VAR HELP
This help file details how to setup and distribute the virtual assistant services. Click on the links below to access instructions.
In the Web portal, you can access context-specific instructions directly by clicking the help icon. Alternatively, you can view the comprehensive help file by clicking User Guides at the bottom of the Web portal pages.
Getting Started
Key notions
Web Portal Overview
Customer Accounts
- Overview of customer accounts
- Account types
- Multi-user account (Company account)
- Single user account (Professional account)
- Account status - manage
- Free trial
- In Production (billed)
- Affiliate customer accounts
- Disaffiliate customer accounts
- Customer access codes (credentials)
- Call display - outbound calls
- Create a customer account
- Delete a customer account
- Directly access a customer account
- Send emails to customers
- Email access codes (credentials) to customers
- Email subscription details to customers
- Export a list of customer accounts to PDF file
- Export a list of customer accounts to CSV file
- Extensions - configure ranges
- Filter the list of customer accounts
- FTP credentials to provision telephone devices
- Import customer accounts
- Link customer accounts
- Unlink customer accounts
- Restrict outbound calls to areas or phone numbers
- Frequently asked questions (FAQ)
Revoke permissions - limit user account changes
- Single-user professional accounts
- Multi-user company accounts
- Search for a customer account
- Settings of a customer account
Single-user account for professionals
- Overview
- Affiliate accounts
- Disaffiliate accounts
- User account limits
- Assistant call options
- Voice message transcription provider
- Limit user account changes - revoke permissions
- SIP credentials for Outbound Calls
- FTP credentials to provision telephone devices
- Information displayed for outgoing calls
Multi-user company account
- Overview
- Affiliate accounts
- Disaffiliate accounts
- URL pointing to virtual assistant- private label URLs
- Extension Numbers - configuration ranges
- Shared Contacts Limit - usage limits
- Limit user account changes - revoke permissions
- FTP credentials to provision telephone devices
- Search the list of customer accounts
- Sort the list of customer accounts
- Subscriptions Packages
Test mode - activate / deactivate
- Single-user professional accounts
- Multi-user company accounts
- URL pointing to virtual assistant
- Usage limits - single-user professional account
- Contacts
- Emails
- Voice messages
- Faxes
- Usage limits - multi-user company account
- Shared contacts
- Virtual Assistant Settings
- Stay on calls made and after
- Stay on calls received
- Refresh personal contacts
Call Restrictions
- Overview
- Management rights and permissions
- Global (system-wide) restrictions
- Account-specific restrictions
Create call restrictions
- Global call restrictions
- Account-specific call restrictions
- Account-specific exceptions (enable/disable a call restriction)
- Export a list of call restrictions to a PDF file
- Export a list of call restrictions to a CSV file
- Modify call restrictions
- Number format in call restrictions
- Search call restrictions
- Sort the list of call restrictions
Subscription Packages
- Overview
- VAR service offering interface (packages, options, devices and fees)
- Management rights and permissions
- VAR service offering (packages, options, devices and fees)
- Customer subscription
Add packages, options, devices or fees
- VAR service offering (packages, options, devices and fees)
- Customer subscription
- Default packages offered on signup
Delete packages, options, devices or fees
- VAR service offering (packages, options, devices and fees)
- Customer subscription
- Enable subscription packages - VAR service offering
- Disable subscription packages - VAR service offering
- Export a list of subscription packages to a PDF file
- Export a list of subscription packages to a CSV file
- Filter the list of subscription packages
- Free packages, options, devices or fees
- Customer subscription
Modify packages, options, devices or fees
- VAR service offering (packages, options, devices and fees)
- Customer subscription
- Search the list of packages, options, devices and fees
- Sort the list of packages, options, devices and fees
Phone Numbers and Phone Systems
- Overview
- Add a phone number
- Assign a phone number to a customer
- Delete a phone number
- Dial a phone number over the Internet (WebPhone)
- Export a list of phone numbers to a PDF file
- Export a list of phone numbers to a CSV file
- Filter the list of phone numbers
- Format of phone numbers
- Import phone numbers
- Information on phone system used
- Manage phone number settings and options
- Assign a phone number to a customer
- Unassign a phone number from a customer
- Reserve a phone number for a customer
- Voice / fax / SMS / 911
- Search the list of phone numbers
- Sort the list of phone numbers
- Frequently asked questions (FAQ)
Profile & Settings - VAR Administrator
- Overview
- Address
- Account ID
- Billing code
- Credentials (username and password)
- Change your username
- Change your password
- Flash News
- Information on phone system used
- Live chat