This training introduction to your Basic User account helps you login and navigate around the portal. Learn how to change profile settings and decipher the information on your home screen.
Messages - Voicemail Tab
Get to know your message center, specifically the voicemails tab. Learn how to record a new voicemail message and how to manage voicemails on your account.
Messages - Chat Tab
Get to know the chat tab of your messages center. Learn how to start a new chat and change settings for existing threads.
Messages - Settings Tab
Learn all about the settings tab of your messages center. Including enabling voicemail, inbox options, greetings, and unified messaging options.
Contacts
In this video, you’ll learn about the contact center and how to sort, filter, favorite, and add new contacts.
Time Frames
Learn how to create Time Frames and then apply them to your Answering Rules.
Phones
Discover which phones are active on your account.
Music on Hold
Learn how to add and arrange the music on hold for your account.
Call History
Learn about your account’s call history and options you have within the call history center.
Office Manager Portal Training
Managing Your Organization
This training introduces you to your Office Manager account and navigates around the portal. Learn how to navigate to your personal account and back to the organizational level.
Users
Easily learn how to add, edit, and remove users on your system. As well as configure user’s settings.
Conferences
Learn how to add, edit, and delete conference bridges on your system. As well as add users onto a conference line.
Auto Attendants
In this video, you learn how to edit, delete, and add auto attendants within your phone system. You will also learn what each menu prompt option does and how to record or upload the intro greetings and menu prompts.
Call Queues
Learn how to create call queues such as Round Robin, Ring All, Linear Hunt, Linear Cascade, and Call Park. You will also learn how to add agents and music on hold to a call queue.
Time Frames
In this video, you learn how to create and use shared Time Frames and then apply them to individual User’s Answering Rules.
Music on Hold
Set Music on Hold for your entire organization, specific users, and call queues.
Inventory
Learn how to manage Phone Numbers, SMS Numbers, and Phone Hardware in this training video.
Call History
Manage your organizations Call History and learn how to create Scheduled Exports.