# VirtualPBX Docs > Guides for Smarter Voice, VirtualText, and VirtualPBX account tasks. Each link is the markdown for one task, and the sentence after it is the answer. ## AI ### For agents - [Use an AI agent with VirtualPBX](https://docs.virtualpbx.com/ai/use-an-ai-agent.md): Load https://docs.virtualpbx.com/skills/virtualpbx/SKILL.md before an AI agent manages a VirtualPBX account. That file is the procedure. This guide tells a person how to give the skill to their agent. The agent then fetches one task guide and coaches the person through Dash, the billing portal, or VirtualText. ## Smarter Voice ### Users and access - [Change account settings in Business Phone](https://docs.virtualpbx.com/business-phone/account-settings.md): You will need to be logged in as an admin on your system to work on your account settings. - [Create users in Business Phone](https://docs.virtualpbx.com/business-phone/create-users.md): A user is a seat on Business Phone for one person. In the Users area, fill out the form and choose Create User, or choose Create New and Add Another for several people. Each user needs a unique email address. That person can make and take calls after a device is linked, such as a cell phone or a voice-over IP phone. A typical user cannot edit the dashboard. Open their name on the Users tab to make them an admin. Users are chargeable on the plan. - [Reset a dashboard password in Business Phone](https://docs.virtualpbx.com/business-phone/reset-dashboard-password.md): If you’ve forgotten your password to dash.virtualpbx.com - You can set up a new one by following these steps - [Use the user portal in Business Phone](https://docs.virtualpbx.com/business-phone/user-portal.md): The User Portal shows voicemails, call history, faxes, contact list, conferences/settings, and your general settings/devices for the user that you’re currently logged in to. ### Call handling - [Set up audio conferencing in Business Phone](https://docs.virtualpbx.com/business-phone/audio-conferencing.md): By adding a phone number designated for conferencing, you can create individual conference rooms for each of your users. The conference room can be used by your users, as well as outside clients with you! - [Block numbers in Business Phone](https://docs.virtualpbx.com/business-phone/block-numbers.md): From the Dashboard, click on the hamburger menu Icon (3 horizontal lines) and click on Blacklists - [Choose caller ID in Business Phone](https://docs.virtualpbx.com/business-phone/caller-id.md): To set up your Dynamic Caller ID settings, start by clicking on the Dynamic Caller ID option in the hamburger menu (3 horizontal bars) on your main VirtualPBX Dashboard screen. - [Set up the main number in Business Phone](https://docs.virtualpbx.com/business-phone/main-number-setup.md): Check the settings available to our phone numbers in our Number Settings Guide! - [Set up ring groups in Business Phone](https://docs.virtualpbx.com/business-phone/ring-groups.md): Check the settings available to our phone numbers in our Number Settings Guide! - [Answer VoIP questions for Business Phone](https://docs.virtualpbx.com/business-phone/voip-questions.md): In your dashboard, you can update your auto-provisioned VoIP phone to make use of Combo/BLF keys. This will require admin access to perform. ### Voicemail and logs - [Read call logs in Business Phone](https://docs.virtualpbx.com/business-phone/call-logs.md): You can access these call logs by logging in to your VirtualPBX account and clicking Call Logs. - [Set up voicemail boxes in Business Phone](https://docs.virtualpbx.com/business-phone/voicemail-boxes.md): Voicemail Boxes are obviously good methods for when your team is unavailable, whether busy or after hours. The first thing to know, is that when creating a user through the Dashboard, a voicemail box is automatically created and assigned to that user. Here we will cover: ### Devices - [Add or remove a device in Business Phone](https://docs.virtualpbx.com/business-phone/add-or-remove-device.md): Here, we’ll talk about adding and removing device from your system. Please keep in mind that VoIP devices (SIP Desk phones, Web Phones, Softphones, ATAs) can affect your pricing, so please contact us if you have any questions! - [Auto-provision a device in Business Phone](https://docs.virtualpbx.com/business-phone/auto-provision-devices.md): Once you choose the SIP option, you will be able to choose your device first by the brand, then by the model of the device. If the brand of your device is not listed, choose the above option and enter the MAC address and name your device. - [Manually provision a device in Business Phone](https://docs.virtualpbx.com/business-phone/manual-provision-devices.md): Depending on your Yealink model and firmware version, your Yealink interface may look different than the screenshots included below. The steps, however, are the same. - [Troubleshoot a device network in Business Phone](https://docs.virtualpbx.com/business-phone/troubleshoot-device-network.md): Here’s a sample rule set you can provide to your IT team: - [Whitelist IPs and ports for Business Phone](https://docs.virtualpbx.com/business-phone/whitelist-ip-and-ports.md): ### Apps - [Use the mobile softphone in Business Phone](https://docs.virtualpbx.com/business-phone/mobile-softphone.md): You can find the app for the VirtualPBX Softphone through the Apple Store and Google Play Store under ‘VirtualPBX’. If the Softphone has not yet been created, please refer to our guide here on how to create it on the user level. - [Use the web phone in Business Phone](https://docs.virtualpbx.com/business-phone/web-phone.md): The VirtualPBX Web Phone is a browser VoIP device that allows you to make and take phone calls through your business’s number, as well as utilize features such as transferring and hold. If the Web Phone has not been created yet, please refer to our guide here on how to create it on the user level. ### Messaging - [Send a fax in Business Phone](https://docs.virtualpbx.com/business-phone/send-a-fax.md): In order to set up a number for faxing, you will need a designated number for faxing. You can either use a spare number, or purchase a new number. - [Forward texts from Business Phone](https://docs.virtualpbx.com/business-phone/virtualtext-forward.md): If this option is not available within your dashboard, you may be on a plan that does not include Add-Ons. Please reach out to our Customer Service Team to discuss upgrading your plan and turning this feature on by emailing experience@virtualpbx.com or calling +1 (888) 825 0800 ### Numbers - [Change number settings in Business Phone](https://docs.virtualpbx.com/business-phone/number-settings.md): With phone numbers, you have a few options to adjust how calls can operate, both when calling in to, and out from, a given number. - [Port a number to Business Phone](https://docs.virtualpbx.com/business-phone/port-a-number.md): The term for bringing a number from one provider to another in the industry is called Porting. Porting has a few requirements: ### Advanced - [Read call insights in Business Phone](https://docs.virtualpbx.com/business-phone/call-insights.md): Once Insights has been enabled for your account, log in with your credentials at reports.virtualpbx.com. You will be able to choose which item to work through on the left-hand side. - [Set up a call queue in Business Phone](https://docs.virtualpbx.com/business-phone/call-center-queues.md): Call Center is an add-on feature priced depending on your plan type. Contact us to review options if you’re interested! - [Run advanced reports in Business Phone](https://docs.virtualpbx.com/business-phone/advanced-reporting.md): Summary of the time an agent has spent on the various away states. Currently the report will show manual_away or a blank entry. - [Store call recordings for Business Phone](https://docs.virtualpbx.com/business-phone/store-call-recordings.md): Please note - Call Recording is a Plan Specific Feature. If you would like to speak to an Account Services manager about this feature, please email experience@virtualpbx.com or call (888) 825-0800 option 3. - [Connect Zapier to Business Phone](https://docs.virtualpbx.com/business-phone/zapier-integrations.md): If you don’t already have a Zapier account, you can create one for free at the Zapier Sign Up page. ## VirtualText ### Registration - [Register a number for VirtualText SMS](https://docs.virtualpbx.com/virtualtext/sms-registration.md): VirtualText SMS registration is required before a business sends SMS or MMS. An inbound-only use does not need this process. The form covers carrier rules that ask a business to get permission before texting someone the first time. Private companies and sole proprietors with an EIN use these steps. A sole proprietor without a website or an EIN still completes the other requirements. A one-time fee depends on the plan. VirtualText specialists walk through the form with you. ### Messaging - [Use the VirtualText inbox](https://docs.virtualpbx.com/virtualtext/message-inbox.md): These conversations are not being worked on by any team member currently. Conversations end up here after the AI Agent hands off the conversation to the team, or if a conversation comes back after already being archived. Click the arrow icon to view all conversations, or to hide them. - [Set up VirtualText text forwarding](https://docs.virtualpbx.com/virtualtext/set-up-text-forwarding.md): Text Forward is a feature that enables a number, or numbers, on your account to forward to an email or webhook when that number receives a text message. This can not be applied to numbers that are already using VirtualText at this time. - [Forward texts in VirtualText](https://docs.virtualpbx.com/virtualtext/virtualtext-forward.md): Text Forward is a feature that enables a number, or numbers, on your account to forward to an email or webhook when that number receives a text message. This can not be applied to numbers that are already using VirtualText at this time. ### Contacts - [Use the VirtualText contact dashboard](https://docs.virtualpbx.com/virtualtext/contact-dashboard.md): You can review all inboxes you are included in through the Inboxes tab. ### Automation - [Set up VirtualText AI agents](https://docs.virtualpbx.com/virtualtext/ai-agents-and-playbooks.md): AI Agents can help triage your conversations, engage with customers in tandem with your Playbooks, and more. ### Admin - [Use the VirtualText control portal](https://docs.virtualpbx.com/virtualtext/control-portal.md): Click on the cog icon on the bottom left of your screen to open up your control panel to edit your account and teams. - [Use the VirtualText user menu](https://docs.virtualpbx.com/virtualtext/user-menu.md): As a user, you will be able to edit some settings on your own profile. If you are an admin looking to edit your users or teams, please review our Admin Guides linked here. Items unable to be edited through your User Profile will need to be edited by your Admin. ### Apps - [Use the VirtualText mobile app](https://docs.virtualpbx.com/virtualtext/mobile-app.md): On your phone, type in use.virtualtext.app into your browser. Upon signed in, you will see a request to ‘Install VirtualText’. When confirmed, the app will begin to download ## Account ### Billing - [Answer VirtualPBX billing questions](https://docs.virtualpbx.com/account/billing-questions.md): Currently, all VirtualPBX accounts are automatically debited. Therefore, we only accept debit, credit cards, and ACH as a form of payment - [Open the VirtualPBX billing portal](https://docs.virtualpbx.com/account/billing-portal.md): Use the VirtualPBX Account Management Portal to quickly and easily set billing administrative rights, manage your VirtualPBX subscription, review billing and invoice data, or request help from our team! - [Update a VirtualPBX billing address](https://docs.virtualpbx.com/account/update-billing-address.md): Now, authorized billing contacts can quickly and easily update billing address information in Dash. Follow these steps to complete the task. - [Answer Dash billing questions in VirtualPBX](https://docs.virtualpbx.com/account/dash-billing-questions.md): Dash questions about changing payment methods, ownership etc. - [Update a VirtualPBX payment method](https://docs.virtualpbx.com/account/update-payment-method.md): Now, authorized billing contacts can quickly and easily update credit card information in Dash. Follow these steps to complete the task. ### Account - [Cancel your VirtualPBX service](https://docs.virtualpbx.com/account/cancel-service.md): Any system administrator can cancel a VirtualPBX account. Open your user name at the top of the page, choose Cancel Account on the left, then choose the Cancel Account button. Complete the feedback form and choose Confirm and Cancel. The account ends at the close of the current billing cycle unless you ask to cancel sooner. Remaining phone numbers are released. Porting numbers out does not cancel the account by itself. Call (888) 825-0800 first if a technical or pricing issue brought you here. - [Update VirtualPBX technical contacts](https://docs.virtualpbx.com/account/technical-contacts.md): Technical contacts are contacts that you allow our support team to communicate with if any in-writing changes are needed for the configuration settings of your account. These contacts would not have access to your billing information in regards to communications with our teams, and would not be able to override your billing contact. You can update your technical contact information quickly and easily with this guide. - [Request a VirtualPBX device return](https://docs.virtualpbx.com/account/request-an-rma.md): All equipment returned to VirtualPBX for any reason must have a Return Materials Authorization (RMA) number clearly identified and visible on the outside of the box. RMA number can be obtained from our support department at 888-825-0800 or Support@VirtualPBX.com. We will need answers to a few questions before issuing the RMA number. Packages arriving at VirtualPBX without an RMA number may be rejected and returned to sender.