Initial Setup

The best way to start on the right foot is to use the account setup wizard. It will walk you through the steps of setting up your system and service offering, store, customer billing, etc.

To access the setup wizard:

Login to the Web portal. See Login for details.
Click Getting Started in the main menu.

Each time you login to the Web portal, the account setup wizard will automatically be launched to remind you to finish configuring your system settings. You will be redirected to the setup wizard Welcome page or the last step where you left off if you already started the configuration process. You can jump to the different sections as required. Once you complete all the configuration steps, the setup wizard will no longer be launched automatically. You need to click Getting Started in the main menu to go to the account setup wizard where you can view and edit your system configuration settings.

The account setup wizard helps you configure your system account settings on the Web portal. Use the other system administration guides (installation & configuration, billing, provisioning, etc.) to configure other system settings such as regional settings, telephony providers and application servers, etc.

Initial Account Setup Check List

When you are ready to start using your phone system with its built-in virtual assistant, login to the Web portal and go over the following checklist to complete the initial setup of your account:

Configure your settings
1. Click Settings in the main menu.
2. Configure all sections of the settings: general information, administrator account, technical support, appearance and branding, live chat and application server. See Settings for details.
Configure the telephony providers (SIP trunks) that will carry your inbound and outbound calls
1. Click PBXs & Trunks in the main menu.
2. Define and add telephony providers as required. See PBX & Telephony Providers for details.
Configure call restrictions to control calls to specific numbers and destinations
1. Click Call Restrictions in the main menu.
2. There are no call restrictions initially on the system. You can define and add call restrictions to block or authorize calls to specific destinations. Restrictions apply to all accounts but exceptions can be set selectively for specific accounts (VARs, companies or users). See Call Restrictions for details.
Configure the telephone zones that will be considered as local zones for calls
1. Click Telephone Zones in the main menu.
2. Create zones to group area codes where calls will be treated as local calls. Calls between area codes in the same telephone zone are not charged. See Telephone Zones for details.
Configure the voice-to-text (V2T) service providers that will be used for voice transcription
1. Click Transcription in the main menu.
2. The system is pre-configured with a default voice transcription provider. You may add other voice transcription providers but only after developing and successfully testing their interoperability with your phone system. See Transcription for details.
Configure the voice services offered to customers
1. Click Services in the main menu.
2. The system is pre-configured with its built-in services: virtual assistant, virtual receptionist, smart forwarding, smart fax, duty agent, voice alerts, etc. You can add other voice services as required. See Services for details.
Customize the subscription packages offered to customers
1. Click Packages in the main menu.
2. Configure which service packages, options, devices and services fees will be offered to customers. See Packages for details.
Review and complete the list of known mail providers to facilitate mail access setup
1. Click Mail Providers in the main menu.
2. The system is pre-configured with the most popular mail providers (Gmail, outlook.com, Yahoo, etc.). These general mail access parameters to known mail providers enable users to easily setup their email connection simply with a username and password or using the more secure Single Sign-On (SSO) method without having to provide technical information such as ports and server names. You can add more mail providers as required. See Mail Providers for details.
Fine-tune the phonetic pronunciation of proper names in your regions to improve voice recognition
1. Click Lexicon in the main menu.
2. The lexicon is an advanced tool to fine-tune word pronunciations using phonetics. It is mostly used to improve the accuracy of voice recognition with proper names. You can add entries immediately or later on as the need arises. See Lexicon for details.
Enter your referral partners
1. Click Partners in the main menu.
2. Create an entry for each service provider offering similar phone system with built-in virtual assistant services in areas outside your geographical territories and with whom you have an agreement to exchange lead referrals See Partners for details.
Configure your online store
1. Click VARs in the main menu.
2. Click the name of default system VAR to access its account management interface while you remain logged as the System Admin.
3. Click Customers in the main menu.
4. The Store is identified by the icon . There is always a store for each VAR account. It is used to create and manage single-user accounts, i.e. professionals or independent entrepreneurs who subscribe to your telephony and virtual assistant services. See Reseller Online Store for details on how to configure your store.

After completing the basic configuration of your account, you will be ready to sell and distribute advanced telephony with built-in virtual assistant services. You can now:

Create VAR accounts for your resellers to enable them to offer your services to their customers under your brand name or their own branding. Each VAR account requires its online store and billing system (see Create a VAR account for details);
Create your Signup and Login Web Portal to have customers subscribe to your services online through the signup portal.

The Web Portal Overview provides information on the Web Portal interface and functionalities.