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    Press8 Administrator's Guide

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    Version 3.15

    FEATURES (Click One)

    Alerts

    Bulk Dialer

    Call Recording

    Classes of Service

    Conferences

    Destination Features

    Dial by Name

    Feature Codes

    Feature Prefixes

    Hunt Groups

    IVR Menus

    Mailboxes

    Music

    Numbers

    Pattern Menus

    People

    Page Groups

    Pickup Groups

    Provisioning

    Queues

    Remote Access

    SIP Addresses

    Sound Files

    Speed Dials

    Telephone Lines

    Times and Dates

    Virtual Telephones

    Web URLs

     

    Alerts

    Alerts allow you to be notified by email of abnormal or potentially fraudulent calls. For example, calls costing more than a certain amount to a certain destination can trigger an alert.

    To create an alert

    1. Log in to the Press8 web interface. (https://manage.press8.com)

    2. Go to Features » Alerts

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    3. Click the "New" button.

    4. Enter the following:

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    • Name: A name for the alert.
    • Description: Optionally a description.
    • Check: What to check. Calls are checked at the end of each call. Telephone lines are checked once per minute. Destinations and numbers are checked daily.

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    • Email on Catch: The email address to send the alert to.
    • Send text message to on match: Optionally if you want to send the alert to 10 digit numbers.
    • Send an email at most once per: How often to send an alert. If this is less frequent than the alert condition occurs, some alerts will be lost.
    • Save alerts: Whether or not to save sent alerts in the database. If enabled, sent alerts can be viewed later using the new "Alerts stored »" link that will appear at the bottom of the edit alert page.
    • Match all of: The conditions to match on. All must match for the alert to be triggered. Destinations can be an exact number or can be a prefix.

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    5. Click the "Save" button.

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    Bulk Dialer

    The bulk dialer allows you to make calls out to a large set of numbers, and any that are successful are forwarded to whatever destination you choose. The numbers to call are grouped into "campaigns", which are sets of numbers with the same settings.

    To create a campaign

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Bulk dialer.

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    3. Click the "New" button.
    4. Enter the following:

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    • Name: A name for the campaign.
    • Description: Optionally a description.
    • Owner: Optionally an owner from users on your system. 
    • Enabled: Whether the campaign is enabled. If not, no calls will be made.
    • Only active when time group is active: Optionally a time group. If set, calls will only be made when this time group is active.
    • Callerid: The caller id to send on outbound calls.
    • Maximum concurrent calls: The maximum calls to allow at any time.
    • Number of attempts per destination: The number of times to attempt each number before it is either successful or the dialer gives up.
    • Retry destinations every: How often to retry each destination.
    • Call is considered successful when: When to consider the call successful. If unsuccessful, it will be retried. Choose: Answered, or Called party presses a key.
    • Record group: Which record group to use to record the call if you have any.
    • Detect answering machines: Whether to detect answering machines. If you choose 'Yes" then you are given a choice of what to do when it is detected. 
    • When an answering machine is detected: If detecting answering machines, what to do when one is detected. Choose: Retry later, Mark as successful, or Mark as failed. 

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    • When call is successfully made, forward to:  Where to send the call if successful. Typically choose a "Telephone line" and then choose a user. 

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    5. Click the "Save" button.
    6. Click the "New destinations" link under 'Other options for this campaign:'

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    7. Either upload a text file with one number per line or enter numbers one per line.

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    8. Click the "Save" button.

    At this point, dialing will start. Unless you have 'Enabled' set to 'No'. 

    Note: Each number will originally start with a Status of "Pending". The program will change the status as the destination progresses. 

    bulk_dialer_7.jpg

    Note: You may optionally also upload a sound file to ask the called party to accept the call.

    bulk_dialer_8.jpg

     

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    Call Recording

    Calls can be recorded in real-time, then downloaded as .wav files to be listened to.

    To configure call recording

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Call recording.

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    3. Click the "New" button.
    4. Enter the following:

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    • Name: A name for the group.
    • Description: Optionally a description.
    • Owner: Optionally an owner for the group, who will be allowed to access its recordings.
    • Record calls in/Record calls out/Percentage of calls to record: Which calls to record.

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    • Default expiry time(days): The default expiration time. After a recording expires, it is deleted automatically. You can change individual recordings' expiration times once they have been created.

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    • Email recordings to: Optionally, an email address to email recordings to at the end of each call.

    5. Click the "Save" button.

    6. Go to your numbers, telephone lines, etc, where there will now be a new option for the "Record group". Set whichever numbers, telephone lines, etc, you wish to use this group. (If a call goes through more than one number, telephone line, etc, that use different record groups, the call is recorded to all appropriate groups.)

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    7. Make and receive calls as normal.

    8. To access the recordings, click on the "Recordings" link on the right of the list record groups page, 

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    or click on the Record Group and scroll down to "Other options for this record group".

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    9. Enter search parameters as desired, then click "Update".

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    10. To download a recording, click its link.

    11. To work with recordings, select any recoding you wish then click the appropriate button at the bottom.

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    Classes of Service

    Classes of service allow you to control which numbers telephones may call. The called number is matched against the prefixes in the class of service, and the longest matching prefix is used. For example, calls to international numbers can be barred except for a single number which is specifically permitted. Alternatively, a single number can be barred if an employee is making unauthorized calls to it.

    To create a class of service

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Classes of service.

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    3. Click the "New" button.
    4. Enter the following:

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    • Name: A name for the group.
    • Description: Optionally a description.
    • Default for internal calls/Default for external calls: Whether internal and external calls are allowed by default. At this point you cannot enter specific destinations; see below.
    • Time group: If you have configured any time groups, optionally a time group.
    • Forward forbidden calls to: If the destination called is forbidden, a number to forward the call to. This may be any dialable destination. If not set, the caller is played an error tone.

    5. Click the "Save" button.

    6. On the "list classes of service" page, click the class you have made.

    7. Click the "New" button to create a new exception.

    8. Choose whether to match internal or external calls, enter the full number or the prefix,

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    and whether to allow calls to it or not.

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    9. Click the "Save" button.

    10. Add any other exceptions as desired.

    11. In the settings pages for your telephone lines, there is a new option for the class of service. Set any telephone lines you wish to use this class of service. Any telephone line not in a class of service may call any number the system is configured for.

    classes_of_service_6.jpg

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    Conferences

    Conferences allow two or more people to call into the system and talk together.

    To add a new conference

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Conferences.

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    3. Click the "New" button.
    4. Enter the following:

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    • Conference Code: A conference code, replacing the one chosen for you if you wish.
    • Description: Optionally a description.
    • Owner: Optionally an owner for the conference. If set, this person may edit the conference even if they are not an administrator.
    • Administrator Pin/Talk Pin/Listen Pin: At least one PIN. The administrator PIN allows the caller to lock the conference to new callers. The Talk PIN should be used for most callers. The listen PIN allows the caller to listen but not talk.
    • Maximum people in conference: The maximum number of people allowed in the conference. Any callers attempting to log in to the conference after it is full are played an error message and disconnected.
    • Ask callers to record name: Whether to ask callers to record their names.
    • Play music to callers: Whether to play music to the first caller until others join.
    • Callers are muted unless administrator present: Whether to play music to all callers until an administrator joins.
    • Play tone when new person joins: Whether to play a tone when someone joins or leaves.
    • Duration of conference: The duration of the conference. Outside this time, callers may not log in to the conference, though callers already in the conference are not disconnected at the end. If callers may access the conference at any time, set this to be "permanent". Otherwise, choose minutes up to 240 minutes.
    • First conference starts: When the first conference starts. One minute before this time, notifications are sent. It can still make sense to use this option with permanent conferences to send notifications.
    • Repeats: How often the conference repeats.
    • Total number of conferences: How many conferences there are. For example, if the first conference is on Monday, the conference repeats daily with a total of 5 conferences, the last conference will be on Friday.
    • Callerid for notification calls: The caller id to use for notification calls.
    • Show in control panel: Whether to display this conference in the control panel.
    • Now add any telephone numbers to call and email addresses to send notifications to just before the conference starts. The called users are not asked for a PIN, but put directly into the conference with the access you set here.

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    5. Click the "Save" button.
    6. Set a number or feature code to forward to "Conference login". *3 is set to conference login by default. (Learn how to set a feature code below). 
    7. Call this number or feature code when the conference is active. You will be asked for a conference code and PIN, then connected to the conference. (i.e. Enter an admin pin, talk pin, or listen pin)

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    Destination Features

    When choosing a destination for features such as numbers or feature codes, you may choose any feature you have already configured, as well as some features which have been pre-defined by the system. These are:

    • Auto-attendant: Asks caller to enter a feature code or telephone line in your customer, and forwards the call to the destination entered.
    • Auto-attendant (no announcement): Waits for the caller to enter a feature code or telephone line in your customer, and forwards the call to the destination entered. No announcement is played.
    • Calling card login: Asks caller to enter a valid calling card number, then a destination to call. The card used may be any card in any customer on the system.
    • Cancel call forwarding: If called from a telephone line, cancels the "Forward all calls to" setting for that telephone.
    • Conference login: Asks caller for a conference code and PIN. If correct, puts caller in that conference with whatever access their PIN allows.
    • Dial by name: Plays the dial by name menu.
    • Do not disturb toggle: If called from a telephone or external destination for a hunt group or queue, toggles do not disturb for that telephone or external destination.
    • Do not disturb toggle (no answer): Acts in the same way as "Do not disturb toggle", except that it does not answer the call.
    • Do not disturb toggle (queues only): Acts in the same way as "Do not disturb toggle", except that it only affects calls made via queues.
    • Echo test: Answers the call and plays back whatever the caller says to them.
    • Hang up: Hangs up the call. This can be used in conjunction with an announcement to create a number that simply plays a message then hangs up.
    • IVR setup: Plays a menu that allows the caller, once authenticated by the IVR PIN, to record a new sound file for the IVR. This option is only available as a destination for IVR menus.
    • Music: Answers the call, then plays music until the caller hangs up.
    • Number menu: Plays a menu which allows the caller to change the temporary routing of a number.
    • Play balance: Plays your current balance, then hangs up.
    • Redial last number: If called from a telephone, forwards to the last destination called by that telephone.
    • Remote access menu: Asks caller to enter details of a remote access account, then a destination to call.
    • Replay menu: Replays the IVR menu. This option is only available as a destination for IVR menus.
    • Return call: If called from a telephone, forwards to the last caller to call that telephone.
    • Unavailable tone: Plays an unavailable tone to the caller.
    • Virtual telephone login: Plays a menu to allow virtual telephones to log in.
    • Voicemail direct access: If called from a telephone, puts the caller in the main menu of mailbox set by "Message waiting light uses mailbox" setting for that telephone without any further authentication.
    • Voicemail login: Asks caller for a mailbox number and PIN. If correct, puts the caller in the main menu of that mailbox.
    • Voucher top-up: Plays a menu allowing the caller to use a voucher to top up their balance.

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    Dial By Name

    Dial by name allows callers to reach a person by entering characters of the name on their telephone keypad.

    To configure dial by name

    1. Log in to the Press8 web interface. (https://manage.press8.com)

    2. Set a number, feature code, IVR destination, or similar to point to the dial by name feature.

    3. Go to Features » People.

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    4. Set the "Dial by name forwards to" (internal extension field) to be the number to dial to reach this person. This can be a telephone line, number, or feature code.dial_by_name_directory_1.jpg

    5. Optionally, set a mailbox to be owned by this person under Features » Mailboxes, then record a name for the mailbox using 0 then 3 from the voicemail main menu.dial_by_name_directory_2.jpg

    6. Repeat for any other people who are to be reachable by dial by name.

    Callers can then call the number, feature code, or IVR destination and enter characters of the last name of the person they are trying to reach. If there are multiple matches, they will be played the names of any matches as below. If there are more than 10 matches, they will be asked to enter more characters. When they choose a match, they are then transferred to the internal extension of that person.

    When playing the names of matches, the system looks for the following and uses the first available:

    1. If there is a mailbox with the same number as the person's internal extension, and it has a name recorded, the name is used.
    2. Else, if the person is the owner of any mailboxes which have names recorded, the name of the first one (sorted by mailbox number) is used.
    3. Else, if the person is the owner of any telephone lines which forward to mailboxes on no answer, and any of the mailboxes have names recorded, the name of the first one (sorted by mailbox number) is used.
    4. Else, if the person is the owner of any telephone lines which are set to monitor mailboxes for message waiting, and any of the mailboxes have names recorded, the name of the first one (sorted by mailbox number) is used.
    5. Else, the name of the person is spelled out letter by letter.

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    Feature Codes

    Feature codes are short numbers used to call a particular telephone line, hunt group, etc, from within the system. For example, you can set "123" to forward to a hunt group of all telephone lines. Feature codes are also used to access features such as voicemail. For example, *1 is often set to allow direct access to voicemail without a password, and *2 asks for a mailbox and password. You may change these assignments; this is useful if your staff is used to the feature codes of a legacy PBX system. Calls to feature codes are not charged. The feature codes that you create affect only users in your own customer, not other customers using the system.

    To add a new feature code

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. If you wish to record calls to this feature code, make a record group first.
    3. Go to Features » Feature codes.

    2. Go to Features » Feature Codes.

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    3. Click the "New" button.
    4. Enter the following:

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      • Feature Code: The feature code to call.
      • Description: Optionally a description.
      • Owner: The owner. This person may edit the feature code even if they are not an administrator.
      • Screen calls: Whether to screen calls. If set to yes, the person answering will be asked if they wish to accept the call.
      • Allow callers to enter the feature code in attendant and IVR's: Whether this feature code may be entered in the auto-attendant and IVR menus.
      • Caller name: Optionally the caller name. This allows users on a SIP telephone to see which number the call came from. If not set, the caller name supplied by the caller will be used.
      • Caller name modifies existing name: Whether the caller name setting above replaces the caller name supplied by the caller, prepends to it, or appends to it.
      • Force hangup after(minutes): Optionally hang up the call after a certain number of minutes.
      • Record group: Which record group to use to record calls if you have any.
      • Music on hold: Which music to play to callers on hold, if you have any.
      • Request special ring tone: Whether to request that any destination SIP handsets ring with a special ring tone. This only affects handsets that support this feature.
      • PIN: Optionally a PIN. If set, you can call the number routing menu and change the temporary routing and announcement message.
      • May be used by: If you are logged in as a system owner, whether the feature code may be used by all customers on the system.
      • Show in control panel: Whether to display this feature code in the control panel.
      • Route calls to: Default destination: The default destination to route calls to this feature code.
      • Route calls to Temporary override: Optionally temporary routing. This overrides the main routing below. If you use the number routing telephone menu, it is the temporary routing that you change.
    1. Click the "Save" button.
    2. If you wish to set an announcement message to be played when the number is called, and before the destination is rung, go back into the feature code settings, and upload a .wav or .mp3 file. Alternatively, call the number or feature code (*5 by default) for the number routing menu.

    If you wish to route to different destinations for different callers, or at different times of the day or days of the week:

    1. Make the feature code.
    2. If routing by time, make a time group.
    3. Go back into the feature code settings.
    4. Click the "Add a caller route" or "Add a time group" button.
    5. Choose the caller prefix or time group, and the destination.
    6. Click the "Save" button.
    7. Repeat for any other caller prefixes or time groups as desired.

    Default feature codes

    Some feature codes are defined within the system for you. These are:

    • *1: Voicemail direct access.
    • *2: Voicemail login.
    • *3: Conference login.
    • *4: Auto-attendant.
    • *5: Number routing menu.
    • **: Group pickup.
    • ***<telephone line>: Pickup specific telephone line.

    These are not shown on the feature codes web page. If you create feature codes with these numbers, your feature codes override the defaults.

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    Feature Prefixes

    Feature prefixes allow you to modify how the call behaves by adding a prefix to the called number. The system interprets the prefix, then strips it off before routing the call.

    To add a new feature prefix

    1. Log in to the Press8 web interface. (https://manage.press8.com)

    2. Go to Features » Feature Prefixes.

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    3. Click the "New" button.
    4. Enter the following:

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      • Called number prefix: The prefix to match.
      • Called number minimum length/maximum length: The minimum and the maximum length of the called number to match. This includes the prefix.
      • Description: Optionally a description.
      • Purpose: The purpose of the feature prefix. See below for details.
      • May be used by: If you are logged in as a system owner, whether the feature prefix may be used by all customers on the system. (My customer only, Anyone on the system)
    1. Click the "Save" button.

    The following purposes are defined:

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    • Call an external number. This can be used to implement 9 for an outside line.
    • Call a mailbox. This can be used to transfer callers straight to voicemail if you know the person you wish to transfer them to is unavailable.
    • Call a plugin. The plugin can access the remainder of the called number after the prefix using the ${PRESS8-SUBNUMBER} variable.
    • Call a SIP domain. Routes the call to a number at the specified SIP domain.
    • Call a telephone line. This can be used to directly call a telephone line if there is a feature code with the same number.
    • Hide the caller id.
    • Join a conference without asking for the conference code. The caller can be asked for a PIN, or can but put directly in the conference as an administrator, talker, or listener without asking for a PIN.
    • Page a telephone line.
    • Park the call on a specific parking slot.
    • Record the call. Note that the record group settings, such as the percentage of calls to record, still apply. Therefore it's possible that the call will not actually be recorded.
    • Replace the prefix. The prefix will be replaced by the "Replace with" value. This allows creation of short dials to external number ranges or replacement of the international access code.
    • Set call forwarding. Dial the prefix followed by a number to set call forwarding to that number for the telephone line you are calling from.
    • Set the call media to voice or fax (if configured).
    • Set the caller id.
    • Spy on the call. Optionally, the spy can talk to the caller. A PIN can be specified to protect this feature.
    • Use a remote access menu. Dial the prefix, followed by the remote access account, followed by *, the PIN followed by * (if the account has a PIN), then the destination.
    • Use a voucher.

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    Hunt Groups

    Hunt groups allow more than one destination to ring at once. Within a hunt group, destinations are arranged into levels. All destinations within a level are rung at once. The first destination to answer hears the caller, and the others stop ringing (unlike page groups). If no destinations answer, they stop ringing, all destinations in the next level are rung, and so on.

    To add a new hunt group

    1. Log in to the Press8 web interface. (https://manage.press8.com)

    2. If you wish to record calls to this hunt group, make a record group.

    3. Go to Features » Hunt groups.

    hunt_groups_1.jpg

    4. Click the "New" button.

    5. Enter the following:hunt_groups_2.jpg

    • Name: A name for the hunt group.
    • Description: Optionally a description.
    • Owner: The owner. This person may edit the hunt group even if they are not an administrator.
    • Ring each level for: How long each level rings for. This can be overridden per level later.
    • Level Order: The hunt group type, which controls the order the levels are rung in. Options are "Linear: Always start at level 1", "Circular: Start at next level from the previous call", "Smart linear: Last level that answered, then linear", and "Smart circular: Last level that answered, then circular".
    • Record group: Which record group to use to record calls if you have any.
    • While ringing/Music on hold: Which music to play to callers on hold, if you have any.
    • Screen calls: Whether to screen calls. If set to yes, any destinations answering will be asked if they wish to accept the call. While the caller information is being played, other destinations will continue to ring. The first destination to accept gets the call, and other destinations are dropped immediately.
    • Allow destinations to forward calls: Whether to allow destinations to forward calls onwards. This is not recommended as it can cause loops.
    • Show in Control Panel: Whether to display this hunt group in the control panel.

    6. Click the "Save" button.

    7. Click on the default "Hang Up Call" link.

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    8. Choose the destination, from the drop-down menu, to call after all other destinations have failed. 

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    9. Click the "Save" button.

    10. Click the "New" button to add a new destination.  

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    11. Choose the level and destination.

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    12. Click the "Save" button.

    13. Repeat for other destinations as desired.

    14. Optionally, edit the settings for each level.

    15. Optionally, make a feature code or feature codes pointing to "Log in to all hunt groups", "Log out from all hunt groups", or "Toggle availability in all hunt groups".

    16. Optionally, make a number or numbers (or IVR menu destinations) pointing to "Log in to all hunt groups", "Log out from all hunt groups", or "Toggle availability in all hunt groups" to allow external hunt group destinations to set their availability.

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    IVR Menus

    VR menus present a menu to callers and invite them to press a key. It then forwards them to the destination you set for the key. Destinations can be other IVR menus, allowing multiple levels of menu.

    To add a new IVR menu

    1. Log in to the Press8 web interface. (https://manage.press8.com)

    2. Go to Features » IVR menus.

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    3. Click the "New" button.

    4. Enter the following:

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    • Name: A name for the menu.
    • Description: Optionally a description.
    • Allow caller to enter feature code or telephone line: How long to wait for the caller to press a key.
    • Time out after: Whether callers may enter a feature code or telephone line. Note that if this is set to yes, the system will wait until the time out even if the caller chooses a menu option. This allows them time to enter a feature code or telephone line that begins with a digit that could be a menu option.
    • PIN for IVR setup menu: A PIN to allow you to change the message played to callers.
    • Show in control panel: Whether to display this IVR menu in the control panel.

    1. Click the "Save" button.

    2. Set a number or feature code to call the IVR menu.

    3. Return to the list IVR menus page.

    4. Click on the IVR menu you have just created.

    5. Optionally, upload a .wav or .mp3 file that is played to the caller. Alternatively, call the IVR menu and press the IVR setup key (# by default). You will be asked to enter the PIN above.

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    6. Click on any key you wish to change the destination for.

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    7. Choose the destination for this key.

    8. Click the "Save" button.

    9. Repeat for other keys as desired.

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    Mailboxes

    Mailboxes can be owned by a person; if this person has an email address set, an email with an attached .wav or .pdf file is sent for each message saved. It's normal, but not required, to have a mailbox for each telephone line. More than one telephone line, hunt group, etc, may share a mailbox.

    To add a new mailbox

    1. Log in to the Press8 web interface. (https://manage.press8.com)

    2. Go to Features » Mailboxes.

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    3. Click the "New" button.

    4. Enter the following:

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      • Mailbox number: A number for the mailbox.
      • Description: Optionally a description.
      • Owner: Optionally a person who owns the mailbox.
      • Show in control panel: Whether to display this mailbox in the control panel.
      • Voicemail menu: The settings for the menus to play when calling to retrieve messages. ie Play callerid, Play duration, Play time message was left, Time zone, If caller presses 0 during greeting, forward to. 
      • Copy new messages to: If you have any other mailboxes, which mailboxes to copy any messages left in this mailbox to.
      • Notifications of new messages: How to notify the mailbox owner when a new message arrives.
      • Where to forward the call if the caller press 0 during the greeting.
    1. Click the "Save" button.
    2. Set any telephone lines, hunt groups, etc, to use the mailbox as desired.

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    Music

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    Provisioning

    Provisioning templates allow you to edit the data sent to telephone handsets when they request provisioning. The system owner will have configured which models of handset this will be available for.

    To add a new provisioning template

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Provisioning.
    3. Click the "New" button.
    4. Enter the following:
      • A name for template.
      • Optionally a description.
      • Which model of handsets may use this template.
      • The priority of the template. If a telephone line is set to "Automatic", the highest priority template for the appropriate model will be used.
      • The template data to send. Any templates which will be served via HTTP must start with a "Content-type" header, followed by a blank line.
      • What position telephone lines start at. This is typically 1, but may be 0 for some handsets such as Digium and Yealink. If "MAC address suffix is absolute" is used, then a telephone line with MAC address "00:11:22:33:44:55-6" will be provisioned at position 6.
      • What position speed dials start at. This is typically 1.
      • How many speed dials to allow.
    5. Click the "Save" button.
    6. Set any telephone lines to use this provisioning template, or leave them at "Automatic".

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    Queues

    Queues allow more callers than available destinations. Callers hear music on hold until a destination is free to take their call.

    To add a new queue

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. f you wish to record calls to this queue, make a record group.
    3. Go to Features » Queues.
    4. Click the "New" button.
    5. Enter the following:
      • A name for the queue.
      • Optionally a description.
      • The owner. This person may edit the queue even if they are not an administrator.
      • The priority for the queue. Calls on high priority queues get delivered first. Calls on queues of the same priority are delivered on a first come, first serve basis.
      • What order to try queue destinations.
      • Which destination or destinations to call within each priority.
      • Whether to request destinations to auto-answer. This only affects local SIP handsets, and only if the handset supports this feature.
      • How long to ring each destination for. If a destination does not answer, the call is returned to the queue and other destinations tried.
      • Whether to allow destinations to forward calls onwards. This is not recommended as it can cause loops.
      • Whether to screen calls. If set to yes, the destination will be asked if they wish to accept the call.
      • Which record group to use to record calls, if you have any.
      • Which music to play to callers on hold, if you have any.
      • Whether to play the uploaded message. This option is only shown if you have already uploaded a message for this queue.
      • Whether to play the caller's position in the queue.
      • Whether to play message and/or position before entering the queue.
      • How often to play the message and/or position.
      • The wrap-up time. Destinations will not be tried for this length of time after their last answered call that was delivered via a queue.
      • Whether to log out destinations if they miss a certain number of calls.
      • Whether or not to allow calls to call themselves back when the reach the head of the queue, and what caller id to use when calling them back.
      • The destination to route calls to this queue to if none of the destinations answer before the maximum hold time, or maximum calls are reached.
      • Whether to display this queue in the control panel.
      • The maximum number of queued calls. If additional calls enter the queue, they will sent immediately to the maximum calls or maximum hold time destination.
      • How long to hold for before giving up.
      • Whether to exit if no destinations are logged in when the call enters the queue.
    6. Click the "Save" button.
    7. Click the "Add a destination" link.
    8. Choose the destination.
    9. Click the "Save" button.
    10. Repeat for other destinations as desired.
    11. Optionally, make a feature code or feature codes pointing to "Log in to all queues", "Log out from all queues", or "Toggle availability in all queues".
    12. Optionally, make a number or numbers (or IVR menu destinations) pointing to "Log in to all queues", "Log out from all queues", or "Toggle availability in all queues" to allow external queue destinations to set their availability.

    Each destination will only be sent one call at a time.

    Remote access allows you to call into the system then make calls out. This takes one of three forms:

    • A number that you call, and a menu then asks you for a number to call. This is the most common use for remote access; if in doubt use this type.
    • The system calls you back. You dial the remote access number from the number specified, and hang up once you hear it ring. The system will then call you at the number specified. Once you answer, you are asked for a number to call.
    • The system directly calls the number you dialled after stripping off the authentication prefix. This type is only used to accept outbound calls from customers' SIP devices that cannot use normal SIP authentication. In this case, the device can add a secret prefix to the called number.

    To add a new remote access account

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Remote access.
    3. Click the "New" button.
    4. Enter the following:
      • A name for the account.
      • Optionally a description.
      • Whether to play the menu, call back, or place the call directly.
      • Optionally a person who owns the account.
      • If your system is configured for dial plans, the dial plan for outbound calls.
      • The class of service if you have any.
      • Which record group to use to record calls, if you have any.
      • The callerids to send on calls out.
      • Whether the account is locked. If locked it cannot be used.
      • Whether to play the customer's balance to the caller.
      • Whether to automatically dial a fixed number. If set, the caller will not be asked for a destination.
      • Whether to play DTMF to the caller when answered.
      • The authentication to use. All of the values you enter must be matched.
    5. Click the "Save" button.
    6. If you set the type to be the menu or call back, create a number pointing to feature "Remote access menu".

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    SIP Addresses

     SIP addresses allow external callers to call users on the system via SIP URIs of the form <user>@<domain>. This feature must be enabled by the system administrator before being used.

    To add a new SIP address

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » SIP addresses.
    3. Click the "New" button.
    4. Enter the following:
      • The SIP URI to be called. The user part is free-form letters, numbers, underscores, dashes, and dots, and must begin with a letter. The domain part must be one of the domains that the system administrator has enabled for SIP addresses.
      • Optionally a description.
      • The owner. This person may edit the SIP address even if they are not an administrator.
      • Whether to screen calls. If set to yes, the person answering will be asked if they wish to accept the call.
      • Optionally force the callerid. This should normally be set to "Original".
      • Optionally the caller name. This allows users on a SIP telephone to see which number the call came from. If not set, the caller name supplied by the caller will be used.
      • Whether the caller name setting above replaces the caller name supplied by the caller, prepends to it, or appends to it.
      • Optionally hang up the call after a certain number of minutes.
      • Which record group to use to record calls, if you have any.
      • Which music to play to callers on hold, if you have any.
      • Whether to display this number in the control panel.
      • The destination to route calls to this SIP address to.
    5. Click the "Save" button.

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    Sound Files

    Sound files allow you to keep a collection of useful sounds that can then be used for other purposes such as mailbox greetings.

    To create and use a sound file

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Sound files.
    3. Click the "New" button.
    4. Enter the following:
      • A name for the sound file.
      • Optionally a description.
      • A .wav or .mp3 file to upload.
    5. Click the "Save" button.
    6. Go to another feature such as mailbox.
    7. On its edit page in the upload section, choose the sound file you've just created.
    8. Click the "Use or upload" button.

    You can click the "Call to record" link then enter a number to call to record a new sound file. This file will have an automatically generated name based on the date and time. You can rename it to something more descriptive on the web interface. You can also create a feature code pointing to the "Record sound file" feature to do the same.

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    Speed Dials

    Speed dials allow users to dial destinations using fewer key presses. They also allow inbound calls from that destination to have their caller name forced to a particular value, creating a "nickname" for calls from that destination that is shown on handsets.

    Speed dials can be shared, affecting all users within this customer, or they can be specific to one telephone line. This page discusses shared speed dials. Speed dials specific to one telephone line can be edited using the link at the bottom of the edit telephone line page.

    To add a new speed dial

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Speed dials.
    3. Click the "New" button.
    4. Enter the following:
      • The speed dial number that users will dial. This is typically one or two digits.
      • Optionally a description.
      • The destination to call.
      • If suitable automatic provisioning has been configured, optionally what type of button on handsets to provision for this speed dial.
      • Optionally, a caller name to force for calls from this destination.
    5. Click the "Save" button.

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    Telephone Lines

    Telephone lines allow you to register SIP telephones on the system and make and receive calls. Each telephone can have one or more lines.

    To add a new telephone line

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Telephone lines.
    3. Click the "New" button.
    4. Enter the following:
      • An account number. This number can be used to call the telephone within the system.
      • Optionally a description.
      • Choose which person owns the telephone.
      • Optionally the MAC address of the telephone. Multiple addresses may be entered, separated by spaces and/or commas.
      • If your system is configured for provisioning, which provisioning template to use. Leave at "Automatic" to let the system choose the best template.
      • Whether to send SIP OPTIONS pings to the telephone. This should not normally be required.
      • Optionally a required source IP address or range of addresses. Ranges can be specified using CIDR netmasks, for example "192.168.0.0/16". Multiple address and/or ranges can be entered, separated by spaces and/or commas, for example "10.0.0.0/8, 192.168.1.1". Set to "auto" to automatically use the IP address that the handset first registers from.
      • Whether the telephone is expected to be registered. If set to "no", no red flag will be shown and no alerts sent if not registered.
      • The SIP password.
      • The callerids sent on outbound calls.
      • A caller name to send on internal calls. If not set, the name provided by the telephone in the SIP call will be used.
      • A caller name to send on external calls. If not set, the name provided by the telephone in the SIP call will be used.
      • Whether the majority of calls from this telephone line will be voice or fax.
      • The class of service if you have any.
      • Which record group to use to record calls, if you have any.
      • The maximum the telephone line may spend on calls per day. If the the telephone line exceeds this, further calls are blocked for the rest of the day.
      • The maximum number of calls to allow to and from the telephone line.
      • Whether to play ringing or music when calling the telephone.
      • Which music to play when on hold, if you have any.
      • If any pick up groups are configured, which group this telephone line is a member of.
      • Whether this telephone line may be entered in the auto attendant and IVR menus.
      • Whether to send the called number as the request URI to SIP telephones. This option is not recommended.
      • Which mailbox to monitor for the message waiting light. This is also the mailbox used if you call voicemail automatic access from this telephone line. If not set, calling voicemail from this telephone line will always ask for a mailbox and PIN.
      • Whether to display this telephone line in the control panel.
      • If your system is configured for multiple languages, which language to use.
      • If your system is configured for multiple dial plans, the dial plan.
      • Whether to set do not disturb. If set, calls will forward to the destination below without ringing the telephone.
      • Whether to accept calls without callerid. If not, calls without callerid will forward to the destination below without ringing the telephone.
      • Whether to screen calls. If set to yes, the person answering will be asked if they wish to accept the call.
      • How long to ring the telephone for before going to the destination below.
      • Optionally a number to forward all calls to the telephone line to.
      • A destination if the telephone does not answer or rejects the call.
      • Optionally a destination if the telephone is busy. By default, this goes to the same destination as if the telephone does not answer.
      • Optionally a destination if the telephone is not registered. By default, this goes to the same destination as if the telephone does not answer.
    5. Click the "Save" button.
    6. If a number will forward to the telephone line, add it.
    7. Configure the account number and password on the SIP telephone. The following settings are recommended:
      • Most models of telephone should have NAT disabled as the server will handle this. For more details, please see the list of telephone models.
      • Register to a DNS hostname rather than an IP address. If the IP address then changes, the telephone will not need reconfigured.
    8. For details on specific telephone models, please click here.
    9. Optionally, configure busy lamps.
    10. Optionally, create speed dials by clicking the "Speed dials" link at the bottom of the edit telephone line page.

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    Times and Dates

    Time groups allow numbers and feature codes to be routed to different destinations at different times of the day or days of the week. Examples of time groups might be:

    • Every Saturday and Sunday.
    • Weekday evenings.
    • Every public holiday next year.

    Each time group is made up of one or more time periods, which define when the group is active. The group is active when any of its time periods are active, and a time period is active when all of its criteria are met.

    To add a new time group

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Go to Features » Times and dates.
    3. Click the "New" button.
    4. Enter the following:
      • A name for the group.
      • Optionally a description.
      • A priority. If a call is made to a number with more than one time group active, the group with the highest priority is used.
      • Whether the time group is active when any of the time periods are active, or (to invert the match), when none of the time periods are active.
      • If you are logged in as a system owner, whether the time group may be used by all customers on the system.
    5. Click the "Save" button.
    6. Set any telephone lines to use this group.
    7. In the list time groups page, click on the group you have just made.
    8. If you'd like this group to be chooseable in the IVR for temporary routing, upload a .wav or .mp3 file for the name of the group to be played to callers.
    9. Click on the "New" button.
    10. Enter the following:
      • A name for the time period.
      • Optionally a description.
      • The start and stop time each day.
      • Which days the period is active. All the options must match the date for the period to be considered active.
    11. Click the "Save" button.
    12. Repeat for any other time periods.
    13. Set time routes for any numbers or feature codes as desired.

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    Virtual Telephones

    Virtual telephones are useful in a hot desk environment. You can have a set of physical telephones, one on each desk. Their telephone lines can have very simple settings and a restrictive class of service to prevent them from calling billable destinations. Then each person who uses the hot desk environment can have a virtual telephone line with all their settings, speed dials, and class of service.

    When a person walks up to a desk, they log in their virtual telephone on top of the physical telephone. At that point, any calls to their virtual telephone will make the physical telephone ring. When calls are made out from the physical telephone, they are made with the settings of the person's virtual telephone line. When the person leaves, they log out and the physical telephone reverts to its own settings.

    Multiple virtual telephones can be logged on the same physical telephone. In this case, calls for any of the virtual telephones will make the physical telephone ring. Calls made from the physical telephone will have the settings of the last virtual telephone to log in. If that virtual phone logs out the settings revert to the physical telephone's, even though other virtual telephones remain logged in. Re-logging in on one of the other virtual telephones will make its settings take effect.

    To configure virtual telephones

    1. Log in to the Press8 web interface. (https://manage.press8.com)
    2. Ensure that at least two telephone lines exist under Features » Telephone lines.
    3. Set a feature code to point to the virtual telephone login feature.
    4. Make telephone lines for all physical and virtual telephones. Set a virtual telephone PIN for all virtual telephones.
    5. Configure handsets with the physical telephones' settings and register them to the system.
    6. From a physical telephone, call the feature code.
    7. Follow the prompts to enter a virtual telephone number and PIN.
    8. To log out, call the feature code and again follow the prompts. 

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    Web URLs

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