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Voxtelesys Tutorials
Creating a Quote with Agent Quote Management
TUTORIALCreating a Quote with Agent Quote ManagementLearn how create quotes using the Agent Quote Management tab in the Voxtelesys Portal! Learn to efficiently create quotes using the Voxtelesys Portal's Agent Quote Management. This tutorial guides you through configuring client details, service types (voice, messaging, faxing), and phone system configurations. Easily select commitment terms, PBX vendors, and define calling plans (metered/unlimited, lines, minutes). Review and send quotes, managing SSO options for seamless client onboarding. Master the quote generation process within the Voxtelesys platform for agents and partners.
Portal
Creating a Quote: Agent Finishes SSO
TUTORIALCreating a Quote: Agent Finishes SSOLearn about the Agent Finishes SSO process for the Agent Quote management in the Voxtelesys Portal. This tutorial includes an overview of the Personalized Quote Email. If the quote is accepted, the Client will be prompted to register with Voxtelesys, create an account, and fill out the Quote Information Form. Then, from the Agent Quote Management tab in the Voxtelesys portal the Agent will complete the Single Sign-On (SSO) process on behalf of the Client. This tutorial also reviews declining a quote and sending reminder emails.
Portal
Creating a Quote: Client Finishes SSO
TUTORIALCreating a Quote: Client Finishes SSOLearn about the Client Finishes SSO process for the Agent Quote management in the Voxtelesys Portal. This tutorials reviews the personalized quote email, the Client finishes SSO process, and declining a quote.
Portal
How to Configure a Stripe Payment Connector in the Voxtelesys Portal
TUTORIALHow to Configure a Stripe Payment Connector in the Voxtelesys Portal Learn how to add the stripe payment connector in the Voxtelesys Portal.
Flow Builder
Creating a Registration in the Voxtelesys Portal
TUTORIALCreating a Registration in the Voxtelesys PortalThis guide is a walk through to create a registration for your PBX or ATA devices.
Voice
Fax
Adding Access Control List (ACL) in the Voxtelesys Portal: Registration
TUTORIALAdding Access Control List (ACL) in the Voxtelesys Portal: RegistrationLearn how to lock down your Registration to a single IP address in our portal to prevent your credentials from being used elsewhere.
Security
Adding Access Control List (ACL) in the Voxtelesys Portal on API Keys
TUTORIALAdding Access Control List (ACL) in the Voxtelesys Portal on API KeysLearn how to lock down your API Keys to only be able to connect from a single IP address in our portal to prevent your Key from being used elsewhere.
Security
Messaging Widget: Send Message and Wait for Reply
TUTORIALMessaging Widget: Send Message and Wait for ReplyThe Send Message and Wait for Reply Widget goes under the messaging category for the VAST flow builder.
Flow Builder
Voxtelesys Flow Builder— Stripe Payment Integration Documentation
TUTORIALVoxtelesys Flow Builder— Stripe Payment Integration DocumentationThis tutorial includes documentation for using Stripe payments in the Voxtelesys Flow Builder with the Collect Payment widget.
Flow Builder
Creating an Account with Voxtelesys
TUTORIALCreating an Account with VoxtelesysWalkthrough of creating an account on the Voxtelesys Portal
Support
General
Adding Emergency Geolocations in Voxtelesys Portal
TUTORIALAdding Emergency Geolocations in Voxtelesys PortalThis guide is for setting up Dynamic E911 addresses for calls to Emergency Services if you have multiple locations that Emergency services may need to respond to.
911
The Campaign Registry
TUTORIALThe Campaign RegistryThis guide will walk you through creating a brand and a campaign for the The Campaign Registry. This will help you get your numbers verified for SMS.
10DLC
MMS
SMS
