Getting Started

This help section is dedicated to you, the value-added reseller (VAR), who sells the Evatel services.

The Evatel services use speech technology combined with IP telephony and messaging to give customers increased productivity and safe mobility on the road. It turns smartphones into portable office extensions with a built-in personal assistant. The system includes a suite of mobility and business productivity features:

  • Calendar: to review appointments and schedule meetings using speech commands on any phone.
  • Contacts: to call, text and send voice emails to contacts and colleagues using mobile devices or speech commands on any phone.
  • Email: listen to emails by phone and use speech commands to reply, delete, archive or forward them to contacts.
  • Smart Number: a single number to receive phone calls, faxes and text messages (SMS). Calls are filtered and forwarded to you at different locations according to your preferences.
  • Fax: to receive faxes on the Smart Number and access them by email, on the Web portal and mobile app.
  • Reminders: reminders for tasks, wake-up calls or call-backs to save on wireless or long distance charges.
  • Call history: all incoming and outgoing calls are recorded and saved for archiving, follow up and billing.

As the VAR Administrator, you can access and manage your VAR profile and your customer accounts. More specifically, you can perform the following tasks:

  • Create and manage customer accounts for companies and professionals.
  • Select your service offering to customers (packages, options, devices and fees).
  • Select call restrictions to control telephone charges such as long distance calls.
  • Manage phone numbers and devices ordered by your customers

For information on instructions and help files for your customers, see Company Help and User Help.

Key Notions 

User Types and Permissions

Before you start managing your telephony and virtual assistant system, you must first familiarize yourself with the different user levels and their respective roles.

There are 4 categories of users with different permissions and access levels:

  1. System Administrator ("Super user"): System Administrators create and manage VAR (value-added reseller) accounts, control system components and services, manage telephony and mail service providers, set call restrictions, run billing, etc.
  2. VAR Administrator:  VAR Administrators manage their reseller accounts. They create and manage customer accounts: multi-user organizations (companies) and standalone single-user accounts (Professionals). VAR Administrators may also handle customer billing themselves or have it handled by the System Administrator. The system comes equipped with a default VAR and User account to enable you to use and sell your telephony and virtual assistant services.
  3. Company Administrator: Company administrators manage multi-user accounts. These are organizations that subscribe to your telephony and virtual assistant services for their offices and employees. Employees can have the roles of Company Administrator, Office Manager, Receptionist, Operator and/or Technical Support. Company administrators and office managers can create and manage user accounts, configure the virtual receptionist (auto-attendant) service, set the office status and call forwarding schedules, manage the company phone numbers, the directory of shared contacts, call restrictions, mail access connection to the company's email server, etc.
  4. User Account: This is the single user account created for company employees and individuals to use your telephony and virtual assistant services. The 2 types of user accounts are:
    1. Employee account: The employee account is created and managed by the Company Administrator. It can have roles that may include administrative functions. Employee accounts have access to the company directory and may optionally have access to company-shared contacts.  Employee accounts cannot perform tasks that result in billable charges. 
    2. Professional account: The professional account is created and managed by the VAR Administrator. Professional account owners have full administrative rights on their account including adding and removing services and options that can result in billable charges.

Your VAR account comes with one VAR and one Professional User account. These accounts are sufficient for you to use and sell your telephony and virtual assistant services.

Phone numbers (DIDs)

DIDs are the phone numbers dialed by people to reach subscribers and services on your telephony and virtual assistant system. Each DID is assigned to a user, a service or group defined on the system.

PBX

The PBX is the telephone system that manages telephone extensions and switches calls between company users internally or with external callers.

SIP

The SIP protocol is used to establish and control voice calls on a data network (Internet). SIP is the protocol for call signaling (dial, hangup, etc) while its counterpart, RTP manages the voice content between two or more participants.

SIP Trunk

SIP Trunks provide voice communication services based on the SIP protocol.

Internet Telephony Service Provider (ITSP)

ITSPs offer Internet voice communications services directly to customers or to other resellers and ITSPs.

Ready to start?

Before you start selling your telephony and virtual assistant services, you need to familiarize yourself with the Web portal and configure your account. See Login to Web portal and Initial Setup for details.