Here's what you need to have before doing your first test call:
.2 Have a DID number - on your first use we have a for you
When you create your PBX.IM account, as a token of gratitude, we will offer you $5 credit that you can use to perform your test calls. We will also assign a DID number for you to use.
The credit is available for one month and it can be used by you on your Admin account or any Agent from your team. Read how you can invite agents here: ✅ Invite Team Members
Now that you have the credit and DID number assigned, here's how you can do your first test call.
Step 1: Log in to PBX.IM Dashboard Step 2: Check your Balance Step 3: Click on WebPhone
Step 4: Type in the number Step 5: Your first test-call is done
If you're curious about all the tabs on your Webphone, we'll dive deeper into each one and explain how to use them.
Only available to an Agent, allows you to set your status and check-in.
Here you can see duration for which you have been online.
Indicates the current endpoint or device ID being used.
Set the Agent status for the current session.
Check in using the browser.
Check in using the phone.
Here's where you dial in your number.
From the dropdown menu you can choose between Default CallerID, Restricted and the number you want to use.
Enter the phone number or contact name to initiate a call.
Click on the Phone button to start making the call.
Under ''Recents'' tab you will be able to have an overview about the calls history.
Input field to search through recent calls by number or contact name.
Indicates the option to initiate a new call.
Displays the current endpoint or device ID being used.
Indicates the country associated with the phone number.
Displays the phone number of the recent call.
Indicates whether the call was inbound, outbound, a conference call, or a queue call.
Shows the duration of the call.
Displays the date and time when the call occurred.
Allows you to pause or resume the current call.
Click on the dropdown menu to select the outcome of a specific call.
Another tab you can see on the Webphone is "Contacts."
Under this tab, you can view a list of all contacts and search by name or group.
Input field to search through contacts by name.
Displays the current endpoint or device ID being used.
Tab to view contacts marked as favorites.
Tab to view contacts that are frequently used.
Tab to view all contacts.
Dropdown menu to filter contacts by group. You might want to categorise them in VIP, Providers, Clients etc.
Displays the name of the contact.
Indicates whether the contact is marked as a favorite.
Shows the current status of the contact (e.g., busy, offline, break).
Button to forward a call to the contact.
Button to initiate a call to the contact.
To see more details of a specific contact, simply click on their name, and their profile will open.
Under "Stats," you can view a brief overview of activity, including Calls, Work Time, and Breaks.
Under the Calls Stats tab, you will be able to see:
The total no. of Outbound calls The total no. of Inbound calls The total no. of Queues
For each type you will see how many have been answered, what was the duration and the average call duration (ACD).
Under the Work Time tab, you will be able to see the activities broken down by duration:
Call handling Idle time Break time
Under the Break tab, you can see a split between Billable and Non-billable duration.
Click on the dropdown menu to select the microphone device for audio input.
Select from the dropdown menu the audio output device. Click on play button to test it.
Select from the dropdown menu the audio output device. Click on play button to test it.
Select from the dropdown menu the audio output device. Click on play button to test it.
Use the toggle switch to enable or disable echo cancellation.
Use the toggle switch to enable or disable noise cancellation.