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Reception Consoles
Now you have some customers with extensions under various Service Office Customers. You can now allocate the customer extensions to the receptionist console. To enable office service mode, you need to enter the provisioning settings within the tele...
Numbering for Diversion services
When programming the Service Office Customer divert numbers, be sure to enter the names for the numbers and the telephone extensions to make it easy for reception to identify incoming calls and names in the MobeX Reception Console. ...
Using the Reception answering services
Create a feature code for each SOC account. This can be done by using the menu on the left-hand side. Go to Features, then Feature Codes and click Add in the bottom right-hand side. Give the Feature code a number; we reco...
Service Office Customer - Adding a number
When adding the number for the Service Office Customer SOC account, you must include additional information for the Service Office Solution SOS Reception person to identify which diverted number is being presented at reception. ...
Adding a Telephone Extension for Service Office Customers
When adding a telephone extension, it is helpful to others to see who is calling them, and it makes it easier for them to be identified. When adding an extension, it is recommended to include the company name, as well as the first and, if possible,...
Hunt Groups using the diversion number on busy no answer.
As an example of how the routing will flow, here is a simple hunt group. Set the hunt group up in the normal way, by going to Features, then Hunt Groups. Once here, select new, name the hunt group and save. Then add a destination, ...
MobeX as the Receptionist Console
Once you have created a MobeX account for the reception extension, you can start to see the benefits. Set up your MobeX extension using this guide. Understand more about MobeX Web or MobeX UC using these links. Reception ca...
Call Swap
When you are on a live call, you will see the Swap icon. The Swap icon lets you move the current call to another device. It performs a blind transfer back to your own extension number, causing all devices on that extension to ring. To ta...
Call Swap
When you are in a call, you will see a Swap Icon. The swap icon allows for the current call to be moved to another device. It performs a blind transfer back to your own extension number, causing all devices on that extension to ring again. To...
Switch to Teams mode in MobeX
After installation of the MobeX UC desktop software, you can enable the Teams Plugin Once enabled, it gives you a minimum appearance of MobeX as everything you want to do can be controlled within Team. You can however switch back to...
HaloPSA integration settings in the telephone system
These settings need to be entered by the system owner. Please refer to your upstream provider. The initial settings required are as follows from the HaloPSA system. There is a Test Credentials button to ensure you have entered the correct information. Once...
HaloPSA Setting inside the MobeX UC Client
After the system setup has been enabled on the portal, new settings will be available within the MobeX UC client. These appear on the settings page. Click your avatar to access the settings page. Then click on the system settings opt...
HaloPSA tab for easy access
A new HaloPSA icon will conventionally appear on the left-hand side of the MobeX UC software as your destination for all things Halo. When opening the page it will first ask you to login to your HaloPSA portal. Once you have logged...
Getting your call transcriptions into the HaloPSA tickets
Once HaloPSA has been enabled on the system portal, you can add extra features, such as call transcription, allowing any telephone conversations to be transcribed and viewed within the Halo ticketing system. To enable this, please ...
HaloSPA
It is possible to add HaloSPA to the portal to enable incoming and outgoing calls from the MobeX UC product. This will also allow for transcriptions to be automatically entered into the HaloSPA system. Please note you need to have transcriptions enabled ...
Payments via MobeX - Automatic Stop / Start Calling Recording
You can automatically control the call recording system by enabling the payment option on the settings page. By enabling this, the system will automatically STOP any call recording when you enter the payment tab in MobeX and will automatically enable i...
Beginning a chat session - simple chat message
When you want to start a chat or look at any messages, select the message icon at the bottom of the app, highlighted here in blue When it opens, you will see your conversations, with the most recent at the top. Click on the person...
Send a file
You can send various files directly from your mobile phone. Press the file upload button to choose your picture, video or document. Choose from your photo library, take a photo with your camera, or upload a file from your mobile phone's intern...