Settings – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 01:42:35 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Settings – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Settings  https://wiki.vitalpbx.org/wiki/settings-vitxi/settings-5/ https://wiki.vitalpbx.org/wiki/settings-vitxi/settings-5/#respond Mon, 04 Dec 2023 17:44:30 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2169 The first thing that we are going to configure is the System Settings, for which we will go to the main menu and select settings. This will be displayed in the following screen. 

Profile 

Shows the name, Username and extension number of the user. 

Account 

Change the user’s password. 

General 

Timezone, the time zone for the user. This way, the user will see their own time zone, regardless of their location. 

Desktop Notifications, the user can receive a notification for certain events, for example, receiving a call, a message, and more. 

Dark Mode, here you can select the dark mode view of the interface. 

Audio 

Microphone, Select the microphone to use. 

Audio, Select the audio output to listen to. 

Ringing Device, Select the audio output to hear the ring when a call comes in. 

Echo Cancellation, this is used to prevent the echo effect during a call. 

Noise Suppression automatically filters and eliminates background noise. 

Media Volume, Adjust the volume to hear the ringtone when a call or notification comes in. 

Headset Integration 

HID enablement module for streamlined call actions using headsets. Enhance the calling experience with one-touch controls, including call answering and volume adjustments. 

Video 

Camera, Select the camera to use. 

Resize Mode, Specify the resolution mode of the video track. 

Calls 

Ringtone, here you can select the ring tone to listen to when the user is receiving a call.  

Auto Answer, this will answer the call automatically. 

Call history limit, with this you can establish the call limit to show on the Calls option

Call Center 

Automate Agent Login and Logout when starting and closing VitXi. CRM integration options are also configured to display pop-up windows. 

Presence 

Presence Status, select the presence status with which we desire to have when login in. 

Additional Information, if the user wants to show some additional message that other users that are connected will see. 

Here, the system administrator can create the different presence status that users can use. By default, there are five (5) statuses which are, Available, Do Not Disturb, Lunch Break, and Business Trip, however, you can add more. 

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Users  https://wiki.vitalpbx.org/wiki/settings-vitxi/users-5/ https://wiki.vitalpbx.org/wiki/settings-vitxi/users-5/#respond Mon, 04 Dec 2023 17:56:25 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2193 Now, we will create the users and assign them to the groups we want to. A user can belong to one or more groups. 

Name, user’s full name. 

Username, username with which the user will log into VitXi WebRTC. 

Email, the email address associated with the user, is very useful to recover the password. 

Password, password with which the user will log into VitXi WebRTC. 

Role, the type of user. There are three types of users. 

  • Super Administrator: capable of managing all the users and tenants. 
  • Administrator: capable of managing users within its tenant. 
  • User: VitXi WebRTC end-users. 
  • Agent: When it is a Call Center Agent, we recommend this profile already activates an icon in the interface to facilitate the Login/Logout, Pause/Unpause of the Agent in queues. 

Tenant, tenant to which the user belongs to. 

Groups, groups to which the user belongs to. 

Extension, extension associated to the user. For this, the user needs to have a VitXi Device created on VitalPBX. 

Agent Profile, Assing an agent profile to be used in case the assigned role has call center permission.  

Phonebooks, phonebooks to which the user will have access to. 

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Roles  https://wiki.vitalpbx.org/wiki/settings-vitxi/roles-5/ https://wiki.vitalpbx.org/wiki/settings-vitxi/roles-5/#respond Mon, 04 Dec 2023 17:57:38 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2198 To facilitate the creation of users with their respective permissions, roles are created that are assigned to different types of users. 

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Groups  https://wiki.vitalpbx.org/wiki/settings-vitxi/groups/ https://wiki.vitalpbx.org/wiki/settings-vitxi/groups/#respond Mon, 04 Dec 2023 17:58:32 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2207 With the purpose that the VitXi users become visible between each other, it is necessary that each user has a group assigned to them, and afterwards, we give access to other users to see this group. This way, you can create multiple groups of users limiting them to which groups they can see. For this, we first create the group name.  

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Agent Profiles  https://wiki.vitalpbx.org/wiki/settings-vitxi/agent-profiles/ https://wiki.vitalpbx.org/wiki/settings-vitxi/agent-profiles/#respond Mon, 04 Dec 2023 17:59:56 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2210 When we are using Call Center Agents in VitXi and we want each agent group to have a different profile in terms of types of breaks or integration with CRM, we must create profiles with this information. 

Below we show the interface where these profiles are created. 

Name, Name of the profile to create. 

Is Global, if it is going to be shared to be used by all Tenants. 

CRM URL, you can set the URL/endpoint of your CRM. You can configure dynamic or static variables. The CRM URL will open when the agents click the CRM button in the call layout. 

Custom Website Tab, configure a URL/website to be inserted as a “custom tab.” This way, agents will be able to visit the site without leaving Vitxi. 

Reason for Pauses, we define all possible reasons for pauses. 

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BFL Settings  https://wiki.vitalpbx.org/wiki/settings-vitxi/bfl-settings/ https://wiki.vitalpbx.org/wiki/settings-vitxi/bfl-settings/#respond Mon, 04 Dec 2023 18:01:50 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2216 Manage the number of BLF contacts allowed per user to prevent server overload and optimize performance. Set a value between 1 and 100. 

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Social Networks  https://wiki.vitalpbx.org/wiki/settings-vitxi/social-networks/ https://wiki.vitalpbx.org/wiki/settings-vitxi/social-networks/#respond Mon, 04 Dec 2023 18:02:54 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2219 Here the URLs of the social networks are configured. This can be configured by Tenants. When they are configured, some icons will appear at the bottom right. 

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Mail Settings  https://wiki.vitalpbx.org/wiki/settings-vitxi/mail-settings/ https://wiki.vitalpbx.org/wiki/settings-vitxi/mail-settings/#respond Mon, 04 Dec 2023 18:04:44 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2225 Configuration of the email account to be able to send email in case some users need to reset their password. 

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ICE Servers  https://wiki.vitalpbx.org/wiki/settings-vitxi/ice-servers-2/ https://wiki.vitalpbx.org/wiki/settings-vitxi/ice-servers-2/#respond Mon, 04 Dec 2023 18:05:34 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2228 ]]> https://wiki.vitalpbx.org/wiki/settings-vitxi/ice-servers-2/feed/ 0 PBX Settings  https://wiki.vitalpbx.org/wiki/settings-vitxi/pbx-settings-3/ https://wiki.vitalpbx.org/wiki/settings-vitxi/pbx-settings-3/#respond Mon, 04 Dec 2023 18:06:33 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2230 Even though this information is asked at the moment of installation, it is also possible to perform some modifications afterwards. 

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