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Roadmap

Portal Feature Guide Roadmap

Everything we do, we try to design around you and your clients. Don’t forget if you want to add a...

Updated 11 months ago by Administrator

Conferences - (Voice)

Portal Feature Guide Features

Conferences can be found under Features - Conferences. Conferencing is integrated into the s...

Updated 11 months ago by Administrator

Classes of Service

Portal Feature Guide Features

Classes of Service can be found under Features - Classes of Service. This feature allows you to ...

Updated 11 months ago by Administrator

Call Recording - Basic recording system

Portal Feature Guide Features

Call Recording can be found under Features - Call Recordings. Call recording is helpful for trai...

Updated 11 months ago by Administrator

Transcription For Call Recording Bundles

Portal Feature Guide Features

Under call recording bundles, you can now have the call recording transcribed.   To perform this ...

Updated 11 months ago by Administrator

Feature Prefixes

Portal Feature Guide Features Advanced

Feature prefixes can be found under Features Advanced - Feature Prefixes. This is used to create...

Updated 11 months ago by Administrator

Make a call via the portal

Portal Feature Guide Actions

To do this, go to Actions > Make a call. Then, complete the fields below and press ‘Call.’ You c...

Updated 11 months ago by Administrator

Voicemails

Portal Feature Guide Messages

Voicemails can be found under Messages - Voicemails. Here, you can find all th...

Updated 11 months ago by Administrator

SMS

Portal Feature Guide Messages

SMS can be found under Messages - SMS. SMS stands for Short Message Service. An SMS can be 160 c...

Updated 11 months ago by Administrator

Customers - PAI

Portal Feature Guide Reports

Re-write the CLI to remove surcharge costs on diversion/transfer, plus international CLI display ...

Updated 11 months ago by Administrator

Manual Routing using feature codes & how to set them up.

Portal Feature Guide Programming Examples

A feature code can be a great way to set up a manual ad-hoc divert or have more than 1 option as ...

Updated 11 months ago by Administrator

Faxes

Portal Feature Guide Messages

Faxes can be found under Messages - Faxes. Here you can find all Fax Messages that could be stor...

Updated 11 months ago by Administrator

ALL Mailboxes

Portal Feature Guide Messages

All Mailboxes All mailboxes can be found under Messages—All Messages. Here, you can find all mes...

Updated 11 months ago by Administrator

Send SMS

Portal Feature Guide Actions

You can send an SMS via the portal just like you can from a mobile phone. Go to Actions—Send SMS,...

Updated 11 months ago by Administrator

Send Message (Internal)

Portal Feature Guide Actions

Send Message can be found under Actions, Send Message. This allows you to send internal messages...

Updated 11 months ago by Administrator

Send a Fax

Portal Feature Guide Actions

To send an electronic document to a fax machine, go to Actions - Send a fax. You must attach a d...

Updated 11 months ago by Administrator

Reception Console

Portal Feature Guide Reception Console

The Reception Console is a quick and easy way for someone handling large volumes of calls to drag...

Updated 11 months ago by Administrator

Dark Mode

Portal Feature Guide The Portal at a first glance

The portal can be viewed in dark and normal mode to enable better viewing in different light cond...

Updated 11 months ago by Administrator

View Rate Plan

Portal Feature Guide Reports

View rate plan can be found under Reports - View Rate Plan. This will allow you to see exactly w...

Updated 11 months ago by Administrator

Transactions

Portal Feature Guide Reports

Transactions can be found under Reports—Transactions. These are all the one-off and monthly servi...

Updated 11 months ago by Administrator