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PBXact  has a simple compact dashboard designed to provide control to the basic items typically required to configure and maintain a phone system


Extensions

  • To edit or assign user extensions click on the Extensions icon:




    •  The below screen shows all the extensions created for this example PBXact system



      • Click the Add Extension Button to add one or more SIP extensions:


      • Insert all the SIP extension details in the screen as seen below:
      • For details on what each field means please visit Extensions Module - SIP Extension
      • Click the Submit button when SIP extension creation is completed:


IVR

  • The IVR module allows you to create one or more IVRs ("Interactive Voice Response" systems or Auto Attendants). You can then route calls to the IVR and play a recording prompting callers what options to enter, such as “press 1 for sales and press 2 for the company directory.” An IVR can also route calls to another IVR, or in other words, a sub-menu. As a general rule, you never want more than five or six options in a single IVR, or it will become too confusing to navigate. It is better to only include a few options at a single menu level, and route callers to a sub-menu for more choices.
     
  • To create an IVR click on the IVR Icon:



  • Click on the add IVR button



  • Create your IVR 



    • IVR Name: Name of this IVR
    • Announcement: Here you can upload the greeting that will prompt callers what options they can press when they enter an IVR (interactive voice response menu). For example, "Press 1 for sales, press 2 for support..."
      Greeting to be played on entry to the IVR. Upload files from your local system. Supported upload formats are: gsm, WAV, g722, alaw, ulaw, sln192, sln96, sln48, sln44, sln32, sln24, sln16, sln12, sln, wav16, wav, aiff, flac, ogg, oga, mp3. This includes archives (that include multiple files) and multiple files
    • Ring Tone: Select a Ring Tone from the list of options by double clicking within the Ring Tone field . This will determine how your phone sounds when it is rung from this group
    • Digits: Digits the caller needs to dial to reach said destination
    • Destination: Choose the destination to route the call to
      • Options are: Directory, Extensions, IVR, Ring Groups, Voicemail.

    • Add Another Entry: Click to create another IVR entry
       
  • Click Submit to complete your IVR entry


Inbound Routes

  • Inbound routing is one of the key pieces to a functional PBX. The Inbound Routes module is the mechanism used to tell your PBX where to route inbound calls based on the phone number or DID dialed. This module is used to handle SIP, PRI and analog inbound routing. Setting up inbound routing properly is a critical step in the deployment of a PBX system. Inbound routes are often used in conjunction with time conditions and IVRs. A typical setup will go from an inbound route to a time condition, then to an IVR or after-hours answering service depending on the time condition met.
     
  • To create inbound routes click on the Inbound Routes Icon:
  • Click on the Add Inbound Route button 
  • Enter the details for the inbound route

    • DescriptionEnter a unique description for the route.
    • DID (Direct Inward Dialing) Number:  Routing is based on the trunk on which the call is coming in. In the DID field, you will define the expected “DID Number“ if your trunk passes the DID on incoming calls. Leave this blank to match calls with any or no DID info. The DID number entered must match the format of the provider sending the DID. You can also use a pattern match to match a range of numbers. Patterns must begin with an underscore (_) to signify they are patterns. Within patterns, X will match the numbers 0-9 and specific numbers can be matched if they are placed between square parentheses. This field can also be left blank to match calls from all DIDs. This will also match calls that have no DID information.
    • Caller ID NumberRouting calls based on the caller ID number of the person that is calling. Define the caller ID number to be matched on incoming calls. Leave this field blank to match any or no CID info. In addition to standard dial sequences, you can also put “Private,” “Blocked,” “Unknown,” “Restricted,” “Anonymous” or “Unavailable” in order to catch these special cases if the telco transmits them.
    • Set DestinationThe PBX provides multiple ways to route a call. This is the place where the desired call target is selected.
       
  • Click the Submit button when done


  • For more details on inbound routes please visit Inbound Route User Guide 

Music on Hold

  • The Music on Hold module is intended to reassure callers that they are still connected to their calls. The PBX comes with 11 built in songs that are the default hold music. You can easily add your own music or sound files to the system by uploading them in .wav or .mp3 format, or stream a live feed. Adding custom music on hold is a great way to bring personality to your phone system. The PBX allows two styles of music on hold – static files and streaming. Static files are audio files (WAV or MP3 files) that are uploaded to the server and played back when a caller is placed on hold. Streaming audio is used to connect to a live audio feed from a particular source. This could be an Internet stream, or a stream from a sound card or other audio device. MoH categories can be applied to inbound routes as well as to queues, ring groups, outbound routes and conferences. Categories assigned at the call level will override the MOH category for that target only. Once a call leaves that target, it will fall back into the category specified in the inbound route it was matched against
     
  • To create Music on Hold, click on the Music on Hold button:



  • Here you can upload a custom recording by simply dragging the specific audio file within the Upload Recording box.
    Upload files from your local system. Supported upload formats are: WAV, aiff, alaw, flac, g722, gsm, mp3, oga, ogg, sln, sln12, sln16, sln192, sln24, sln32, sln44, sln48, sln96, ulaw, wav, wav16. This includes archives (that include multiple files) and multiple files



  • Click the Submit button when done


  • For more details on inbound routes please visit Music on Hold User Guide

 

Ring Groups

  • The Ring Groups module provides a method to ring several extensions with a variety of ring strategies. It allows for several useful features such as announcements, CID name prefix, call confirmation, and others. Ring groups can include local extensions and DIDs (which become outbound calls from the system).
  • To create a ring group click on the Ring Groups button

  • Click the Add Ring Group button 


  • For details on each field visit Ring Groups Module User Guide
  • Click the Submit button when done



Time Conditions

  • The Time Conditions module is used to control call flow based upon time and date.
    Time Conditions module creates a destination to which you can route calls. When a call arrives at the Time Condition destination, the system will check the current system time and date against the Time Group that you selected. The system will then route the call to one of two destinations that you define.

    For example, you might create a Time Condition called "Closed at Lunch."  You would then select a Time Group that defines what time periods are "lunch," and then indicate that calls that come in during lunchtime should go directly to voicemail, while calls that do not come in at lunchtime should ring the Front Desk.

    Time Conditions can also be used to route calls to different destinations during business hours vs. after-hours, for example.

  • To create time conditions click on the Time Conditions button:

  • Click on the Add Time Condition button



  • Insert the time condition details
    • Time Condition name: Enter a description to identify this time group. For example, “Closed Hours” works better than something generic like “Time Condition 1.”
    • Time Zone: Specify the time zone by name if the destinations are in a different time zone than the server. Type two characters to start an auto-complete pick-list.
      Important: Your selection here MUST appear in the pick-list or in the /usr/share/zoneinfo/ directory.
    • Time Group: The time group this time condition will be checked against. A time group defines the times that are considered a "match." You can create new time groups in the Time Group module.
    • Destination matches: This destination will be used as the call target when the current time matches the time group selected above.
    • Destination non-matches: This destination will be used as the call target when the current time does not match the time group selected above.
  • For more details on Time Conditions visit Time Conditions User Guide
  • Click the Submit button when done

 

EndPoint Manager

  • With the commercially supportedEnd Point Manager (EPM), you can auto-provision and configure popular desk phones, wireless phones, door phones, overhead paging devices, gateways, and specialty devices
  • To use Endpoint Manager click on the Endpoint Manager icon:



  • The following screen will appear
     


  • Please visit the following page for full details on EPM: EndPoint Manager
  • If you are configuring Sangoma Phones with your PBXact UC system, please visit Auto-Provision Quick Start Guide 


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