How to setup a Basic Cloud PBX in simple steps
First of all, when you order a Cloud PBX we usually setup setup everything for you as per your requirments and once you are happy with the outcome you can take over.
Let say that you want to do a setup.
To start you need to follow these simple steps to have a basic setup in a few minutes.
- Upload recordings for Voicemail/s / IVR and Music on Hold (SYSTEM CONFIG - VOICE PROMTS)
- Setup the TIME CONTIONS (TIMING - TIME CONDITION) - Enter the opening hours of your business)
- Setup Holidays (TIMING - HOLIDAY GROUP) (create a group). Then go to HOLIDAY and create the holidays
- Create Extensions (SERVICE - EXTENSION)
- Create a couple of Central voicemails (SERVICE - VOICEMAIL BOX) create one for Out of Office Hours and an other one for Office Hours
- Create Queues or Ring Groups (SERVICE - QUEUES or RING GROUP) Setup and map to extensions
- Create IVR (SERVICE - IVR) Create IVR and map to Queues or Ring Group
- Setup Incoming phone number/s (CALL ROUTING - DID ROUTING) and follow the next steps
- Go down to the Inbound Rule at the bottom (ADD INBOUND RULE) and setup (RULE NAME) choose the time condition you created earlier, (DESTINATION) choose where to send the calls, in this example, we will sent to IVR, (EXTENSION) choose IVR you created. SAVE
- Once you are back on the DID page setup the last 2 things
- Setup what happens outside hours when you are closed (DEFAULT EXTENSION) map to Voicemal Box (DEFAULT EXTENSION) choose the voicemail you created earlier
- Setup what happens when it is Public Holidays by going to the section of Holiday Configuration and setup.
UPDATE and you are done
This is the behaviour of the above example:
Incoming call to the phone number - Cloud PBX will check time condition - If out of hours call will go to Voicemail Box of Out of Hours. If Time Conditions is within the Opening Hours, call will be sent to IVR - Queues and Extensions after the timeout set in the Queues/Ring Group the Voicemail will pick the call and send as email.
