VAR Help
This help file details how to setup and distribute the virtual assistant services. Click on the links below to access 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.
GETTING STARTED
KEY NOTIONS
Initial Setup
WEB PORTAL OVERVIEW
CUSTOMER ACCOUNTS
- Interface Overview
- Account types
- Manage Customer Account Status
- Affiliate customer accounts
- Disaffiliate customer accounts
- Call display - outbound calls
- Create a customer account
- Manage customer account settings
- Delete a customer account
- Search for a customer account
- Filter the list of customer accounts
- Sort the list of customer accounts
- Directly access a customer account
- Import customer accounts
- Export a list of customer accounts to PDF file
- Export a list of customer accounts to CSV file
- FTP credentials to provision telephone devices
- Restrict outbound calls to areas or phone numbers
- Subscriptions Packages
- Frequently asked questions (FAQ)
- Send emails to customers
- Email access codes (credentials) to customers
- Email subscription statements to customers
SINGLE-USER ACCOUNT FOR PROFESSIONALS
- User account limits
- Assistant call options
- Voice Message Transcription Provider
- Professional Account Management Restrictions
- SIP credentials for Outbound Calls
- FTP credentials to provision telephone devices
- Information displayed for outgoing calls
- Professional Subscription Dashboard
MULTI-USER COMPANY ACCOUNT
- URL pointing to virtual assistant- private label URLs
- Extension Numbers - configuration ranges
- Shared Contacts Limit - usage limits
- Company Account Management Restrictions
- FTP credentials to provision telephone devices
- Company Subscription Dashboard
CALL RESTRICTIONS
- Call restriction management roles
- Create global call restrictions
- Create account-specific call restrictions
- Enable/disable a call restriction
- Exceptions to call restrictions
- Export a list of call restrictions to a PDF file
- Export a list of call restrictions to a CSV file
- Modify call restrictions
- Number format in call restrictions
- Search call restrictions
- Sort the list of call restrictions
SUBSCRIPTION PACKAGES
- VAR packages interface (packages, options, devices and fees)
- Packages management right
- Manage customer packages
VIEW PACKAGES, OPTIONS, DEVICES OR FEES
- Filter the list of subscription packages
- Search the list of packages, options, devices and fees
- Sort the list of packages, options, devices and fees
- Export a list of subscription packages to a PDF file
- Export a list of subscription packages to a CSV file
Add packages, options, devices or fees
Delete packages, options, devices or fees
- Delete packages
- Remove a package from a company subscription
- Remove a package from a professional subscription
Modify packages, options, devices or fees
- Modify packages
- Modify a company subscription
- Modify a professional subscription
- Default packages offered on signup (Package properties)
- Enable subscription packages
- Disable subscription packages
PHONE NUMBERS AND PHONE SYSTEMS
- Overview
- Add a phone number
- Assign a phone number to a customer
- Delete a phone number
- Dial a phone number over the Internet (WebPhone)
- Export a list of phone numbers to a PDF file
- Export a list of phone numbers to a CSV file
- Filter the list of phone numbers
- Format of phone numbers
- Import phone numbers
- Manage phone number settings (properties)
- Assign a phone number to a customer
- Unassign a phone number from a customer
- Reserve a phone number for a customer
- Voice / fax / SMS / 911
- Search the list of phone numbers
- Sort the list of phone numbers
- Frequently asked questions (FAQ)
SETTINGS - VAR ADMINISTRATOR
- Address
- Account ID (Account SPID)
- Billing code (CAN)
- Change your email and username
- Change your password
- VAR account language
- Default customer language
- VAR account phone number
- Information on phone system used
- Live chat