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Serviced Office Solutions - HQ

Serviced Office Solutions

Import Users

Portal Feature Guide Features Advanced

Import users can be found under advanced features in the left-hand menu. This feature can be used to set up large volumes of users in one go. Create a CSV file with the following fields, or leave them blank if you don’t require the option. "<title>","<first n...

Customers within the Serviced Office Solution

Serviced Office Solutions

Client - Activation

Portal Feature Guide MobeX

This section will guide you through activating an Extension for MobeX client applications. Currently, there are 5 MobeX application services available. MobeX Mobile MobeX Web Desktop client MobeX UC MobeX Touch MobeX Click2Dial (no licence required) ...

MobeX for Halo

MobeX UC Desktop App

Please refer to the MobeX for Halo documentation

Music On Hold

Portal Feature Guide Features Advanced

This feature is found under Features Advanced and is used for uploading Music On Hold for the system to play to callers when on hold or waiting in a Queue. Please be aware that you must conform to any legal performing rights society (PRS). You may need a lice...

Setting up your HaloPSA configuration

HaloPSA Integration with MobeX

Pattern Menus

Portal Feature Guide Features Advanced

Found under Features Advanced Pattern Menus, customers can dial through the system using this service. This works similarly to an IVR, but you can set predefined codes like customers' contract numbers, which they would need to enter to get further through the ...

Using Halo within MobeX UC

HaloPSA Integration with MobeX

Provisioning (auto-provisioning using templates)

Portal Feature Guide Features Advanced

One of the easiest ways to set up many handsets is to use the auto-provision function built within the platform. This isn’t just used for the one-time setup of the handset but also for administering changes throughout the life of the telephone handset. It also...

Call transcriptions

HaloPSA Integration with MobeX

Remote access

Portal Feature Guide Features Advanced

This feature can be found under Features Advanced - Remote Access. This service would typically be used if a customer wanted to record a call from their mobile phone using the hosted voice network or if they wanted to display the office phone number when out ...

Chat

MobeX + Mobile

Message, share files or even videos with the all-in-one chat feature.

Sounds

Portal Feature Guide Features Advanced

Sounds can be found under Features Advanced - Sounds. Sounds is a great way to upload WAV sound files, so they are easily accessible when creating IVRs, Hunt Groups, Numbers, Mailboxes, or anything else that may require an uploaded greeting or message. It is ...

AI Agents - AgenteX

Portal Feature Guide

Enabling AI agents directly within the platform to bring receptionists, assistants, and experts to life, enhancing your customers' call journey within the telephone system.

Web URLs

Portal Feature Guide Features Advanced

A web URL notification is a way of pushing a signal to somewhere else, like a webpage or another system, to inform the destination when something has happened. The example above will send text information to the website domain ‘https://crm.yourdomain.co.uk’ al...

Settings

Portal Feature Guide

Active Calls

Portal Feature Guide Reports

Active calls can be found under Reports - Active calls. Active calls give you an overview of calls that are happening live within your customer's setup. From the options below, you can select how you wish to see the Active calls and how frequently they will b...