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General Tutorials
From basic setup to advanced configurations, explore our comprehensive library of general tutorials
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General Tutorials
How to Create an Email Template in the Voxtelesys Portal
TUTORIALHow to Create an Email Template in the Voxtelesys PortalLearn how to create an email template using the email builder in the Voxtelesys Portal.
Portal
Email
Missio
Email Domain Management
TUTORIALEmail Domain ManagementLearn how to manage your domains with email domain management in the Voxtelesys Portal. To send emails, users must first validate their email domain. Users can add email domains through the Portal’s Email Domains page. Users must add a domain before validating it.
Portal
Tool Widget: Send Email
TUTORIALTool Widget: Send EmailThe Email Widget goes under the tools category for the VAST flow builder.
Missio
Email
Portal
Voice Widget: Make Outbound Call
TUTORIALVoice Widget: Make Outbound CallThe Make Outbound Call widget goes under the voice category for the VAST flow builder.
Flow Builder
Customer 3CX Licensing: Requesting a License
TUTORIALCustomer 3CX Licensing: Requesting a License Learn to purchase a 3CX license efficiently through the Voxtelesys Portal. Please note, this tutorial is for non-agents. This tutorial guides you through requesting a new license, selecting license size, choosing Voxtelesys hosting options, and specifying your trunk group. Understand payment methods and submit your license request seamlessly. Optimize your 3CX deployment by mastering the license acquisition process via the Voxtelesys Customer Portal.
Portal
Customer 3CX Licensing: Renewing a License
TUTORIALCustomer 3CX Licensing: Renewing a LicenseLearn to easily renew your 3CX license through the Voxtelesys Portal. Please note, this tutorial is for non-agents. This tutorial guides you through navigating to the "3CX Licensing" tab, selecting your license, and completing the renewal process. Choose your payment method and confirm the purchase seamlessly. Ensure continuous 3CX service and access invoices for your records. Optimize your license management with this straightforward guide.
Portal
Customer 3CX Licensing: Upgrading a License
TUTORIALCustomer 3CX Licensing: Upgrading a License Learn to easily upgrade your 3CX license through the Voxtelesys Portal. Please note, this tutorial is for non-agent accounts. This tutorial guides you through navigating to the "3CX Licensing" tab, selecting your license, and choosing the desired version and size. Understand payment options and submit your upgrade request seamlessly. Ensure your 3CX system evolves with your needs by mastering the license upgrade process with this straightforward guide.
Portal
Agent 3CX License Management
TUTORIALAgent 3CX License ManagementLearn to manage 3CX licenses for your customers using the Voxtelesys Portal's Agent 3CX License Management. This tutorial covers ordering new licenses, renewing existing ones, and understanding payment options with partner discounts. Navigate the portal to view license details, edition, hosting, and expiration dates. Efficiently manage your client's 3CX licenses and ensure continuous service.
Portal
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
