800PBX Panel Help

1. Greetings List: This page displays all the uploaded greetings. Click on the greeting to play.

1. Upgrade plan: You can upgrade your plan from this page. Click on "Upgrade Plan" on the right hand side of the page to send a request to the 800PBX Support team to upgrade your plan. If you are currently evaluating, you can directly upgrade your account.

2. View Recent Call Logs: You can view the recent ten call logs for your Toll-free Number on the main screen. The call logs will be updated after each call. The detailed logs are also available in the logs section of the panel.

3. Check the latest Announcements: Follow the latest 800PBX offers from the Announcements column

4. Access to other sections of the panel: You can also access to other Top menu bar options and log out from this panel on clicking the Top right hand corner option "Log out"

 
 

1. Business Hours Greetings: Select your Business Hour greeting from the Drop down menu corresponding to the "Business Hours Greeting" to play when your callers call your Toll-free Number during your Business Hours. You can also call the *999# to record your own greeting over the phone.

2. Non-Business Hours Greeting: Select your Non-Business Hour greeting from the Drop down menu corresponding to the "Non-Business Hours Greeting" to play when your callers call your Toll-free Number during your Non-Business Hours.

3. Time Zone: You can select your own Time Zone to set your Business and Non-Business hours greeting

4. 24/7 Business Hours: Set Your Toll-free Number to play Business hours everytime your callers call to your Toll-free Number.

 
 
 

 

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Tip:You can set your Toll-free Number to play Business hour greeting all the time whenever your callers call. This can be done by selecting your ‘800PBX_Normal_Business_Hours’ greeting from the Drop down menu corresponding to "After Business Hours Greeting" option.

1. Dial by Name Extension:Select the extension from the drop down options for the Dial by name Extension. This extension helps your callers to easily reach the person he wishes to by entering his first three letters of his last name.

Enter the extension you want to set up as your Dial by name from this page.



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Enter the extension number and hit ‘save’ to save the changes.

If your caller tries to reach an employee ‘Steve Kirby’, he can call your Toll-free Number, click on the ‘Dial by name Extension’ and then enter the first three letters of the last name of the person ‘Kirby’ he wishes to speak. The call will be forwarded directly to ‘Steve’s’ extension without any ‘call forwarding’ from the operator extension.


1. Operator Extension: You can direct your callers to your operator extension if they remain idle without responding to the auto attendant. If you select "none", the system hangs up the call after a brief time if the caller doesn't respond after two replays of the greeting.

Select your Operator Extension from the drop down menu so that your can transfer to a live representative if the caller doesn’t hit any extension for a while.

 

 

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Hit on the ‘save’ button to save the changes after selecting your default extension.

 

 

1. Toll-free calls: Use your Toll-free Number to make calls with the help of calling card feature. Enter the calling card extension to activate this service. Dial your Toll-free Number and enter the PIN number to make calls to any numbers in US. You can even allow your clients as well to use this service if they know the calling card PIN number of your account.

 

 

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Enter any extension as your calling card extension. You can set your own password (PIN Number) for that particular extension. Click ‘save’ button to accept the changes.

Tip: Once you enter your calling card extension in the panel, the service is active. To make calls, you need to dial your own Toll-free Number and then hit your Calling card extension and then enter the PIN number that you entered in your panel for the Calling card Extension. Enter the number that you want to dial and hit # to complete dialing the number.

Your clients can also use this if they know your PIN Number of your Calling card Extension.

1. Direct Call Forwarding: You can forward all your Toll-free Calls to your office, home or cell phone directly without creating any extensions. Enter the number in the box and hit save to forward your calls to that number. You don’t need to create any extensions as you are forwarding calls directly to your number.

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1. Local number: The Local number you selected during your sign up process will be displayed in this page. Click on the place order option to request for that Local number. This option is not available for evaluating users. Once the request is placed, please allow a business week to activate the new local number. You would be notified with an email from support if the ordered Local number is active for your account. Then you can use your Local number either for the Fax purpose or for the Voice. Voice would act similar to your Toll-free number. Fax option can be used as a dedicated fax number.
1. Audio Conference PIN: Enter the conference extension and also the PIN number to start inviting your clients for the Audio conference.
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The Extension that you entered would be your Conference Extension. Enter the PIN Number to protect it from being misused.

1. Audio Conference Invitation: This page allows you to schedule your audio conference timings. You can send the invitation to four persons at a time. Enter the email IDs of the participants whom you wish to notify. Set the date, time, duration of conference from this page. Click on save to start sending the notifications. The participants would also be sent an attachment in Outlook calendar format to associate the conference in their calendar.

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Fix the duration of this conference in advance with the help of drop down options corresponding to ‘Duration of Conference’.
Enter the subject of this invitation so that your clients would be notified with an email with a proper subject.

1. Add an Extension: This page allows you to add an extension to your Toll-free Number. Extensions for your Toll-free Number gives your company, a large company look for your callers.
2. Extension Summary: Extension summary displays all your Extension details.with its corresponding status giving you an overview of the number of extensions you created for your Toll-free Number. 800PBX supports 100 maximum Extensions free with the large Business plan, 25 with Medium Business plan, 10 with the Small Business, and 5 with the Personal Max plan.
3. Delete an extension: You can also delete an extension on clicking the "Delete" button. Alternatively, you can even disable an extension by setting its status to inactive.
4. Voice messages: Listen to voice messages from this page on clicking ‘View’ under the voice messages option corresponding to each extension.
5. Call Records: Listen to call records from this page on clicking “View” under the Call records option corresponding to each extension. You can enable and disable call recording option for a particular extension from the configure section of the extension.

Adding an extension is made simple by three steps.
I

1. Extension Details: Enter Contact details of your extension. Enter the extension number, Name of the extension and also the email to notify of a voicemail for that extension. Carrier and Pager address can also be provided for voicemail notifications through SMS.
2. Extension Password: Enter a numeric password for your extension for security reasons. This will also be used for checking your voicemail, configuring your voicemail greeting etc.

II

Configure rules: You can set priority for the rules. Rules are executed in the order of the priority. For eg: In order for 800PBX to call your cell phone for each call and then direct to the voicemail when busy, you need to specify two rules. Rule 1 – Follow Me (explained below) and Rule 2 – Voicemail

The options available:
a. Voicemail: This rule will be helpful if you cannot take your call at that moment and would like to give your caller an option to leave a message.
b. Follow me: This option allows forwarding all your calls to your Local number. New: Follow me will call the number and prompt you to enter one before connecting the call. This was done in order to prevent the caller from reaching your cell phone carrier’s voicemail.
c. Call Hunting: This option is also very similar to follow me but all the numbers ring at a time when you enter more than one number in that option. As the user is not prompted for confirmation, this rule is not recommended.
d. Announcement: This option plays the greeting for your Toll-free Number. This rule can be used as an advertising option about your product. Upload a Greeting that can be played when your callers want know about a particular Product.

Scroll down to know more about configuring rules.

1. Rules:
You can add rules in to the Configure rule box by selecting the rule in the "add rules" box one after the other. Later you can prioritize the rules from the "configure rule" box.

Examples of setting up different rules:

1. I’m away- I would like to let my caller leave a message.

You can set your Toll-free Number to voicemail if you are unable to take up the call. Select the option ‘Voicemail’ from the ‘add rule’ option.

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On selecting voicemail option, the screen uploads and adds the voicemail options in to the configure rule box.

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Click on the submit button and proceed if you want your callers to be asked to leave a voice message. For your convenience, voicemail is always added as the first rule.

2. I want all my Toll-free Calls to be forwarded to my Local number

Select the option ‘Follow me’ from the add rule box so that the rule will be added to the configure rule box. On selecting the Follow me, you will be asked to enter your Local number. You will be given the option to enter five numbers.

 

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Click on the add button to direct to your previous ‘configure rules’ page.

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Now, your calls will be directed to your Local number on clicking submit. Click on submit to accept the changes and to proceed.

3. I want my telephone ring all at a time when someone calls my Toll-free
Select the option Call Hunting from the add rule options. Clicking it would take to a page, you are requested to enter the numbers that you would like to ring at a time when someone calls your Toll-free Number.

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Click on the Add button to redirect you to configure rule box.
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Now, click on submit to accept the changes and proceed. If you enter your office, home and your cell phone, all ring at a time when your callers call your Toll-free Number. 800PBX does not recommend call hunt as users are not prompted for confirmation and the caller can reach your cell phone carrier’s voicemail instead of reaching 800PBX voicemail.

4. I want my calls to my Local number and if I don’t take, follow the call to voicemail
You can add more than one rule to the Configure rule box. If you want your callers to be forwarded to your local number and for some reason you missed the call, the call should follow the voicemail so that your callers may leave a voice message.

Click on the Voicemail from the add rule option to make sure that it is added to the configure rule box. Then click the follow me. Now, enter the number that you wish the call should be forwarded to. On entering it, the page directs back to the configure rule page. The screen looks as below.

Please note that the configured rule is always added at the bottom in the priority list and care should be taken to prioritize the rules before saving the extension.

 

800pbx panel help

Always the rule that should be played first should be prioritized over the others. As the calls to our local number are forwarded first and then to voicemail, position the ‘Follow me’ rule over the voicemail rule. Click the ‘up’ button corresponding to ‘Follow me’ to move this rule up. On doing so, the screen uploads in the following manner.

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Now, click the submit button and proceed to complete the rule setting. The options ‘up’ and ‘down’ are helpful to move the rules up and down.

Delete the Rule: Mark the box corresponding the rule and click ‘delete’ to delete a rule from the configure rule box.

1. Music On Hold: Select your favorite greeting from the drop down options for the Music On hold feature. This greeting will be played when you place your callers on hold.

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2. Call Record: Check the box corresponding to the "call record" to record all the calls for that particular extension.

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If you don’t want to record all your calls, uncheck the box and click submit to accept changes. Once you click submit, it directs you to the Extension summary page.

1. Add contact: You can add contact by clicking on "Add Contact"
2. Delete Contact: You can delete any existing contact on clicking the "Delete" Button.

 

1. Greetings List: This page displays all the uploaded greetings. Click on the greeting to play.

800pbx panel help

If you would like to add a greeting, click on the ‘New Greeting’ Tab.
2. Add New Greeting: Hit on "New greeting" to upload another greeting in to your account.
3. delete Greeting: Check the greeting you wish to delete and click on "Delete" Greeting to delete your existing greeting.

1. Greeting Name: Enter the Greeting name for your new greeting. The name should be of atleast 5 characters. Hit "Next" to go to upload page.

800pbx panel help

1.Greeting Upload: Upload only .wav files. The system only accepts .wav files with with the following specifications. The file should be "8000Hz Mono 16bit" .wav file. If you upload greeting against the above specifications, the greeting will not be successfully uploaded.
Click on the Browse and select the wav file to upload to your account. Once the greeting is uploaded, it directs to the home page of greetings.

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You can also upload greetings in to your account by dialing your own Toll-free Number and by dialing *999#. Record your tone as the call greeting and it would be uploaded automatically in to the account panel

If the greeting you are trying to upload is in a different format and would like it to be converted into the compatible greeting, please email the file to support@800pbx.com.


1.Call logs: View your recent call logs for your Toll-free Number. You can get the caller ID from the lists. The response status of every call will recorded in the column ‘Response Number’. If the system shows that the call is failed, it indicates that the caller didn’t choose to hold till the operation was complete. The call forwarded to your Local number will be shown as Call forwarded. The voicemail calls are highlighted with yellow color sketch.

1. Billing Status: View your Billing status from this page. All the transaction details with 800PBX will recorded.

1. Account Info: You can change the existing plan from this option. You can also see the minutes allotted for your account from this section.

2. User Info: Change your account password from this section.
3. Billing Info: Edit your Billing credit card information from this section.


1. Support: Mail to 800PBX Support from this page if you have any problems with the Toll-free Number.
If you have any questions about your account, mail us at  account@800pbx.com
Questions regarding the number activity status to  support@800pbx.com

Questions regarding billing should be mailed to  billing@800pbx.com
For plan upgradation, mail to   plans@800pbx.com

 

1. Web Dial Feature: Web dial feature allows your customers or prospects to get a call from you whenever they want. This is possible as Web dial system automatically calls to your number at the specified time. In this way you can increase your Customer base. We provide you with the code and if you can place that code on your website, you can make this feature work. You can also get to see the list of the customers registered for the web call.

1. Fax out: Fax Out option helps you to send Fax to any Fax number in US.

For your protection, we require that you enter the "CVV" number from your credit card.

VISA/MASTERCARD/DISCOVER: The three-digit CVV code is printed on the signature panel on the back of the card immediately after the card's account number.

AMERICAN EXPRESS: The four-digit CVV code is printed on the front of the card above the card number. Note that this is not an embossed code; it is printed directly on the plastic.