Difference between revisions of "VoIP"
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Revision as of 07:50, 4 October 2018
Contents
Before we begin
Let your ThermoGRID representative know what your current operation looks like to ensure we can provide the same or let you know how it will operate with us. It is recommended to have a mainline for your business and use the VoIP system to have multiple numbers, track marketing, and record calls so they can be auto added to your jobs in ThermoGRID.
Before porting numbers buy a random number in ThermoGRID. This will ensure you know what to expect when it comes to using our VoIP system. Once you port your numbers it is not fast nor easy to port back. With this number you purchase you will get full training and be able to fully test the features and be ready for your numbers to go live.
You as a business must have a proper voicemail for any number on your account. A proper vm is one that will automatically end a vm when there is no one speaking. I you do not have a auto terminate voicemail you may have a 2 hour delay at receiving the vm and you may be charged for a 2 hour call each time there is a vm.
Change your browser settings:
Browsers are blocking features that allow you to auto play sounds and use certain features.
At the very bottom of this page, there are instructions on how to re-enable audio auto-play in Chrome.
https://support.twilio.com/hc/Set up Numbers
Existing numbers:
To port numbers from a different carrier fill out this document Here
When you send in this application make sure you attach a current statement/bill from your current provider that shows the numbers are yours and make sure the billing info matches on both documents.
Before porting numbers buy a random number in ThermoGRID. This will ensure you know what to expect when it comes to using our VoIP system. Once you port your numbers it is not fast nor easy to port back.
New Numbers:
Contact your ThermoGRID representative to setup some new numbers.
Set up Voicemail
Click:
- Administration
- Manage Communications
- Communication Integrations
- Voicemail Prompts
- Here you can set up a voicemail by typing in text "+New Text Prompt" or uploading an mp3 (must be mp3) "+New Recording Prompt
- When adding a text prompt you can put a title in this is just a reference name for the voicemail. Then you can add the Prompt this is what the system will say as your voicemail. Then Create.
- When adding the Recording you can put in the title of what you want to call this voicemail then upload an mp3. Then Create
After you have added your voicemail prompt click the edit symbol, (pencil) next to a number you want to add your vm to. You can have different voicemails for each number if you choose.
Once you are in the number you will see a drop down you can click that says "Voicemail", this is located under the call routing.
Choose if you want to use the text or recording based on what you set up on the previous page. choose the prompt name that you called this voicemail on the previous page and add email address on who you want to receive the voicemails. You can add as many emails as you wish and they will all receive the recorded voicemail from your callers.
Call Forwarding
After your numbers are ported in or new ones are setup click:
- Administration
- Manage Communications
- Communication Integrations
- Pencil (Edit) next to the number
Then you +Add Call Route and put in the Ring Duration... please note that if the Ring Duratiuon is too long the device might make the call go to voice mail before transferring to a new number. If you are not adding another number to transfer to after the first one this is not an issue.
Then Select Type:
- Company Phone = this would be the phone number in your company settings. Contact Information Settings
- User Phone = This would be the cell phone number the user has tied to them. Manage User Accounts
- User Browser = This will be the reps TG browser account.
You can add Multiple Destinations on one route and it will ring to all at the same time.
Marketing
Do this to tie a phone number to a marketing campaign so it will automatically track it.
Click:
- Administration
- Manage Dropdowns
- Lead Source
- Edit
Then you can select the number with each lead source. By doing this when a client calls in on this lead source it will automatically put in the client information in on the job info page.
Using VoIP
Make sure popups are enabled for your browser for this site or you will not be able to add a call.
Make a Call
- Click the phone icon in the bottom right of the screen.
- Select a number you wish to call from.
- Dial a number
- Begin Call
- From here you can create a New Call or select an Existing Call
Getting hold music when making a call.
If you place a call & get (no ringing) our own hold music- it's because the line is busy.
Take a Call
When a client calls your VoIP number it will pop up on your browser and ring.
Click answer
- From here you can create a New Call or select an Existing Call
This will automatically record the call and attach it to the call you are adding a job to.
Make sure popups are enabled for your browser for this site or you will not be able to add a call.