Help Center / Smarter Voice
Smarter Voice
Set up users, call handling, devices, and reporting for Smarter Voice.
Users and access
Add people, give them access, and sign in to Smarter Voice.
- Create users A user is a seat on Smarter Voice for one person. In the Users area, fill out the form and choose Create…
- Reset a dashboard password If you’ve forgotten your password to dash.virtualpbx.com - You can set up a new one by following these steps
- Change account settings Access your Account Settings and update any personal information and account information through your Account…
- Use the user portal The User Portal allows admins and non-admins alike to view their personal information and general settings.
Call handling
Choose how Smarter Voice answers, rings, and shows your number.
- Answer VoIP questions You’re in the system, what now? Keep reading to answer any questions you may have on devices, voicemails, and…
- Set up the main number Below you will find a comprehensive guide on setting up your Incoming Call Handling - the routing your…
- Set up ring groups Below you will find a comprehensive guide on creating Ring Groups. These can be utilized to have multiple…
- Choose caller ID These features allow more advanced uses of Caller ID while calling out through the system. Follow the guides…
- Block numbers Blacklists allow you to block particular phone numbers from contacting your phone system. Please be aware…
- Set up audio conferencing By adding a phone number designated for conferencing, you can create individual conference rooms for each of…
Voicemail and logs
Check voicemail boxes and read what happened on each call.
Devices
Add phones, provision them, and keep them on the network.
- Add or remove a device Here, we’ll talk about adding and removing device from your system. Please keep in mind that VoIP devices…
- Auto-provision a device Newer SIP devices will allow the use of Auto-Provisioning. Follow the guide below for your specific device to…
- Manually provision a device Depending on your Yealink model and firmware version, your Yealink interface may look different than the…
- Whitelist IPs and ports In order for your VirtualPBX service to fully function, some networks may require that you whitelist…
- Troubleshoot a device network Here’s a sample rule set you can provide to your IT team:
Apps
Place and take Smarter Voice calls in the browser or the mobile app.
Messaging
Send faxes and forward text messages from Smarter Voice.
Numbers
Change number settings and port a number to Smarter Voice.
Advanced
Use queues, recordings, insights, Zapier, and advanced reports.
- Set up a call queue Call Center is an add-on feature priced depending on your plan type. Contact us to review options if you’re…
- Store call recordings To record and store your calls, you will need to set up an Amazon Web Storage bucket. Follow this guide to…
- Read call insights Insights is a feature that grants you even more access to view your analytics for your agents and employees.…
- Connect Zapier If you don’t already have a Zapier account, you can create one for free at the Zapier Sign Up page.
- Run advanced reports Summary of the time an agent has spent on the various away states. Currently the report will show manual_away…