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General Tutorials

Creating a Quote with Agent Quote Management
Voxtelesys

Creating a Quote with Agent Quote Management

TUTORIAL
Portal
Creating 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.
Agent Finishes SSO
Voxtelesys

Agent Finishes SSO

TUTORIAL
Portal
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.
Client Finishes SSO
Voxtelesys

Client Finishes SSO

TUTORIAL
Portal
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.
How to Configure a Stripe Payment Connector in the Voxtelesys Portal
Voxtelesys

How to Configure a Stripe Payment Connector in the Voxtelesys Portal

TUTORIAL
Flow Builder
How to Configure a Stripe Payment Connector in the Voxtelesys Portal Learn how to add the stripe payment connector in the Voxtelesys Portal.
Creating a Registration in the Voxtelesys Portal
Voxtelesys

Creating a Registration in the Voxtelesys Portal

TUTORIAL
Voice
Fax
Creating a Registration in the Voxtelesys PortalThis guide is a walk through to create a registration for your PBX or ATA devices.
Adding Access Control List (ACL) in the Voxtelesys Portal: Registration
Voxtelesys

Adding Access Control List (ACL) in the Voxtelesys Portal: Registration

TUTORIAL
Security
Adding 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.
Adding Access Control List (ACL) in the Voxtelesys Portal on API Keys
Voxtelesys

Adding Access Control List (ACL) in the Voxtelesys Portal on API Keys

TUTORIAL
Security
Adding 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.
Messaging Widget: Send Message and Wait for Reply
Voxtelesys

Messaging Widget: Send Message and Wait for Reply

TUTORIAL
Flow Builder
Messaging Widget: Send Message and Wait for ReplyThe Send Message and Wait for Reply Widget goes under the messaging category for the VAST flow builder.
Voxtelesys Flow Builder— Stripe Payment Integration Documentation
Voxtelesys

Voxtelesys Flow Builder— Stripe Payment Integration Documentation

TUTORIAL
Flow Builder
Voxtelesys Flow Builder— Stripe Payment Integration DocumentationThis tutorial includes documentation for using Stripe payments in the Voxtelesys Flow Builder with the Collect Payment widget.
Creating an Account with Voxtelesys
Voxtelesys

Creating an Account with Voxtelesys

TUTORIAL
Support
General
Creating an Account with VoxtelesysWalkthrough of creating an account on the Voxtelesys Portal
Adding Emergency Geolocations in Voxtelesys Portal
Voxtelesys

Adding Emergency Geolocations in Voxtelesys Portal

TUTORIAL
911
Adding 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.
The Campaign Registry
Voxtelesys

The Campaign Registry

TUTORIAL
10DLC
MMS
SMS
The 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.

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