SIPSWITCH 

 

INSTRUCTION MANUAL

 

 

 

 

 

 

 

Supplied by:

Purple Triangle Ltd                                                         Tel:         0845-421-0220

3 Hawk Close                                                                Web:          www.purpletriangle.co.uk

Whitestone                                                                    E-mail:        enquiries@purpletriangle.co.uk

Nuneaton                                                                     Web portal for SipSwitch control:

Warwickshire                                                                 www.sipswitch.co.uk

CV11 6TG                                                                     

                                                                                   

 

 

 

Contents

Contents

Contents. 2

What is SipSwitch?. 4

Summary of Services Available. 5

User Settings. 5

Number Routing. 5

Number Routing. 5

Remote Routing Manager 5

Time of day Routing. 5

Handsets. 6

Voicemail 6

Call Conferencing. 6

Call Recording. 6

Bar Inbound Callers. 6

Bar Outbound Calls. 6

Dial Tone Services. 6

Message Boxes. 6

Web Control 6

How to Access the Web Portal 7

User Settings. 9

Full Staff Member, 9

Staff Member (Limited). 9

Call Barring. 12

Number Routing. 14

What is a Dial Group?. 15

Creating a dial group. 15

Voicemail 15

Message Boxes. 16

Routing an Inbound Number 16

Creating a New Routing Plan. 17

Stage 1. 17

Stage 2. 19

Remote Routing Manager 21

To Set Up a Remote Routing Plan. 22

To activate a remote routing plan. 23

Time of Day Routing. 24

To set up a TOD routing plan go to:- 24

Call Queues. 28

To create a new queue, 28

Manage Your Numbers. 30

Handsets. 34

Presented Numbers. 34

Label 34

Handset Security. 36

MAC Address. 36

Configuration. 36

Ringtone. 38

Speed Dial Configuration. 39

Do Not Disturb (DND) 40

Voicemail 40

Privacy. 41

Call Barging. 42

Number Permissions. 44

Dial on Services. 46

Voicemail 48

Creating a Voicemail Box. 48

To record the message callers would hear 49

Changing a Voicemail Box name and PIN. 49

To download and listen or to send messages to your e-mail address. 50

Retrieving the Voicemail Messages –. 50

Call Recordings. 53

Other Recorded Audio. 54

The Personal Audio Manager 54

Media Folder 56

To change the hold music. 57

Call Conferencing. 58

To create a conference room.. 59

To enter a conference room.. 59

To generate a new PIN. 59

To change the room description. 60

To create new conferences. 60

To delete a conference room.. 61

Interactive Switchboard. 62

Reports. 63

Security. 63

Remove a User 63

Snom 320 and 300 Hand Set Guide. 65

Pick up a call. 65

Put a line on hold. 65

Then un-hold. 65

Transfer (Blind Transfer). 65

Transfer (Attended Transfer). 65

Re-retrieve if extension busy. 65

Pick up from different extension. 65

To set up an instant conference call. 65

Retrieve voicemail. 65

Redial. 66

Ring extension from speed dials. 66

To Re-set the handset. 66

To Unlock the keys. 66

To change the display from letters to numbers. 66

To change the display from numbers to letters. 66

How to Reset a Snom 300 & Snom 320 Handset 67

To Reset a Snom 300 Handset 67

To Reset a Snom 320 Handset 68

Trouble Shooting. 68

All keys on the handset are locked. 68

Ring volume too low or too high. 68

 

 


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What is SipSwitch?

 

Sipswitch is the latest concept in telephone systems.

 

The traditional telephone switchboard is an office-based system installed by telecoms engineers and needing considerable levels of maintenance.

 

 

 

Specialist services such as voicemail, call recording, call conferencing and external access come as ‘extras’, and each inbound call is routed via BT telephone lines.

 

These systems are usually designed to specific capacities such as, ‘4 lines and 12 handsets’, and upgrading is often expensive and difficult.  They are usually sold on long term leases and need specialist engineers to change call routing, add new handsets or increase the number of lines.

 

Sipswitch is a completely new concept.  It gives every service available from the most expensive office system.  There is nothing on site to maintain.  It can be installed by a

Good handyman and can very easily be expanded to between 4 and 250 handsets.  Voice quality is assured by using a specialist data connection and control of all handsets and inbound numbers is via a web portal that can be mastered very quickly.  Calls between company sites are free.


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Summary of Services Available

 

 

Name of Service

 

 

Description

 

Where the service can be found

User Settings

 

Create new users. Give permissions for members of staff to control numbers, handsets and voicemail that they can use.  Edit users, change user status and change passwords and PIN’s

User Settings.

Number Routing

A routing plan is what happens when someone dials the number.  The Call Management Platform allows the creating of routing plans.  Routing plans can be simple e.g. ‘Send call to office line’ or complex e.g. send call to office & sales lines for 12 seconds then send calls to London office for 9 seconds, then send calls to voicemail.

Number Routing.

Remote Routing Manager

 

Use a telephone from anywhere in the world to change where inbound calls to Sipswitch numbers are delivered.  This allows routing plans to be changed without the need to have internet access.  This is useful for changing a routing plan between daytime and evening plans.  Applying a routing plan to a number in the event of an emergency ‘Disaster Recovery’, changing the routing plans for many inbound numbers simultaneously in the event of a power failure or other serious incident.

Number Routing/ Remote Routing Manager.

Time of day Routing

 

This allows you to set up a schedule of routing events and to forget about having to change your routing plans all the time e.g. changing routing plans for Office Hours and Out of Hours.

Number Routing/ Time of day Routing.

 

Have as many 0845 (Local rate), 0808 (Freefone) and Geographic numbers as required.  Purchase geographic and non-geographic numbers.

 

Number Routing/ Manage Your Numbers.


 

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Name of Service

 

Description

 

Where the service can be found

Handsets

 

Change handset ring tones, use address book, configure the speed buttons of the Snom 320 handset only, change LCD display on Snom handsets.

Handsets.

Voicemail

Create voicemail boxes for each employee and each telephone number.  Messages can be retrieved by: -

-          calling into an 0845 number and

          Entering a PIN.

-          having messages forwarded to

          Any e-mail address.

Users of the full Sipswitch telephone system can dial 700 from any handset.                 

Special Services/ Voicemail.

Call Conferencing

Set up a conference room for up to 6 people.  Send invitational e-mails to participants.  Call conferencing for larger groups available for a small additional fee.

Special Services/ call Conferencing.

Call Recording

Record any outbound call from anywhere in the world.

Special Services/ Number Permissions/ Dial-on Services.

Bar Inbound Callers

Up to 10 numbers can be barred from calling.  On the full Sipswitch system, nuisance callers can be barred even if they withhold their number.

Number Routing/ manage Your Numbers/ View Numbers/ Call Rejection.

Bar Outbound Calls

Prevent some or all handsets dialling any ‘type’ of number e.g. Premium Rate numbers, International Numbers etc.  Specific numbers can also be prevented from dialling.

User Settings/ Call Barring.

Dial Tone Services

Call in from any handset, hear a dial tone and call any number in the world at Sipswitch rates. 

Special Services/ Number Permissions/ Dial On Services.

Message Boxes

 

Leave a message to be heard by callers, but messages cannot be left.  Message boxes are ideal for information that needs to be picked up by a large number of callers.

Special services/ Files/ Other Recorded Audio.

Web Control

 

Use the internet to control numbers, build routing plans, apply routing plans to numbers, create new numbers, give permissions, authorise numbers for call recording etc.

 

 


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How to Access the Web Portal

 

You have been supplied with a USERNAME, PASSWORD and four digit PIN Number.

 

Go to the website address: -

www.sipswitch.co.uk

 

Enter the supplied USERNAME.

 

Enter the PASSWORD. (Ensure correct upper & lower case used)

 

Existing Customers

 

 

Username

Password

 

Your IP:  217.22.83.65

 

 

Then click the Login button.

 

You will go to the PIN verification page.

 

PIN Verification

 


As an added security measure, you must confirm the following random digits from your PIN before access to the Sipswitch interface can be granted.  If you have forgotten your PIN, please contact your administrator or supplier.



 

Please enter the second digit from your PIN

Please enter the first digit from your PIN

 

 

Overview of the Home Page

 


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It is from this page that all services can be accessed.

User Settings

Create new users, change passwords and PIN numbers, bar users on the systems.

Useful Numbers

Useful contact numbers: Dial Tone Services,  Call Recording, Voicemail/ Remote Routing & Sipswitch Support.

Reports

Lists all call records.

Handsets

Manage handsets, address book, set ring tones, assign speed dials.

 

Logout

 

Number Routing

Create Dial Groups, routing plans and check all inbound numbers.

 

Sipswitch Online Training

Training videos covering a range of services.  Keep checking for new updates.

 

Special Services

Permissions, dial tone services, call recording, call conferencing & voicemail.

 

 

 

 

 

Legal & Contractual

 


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User Settings

 

Click on the User Settings icon at the top left hand corner of your screen.  This allows you to control who uses your Sipswitch Control Panel.  It also allows you to control the types of calls each handset can make.

 

To set up new accounts go to:-

USER SETTINGS/ CREATE USER.

You then need to decide what type of Staff member your new user needs to be.  The options are:-

Full Staff Member,

(a user who has access to all features of Sipswitch) this gives the option – Do you want the user to create new accounts?

This means that the new user will be allowed to create new users and will have full access to passwords and PIN’s.  This user will have the same authority as the lead user and will be able to create routing plans, apply routing plans, create voicemails etc.

 

Staff Member (Limited). 

This option allows the new user to only be allowed to view and change their own password.  When the limited account is set up this will take you to the User Summary.  Here you can change some of the parameters for your selected user.  Under User Permissions you can choose what numbers, handsets and voicemail that the selected user is allowed to manage.  You need to click the update button to apply these instructions.

 

A Limited User cannot: -

 

A limited User can:

See all the reports for inbound and outbound numbers

 

Changing Passwords and PIN Numbers.

Once you have created a new user a randomly generated password and PIN will be created.  To view these click on Edit User.  You are advised to change the password and PIN that has been created.

If the user is a full user and not a limited Staff Member then this can be done in two different ways:-

Go to USER SETTINGS/ CHANGE PASSWORD and follow the instructions given. Or

Go to USER SETTINGS/ EDIT USER.  Click on the user name.

 

Delete the old password & PIN and enter the new ones.

 

Once you have clicked the Update button the changes will be made instantly.

 

If the user is a Staff Member (Limited) then the only way to change a password is by selecting CHANGE PASSWORD in the SETTINGS page.

 

Changing the Status of a User (Full Staff Members only)

 

Go to USER SETTINGS/ EDIT USER.  Click on the User Name which will take you to the User Summary for that user.  To change the User Status click on the drop down menu and select one of the following options:-

 

Account Active, Account Suspended, Account Closed or Account Deleted.  The change of status will not be applied until you click on the Submit button.

 

If you select the Account Deleted option then details of this will appear at the bottom of the page.  This is so that the history of what that user has done in the past is not lost completely.


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Call Barring

 

This allows you to prevent individual handsets or all handsets in your company from making certain calls e.g. Premium Rate Numbers or Satellite Systems.  To use this option go to:

USER SETTINGS/ CALL BARRING.

 

 

 

To implement call barring you must first select the type of call barring you would like to apply using the drop down menu and then choosing Disallow from the next drop down menu.

 

Next you must select the handset(s) you want to include in the instruction by clicking on the relevant checkbox on each row for a particular handset or by clicking on the top most checkbox to select all handsets.  To apply the instruction click on the Submit button.

 


To add a new destination to the destinations drop down menu simply click the link directly below it.  Add the number and give it a name.  To view Custom Numbers you have barred on a particular handset or all handsets in a company, simply move your mouse over the Red Cross graphic on the relevant row and the phone number(s) you have chosen to bar that phone from calling will be displayed.  This facility will only be available when you have created custom numbers and chosen to bar them from specific or all handsets.

When allowing calls to destinations such as Premium Rate Numbers and Satellite Systems you must be aware and accept that such action could potentially increase your monthly invoice significantly.  As such you must tick the, ‘I accept this statement’, checkbox before this type of instruction can be processed.

 

NB Calls to Satellite Systems are usually if you a calling a ship in the middle of the Atlantic for instance or they are used to call war correspondents etc.  They usually cost between £15 to £20 per minute.

Calls to Personal Numbers are numbers starting with 070 and usually cost between 25p – 50p per minute.


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Number Routing

 

In Sipswitch it is possible to route any inbound call to any destination you wish.

 

When someone dials into one of your inbound numbers, you can make the call:-

Route to a single number.

Route to multiple numbers simultaneously and the first to answer gets the call.  When multiple numbers ring together, this is called a dial group.

Route the call to numbers or dial groups one after another until the call is answered – setting the number of seconds each rings before going to the next number(s).

Route the call to voicemail and collect the message later from any phone in the world or have the message e-mailed to you.

Route the call to a ‘message’ that is heard by the caller.

NB If a call is routed to a mobile phone that is either switched off or out of coverage, this handset will ALWAYS pick up the call.  This is because a mobile that is switched off automatically answers every inbound call instantly and either passes it to voicemail or to a message saying the phone is not available.

 

For example if one of your inbound numbers was 0845 4123456

 

  1. Very simple routing plan

Caller dials your 08454 –123456 number.

 

Call is sent to your office number, 01234-567890 which will ring for up to 2 minutes.

 

 

  1. More complex call routing plan
  1. Caller dials your number, 08454-123456.
  2.  

Call is sent to your office number AND home number simultaneously 01234-567890 And 01234-987654 And they are set to ring for up to 9 seconds.

 

If no answer

Call is sent to voicemail service.

 

 

To set up a routing plan you must first of all set up any dial groups, voicemail boxes or message boxes. Note that a group of numbers that can be set to ring together is called a DIAL GROUP


What is a Dial Group?

 

A dial group is a group of numbers that will ring simultaneously.

 

A dial group is used when setting up call routing where several numbers or extensions are required to ring simultaneously.

 

Creating a dial group

 

Go to NUMBER ROUTING/ DIAL GROUPS

 

 

 

Under New Dial Group enter a meaningful name for your dial group and click new.

 

You are then invited to type in a number to be added to this dial group.  Either add a number including STD code or a handset extension number.

 

You will see your selection build up on the right of your screen.

 

 

Continue adding numbers until your selection is complete.  Then click Finish.  You will see the name of your new dial group at the bottom of the page.  From this you can Edit or Delete the dial group.

 

 


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Voicemail

 

If you wish to include a voicemail in your number routing plan, then this needs to be set up now.  For instructions on how to do this see the Voicemail section in the manual.  Go to SPECIAL SERVICES/ VOICEMAIL/ ACCOUNT MANAGER.

 

Message Boxes

 

A Message Box, also known an Information Box, enables a message to be recorded so any caller hears that message.  However, the caller is not then able to record their own message.

 

The only difference to a Voicemail box is that the caller can not leave a message.

 

Message boxes are ideal for information that needs to be picked up by large numbers of callers, but no message needs to be left by the caller.

 

 

If you wish to include a message box in your number routing plan, then this needs to be set up now.  For information on how to do this see the Other Recorded Audio section in the manual.  Go to:-

SPECIAL SERVICES/ FILES/ OTHER RECORDED AUDIO.

 

 

Routing an Inbound Number

 

Routing an inbound number to a destination or series of destinations is a 2 stage process:-

Stage 1. Set up the routing plan required.

Stage 2. Apply the routing plan to the number.  A routing plan can be applied to as many numbers as required.

 

It is best to set up a series of routing plans that you may need regularly and then apply them to inbound numbers as required.


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Creating a New Routing Plan

 

Remember that before you can set up a routing plan you have to create Dial Groups, Voicemail Boxes and Message Boxes that need to be used in the new routing plan.

Stage 1

 

Go to: -

 

 NUMBER ROUTING/ ROUTING PLANS/ CREATE NEW PLANS.

 

Give the new plan a meaningful name and select a folder to save it in and click on ‘Next’.

 

 

Click on the ‘Add’ button Add new instruction  and select the type of action you want to apply.  Then click on Add. To delete an action, move an action up or down in the routing plan click on the relevant icon    Delete,    Move action up,    Move action down.

 

When you click on the ‘Add’ button you are taken to the ‘Add New Action’ page.  From this page you can select an instruction to add to the routing plan.  The options that can be selected are: -

 

Dial Group this is a list of telephone numbers or extensions that you want to ring at the same time.

 

Single Number/ Extension To route to just a single number or extension.

Audio File To include an audio recording that you have recorded and is available in your media folder.

Sip Address To route to a number on another PBX

Voicemail To route to a voicemail account that you have created.  Remember that this should be a final destination in your routing plan.

Queue To route to a queue that you have set up.  This ensures that all inbound calls are kept on hold until someone is available to take the call.

 

Select the instruction that you wish to add from the drop down box and then click on the ‘Add’ button.

 

To  select the length of time that you want the handset to ring for before transferring the call to the next instruction, click in the Enable Timeout checkbox and select the length of time you would like the handset to ring before proceeding to the next action.  Then click on ‘Add’.

 

Only tick the ‘Enable timeout’ option if you want to do something else after this part of the routing plan, such as move onto voicemail or dial another number or dial group.

 

Continue until all the instructions are added.  Then click ‘Finish’.

 

Routing to voicemail is final and cannot be anywhere but last in a routing plan.

 

If a call is routed to a mobile phone that is either switched off or out of coverage, this handset will always pick up the call.  This is because a mobile that is switched off automatically answers every inbound call instantly and either passes it to voicemail or to a message saying the phone is not available.

 


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Stage 2

 

The new routing plan now needs to be assigned to a number.  To do this go to: -

 

NUMBER ROUTING/ MANAGE YOUR NUMBERS/ VIEW NUMBERS.

 

 

 

Click on the routing plan icon  Change routing       next to the number that you wish to use.

 

In the static/fixed routing drop down menu click on the name of the routing plan that you have just created and then click on ‘Route’.

 

To assign a label to that number, click on the ‘Click here to assign a label’ wording.  Type in a new label and then click on ‘Submit’.

 

 Storing and Managing Routing Plans

 

After a period of time a business can often build up a large number of routing plans.  Some may be used for specific individuals, others for different branches and others for different times of day.

 

To make it easier to sort out the plans, they can be put into different folders.   To create a new folder go to:-

 

NUMBER ROUTING/ ROUTING PLANS/ MANAGE FOLDERS.

 

This takes you to Routing Plan Folder management.

 

In the box below, ‘Create a Folder’ enter a name for the new folder.  Make the name as clear as possible.  On the drop down arrow next to name choose a colour that the folder will be seen on the screen.

 

Then click on Create Folder + and your new folder will be shown on the screen.

 

To edit or delete a folder, select a folder by clicking in the circle next to the folder and then click on Edit Folder or Delete Folder.

 

When you have a routing plan with a call queue you can look at the call queue instructions by clicking on the blue wording.

This will then take you to your call configuration page.

If the last action in your routing plan is a queue with a timeout then you see a warning message at the bottom of this screen.  You should add another instruction after your queue to ensure that callers are not disconnected.

 


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Remote Routing Manager

 

 

Remote Routing allows a pre-selected routing plan to be applied to an inbound number from any telephone in the world.  This allows routing plans to be changed without the need to have internet access.  This can be useful for:-

 

Changing a routing plan between daytime and evening plans.

 

Applying a routing plan to a number in the event of an emergency.

 

‘Disaster Recovery’, changing the routing plans for many inbound numbers simultaneously in the event of a power failure, fire or other serious incident.

 

 

NB.  You need to have already set up your routing plan before you can set up remote routing.  To do this go to:-

 

NUMBER ROUTING/ ROUTING PLANS/ CREATE NEW PLAN.

 

See the section in the manual which gives directions on how to create a routing plan.

 

Or use a pre-existing routing plan.  To view these got to: -

 

NUMBER ROUTING/ ROUTING PLANS/ VIEW ROUTING PLANS

 

Remote routing allows routing plans to be applied to an inbound number using any telephone in the world.

 

 


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To Set Up a Remote Routing Plan

Go to:-

NUMBER ROUTING/ REMOTE ROUTING MANAGER.

This takes you to the Remote Routing Management page

 

Either create a four digit ‘routing code’ number or select one of the four digit code numbers used previously.

 

Next select the number to which you want to apply the new routing plan to.

Next select the routing plan you want to be applied to the number by the ‘routing code’ that you have created.

Then click Add.

A summary of all the codes, numbers and routing plans that you have created are displayed at the bottom of the page.

 


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To activate a remote routing plan.

 

Call either the 0845 number that is shown under Useful Numbers on the Home page or Ext 700 from a Sipswitch handset.

 

 


 

This is the same number that you will use for Voicemail.

 

This number is also shown on the VOICEMAIL/ ACCOUNT MANAGER page or the

 

NUMBER ROUTING/ REMOTE ROUTING MANAGER page.

 

 

Then choose option 2 and follow the instructions.  The instructions are:-

 

‘Please enter your PIN number followed by the hash key’.  (Here you need to enter the 4 digit code that you use to log into the Sipswitch portal).

 

‘Please enter the routing code you wish to activate’. (Enter the four digit routing code).

 

Then wait for five seconds.  You will get the message, ‘routing plan activated’ if it has been successful.

 

Now every number that has its routing plan changed by that code has now been re-programmed.

 


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Time of Day Routing

 

Time of day routing allows you to set up a schedule of routing events and to forget about having to change your routing plans all the time.  A Time of Day schedule, (TOD schedule), is basically a collection of instructions to say when you would like a certain routing plan activated.

 

A perfect example of a TOD routing schedule would be: -

 

9.00am Monday ----Route all calls to the office

 

5.00pm Friday----Route all calls to my mobile

 

These two simple instructions ensure that every Friday night at 5pm your calls will be sent to your mobile and this won’t change until Monday morning at 9 am when all calls will be sent back to the office.

 

 

N.B.  You need to have set up your routing plans before you can set up a TOD routing schedule.  To do this go to:-

 

NUMBER ROUTING/ ROUTING PLANS/ CREATE NEW PLAN.

 

See the section in the manual which gives directions on how to create a routing plan.

 

 


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To set up a TOD routing plan go to:-

 

NUMBER ROUTING/ TIME OF DAY ROUTING.

 

This takes you to the Time of Day Routing Schedule

 

 

 

Give the new TOD schedule a name e.g. Office Hours.

 

Then choose a default routing plan.  This is in case you forget to add any instructions and to ensure that calls are never null-routed.  Then click ’Create’.

 

You will see the details that you have entered at the bottom of the screen.

 

Then click on the ‘Edit Schedule’ icon. 

 

This takes you to the, ‘Time of Day Routing Editor’

 

 

 

Under, ‘New TOD Schedule’, select the day(s) of the week that you want the TOD Schedule to activate.

 

Specify the exact time on which you would like the change to trigger.

 

Then select the routing plan you want to activate at that time.

 

Then click ‘Add’

 

Then repeat the above, selecting day(s), time and routing plan and add as many times as required.

 

Remember that when you have created a TOD routing plan you must assign this to a number otherwise it will not be active.

 

To do this click ‘here’ near the bottom of the screen.

 

 

This takes you to ‘Your Numbers’ page.

 

 

 

Select the number that you wish to use for the TOD schedule that you have just created.  Click on the ‘Routing Plan’ icon   Change routing for that number. 

 

 

 

Click on the drop down menu next to Time of Day Routing and select the TOD routing plan that you have just created and then click, ‘Route’.

 

 

To edit an existing instruction on the TOD Schedule click on the green LED icon.  Edit the details, and then click on Update followed by Close.  The changes will be made instantaneously.

 

To delete a TOD Routing Schedule, click on the check box next to the relevant schedule and click on the delete button.

 

You can create as many TOD routing plans as required.  There is no limit to how many changes of routing a TOD routing plan can trigger in a week.

 


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Call Queues

A queue enables callers hear hold music and announcements when all the phones are busy.

 

A queue conveys a more professional image than the standard engaged tone that you would expect from a traditional telephone line when all phones are busy.

 

This is an instruction to poll a dial group until one of the dial group members is available to take the call.  The inbound call is then transferred to the first available handset.  In the event that no handsets are available to take calls, the caller is presented with hold music and an optional intermittent message.

 

 

 

To create a new queue,

enter a queue name and click on ‘New’

 

You are then taken to the queue configuration page.

 

Before you can create a new queue you must have already created any dial groups and messages that are to be used.  To create a dial group go to NUMBER ROUTING/ DIAL GROUPS.  To record any messages go to SPECIAL SERVICES/ FILES/ OTHER RECORDED AUDIO and follow the instructions on screen or go to the relevant section in the manual.

 

 

 

Select a Dial Group that will be polled when this queue is used.  When all members of the dial group are engaged the customer will be held in the queue.

 

The Welcome Message is the message that will be played to the customer at the start of the call before the dial group is polled.

 

The Intermittent Message is the message that will be played to the customer every so often based on the frequency given.  This is useful for thanking customers for continuing to hold and reassuring them that their call is important etc

 

If you include an intermittent announcement, be sure to enter a frequency, (in seconds), as this will determine how often the intermittent announcement is played.  Too low a value may cause the caller to get fed up listening to the same message over and over.  However, this is a good opportunity to advertise your products and services to the caller, as well as notify them of any special offers or deals.

 

Queue Timeout allows you to specify the maximum time a caller can remain in the queue.  When the timeout is reached the caller will be passed onto the next action in your routing plan.  If there are no further actions in your routing plan the call will be disconnected without warning.

 

To finish the queue configuration click on ‘Update’. 

 

To use the call queue go to NUMBER ROUTING/ ROUTING PLANS/ CREATE NEW PLAN and you will have the option to route to a queue.


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Manage Your Numbers

 

To view all the numbers allocated to your account go to:-

 

NUMBER ROUTING/ MANAGE YOUR NUMBERS/ VIEW NUMBERS.

 

This takes you to Your Numbers page.

 

 

 

 

If you click on the icon next to a number    this allows you to view a summary of inbound calls to this number.  It gives details of the last ten missed calls and the last ten received calls to any of the numbers in your account.  It lists the number that called as well as the date and time of the call.

 

The label associated to the number can be altered by clicking on the blue label next to each number.

 

 

 

 

 

 

 

 Type in a new label and click Submit.

 

 

 

 

The status of the number shows if that particular number is routed or has a timed routing schedule applied to it or is not routed.

 

If you click on the routing plan iconChange routing this will show you which routing plan has been assigned to that number and also the type of routing that has been applied.

 

 

 

 

 This can be either a fixed routing plan or a Time of day Routing Schedule.

 

The routing plan can be changed by clicking on the drop down menu and selecting a different routing plan then clicking on Route.

 

NB Changing a routing plan is instant and will affect incoming calls immediately.  For this reason ensure you are selecting the correct plan for your number.

 

Clicking on the History icon shows you when a number’s active routing plan was changed, by whom and from which public location.

 

 

 

 

Clicking on the Call Rejection icon next to a number allows you to block a number from calling you.

 

 

 In the box after Block type in the number that you wish to block and then click go.  A list of numbers that you have blocked will be shown on this page.  You can change the label assigned to the blocked number and delete the block.

 

When a blocked number tries to phone you, the caller will be notified that you are no longer accepting their calls.  Please ensure that this is the correct course of action.  Sipswitch can accept no liability for any problems or repercussions caused as a result of a number being blocked.

 

From this page you can also purchase numbers online.  Under Purchase Numbers Online click here and this allows you to browse our comprehensive database of numbers.  You can also do this by going to:-

 

NUMBER ROUTING/ MANAGE YOUR NUMBERS/ PURCHASE NUMBERS.

 

You can purchase geographic or non-geographic numbers.  There is no charge for non-geographic numbers.  Please phone Purple Triangle on 0845 421 0220 for the cost of geographic numbers.  As soon as you have purchased a number it will appear on your list of numbers on Your Numbers page.

 

 

 

 

 

 

 


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Handsets

 

Go to HANDSETS/ VIEW AND MANAGE HANDSETS.

 

You will see all the handsets allocated to your account.  They are displayed in ascending order of extensions for easy access.  There are limited options which you can change for handsets, for security reasons.  Depending on the type of handset you own, you may have more control over functionality.  In particular SNOM handsets are very flexible and we aim to give users the facility to control their handsets entirely from the Sipswitch web interface.

 

 

Presented Numbers

 

This is the telephone number which that handset presents when making outbound calls.  For legal reasons you can only opt to present numbers that you own.  Changing the presented number of a handset does not affect inbound number routing.  Although you can only have one presented number per handset at any one time, you can have numerous inbound numbers pointed to that handset.  To change a presented number for a handset, click on the number and follow instructions.

 

Label

 

This is a label which you can assign to your handset for identification purposes.  You can change the name on the LCD display of SNOM phones by clicking on the label for a particular telephone and typing in the new label to be displayed.  Then press Submit.  The Snom phone then needs to be reset so that the handset will display the new label.

 

 

The handset can be reset through the web portal or via the handset. 

 

To reset the Snom phone via the web portal go to HANDSETS/ VIEW & MANAGE HANDSETS.  Click on ‘Label’ and then ‘Submit’.  Click on ‘here’ in the Handset Reboot Required Box

 

 

The handset should reset within 90 seconds.

 

It is very important that you don’t touch the handset during this process.  It is tempting during the resetting process when prompted to ‘select Language?’ to press the tick button to access English as the language.  You must not do this as it will interfere with the resetting procedure.

 

To reset the Snom phone via the handset see the section towards the end of this manual

 


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Handset Security

 

If you wish to use your handset on a different network i.e. when working at home, in a hotel room or abroad you must grant permission via the web portal in order to do this.  This is known as ‘remote authorisation’.  When enabled there are potential security risks.  Namely, if an unlocked handset is stolen and connected to the internet, calls could be made which could be made which would be chargeable to your account.  Please be advised to use this service with caution.

 

To allow remote authorisation click on the padlock icon Enable remote authorisation  Next to the Mac address and to disable remote authorisation again click on the padlock icon.

 

 

MAC Address

 

The handset Mac address is sent to our database upon despatch from the vendor.  This is used to authenticate the handset and cannot be modified.

 

Configuration

If you have a Snom handset then you will see a settings icon at the right of the table.

 

 

Clicking this icon will take you to the Handset Configuration page.

 

 

 

Here you can use the address book, change the ring tone of the handset and, if the handset is a Snom 320, you can configure the speed dial buttons of the handset.

 

The Address Book for a handset will hold up to 100 contacts.

 

 Enter address book contacts using the following format:-

John Smith, 012341123456

Reception, 100

 

Note there should be no blank lines or spaces.  Then click ‘Submit’ In order for the contact details to be placed in your handset, the handset needs to be rebooted.  When you click on ‘Submit’ you will be given the prompt to do so either from your handset or by clicking ‘here’

 

 

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Ringtone

 

To change the ring tone on Snom handsets click on:-

HANDSETS/ VIEW & MANAGE HANDSETS.  Click on settings next to the appropriate handset and then select Ring Tone.

To hear a ring tone, click on the musical notes icon next to one of the ten options.  You will only be able to hear the different ring tones if your computer has a sound card.

 

To change the ring tone on your handset, click on the ring tone you wish to use and then click Submit.  You then need to re-set your handset for the change to take place.  To re-set

A Snom 300 or Snom 320 handset, follow the instructions under label outlined earlier in this section.


Speed Dial Configuration

 

If you have a Snom 320 handset you will be given the option of Speed Dial Configuration.  Go to:-

 

HANDSETS/ VIEW & MANAGE HANDSETS.  Click on Settings then Speed Dials.

 

Simply enter a telephone number or extension number in the relevant speed dial button area.  Then press Submit.

 

 

 Remember to re-set the handset as explained earlier in this section under Label.

 


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Do Not Disturb (DND)

 

The Snom 300 does not have a DND button.  However you can configure the ‘Transfer’ button to become a DND button.  To do this go to HANDSETS/ VIEW & MANAGE HANDSETS and click on the ‘Settings’ icon next to the relevant Snom 320 handset. 

 

Click on the DND button icon

 

Click in the relevant circle to select the function that you would like the 5th function button to become.  Then click on ‘submit’.  Remember to reboot your handset for any change to occur.  To do this refer to earlier in this chapter.


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Voicemail

 

To assign a voicemail box to a particular handset go to:-

 

HANDSETS/ VIEW & MANAGE HANDSETS and click on the Voicemail icon. 

 

 

A handset can only have one voicemail box associated with it at any one time but voicemail boxes can be assigned to multiple handsets simultaneously.

 

 

 Here you can also change the ring delay before voicemail activates on internal calls.  Remember to re-set your handset as explained earlier in this section under Label.

 

 

 


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Privacy

 

This allows you to withhold your number on all outgoing calls.  Go to:-

 

HANDSETS/ VIEW & MANAGE HANDSETS

 

If a green circle is shown here it means that privacy is enabled and a red circle means that privacy is disabled.

 

 

 

Click on the key icon under Privacy.  This takes you to Handset Number Presentation page. 

 

 

Simply click in the check box under Withhold Number (all outgoing calls) and then click Submit.  Remember to re-set your handset as explained earlier in this section under Label.

 


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Call Barging

 

Call Barging is a feature which allows you to listen into calls in progress whilst remaining completely undetected.  This is a particularly useful tool for monitoring calls and assuring good customer relations.

 

In order to use this feature go to HANDSETS/ CALL BARGE PERMISSIONS.

 

 

 

 

To barge into a call in progress you must first of all enable the handset you wish to use to listen into a call.  This is known as Barge Permission. 

 

To enable a handset click on Activate next to the relevant handset.  A request is then sent by e-mail to your account administrator.  This is usually the person who has set up your Sipswitch account.

 

 

 

 

 

 

When your account administrator has accepted the request the handset will be enabled.

 

 

 

To de-activate a handset click on De-activate.  A request will then be sent to your account administrator as before and when the request has been accepted then the handset will be de-activated.

 

By default all handsets can be barged.  However, if you want to protect a handset from being barged then you must activate Barge Protection on that handset.  To do this simply click on Activate as before and a request will be sent to your account administrator.

 

To Barge into a call in progress, pick up your handset and dial 77 followed by the extension you wish to intercept, (e.g. 77 100), followed by the tick button.  You will then be able to hear the call in progress without being detected.

 


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Number Permissions

 

Some of your services require authorised telephone numbers to be added to an access list so that they can be accessed externally.

 

Services such as Dial on Services and call Recording need to be secured so that only authorised persons can access them.

 

In order to authorise a telephone number to use one of these services you either:-

Need to register the number on the Sipswitch portal or

Create a PIN which is unique to a specific person or department within your organisation so that you can access these services using any telephone from anywhere in the world.

 

 

To Register a Number go to:-

 

SPECIAL SERVICES/ NUMBER PERMISSIONS/ DIAL ON SERVICES.

 

 

Add the telephone number and give the number a meaningful label.  Then click Add. 

 

 

 

 

Details of the telephone number, associated label and the date and time it was added will be listed at the bottom of the page.  These number permissions can be deleted by clicking in the relevant check box(es) and clicking Delete.

 

 

To Create a PIN go to:-

 

SPECIAL SERVICES/ NUMBER PERMISSIONS/ ACCESS PIN CODES.

 

 

 

Enter a six digit numeric code and if you wish give this PIN a label.  A label is not mandatory but it may help you remember who the PIN is associated with.  Each PIN must be linked to one of the telephone numbers within your account.  Therefore you must enter an Associated Telephone Number and then click ADD.  Without this information we have no way of associating any service costs with your account.

 

Details of existing PIN codes and associated telephone numbers and any label you have created can be viewed at the bottom of this page.  You can delete PIN codes by selecting the relevant check box(es) and clicking on the Delete button.

 

 

 

 


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Dial on Services

 

This is a dial tone service which allows you to call into a UK number and get a dial tone.  You can then dial via the key pad and the call is made on your Sipswitch account at Sipswitch call rates which is much cheaper than mobile phone rates.  This service is more commonly used to make calls to international destinations from mobiles or to make calls from hotels.

 

Go to:-

 

SPECIAL SERVICES/ NUMBER PERMISSIONS/ DIAL ON SERVICES.

 

In the Telephone Number box, add the telephone number that you wish to allow to use this service and give it a Label.

This telephone number must be registered with the Sipswitch service,(e.g. an office number or a home number of a member of staff).

 

The details that you have entered will be seen at the bottom of the screen.

 

 

If you want to be able to use this service using any telephone then you can set up a PIN code to be used.  Go to:-

 

SPECIAL SERVICES/ NUMBER PERMISSIONS/ ACCESS PIN CODES.

 

In the PIN box create a 6 digit PIN and give it a Label.

 

Then in the Select an associated telephone number box, select a phone number from your list of numbers that you wish this PIN to be billed against.  These details will be shown at the bottom of the page.

 

To Use the Dial on Service call either

 

0808 208 5318 A free phone number, (charged to your company at 2.95p per min plus cost of the call).

Or

 

0207 160 2080 A geographic number which are usually included in mobile phone call bundles.

 

Or

 

0845 421 0231 A local rate number, (which can be charged at varying rates depending on your supplier).

 

If the telephone that you are calling from has been authorised then a dial tone will be heard immediately.  Simply dial the number you wish to call followed by the hash key.

 

If you are using a PIN code this allows you to phone the service using any telephone.  Call one of the numbers above.  When the PIN code is requested enter the PIN code  that you have registered on the Sipswitch platform.  You should get a dial tone and then you can dial the number you wish to call.


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Voicemail

 

This allows you to have your own answering machine.  It enables you to:-

 

Record a message for callers if no one answers.

Record a message from a caller.

See the recorded messages left by callers on the web portal and listen to the messages if the computer has sound.

Download recorded files if required.

Call in from any phone in the world and listen to messages.

Call in from any Sipswitch handset on extension 700

Send a message by e-mail as an attachment as soon as it has been left.

 

Creating a Voicemail Box

 

Go to:-

 

SPECIAL SERVICES/ VOICEMAIL/ ACCOUNT MANAGER

 

This takes you to the Voicemail Account Manager.

 

 

 

 

 

Enter an arbitrary 6-digit PIN code and the description for the Voicemail Box, (such as a person’s name or ‘Company Main Voicemail’. Then click, ‘Add’ and the voicemail box is created. 

 

If this is the first Voicemail box created for the account, then a unique 0845 number will also be created for retrieving messages, and this 0845 number will appear on the screen.  From now on, this 0845 number will be the same for ALL voicemail boxes created for your account and the PIN number will enable each user to access their own mail box when they dial in.

 


 

To record the message callers would hear

when the call goes to voicemail, simply call the 0845 access number, press 1 for voicemail, enter your 6 digit voicemail PIN code followed by the hash key and enter 3, then follow the instructions or click on the Msg icon of the relevant voicemail box.  This allows you to select a prompt that you have previously recorded that is stored in your media folder.  Select the relevant prompt and click on Submit.

 

Changing a Voicemail Box name and PIN

 

Once a Voicemail box has been created it cannot be deleted.  A voicemail box can be renamed by clicking on the   icon next to the relevant voicemail box.

 

The PIN can be changedby clicking on the relevant Voicemail PIN and entering a new PIN.

 

The Inbox shows you how many messages are in your inbox, (it can hold up to a maximum of 100), and, if you hover your mouse over the box capacity this shows you how many messages you have and how much capacity you have remaining. 

 

Under Handset, this shows which voicemail box has been assigned to a handset.  To assign a Voicemail box to a handset go to:-

 

HANDSETS/ VIEW & MANAGE HANDSETS

 

Click on the Voicemail icon     Assign a voicemail box    next to the relevant handset, choose a voicemail box in the relevant drop down box and click on ‘Submit’.

 

To download and listen or to send messages to your e-mail address

go to the Voicemail Account Manager page as above and click the DL icon.  This will take you to your Voicemail Inbox.

 

To listen to your voicemail click on the play button.  The messages are downloaded as mp3 files and can be listened to by most media players. 

 

On this page you can also sort your voicemail messages by date, by caller or by message status.  Messages are stored indefinitely unless they are deleted, with the limit of 100

Messages being stored in any mailbox.  If this needs to be increased please contact Sipswitch support. Voicemail messages can be deleted here by selecting the message and pressing the ‘Delete’ button. 

 

To send messages to your e-mail address click the ‘Mail’ icon on the Voicemail Account Manager page.  This will take you to the Voicemail email setup page where you can add your e-mail address and press ‘Submit’ after ticking the terms and conditions.

 


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Retrieving the Voicemail Messages –

 

Summary.

 

If you have access to a Sipswitch handset simply dial 700

 

Dial your unique 0845 number from any telephone in the world, (from international locations it will be necessary to dial 0044-845 XXXXXX).

 

Access your Sipswitch portal and go to:-

 

SPECIAL SERVICES/ VOICEMAIL/ ACCOUNT MANAGER and click on the DL icon and then the play button.

 

Access your Sipswitch portal and go to:-

 

SPECIAL SERVICES/ VOICEMAIL/ ACCOUNT MANAGER and click on the mail option. Enter your e-mail address(es) and all voicemails received will be e-mailed direct to you.

 

Call Recording

 

This facility allows you to record the next outbound call from any telephone in the world.  The file is then available to you via the Sipswitch platform.

 

Call recording can be done by telephoning:-

 

 

0808 208 5319 A free phone number, (charged to your company at 2.95p per min plus cost of the call).

 

Or

 

0207 160 2052 A geographic number which are usually included in mobile phone call bundles.

 

Or

 

0845 421 0230 A local rate number, (which can be charged at varying rates depending on your supplier).

 

You must either:-

 

Telephone from a number that has been registered on the Sipswitch platform.

 

Or

 

Enter a six digit PIN code that has been registered on the Sipswitch platform.

 

 

To authorise a number look in Number Permissions in the manual.

 

If the originating number has been authorised a dial tone will be heard immediately.  If the number has not been authorised then a PIN number will be requested.

 

If a PIN number is required enter the PIN and a dial tone should be heard immediately.

 

When dial tone heard, dial the number required as normal on the handset.

 

The call will connect as normal.

 

The call will be recorded and at the end of the call the recording will appear under:-

 

SPECIAL SERVICES/ FILES/ CALL RECORDINGS.


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Call Recordings

 

Your call recordings are displayed on the Call Recording Playback Page.

 

Your HD Space shows how much space you have available for call recording.  The maximum amount available is 50 GB.  If more space is required then please contact Purple Triangle on 0845-421-0220.  A monthly premium  will be charged depending on the amount of memory required.

 

 

 

 

 

 

 

 

 

 You can sort all calls by different categories – by Date, Originating Number, Dialled Number, call Duration or Recording File size.

 

You can also select if you want the recordings displayed in ascending or descending order in any of the different categories.  You can also select the number of call recordings displayed on the page.

 

You can use the filter options to limit query results and display only the recordings which are relevant to your search.

 

To delete a call recording simply tick the relevant checkbox then click the delete button.  You will be asked to confirm your action.  Once a call recording has been deleted it cannot be recovered.


 

 

 

On this page you can listen to your call recordings by clicking on the play arrow.

 

You can download the call recording as an MP3 file by clicking on the down arrow.  You have the option of downloading both channels of the call, or of downloading each individual channel (left or right).  This feature can be useful when eliminating a particular party from the recording be it for legal reasons or analytical purposes.

 

If you right click the download button and select ‘Save target as ….’ This will transfer the call recording file to where ever you wish to store it on your computer.

 

To delete a call recording from the system, simply click the relevant check box(es) and click the delete button.

 

Other Recorded Audio

 

To get to the Recorded Audio page go to :-

 

SPECIAL SERVICES/ FILES/ OTHER RECORDED AUDIO.

 

This page allows you to view and manage any audio that you have recorded via the Personal Audio Manager.

 

If you wish to include any Message Boxes in your number routing plans this page explains how to do this.

 

A Message Box, also known an Information Box, enables a message to be recorded so any caller hears that message.  However, the caller is not then able to record their own message.

 

The only difference to a Voicemail box is that the caller cannot leave a message.

 

Message boxes are ideal for information that needs to be picked up by large numbers of callers, but no message needs to be left by the caller.

 


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The Personal Audio Manager

 is a dial-in system which you can use to record messages and prompts from your VoIP handset or any other telephone or mobile handset.

 

To access the Personal Audio Manager and start recording your own prompts simply call one of the following numbers and select option 3 from the menu:-

 

Ext 700 from your VoIP handset or

 

The 0845 number from any other telephone or mobile handset. Shown on your Voicemail/ Account Manager page.

 

You will hear the message, ‘Welcome to the Personal Audio Manager.  Please select a slot from zero to nine to begin recording’.

 

Press a number between 0 and 9 on your keypad.

 

You will then hear the message, ‘Please record your message after the beep.  When you have finished recording either remain silent or press the hash key’.

 

Record your message, press the hash key and then hang up.  Press F5 on your computer key pad to refresh your computer screen.

 

You then need to transfer your recording from the slot that you chose to record your message into.  The recording file will be transferred into you Media Folder.

 

To do this:-

 

Enter a good descriptive filename then click on the transfer icon.

 

The filename that you have chosen will be used to identify this recording in future.  You can listen to the recording when it is in your media folder.

 

An audio recording cannot be used in routing plans or interactive menus until it has been transferred to your media folder.

 

To overwrite an existing recording simply select that slot from within the Personal Audio Manager.  The file will then be replaced.

 

 

 


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Media Folder

 

When you have transferred your recording from the Personal Audio Manager page, it will appear in your Media Folder.  To go to Your Media folder either click on the blue link media folder in the instructions box on the Recorded Audio page.  Or go to:-

 

SPECIAL SERVICES/ FILES/ YOUR MEDIA FOLDER

 

 

 

Here you can manage your recorded media which can be used in scenarios such as interactive menus, queues and other types of routing plans.

 

To listen to a recording click on the play icon next to the relevant recording.

 

To help organise your media recordings you can create folders into which you can transfer recordings for ease of access.

 

To create a folder type a name for the folder in the ‘create folder’ box.  Select a colour for that folder to be and then click on create.

 

To delete a folder tick the relevant tick box and click on delete.  When you delete a folder any recordings stored within it will be transferred into your root folder.

 

To transfer a file.  In the ‘Move File’ box select a folder for the file to be transferred into.  Then click the check box next to the file that you wish to move.  Then click Transfer.

 

 

 

 

To delete a recording click on the folder that holds the recording file.  Then click on the checkbox next to the recording that is to be deleted and then click delete.  Please be sure when deleting recordings as they cannot be recovered afterwards.

 

 

To use a recording in a routing plan go to NUMBER ROUTING/ ROUTING PLANS/ CREATE NEW PLAN.

 

 

 

 

 

 

When you click on ‘Add Instruction’ you will be given the option to select ‘Play message’ so that you can include your recording in a routing plan.

Custom Hold Music

 


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To change the hold music

that a caller can hear when they are put on hold go to : -

 

SPECIAL SERVICES/ CUSTOM HOLD MUSIC.

 

This is a chargeable service if you want to change the music from the standard one that we supply. This is because we have to pay for a license each year from the Performing Rights Society to protect the rights of music writers, composers and publishers.  You can obtain your own PRS license through Sipswitch Limited and start playing copyright protected music over your own telephone system.

 

If you accept the costs and opt in you will be able to browse our data base of 200 classic tracks and create a playlist of your favourite music for our system to loop through sequentially.  The classic tracks are the top 200 of the 500 songs voted by the Rolling Stone magazine as ‘The Greatest Songs of All Time’, published in November 2004.

 

You can even suggest your own music if there is nothing in the database that takes your fancy.  However you need to be aware that songs that you upload will be shared and available for other subscribers to add to their playlist and therefore will be reviewed for consideration.

 

To opt into this service click on the ‘Accept Costs & Opt In’ button.

 

 

By clicking on ‘Yes I Agree’ you are accepting to pay £99 per year which will be charged to your customer account annually in advance.  This charge is non-refundable and excludes VAT.  Cancellation of this service must be made in writing to your supplier at least 30 days prior to the annual renewal date.

 

 

Once you have agreed to the charge you will be taken to Track Selection List.

 

 

 

Select a track or several tracks by clicking in the relevant box and then click on ‘Update Track Selection’  Selecting multiple tracks will create a playlist from which songs will be played in sequential order until the end of the compilation, at which point the playlist will repeat.  Selecting no tracks will result in the default Sipswitch hold music being played.

 

From this page you can also download your PRS license.

 


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Call Conferencing

 

A simple call conferencing facility is available for up to six participants.  A conference room is set-up and participants dial into the conference number and enter a code to join the conference.  To use this facility go to:-

 

SPECIAL SERVICES/ CALL CONFERENCING.

 

 

 

 

To create a conference room

enter a description in the ‘Room Description’ box and then click Go.

 

Your new conference room will be assigned a six digit PIN number which is required to enter the conference room.  Details of this will appear at the bottom of the page.

 

To enter a conference room

dial 0845 413 0480 then when prompted enter your PIN number followed by the hash key.

 


To generate a new PIN

for your conference click on the         icon, to the right of the PIN numbers.

 

 

 

To change the room description

click on the room description wording, enter a new room name and click update.

 

The pending heading indicates how many pending conferences you have planned in that room.  By clicking on this number you can view details of pending conferences.

 

To create new conferences

click on the ‘create’ link.  This takes you to the ‘New Conference’ page.

 

 Here you can give your conference a subject, select a date and time for the conference.  Standard conference rooms are limited to six participants.  Add the names of the participants along with their Email addresses.  An invitation Email will be sent out.  You need to specify one participant to successfully schedule the conference.  You can also add a message to the Email.  Simply type the message in the box and click on Go.

 

To delete a conference room

select the appropriate check box and click Delete.

 

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Interactive Switchboard

 

This facility allows you to view all the activity on the handsets allocated to your account at any moment in time.  It will allow you to see all the handsets that have a ‘Call in Progress’ at that instant and you will see immediately when the handset becomes available again.

 

It will also show you if there are any handsets that are on, ‘Do Not Disturb’.  To view this facility goes to:-

 

SPECIAL SERVICES/ INTERACTIVE SWITCHBOARD.

 

 


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Reports

 

Reports show you a complete history of all your calls.  These are known as Call Data Records or CDR’s.

 

By clicking on REPORTS you will be able to:-

 

View a summary of all inbound answered calls in any date range required.

View a summary of all inbound unanswered calls in any date range required.

View a fully itemised report for both inbound and outbound numbers in any date range required.  This report can be exported to an Excel file.

View a full traffic analysis of outbound calls for each handset.  This shows how many calls each handset has made and the duration of each call in any date range required.  This report can be exported to an Excel file.

 

 

 

 

 

 

 

 


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Security

Please be aware that if employees have full access to the company’s usernames, passwords and PIN’s then they will have access to all your telephone system.  If, for example, an employee leaves your company you must ensure that they are removed as a user.

Remove a User

To do this go into:-

 

USER SETTINGS/ EDIT USER.

The Username can be deleted from the User Summary by clicking on the Username.

On User Status choose ‘Account Deleted’ and then click on Submit.

 

 

A list of deleted users will appear at the bottom of the screen.  The deleted user is still shown and cannot be fully removed from the account.  If the user was fully removed then the history of what that user has done in the system would be completely lost.

 

 

It is easy to make the deleted user active again by clicking on the username in the deleted list and changing the user status to ‘Account Active’ and finally clicking on Submit.

 

If a deleted user tries to log in to the platform an authentication error will appear.


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Snom 320 and 300 Hand Set Guide

How to …..

Snom 300

Snom 320

Pick up a call.

Pick up the handset to enable handset mode.  Or

Press the ‘Speaker’ button to enable the hands free mode.  Or

Press the ’Tick’ button to enable hands free or headset mode.

Pick up the handset to enable handset mode.  Or

Press the ‘Speaker’ button to enable the hands free mode.  Or

Press the ’Tick’ button to enable hands free or headset mode.

Put a line on hold.

 

Press L1.

Press ‘Hold’ button.

Then un-hold.

 

Press L1 again.

Press ‘Hold’ button again.

Transfer (Blind Transfer).

 

Press the ‘Transfer’ button.  Then enter the Ext number you want the call to be transferred to, followed by a tick or hang up to confirm.

If the extension is busy or not responding there will be no feedback and the call will hear an engaged tone or be forwarded to the extension voicemail, (will only do this if voicemail has been set up on the handset).

Press the ‘Transfer’ button.  Then enter the Ext number you want the call to be transferred to, followed by a tick or hang up to confirm.

If the extension is busy or not responding there will be no feedback and the call will hear an engaged tone or be forwarded to the extension voicemail, (will only do this if voicemail has been set up on the handset).

Transfer (Attended Transfer).

 

Put call on hold. Dial the extension that you want the call forwarded to, followed by a tick. When the extension has agreed to accept the call hang up.

Put call on hold. Dial the extension that you want the call forwarded to, followed by a tick. When the extension has agreed to accept the call hang up.

Re-retrieve if extension busy.

Press the button next to the call light.

Press the button next to the call light.

Pick up from different extension.

Press the star key followed by the extension number and then press the tick button.

Press the star key followed by the extension number and then press the tick button.

To set up an instant conference call.

 

Dial a telephone number to invite a person to an immediate conference.  Then press, ‘Hold’.  Dial the next person to invite them and continue in the same way until all the attendees are on the line.  Then press the ‘Conference’ button.  You can invite up to 10 people maximum.

Retrieve voicemail.

 

Dial 700 or dial your unique 0845 number shown on your Sipswitch voicemail screen.  See the Sipswitch manual on Voicemail.

Press the, ‘Retrieve’ button.

Dial 700 or dial your unique 0845 number shown on your Sipswitch voicemail screen.  See the Sipswitch manual on Voicemail.


 

Redial.

Press the, ‘Redial’ button.  The previously dialled numbers are displayed one at a time.  Use the arrow keys to navigate through the entries.  Begin dialling the displayed entry by picking up the handset or pressing the tick box.

 

Press the, ‘Redial’ button.  The previously dialled numbers are displayed one at a time.  Use the arrow keys to navigate through the entries.  Begin dialling the displayed entry by picking up the handset or pressing the tick box.

 

Ring extension from speed dials.

 

 

You must first configure your handset by accessing the Sipswitch web portal.  Go to HANDSETS/ VIEW & MANAGE HANDSETS.  Click on Settings for the handset that you wish to configure.  Then choose the Speed Dial option.  Enter a telephone number or extension number in the relevant speed dial button area and press,’ Submit’.  The handset then needs to be re-set.

To Re-set the handset.

Press the down arrow on the silver disc 10 times.  The display on the handset should read, ‘Configuration’.  Then press the right arrow once and the display should read, ‘Reset’.  Press the tick button once and then press zero 4 times.  Press the tick box again.  The handset should reset within 90 seconds.  It is very important that you do not touch the handset during this process.

Press the,’ Settings’ button.  Then select,’ Reset’ followed by 4 zero’s and then the tick button.  It is very important not to touch the handset during this process.

To Unlock the keys.

Sometimes users of the handset lock the keys by mistake.  If the Star button, * (bottom left key on the handset) is pressed for 6 seconds the keys are locked.  To unlock the keys press the star button * again for 6 seconds.

Sometimes users of the handset lock the keys by mistake.  If the Star button, * (bottom left key on the handset) is pressed for 6 seconds the keys are locked.  To unlock the keys press the star button * again for 6 seconds.

To change the display from letters to numbers.

Press the star button * (the bottom left button).  Then click the down button on the silver disc until the numbers 123 are displayed on the display screen.  Then press the tick button.

Press the star button * (the bottom left button).  Press the far left small button underneath the display screen until the display

shows 1    a.

To change the display from numbers to letters.

Press the star button * (the bottom left button).  Then click the down button on the silver disc until the letters abc or ABC are displayed on the display screen.  Then press the tick button.

Press the star button * (the bottom left button).  Press the far left small button underneath the display screen until the display

shows a    A for lowercase letters or to A        1 for capital letters.

 


 

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How to Reset a Snom 300 & Snom 320 Handset

 

To Reset a Snom 300 Handset

 

Press the down button (see * sign) 10 times.

Press the right button (see * sign) once.

Press the tick button (see * sign)

When prompted enter password ‘0000’

Press the tick button once again.

 

 

Your Snom 300 handset will then proceed to restart.

 

 

It is very important that you don’t touch the handset at this stage.  Within 45 seconds your handset should have rebooted.  It is tempting during the reboot procedure when prompted to ‘Select Language’ to press the tick button to access English as the language.

 

You must not do this as it will interfere with the reboot procedure.


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To Reset a Snom 320 Handset

 

 

 

Press the settings button (see * sign).

Press the contest-sensitive button (see * sign).

When prompted enter the password ‘0000’.

Press the tick button (see * sign).

 

Your Snom 320 handset will then proceed to restart.

 

 

 

It is very important that you don’t touch the handset at this stage.  Within 45 seconds your handset should have rebooted.  It is tempting during the reboot procedure when prompted to ‘Select Language’ to press the tick button to access English as the language.

 

You must not do this as it will interfere with the reboot procedure.

 

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Trouble Shooting

 

 

All keys on the handset are locked.

Press the star key *, (bottom left key) for 6 seconds.

 

 

Ring volume too low or too high

Press the rocker switch on the front of the handset.

The Snom 320 will emit a sound so that you can select the appropriate volume.