PBX.io TRAINING

Learn the ins and outs of your portal
with our in-depth training videos.

Basic User Portal Training

Managing Your Portal

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.