off call recording for your extensions, click on Extension from the main menu. Then,
select the extension you want to manage.
Scroll down to the feature configuration panel and toggle the call recording feature switch on/off
to enable or disable.
Note: Turning off the call recording feature will disable and delete all recorded files for that
extension. Make sure to download any recording before disabling the feature.
13
HOW TO MANAGE YOUR EXTENSIONS
Access the toll free and local phone numbers in your AVOXI Core account from the main navigation in the
upper right hand corner of your browser.
My Extensions
The main extensions screen
shows all of your active
extensions. You can change the
extension name by clicking on
the extension’s name and even
enable distinctive extension to
extension ringtones.
Extensions Setting
14
Add Your Own Extensions
15
HOW TO MANAGE YOUR VOICEMAIL
Easily access and download voicemail messages from your AVOXI Core Portal. Configure your voicemail
settings, including voicemail to email and voicemail prompts.
To access your voicemail messages for a particular number or extension, click on Voicemail Tab. This is
accessible from any individual number or extension view if enabled.
You will see all voicemail messages on the main voicemail screen. Click any of the voicemails to
Download to your computer or local storage device.
16
MANAGING THE CALL FORWARDING FEATURE
Forward calls to your virtual numbers or extensions with the call forwarding tool.
1. Enter the phone number that you wish calls to ring to in the field labeled Destination.
2. If you are forwarding calls to a SIP address, add the SIP address in the space provided and leave
the destination number blank. If you want to add multiple SIP address as failovers, make sure to
add separate rules and set the forwarding sequence as “in the order shown below”.
3. Leave protocol set as UDP.
4. Add a name for your forwarding rule.
5. Choose how long you wish the call to ring before forwarding to voicemail or the next rule.
6. Choose how you wish your incoming caller ID to display.
7. Click the Save button to activate your forwarding rule.
17
Time of Day Routing
Follow these simple steps to set up time of day routing.
1. Select the +Add Active Times option on the call forwarding rule you wish to configure.
2. Select the month, date or day of the week you wish the rule to be active in the popup window that
appears. (Select Always for all days and times.)
3. Select the starting and ending times for your call forwarding rule to be active.
4. Click the Save button to confirm your changes.
18
HOW TO SETUP CALL CONFERENCING
Your AVOXI Core portal comes equipped with a fully functional call conferencing platform included at no
additional cost (rate per minute applies). Easily create and configure unlimited conference rooms with
over 50 international access numbers, and host upto 500 participants per room. Keep in mind, all rooms
come with a standard 4 hour maximum conference talk time.
Then, click on the +Add Conference Room button to create your conference room.
A pop up window should appear prompting you to add a conference room name and configure additional
settings. Check the boxes applicable to your call conference requirements and then click on the Create
Room button to finish.
19
Once your conference room is created, an emerging window should appear with additional details about
your newly created conference room.
Click on the “Copy Room Details” button to automatically add the room details to your system’s clipboard
and easily share the conference information at your convenience (on your keyboard, press command + v
on Mac or control + v to paste the information).
20
HOW TO SETUP YOUR VIRTUAL ATTENDANT
The AVOXI Core Portal web interface also allows users to setup their own Virtual Attendant. Just click on
the AVOXI phone line you would like to enable this feature and click on the Virtual Attendant tab. If the
Virtual Attendant tab is not enabled, go to the Profile tab and turn the feature on.
Once you are in the Virtual Attendant tab, you will see a table with a pre-configured Virtual Attendant
called ‘ROOT’. This is your main Virtual Attendant. Click on ROOT to configure active times, upload audio
prompts and complete the call routing configuration.
If you would like to create a new Virtual Attendant as a sub level of ROOT, you may do so by clicking on
the ‘+Add Virtual Attendant’ button and following the steps below.
21
Configuring Your Virtual Attendant
(You may also follow these steps to re-configure
your ROOT VA. Please keep in mind that the
ROOT VA cannot be renamed.)
22
A pop up window should appear with additional configuration parameters as illustrated below
Note: Clicking ‘Done’ before completing all the steps above will take you back to the main
Virtual Attendant page and will not complete your configuration.
23
How to Create Virtual Attendant Sub-Menus
If you would like to link multiple virtual attendants and create menu sub-levels, first, create secondary
virtual attendants by following the steps explained above. Then, when you get to the routing portion of the
configuration, set the action for the user’s input to the secondary virtual attendant you are trying to
connect as shown below.
2. Set User Input’s action to the newly created (secondary virtual attendant)
24
HOW TO CONFIGURE CALL SCREENING
With call screening, you control how inbound calls are handled before you even answer them.
Create call screening rules to send specific callers straight to voicemail, or transfer them to
another number or extension.
25
Editing Call Screening Rules
To edit an existing Call Screening rule, click on the pencil icon under the column labeled “Edit.”
A popup window will appear and allow you to change the existing settings on your Call Screening rule.
When you have completed your changes, click Update to confirm. The updated rule will appear on the
Call Screening main page.
TIP: Use the three-lined icon to the left to drag and drop rules into the correct order.
26
Blocking Outbound Calling to Specific Countries
First, select the number you would like to enable call barring from the home page.
● Make sure the feature is enabled in the phone line profile.
● Go to the call barring tab and click on the region you would like to block outbound
calling.
○ Click on the “+” sign on the desired region. A list of countries within that
region should expand.
○ Select all or choose the specific destinations (countries) you would like to
block and click save.
27
Use hunt groups to distribute calls to a single toll free or local
number to multiple extensions. You can choose to ring multiple
extensions in order, simultaneously, or randomly.
A popup window will appear and prompt you to add the following
information:
When you have configured your call group, click the Save button. Your new hunt group will appear on the
main call group menu.
Before you can add call queues, you must be sure that you have enabled this feature by
purchasing the appropriate subscription (see Global Settings). Once you have enabled this
feature, you must create at least one call group with at least one agent. You will only be able to
assign agents to a call queue if they exist in a call group. When you have enabled the call
queue feature and created at least one call group, use the following instructions to customize
your call queue.
1. Click on the ‘Add’ button under the Call Queueing column associated to the call group
you are trying to configure.
28
2. When the pop up window appears, choose the number of simultaneous active calls you
would like to allow for this call queue. This number should be equal or less than the
number of agents in the call group.
3. Select the maximum number of calls on hold you would like to allow for this queue. This
is the number of callers you
would like to allow to be waiting
in the queue for an agent to
become available.
All inbound and outbound calls made through AVOXI Core are recorded in your call logs. To access your
call records, click on the call logs icon in the main menu.
29
How to Read Your Call Logs
Call records provide detailed information about calls made and received from your AVOXI Core account.
Read the glossary below to learn how to read and analyze your call records.
Please note that your call logs may show multiple records for one call, as highlighted in the example
below. This occurs when an incoming call is forwarded to more than one number or device per your call
forwarding rules.
You can also listen to and download call recordings from the calls shown in your call logs. Call recordings
are stored in the AVOXI cloud for 15 rolling days from the date that the call was received. You can
download the recordings to your computer or a local storage device to maintain the recordings for future
use.
The AVOXI Core Portal makes it easy to manage billing and payments.
All invoices can be downloaded as PDF documents from the Billing page. All
payment records can be viewed from the Payment History link.
You can also make payments directly from the Invoices tab.
To download the PDF document of your invoice, click on the invoice number to the left. To pay your
invoice, click on the Unpaid link under the Status column, as highlighted below.
Enter the amount you wish to pay, and click Pay Now.
Your successful payment will appear in the Payments
tab within 24 hours of submission.
31
HOW TO PROVISION A SIP TRUNK
Easily integrate in-house PBX phone systems to AVOXI Core and enable outbound calling to
any destination around the world. To add SIP Trunk capabilities to your account, click on SIP
Trunking link on the main menu.
Click on the “Add SIP Trunk” button and follow the prompts to get started.
32
After your SIP Trunk is activated, an emerging window should appear confirming your
purchase. Click on the “View setup instructions” button to access the configuration
step-by-step guide. There, you can find details on how to setup your in-house PBX to work
with your newly added AVOXI SIP Trunk.
Please note: Changing the server location or your public IP address on any of your sip
trunks, will require you to update your systems configuration. Make sure to review the
configuration details as the connection parameters will change and your outbound service
may be interrupted.
To configure the call barring feature on any of your SIP Trunks and block unwanted outbound
destinations, click on the configuration link under the Call Barring column associated to your SIP
Trunk. Refer to the Call Barring section for more information.
33
HOW TO MANAGE YOUR GLOBAL SETTINGS
Configure global account settings by clicking on the 3 line icon located on the top right corner of
your online portal and click on My Profile. Turn on or off global settings to enable or disable
additional features such as Extension to Extension Call Distinctive Ring, Call Queueing, and
Call Parking.
Note: Global settings affect the whole account. Turning features on or off may affect the way
other account features behave.
This global feature allows users to enable a distinctive ring tone when calling internal
extensions.
This feature only works with the following supported hardware phones.
- Grandstream GXV, HT and GXP models
- Polycom IP 550
- Yealink SIP T19P, T21P. T23P/G, T29G
This feature requires a monthly subscription. 10, 20 and 30 concurrent calls/channels available.
Turn on the feature, select the desired plan and click on the configure button to manage your
Call Queueing feature.
34
Note: The Virtual Attendant must route calls to the call queue in order to properly work. Refer to
the Call Queueing feature for more information.
35
How to Open And Manage Support Cases
36
Support Frequently Asked Questions
Every AVOXI Core phone number and extension comes standard with 3 channels. This means that you
can have 3 concurrent calls on any given extension or number.
Currently, we have 4 different options for call recording storage. Click on the phone line or extension you
would like to enable call recording and choose from any of the available prices. Calls will start recording
immediately after you confirm the changes.
AVOXI Core supports a wide range of codecs; however, our default codec is G.729. If you have specific
questions about alternate codec support, please contact support@avoxi.com.
Customers cannot add new IP addresses from the AVOXI Core User Portal. If you need to add a new IP
address for call forwarding, please contact support@avoxi.com.
To change your default music on hold, please contact support@avoxi.com with the audio recording that
you would like to use. Our Customer Support team will add the new audio file for you.
37