Presenting the new OneContact Portal

Collab evolved the OneContact PBX and presents OneContact Portal! OneContact Portal was developed in order to create a new service more powerful, more intuitive and easy to use. On OneContact Portal you will find not only all the features available on OneContact PBX but also a lot of new features that will help you create and manage a more productive Contact Center.

But we do not want you to feel lost! On this article you can see where the features you know from OneContact PBX are on OneContact Portal.

 

OneContact PBX home page:          OneContact Portal home page:

PBXPortals.png

 

Lets take a look at some of the most common actions:

 

 

Login

Login unto OneContact PBX meant:

  1. Inserting Username.
  2. Inserting password.
  3. Clicking on login.
    PBX_login.png

 

On OneContact Portal:

  1. Insert the Tenant (if the tenant was not inserted on the URL) and click NEXT to proceed.
    Login01.png
  2. Insert an Email or Username and a Password and click SIGN IN to proceed.
    Login02.png
     
  3. You will be redirected to the OneContact Portal, if successful.
    Note: To know more about OneContact Login, the new authentication component for Collab applications, click here.

 

 

Configure DDIs (phone numbers)

Configuring a DDI on OneContact PBX meant:

  1. Clicking on DDIs.
    PBX_ddi.png
  2. Clicking on New.
    PBX_ddi_new.png
  3. Filling in the required information.

 

Creating and configuring a DDI on OneContact Portal:

  1. Click on System.
    OCP_system.png
  2. Click on Phone numbers.
    PBX_ddiset.png
  3. Click on OCP_ddi_new.png to open the Create number pop-up window.
    OCP_ddi_new_popup.png
  4. Fill in the required information, on the pop-up window and click CREATE to finish the process.
    Note: To know more about the phone numbers page, click here.

 

 

 

Create extensions

Creating an extension on OneContact PBX meant:

  1. Clicking on User list.
  2. Clicking on New.
  3. Selecting the extension type: Extension or Convergent Extension.
  4. Filling the required information on the steps:
    • Properties
    • DDIs
    • Routing Profile

 

On OneContact Portal:

  • To create am Extension:
    1. Click on Users & Teams.
    2. Click on Users.
    3. Click on Users_createuserbutton.pngto open the Create user pop-up window.
      OCP_user_popup.png
    4. Select Extension, on Role  and fill in the required information, on the pop-up window.
    5. Once create the extension, the individual page is displayed where you can configure:
      • Members (groups)
      • Communications
      • Forwarding
        Note: To know more about extensions configuration, click here.

 

 

Configure distribution groups

Configuring a distribution group on OneContact PBX meant:

  1. Clicking on Groups.
    PBX_groups.png
  2. Clicking on New.
    PBX_groups_new.png
  3. Inserting the required information on the group's row.

 

On OneContact Portal:

  1. Click on Distributions groups.
    OCP_distributiongroupsPBX.png
  2. Click on OCP_creategroup.pngto open the Create group pop-up window.
    OCP_creategrouppopup.png
  3. Fill in the required information, on the pop-up window and click CREATE to finish the process.
  4. Once create the distribution group, the group page is displayed where you can configure:
    • Distribution queue
    • Group members
    • Schedule rules
    • Notifications for non-answered calls
      OCP_groupsPBX.png
      Note: To know more about distribution groups configuration, click here.

 

 

Configure auto attendants

Configuring an auto attendant on OneContact PBX meant:

  1. Clicking on IVR.
    PBX_IVR.png
  2. Clicking on New.
    PBX_IVR_new.png
  3. Inserting the required information on the IVR's row.
  4. Inserting the required information on the routing diagram:
    • In-Schedule
    • Off-Schedule
      PBX_IVR_new2.png

 

On OneContact Portal:

  1. Click on Auto-attendants.
  2. Click on OCP_IVR_button.png to open the Create Auto-Attendant pop-up window.
    OCP_IVR_popup.png
  3. Fill in the required information, on the pop-up window and click CREATE to finish the process.
  4. Once create the auto-attendant, the page is displayed where you can configure:
    • Working hours
    • Phone numbers
    • Inside working hours
    • Outside working hours
      OCP_IVR_pagePBX.png
      Note: To know more about the Auto-attendants configuration, click here.

 

 

Configure Outgoing rules

Configuring Outgoing rules on OneContact PBX meant:

  • Clicking on Outgoing Rules.
    PBX_Outgoingrules.png
  • Clicking New, on Dial Plan Profiles.
    PBX_Outgoingrules_new.png
  • Inserting the Dial Plan Profiles name and clicking Apply.
  • Clicking New on Dial Plan Profile's rules, to import the selected Client Dial Plan Rules from the left panel.

 

On OneContact Portal: 

  1. Click on Dial Plans, on Management.
    OCPdialplanPBX.png
  2. Click on OCPdialplan_new.png to open the Create dial plan pop-up window:
    OCPdialplan_popup.png
  3. Fill in the required information, on the pop-up window and click CREATE to finish the process.
  4. Once create the dial plan, the dial plan page is displayed where you can configure:
    • Dial plan rules
    • Users
      OCPdialplan_configPBX.png

      Note: To know more about dial plans, click here.

 

 

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