How to Deploy a Cloud PBX on Jotelulu

Manuel Pérez Gómez-Miranda

In this tutorial, you will learn how to deploy a cloud PBX service on Jotelulu, thereby making your customer service much more professional.

 

Providing customers with a way to speak to a real person has been a necessity for businesses for a long time. However, these days, businesses are increasingly working in a more remote and mobile way. To satisfy both of these needs, Jotelulu offers a cloud PBX service. This VoIP solution allows any company to make their customer service more professional whilst providing telephone access to the company regardless of their location.

 

 

How to deploy a cloud PBX?

 

 

Before you begin:

 

To complete this tutorial successfully, you will need::

  • To be registered on the Jotelulu platform and have signed in using your username and password.
  • To have an organisation registered on the platform with available users so that you can link them to extensions on the cloud PBX.
 
 

Step 1. Configuring the cloud PBX

 

On the main dashboard, click on either the Services option in the top menu (1), the New Service button (2) or the Add Service card (3). Then, select Cloud PBX to begin registration.

Step 1. Register for the cloud PBX service from the main dashboard

Step 1. Register for the cloud PBX service from the main dashboard

Click on Start to begin the registration process.

Step 1. Begin configuring your cloud PBX

Step 1. Begin configuring your cloud PBX

The first step will be to Set Up Extensions, which means associating each user to their corresponding extension number (4).

 

To do this, simply enter the extension number (e.g. 106) and select the user from the list (e.g. William Smith). Then, type in the name that you would like to be displayed for that extension (e.g. Smith W). Once you have done this, click on the Create button (5).

 

Once you have created all your required extensions, click on Next (6).

Step 1. Configure your extensions

Step 1. Configure your extensions

Once you have created your extensions and associated them with their respective users, you will be taken the Create Groups step. Here, you can group extensions together in departments, such as Sales, Purchasing, Customer Service, etc.

 

First, enter a number (7) for the group (e.g. 503) and then enter a descriptive name, such as Customer Service. Then, under the Members heading, choose the extensions that will belong to this group.

 

Once you have selected all your members, click on the Create button (8). Once you have created all your groups, click on Next (9).

Step 1. Configure groups of extensions

Step 1. Configure groups of extensions

The next step is to assign numbers to your call centre (e.g. 91 133 37 10).

 

To do this, you will need to first choose whether to contract a new number, transfer a number that you already have or skip this step entirely (10). If you choose either to contract a new number or use an existing one, the next step will be to fill out the required details in the fields below and click Add Number (11).

 

Once you have added your numbers, click on Next (12).

Step 1. Contract a new number or transfer an existing number to the Jotelulu cloud PBX

Step 1. Contract a new number or transfer an existing number to the Jotelulu cloud PBX

Once you have set up your numbers, you will now need to establish your available hours and business calendar. To do this, you will need to first select the relevant business calendar (13) and then define your working hours.

 

 

Choose the relevant hours and dates (14) and click on Create (15) to set available hours for a certain time of year.

 

 

Then, click on Next (16) to continue with the process.

Step 1. Set your business calendar and available hours

Step 1. Set your business calendar and available hours

The next step will be to set up the Operator Menu and your Audio Recordings. The operator menu allows you to automate calls by providing callers with keypad options and automated responses. For example, pressing a number on the keypad may redirect the caller, or you may choose to configure a time-out response or voicemail. Here are the various options summarised in 4 brief points:

 

  • Time-Out (17). This allows you to choose what happensif the caller takes too long to make a choice from the operator menu. You could choose to hang up the call or redirect to a specific extension or department.
  • Configure the response to a given number on the keypad (18) Each square represents a button on the keypad. Here, you can choose which number to direct the call to when the caller presses the button. For example, in the image below, if the caller presses 3, they will be redirected Customer Service.
  • Allow the caller to dial a specific extension (19). By ticking this box, you allow the caller to dial a specific extension and contact the associated person or department.
  • Repeat the Operator message if an invalid option is selected (20). By ticking this box, the system will replay the Operator message if the caller chooses an invalid option on the menu.
Step 1. Define the Operator Menu response

Step 1. Define the Operator Menu response

Once you have set up the Operator Menu, it is time to configure your audio recordings. To add a new audio recording, click on Add New Recording (21).

 

A window will then appear offering three possible ways to add a new recording:

 

  • Text-to-Speech. This allows you to write a piece of text which will be automatically converted into speech.
  • Upload an audio file. If you already have an audio recording in MP3 format, you can upload it straight to the platform.
  • Record audio through the browser. This last option allows you to record a message directly through your computer.
 

Once you have made your choice, simply click Save (22) and it will now appear in your list of available audio recordings.

Step 1. Configure voice messages for your cloud PBX

Step 1. Configure voice messages for your cloud PBX

Once you have configured the Operator Menu and your Audio Recordings, you now need to determine your Call Flow. This is where you decide what to do with each incoming call (23) that has already been filtered by your availability calendar (24).

 

Step 1. Define your call flow

Step 1. Define your call flow

If the incoming call is within your available hours (25), then you can decide what happens by selecting the appropriate response (27), such as sending the caller to the Operator Menu.

 

Step 1. Define your call flow and choose call responses

Step 1. Define your call flow and choose call responses

On the other hand, if the call is outside your available hours, you can choose a differentresponse (28), such as diverting the caller to your voicemail.
Step 1. Define the call flow and choose call response outside of your available hours

Step 1. Define the call flow and choose call response outside of your available hours

Once you have defined your call flow, click on the Next button (29) to move to the final step, Customisation.

  

Customising your cloud PBX allows you to apply your own branding the SIP domain that will be used when registering extensions on a softphone or physical terminal. Once customised, the default domain (jotelulu.cloud) will be changed (30) depending on the CNAME and SRV record.

 

[NOTE: Do not forget that once you have entered the CNAME and the SRV record, you will need to register them with the corresponding DNS zone.]

 

Once you click on the Finish button (31), the platform will launch the cloud PBX with your chosen settings.

Step 1. Customise your cloud PBX using your own branding.

Step 1. Customise your cloud PBX using your own branding.

NOTE: Remember, all of these settings can be changed at a later date if required.

 

 

 

Step 2. User access to the service.

 

Users will be able to access the service from any device in any remote location by simply signing into the user portal (32) [https://portal.xxxxx.com].

Step 2. Enable access to the cloud PBX through the user portal.

Step 2. Enable access to the cloud PBX through the user portal.

Here, users will have access to the webphone (33) as well as the applications server and their file storage server.
Step 2. Facilitate total mobility for users with the user portal

Step 2. Facilitate total mobility for users with the user portal

 

Summary and next steps:

 

The process to register for the Cloud PBX service is guided by the platform and allows you to deploy a complete VoIP system in just a few steps.

 

Now that you have completed this tutorial, you may want to find out more about this service and its features. If so, the following tutorials may be of interest to you:

 
We hope that this tutorial has helped you to successfully set up your cloud PBX. If you still have questions or wish to talk about any technical matters, you can write to us at platform@jotelulu.com or call our support team on +351 211 24 62 60. We will be happy to help.

 

Categories: Tutorial, Centralita virtual