USER HELP - Web Portal
This help file details how to setup and use your Virtual Assistant services. Click the links below to access detailed instructions.
In the Web portal, you can access context-specific instructions directly by clicking the help icon. Alternatively, you can view the comprehensive help file by clicking User Guides at the bottom of the Web portal pages.
For help on the Virtual Assistant speech commands, see User Help - Virtual Assistant by Phone below.
GETTING STARTED
WEB PORTAL OVERVIEW
Initial Setup
VIRTUAL ASSISTANT / RECEPTIONIST
- Job description
- Do's and don'ts
- Finding the assistant's phone number
- Calling the assistant - login by phone
- How people reach you
- Skill Level (beginner or expert)
- Set your status
- Speech commands
- Access codes: User ID
- Access codes: PIN
- Easy Login Authentication
- Call screening (announce callers)
- Troubleshoot phone access
Account and User Information
USER PROFILE
- Where to find and/or change your User ID - your account number
- Where to find and/or change your PIN (Personal Information Number)
- Change your email address
- Change your email signature
- Change your language
- Personal information (name, address, birthday, etc.)
- Change your time zone
INTERACTION SETTINGS (PHONE SESSIONS)
- Configure default dialog mode
- Configure how to start a session
- Play audio while waiting
- Skill Level (beginner or expert)
Subscription
PHONE NUMBERS
- Overview of the interface
- Frequently asked questions
- Fax number or Smart Fax
- How people reach you
- Phone numbers where to reach you
- Add a phone number where you can be reached (mobile, home, cottage, etc.)
- Delete / remove a number where you can be reached
- Add an office phone / extension
- Modify a private number or office phone / extension
- Phone number format
- TAPI format (regular line format)
- SIP format (internet-based format)
- Smart Number
- Delete / cancel a Smart Number
- Find your Smart Number
- Order a Smart Number
- Use an existing number as your Smart Number
- Enable SMS reception
- Enable fax reception
- Enable 911 service capability
- Types of phone numbers
- Virtual Assistant / Receptionnist Phone Number
FAX
- Overview of the interface
- Add or remove fax reception option to a Smart Number
- Dedicated line for faxes (Smart Fax)
- View faxes
- Delete faxes
- Download faxes to your PC
- Forward a fax to a contact
- Update / refresh list of faxes
- Frequently asked questions
CALL FORWARDING, SCREENING AND CALL HANDLING
CURRENT STATUS SETTINGS
- Automatically determine your status
- Change your status manually
- Create a new status
- Delete a status
- Preview a status, including its call filtering and call forwarding rules
CALL FILTERING PREFERENCES
CALL OPTIONS
- Audio message while transferring calls
- Default audio messages
- Greet known callers by name
- Announce my status to callers
CALL FORWARDING SCHEDULES
TYPES OF SCHEDULES
- Create a schedule (weekly or special event)
- Create a lunch schedule
- Modify a lunch schedule
- Modify a schedule
- Special events call forwarding schedule (vacations, holidays, etc.)
CONTACTS
- Overview of the interface
- Add a contact
- Delete a contact
- Frequently asked questions
- Import contacts
- Export contacts in PDF Format
- Export contacts as CSV Format
- Sort contacts
- Synchronize contacts Microsoft Exchange (Outlook Web App)
- Synchronize contacts with Google G Suite (Google Apps)
- View contacts
CALENDAR
- Synchronize calendar Microsoft Exchange (Outlook Web App)
- Synchronize calendar with Google G Suite (Google Apps)
- Frequently asked questions
EMAILS
CONFIGURE AN EMAIL CONNECTION
- Connect to your Microsoft Office 365 account
- Connect to your Microsoft Exchange server (Outlook Web App)
- Connect to your Google G Suite (Goggle Apps) account
- Connect to your Google Mail (Gmail) account
- Connect to your Yahoo! account
- Connect to your GoDaddy account
- Manual configuration
- Types of mail access connections
CALL HISTORY (CALL LOGS)
- Overview of the interface
- View call history
- Delete call history entries
- Download / Export call history in PDF format
- Download / Export call history in CSV format
- Filter call history
- Refresh / update call history
- Sort call history
RECORDED CONVERSATIONS
- View a list of recordings
- Delete a recording
- Download a recording
- Forward a recording to a contact
- Listen to a recording
- Record a conversation
- Sort, search and filter conversations
REMINDERS
- Overview of the interface
- Create a reminder
- Deactivate / activate a reminder
- Delete a reminder
- Edit a reminder
- Export / download to a CSV file
- Export / download to a PDF file
- Sort Reminders
- View Reminders
TEXT MESSAGES (SMS)
- Overview of the interface
- Read your text messages
- Send new text messages
- Reply to text messages
- Delete text messages
- Update / Refresh the list of text messages
- View your list of text messages
- Call the person who sent the text message using WebPhone
VOICE MESSAGES
- Overview of the interface
- Listen to voice messages
- Delete voice messages
- Download voice messages as .wav file
- Forward voice messages to someone
- Update / refresh the list of voice messages.
- Use the WebPhone to call the person who left you the voice message
SHARED MAILBOXES
FREQUENTLY ASKED QUESTIONS
- Call forwarding and handling FAQs
- Calendar FAQs
- Email access FAQs
- Fax FAQs
- Phone access to Virtual Assistant FAQs
- Phone number FAQs
- Web portal access FAQs