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 Business Phone 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 You will need to be logged in as an admin on your system to work on your account settings.
- Use the user portal The User Portal shows voicemails, call history, faxes, contact list, conferences/settings, and your general…
Call handling
Choose how Smarter Voice answers, rings, and shows your number.
- Answer VoIP questions In your dashboard, you can update your auto-provisioned VoIP phone to make use of Combo/BLF keys. This will…
- Set up the main number Check the settings available to our phone numbers in our Number Settings Guide!
- Set up ring groups Check the settings available to our phone numbers in our Number Settings Guide!
- Choose caller ID To set up your Dynamic Caller ID settings, start by clicking on the Dynamic Caller ID option in the hamburger…
- Block numbers From the Dashboard, click on the hamburger menu Icon (3 horizontal lines) and click on Blacklists
- 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 Once you choose the SIP option, you will be able to choose your device first by the brand, then by the model…
- Manually provision a device Depending on your Yealink model and firmware version, your Yealink interface may look different than the…
- Whitelist IPs and ports
- 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 Please note - Call Recording is a Plan Specific Feature. If you would like to speak to an Account Services…
- Read call insights Once Insights has been enabled for your account, log in with your credentials at reports.virtualpbx.com. You…
- 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…