Do a Test Call


Here's what you need to have before doing your first test call:
    .1An account on the  PBX.IM  platform - Check the step by step here:  Create Your Account 
    .2Have a DID number - on your first use we have a Wrapped Gift for you
    .3Connect your  Endpoints 


Table of Contents:

    .1 How to use your credit 
    .2 How to start a test call 
    .3 Webphone overview  



How to use your credit

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 






How to start a test call

Now that you have the credit and DID number assigned, here's how you can do your first test call.
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  • Step 1: Log in to  PBX.IM  Dashboard
  • Step 2: Check your Balance
  • Step 3: Click on WebPhone


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  • Step 4: Type in the number
  • Step 5: Your first test-call is done Party Popper

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Webphone overview

If you're curious about all the tabs on your Webphone, we'll dive deeper into each one and explain how to use them.
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Status

Only available to an Agent, allows you to set your status and check-in.

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Field
Explanation
Online Time
Here you can see duration for which you have been online.
Endpoint
Indicates the current endpoint or device ID being used.
Status
Set the Agent status for the current session.
Browser Check-In
Check in using the browser.
Phone Check-in
Check in using the phone.

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Dialpad

Here's where you dial in your number.

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Field
Explanation
Default CallerID
From the dropdown menu you can choose between Default CallerID, Restricted and the number you want to use.
Call Number or Contact
Enter the phone number or contact name to initiate a call.
Dialpad Button
Click on the Phone button to start making the call.

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Recents

Under ''Recents'' tab you will be able to have an overview about the calls history.

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Field
Explanation
Search
Input field to search through recent calls by number or contact name.
Call Icon (Green)
Indicates the option to initiate a new call.
Endpoint
Displays the current endpoint or device ID being used.
Flag Icon
Indicates the country associated with the phone number.
Phone Number
Displays the phone number of the recent call.
Call Type
Indicates whether the call was inbound, outbound, a conference call, or a queue call.
Call Duration
Shows the duration of the call.
Call Timestamp
Displays the date and time when the call occurred.
Pause/Play Button
Allows you to pause or resume the current call.
Choose Outcome
Click on the dropdown menu to select the outcome of a specific call.

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Contacts

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.

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Field
Explanation
Search
Input field to search through contacts by name.
Endpoint
Displays the current endpoint or device ID being used.
Favorites Tab
Tab to view contacts marked as favorites.
Frequently Used Tab
Tab to view contacts that are frequently used.
All Tab
Tab to view all contacts.
Select Group
Dropdown menu to filter contacts by group. You might want to categorise them in VIP, Providers, Clients etc.
Contact Name
Displays the name of the contact.
Star Icon
Indicates whether the contact is marked as a favorite.
Status Indicator
Shows the current status of the contact (e.g., busy, offline, break).
Forward Icon
Button to forward a call to the contact.
Call Icon
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.


Stats

Under "Stats," you can view a brief overview of activity, including Calls, Work Time, and Breaks.
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Calls tab

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).

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Time tab

Under the Work Time tab, you will be able to see the activities broken down by duration:

  • Call handling
  • Idle time
  • Break time

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Break tab

Under the Break tab, you can see a split between Billable and Non-billable duration.

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Settings


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Field
Explanation
Microphone
Click on the dropdown menu to select the microphone device for audio input.
Output Endpoint
Select from the dropdown menu the audio output device. Click on play button to test it.
Ring Endpoint
Select from the dropdown menu the audio output device. Click on play button to test it.
Ringtone
Select from the dropdown menu the audio output device. Click on play button to test it.
Echo Cancellation
Use the toggle switch to enable or disable echo cancellation.
Noise Cancellation
Use the toggle switch to enable or disable noise cancellation.