Web Portal Overview - System Administrator

Interface Overview

The Web portal enables you to view, manage and control your telephone system and its built-in virtual assistant. The interface options and features vary based on the type of user that logs in: System Administrator, VAR Administrator, Company Administrator or user.

When logging in using a System Administrator profile, the Web portal includes 14 main sections:

  • Home: This is the first page displayed when you login to the portal after completing the steps of the Getting Started wizard. It is a dashboard for quick access to daily messages and most common functions. See Home page for details.

  • VARs: This section is where you create and manage value-added reseller (VAR) accounts, i.e. companies that sell your telephone system and its built-in virtual assistant services to their customers either using your brand or under their own label as part of their service offering. If you are a large organization using the phone system with virtual assistant as an internal solution, the VAR section is where you configure and manage your business branches or entities. See VARs for details.

  • Packages: This section enables you to create and manage your service offerings as bundled packages, options, devices and setup fees.  Your customers subscribe to the virtual assistant services through packages. See Packages for details.

  • PBX and Trunks: This is where you configure your hosted PBX system and the IP telephony providers that will allow the virtual assistant to make and receive telephone calls. 

  • Phone Numbers: This section lists all the used and available phone numbers on your system. See Phone Numbers for details.

  • Call Restrictions: This section is where you configure a set of rules to allow or disallow outgoing calls to a specific country, regional code or destination. Restrictions apply to all VARs, companies and users but exceptions can be set selectively for specific VARs, companies or users. See Call Restrictions for details.

  • Telephone Zones: This is where you group area codes in telephone zones so that calls among themselves will be considered local. Long distance charges will apply to calls between numbers in different telephone zones. See Telephone Zones for details.

  • Services: Your system comes already equipped with a suite of voice services such as Virtual Receptionist, Virtual Assistant, Smart Number and Voice Alerts. You can manage and add new services in this section. See Services for details.

  • Mail Providers: This section allows you to preconfigure the connection parameters to known mail providers (Hotmail, Gmail, key customers, etc.). See Mail Providers for details.

  • Transcription: This is where you configure and manage voice transcription providers that drive the voice-to-text feature of the virtual assistant. See Transcription for details.

  • Lexicon: The lexicon is an advanced tool to fine-tune pronunciations of proper names using phonetics. This enhances the accuracy of voice recognition. See Lexicon for details.

  • Partners: This section allows you to list companies offering the virtual assistant services in different geographical territories and with whom you have an agreement to exchange lead referrals. See Partners for details.

  • Settings: This is where you access and manage general information about your account, including your contact information, language, login credentials, delegate-administrators, branding, etc. It is also where you configure how customers interact with your support by phone and chat. See Settings for details.

  • Getting Started: This section helps you configure your account. The wizard is designed to walk you through the steps of setting up your service offering, store, customer billing, etc. When you click Getting Started in the main menu, the wizard will show the Welcome page or the last step where you left off. You can jump between sections as needed. See Initial Setup for details.

Header and Footer Quick Links

At the top of every page of the Web portal, you can see your user account's Smart Number, a link to quickly change your status and a link to log out.

At the bottom of every page of the Web Portal, you will find quick links and information to get help or report a problem.

Accessing Contextual Help

Click the Help button  to get context-specific help about the information displayed on the page or section where you are. You can also get help by clicking on the More Help Online link or by dialing the support number indicated at the bottom of each page.

Login to the Web Portal

To access the Web portal, you will need the username and password that you entered when you first installed and configured your system. Here is how to login to your Web Portal as a System Admin and User:

  • The Web portal URL that you specified when you installed and configured your virtual assistant system
  • Your User ID or email address associated with your virtual assistant account
  • Your System Administrator password or User PIN (personal identification number)
  • Open a browser (Microsoft Explorer or Edge, Google Chrome, Mozilla Firefox, Apple Safari, etc.).
  • Enter the Web portal URL in the address bar.
  • Enter your User ID or email address in the User ID field.
  • Enter your PIN.
    • If you cannot find your PIN, click the Forgot PIN? link. The system will automatically send you an email containing your account information and credentials.
  • To avoid entering your User ID the next time you open a session, check the Remember me box. Your PIN however will not be memorized for security purposes.
  • Click the Login button to open a session.

Once logged in, the system will automatically display the Home page dashboard or the Getting Started wizard if you have not yet completed your account setup steps.

Logout of the Web portal

To end your Web session click Logout at the top right of the screen.

For security purposes, the Web portal will automatically log you out after 10 minutes of inactivity.