Sonata Switchboard – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 14:47:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Sonata Switchboard – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Introduction  https://wiki.vitalpbx.org/wiki/sonata-switchboard/introduction-20/ https://wiki.vitalpbx.org/wiki/sonata-switchboard/introduction-20/#respond Fri, 01 Dec 2023 16:13:52 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1777 Sonata Switchboard is an application through which you can monitor in real time all the activity in your PBX. Here’s how to configure Sonata Switchboard and all its benefits. 

Sonata Suite is a set of programs that integrate with platforms based on Asterisk, below the list of these programs: 

  • SwitchBoard 
  • Call Accounting 
  • Recording Management System 
  • Stats (Call Center Reports) 
  • Dialer 
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Installation  https://wiki.vitalpbx.org/wiki/sonata-switchboard/installation-3/ https://wiki.vitalpbx.org/wiki/sonata-switchboard/installation-3/#respond Fri, 01 Dec 2023 16:15:22 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1779 In your VitalPBX go to Admin/Add-ons/Add-ons, select Sonata Switchboard and press the install button shown in the Actions column. Wait a couple of minutes and then click the Sonata Switchboard link and start configuring. 

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Press URL  https://wiki.vitalpbx.org/wiki/sonata-switchboard/press-url-2/ https://wiki.vitalpbx.org/wiki/sonata-switchboard/press-url-2/#respond Fri, 01 Dec 2023 16:18:00 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1781 Press the URL in the Add-ons list. 

The first time we enter we must add the following information. 

  • Enter your name, Enter your full name. 
  • Enter your email, Enter your email address. 
  • Create a password, Enter the password to be used by the admin user. 
  • Confirm the password, Confirmation of password entered previously. 

Login with the Username admin and password previously created. 

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Administration https://wiki.vitalpbx.org/wiki/administration/administration/ https://wiki.vitalpbx.org/wiki/administration/administration/#respond Fri, 01 Dec 2023 16:20:50 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1786 ]]> https://wiki.vitalpbx.org/wiki/administration/administration/feed/ 0 Users  https://wiki.vitalpbx.org/wiki/administration/users-2/ https://wiki.vitalpbx.org/wiki/administration/users-2/#respond Fri, 01 Dec 2023 16:23:12 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1789 You can create multiple users associated with your own extension. Each user can have certain privileges regulated by the Roles to which he is associated. To configure users, go to Administration/Users and create Users. 

ill the following information: 

  • Full name, full name of the person. 
  • Username, username to login to the application. 
  • E-mail, Email associated with the user. 
  • Password, password to login to the application. 
  • Repeat Password, confirm password to login to the application. 
  • Role, select the role (created previously). 
  • Tenant, allows you to define to which tenant belongs to this user. When this user logged into to the platform, it will be able to only see info for the tenant assigned. 
  • Layout, select Layout to show it in startup. 
  • Assigned Extension, the user can use this extension to login to the system or execute any allowed actions. 
  • Supervisor’s Extension, the users with a supervisor assigned will be able to request help to its supervisor from the. 
  • Time Zone, time zone of the user. 
  • Language, language to show the interface. 
  • Queue Sound Notification, if is checked, a sound notification is played when a new caller joins to any queue visible in your switchboard. 
  • Activate Account, if you un-check this option the user won’t be able to login to the GUI. 
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Roles  https://wiki.vitalpbx.org/wiki/administration/roles-3/ https://wiki.vitalpbx.org/wiki/administration/roles-3/#respond Fri, 01 Dec 2023 16:27:45 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1792 Roles are the rights that each user has. To configure it you must go to Roles and select the option that you want the Role to have access to. 

Fill the following information: 

  • Role Name, 
  • Update Profile, If checked, the users with this role assigned will be capable to configures its own user settings. 
  • Share Layouts, Defines if the users with this role will be able to share its layouts with others users. 
  • Layouts Creation, If checked, the users withs this role assigned will be able to create its own layouts 
  • Default layout, If checked, the users withs this role assigned will be able to access to the default layout. 
  • Agent Mode, If checked, the users with this role won’t be able to execute any actions on the widgets except on their own extension. 
  • Menu Access 
  • Switchboard, Gives access to the Switchboard, seeing PBX activity in real time. 
  • Users, Gives permissions to create users. 
  • Roles, Gives permissions to create Roles for users. 
  • Settings, Gives permissions to create Pause Causes and modify the menu context trigger. 
  • Licensing, Gives permissions to activate/revoke or view license status. 

Then in the Privileges, we have two options. One, the items included in the Role, and the second include Actions. 

Next we are going to select the different privileges that the user will have at the level of Extensions, Queues parking lots, Conference and Trunks. 

  • Extensions, Allow you to define the allowed Extensions by this role. 
  • Queues, Allow you to define the allowed Queues> by this role. 
  • Parking Lots, Allow you to define the allowed Parking Lots by this role. 
  • Conferences, Allow you to define the allowed Conferences by this role. 
  • Trunks, Allow you to define the allowed Trunks by this role. 

In Extensions Actions, we have: 

  • Extensions Actions, Allow you to define the allowed Extensions actions by this role. 
  • Originate Call, 
  • Spy, 
  • Spy with Whisper, 
  • Hang-up, 
  • Pickup Call, 
  • Transfer, 
  • Supervise Transfer, 
  • In Queue Actions, Allow you to define the allowed Queues actions by this role. 
  • Add Member, 
  • Remove Member, 
  • Pause/Unpause Agent, 
  • In Parking Action, Allow you to define the allowed Parking Lots actions by this role. 
  • Un-park 
  • In Conferences Actions, Allow you to define the allowed Conferences actions by this role. 
  • Kick, 
  • Mute/Un-Mute, 
  • In Queue Calls Action, Allow you to define the allowed Queued Calls actions by this role. 
  • Take Call, 
  • Transfer Calls 
  • Trunk Actions, 
  • Hangup, 
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Settings  https://wiki.vitalpbx.org/wiki/administration/settings-3/ https://wiki.vitalpbx.org/wiki/administration/settings-3/#respond Fri, 01 Dec 2023 16:29:43 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1796 In Settings the reasons of Pause are configured, very useful when creating reports by agents. To configure this option, go to Switchboard/Administration Settings. 

Fill the following information: 

  • Queues pause Reasons, add the different pause reasons. 
  • Contextual menu Trigger, specifies what event on widgets elements triggers the context menu. 
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License  https://wiki.vitalpbx.org/wiki/administration/license/ https://wiki.vitalpbx.org/wiki/administration/license/#respond Fri, 01 Dec 2023 16:30:41 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1799 Sonata Switchboard installs a free version that is limited to monitor 15 extensions and create 3 Widgets, if you want the Pro version, you must enter the code in Administration/Licensing. You can buy this code on our website, https://www.vitalpbx.org. 

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Switchboard  https://wiki.vitalpbx.org/wiki/switchboard/switchboard/ https://wiki.vitalpbx.org/wiki/switchboard/switchboard/#respond Fri, 01 Dec 2023 16:32:15 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1802 SwitchBoard is an interface with which you can monitor and manage the different activities of your PBX. The different modules that this application has are: 

  • Extensions 
  • Queues 
  • Conferences 
  • Parking Lots 
  • Queues Stats Summary 
  • Queue Calls 
  • Queues Members Summary 
  • Queue Overview 
  • Queues Calls Counter 
  • My Extension 
  • My Queues 
  • Trunks 
  • Queue Wallboard 
  • HTML Embed 
  • Extensions Summary 
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My Extension  https://wiki.vitalpbx.org/wiki/switchboard/my-extension/ https://wiki.vitalpbx.org/wiki/switchboard/my-extension/#respond Fri, 01 Dec 2023 16:36:18 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1807 Shows my extension status and management; Transfer, Park and Hang-up (to activate these options you need to select the call). 

If your extension belongs to a queue, the menu will appear to manage the Login, Logout, Pause and Unpause when you press the icon

f you press the calendar icon a call history will appear. 

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