Comms Enterprise Interface
From Taridium
Contents |
Overview
Depending on your configuration this will be the main landing when accessing the enterprise interface and show activity information. See below:
Activity
The Activity section will show recent activity of your PBX. Particular details are provided as calls over time (last 30 days) and 24hr activity.
Place Calls
The Placed Calls section will display your placed calls. This includes Date & Time, From, To, Duration, Call Disposition > indicated by a symbol (hover over the symbol to display the meaning), Recording (optional) and Cost (optional).
Received Calls
The Received Calls section will display your placed calls. This includes Date & Time, From, To, Duration, Call Disposition > indicated by a symbol (hover over the symbol to display the meaning), Recording (optional) and Cost (optional).
Received calls display will also indicate if a call has been forwarded with an F display. This same call will then also be displayed in the Placed Calls list.
Invoices
only displayed if enabled by your provider
This section will display your monthly service invoices.
Rates
only displayed if enabled by your provider
This section will display the current calling rates for your system.
Extensions
The Extensions section allows you to view, create and manage your extensions.
Manage Extensions
Displays the configured extensions. If configured extensions can also be displayed by Organization. See Organization below. The Status display will indicate whether the phone/device is successfully registered. Hover over the symbol to get more information about the status. An S will indicate if further supplemental/softphone extensions have been configured in the User Panel. Use the Add Extension button at the bottom of the page to add a new extension. The number of configurable extensions might be restricted by your service provider. You can search extensions by number, name, DID (if assigned) or MAC address. Take note that MAC addresses need to be entered complete and follow the following format: AA:BB:CC:DD:EE:FF. Use the stats link to display pertinent call information, or select multiple extensions for aggregate call information. See stats link at the bottom of the list. You can always use the Panel link to log into the User Panel for the selected extension.
Use the Add Extension button at the bottom of the list to create a new extension.
Create/Edit Extensions
When creating an extension you will need to enter at least a name and extension. This will create a simple mailbox (if enabled). Assign a DID/DDI (direct number) and use the + button to add further virtual DIDs. Further settings can be displayed with the show more settings link. Depending on your configuration you will have the ability set access to the extension User Panel which will either require a PIN or PIN and password. You will have to select a Device Type and enter a MAC address for automatic provisioning. Check with your service provider for further details. A device type can also be configured manually. Click on Show SIP Details to display the username and password. You will also need the proxy or switch IP address or DNS name. Consult with your service provider.
Where available, use the Edit Sidecar to configure your phone's sidecar/expansion module. This feature requires automatic provisioning as described above.
Organization
Organizations are logical extension groups. They can be used to group extensions (by assigning them to an organization). They can have a default caller ID name and number. Click on the stats link to get aggregate call details. Organizations can also be used as dial-by-name groups in the IVR Directory application.
Provisioning
Provisioning allows you to manage multiple extensions in one go. Use the Reset Voicemail PINs functionality to reset all PINs and send a notification e-mail to the users. You can also download and upload extension lists. Take care to follow the exact CSV Provisioning Format. In particular make sure that the provided template name is the exact template name available on the system. You will have a chance to review your uploaded list prior to provisioning.
Trunks
only displayed if enabled by your provider
Trunks allow you to connect other VoIP systems to your virtual PBX. Trunks have the ability, like phones/devices to call local extensions and receive and place off-net calls.
Manage Trunks
This section allows you to create, manage and view your trunks. Depending on the trunk type, you will see if the trunk is registered correctly. The list will also display the DID/DDIs assigned and what call limits have been set up. Trunks also keep track of the number of concurrent calls (all time high). Click on the stats link to show call details for the selected trunk.
Provisioning
Provisioning allows you to upload a CSV file that contains a list of trunks to be created. You will have the opportunity to review the trunks prior to provisioning. Take care to provide the exact DID(s) when assigning to a trunk. These DIDs need to be available in the enterprise prior to provisioning. You can assign multiple the DIDs by repeating the trunk definition and re-using the same provisioning ID.
Groups
Groups are groups of extensions. They can be used for a number of configurations. Each group is always assigned an extension and mailbox.
Manage Groups
Use the Manage Groups section to create, manage and view your groups. Your groups will be listed like regular user extensions and indicate the DIDs and the members which have been assigned. The Stats link will provide consolidated call information for a group.
Use the Add Group button at the bottom to add a new group.
Create/Edit Groups
A group needs to have at least a name and extension. This will create a simple extension with a mailbox. Group types can be 1. ring only which will only ring the assigned members and time out, 2. ring & mailbox which will ring the members and then go to the group mailbox, 3. mailbox only which will use the mailbox of the group as greeting and optionally deliver the message to the group members, or 4. page group where members will be called with the paging headers enabled in an attempt to page all members. Note that this option requires phones that support SIP paging.
When using ring options, it is important to consider how the members are rung. This is done using the Ring Strategy setting. When ringall is selected the voicemail/ring delay is used. When sequential or round robin is used, then the Ring extensions for setting is used.
Please note that extensions can be rung as devices (also known as channel) or as extension. The difference is that a member rung as an extension is rung in the same way as calling that extension. This will include any forwarding settings, voicemail delays etc. for that extension. This can cause unexpected behavior, when for example a user rejects a call and sends the call to his or her own mailbox instead of the group mailbox. Thus it is almost always preferable to set up groups which ring the member phones only. This can be done either by selecting primary channel (default value) or all channels. Ringing all channels will include any additional softphones, or supplemental devices that have been set up for the member extension. Use the Forward Requests > ignore setting to prevent users from redirecting calls on their phone.
If a group times out and has no voicemail box configured, either through type ring & mailbox or mailbox only it will hit the Upon Timeout setting. Select the appropriate continuation for the call, or use do nothing/hangup. This will then disconnect the call.
IVRs
IVRs or interactive voice response, are applications that behave as menus. These are sometimes also referred to as auto-attendants.
Manage IVRs
This section allows you create, manage and view your auto-attendants. This will list your DID/DDIs and any hour settings.
Click on Add IVR to create a new IVR.
Create/Edit IVRs
An IVR requires at least a name and a Main Prompt. You can add prompts through Features > Voice Prompts. IVRs can also optionally be assigned an extension. This can be used for internal calls, or more complex routing configurations. Use the Direct Dial option to allow callers to enter an extension at any time vs any of the menu options. You can also use a CID Name Prepend string to indicate to the receiving party which option was selected.
If an IVR times out and no default extension/group is selected, it will hit the Upon Timeout setting. Select the appropriate continuation for the call, or use do nothing/hangup. This will then disconnect the call.
IVR Input
The IVR Input section allows you to create, manage and view IVR input configurations. IVR inputs are dialogs which allow you to record DTMF information (numbers entered on the phone keypad) and pass it on to a 3rd party application.
Click on Add IVR Input to create a new IVR Input.
Create/Edit IVR Input
An IVR input requires at least a name and a query prompt. You can add prompts through Features > Voice Prompts. IVR Inputs can also optionally be assigned an extension. This can be used for internal calls, or more complex routing configurations. Inputs can be validated against an external data source using simple HTTP requests or validated against a static passcode list.
The result can then be passed to another URL as a GET request. Multiple variables can be passed along for further processing downstream.
Conditions
Manage Conditions
Queues
Manage Queues
Features
Manage Features
Internal Extensions
Enterprise DIDs
Dialing Settings
DTMF Codes
User Panel
Account Settings
Access Control
Manage Users
Logout
Logs the user out from the interface.
