Quick start guide

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A quick and easy guide to setting up your Voicent call center software.

Text of Quick start guide

  • 1. C LICK - AND -G O QUICK START GUIDERELEASE 8STEP 1: DOWNLOAD AND I NSTALL SOFTWARESTEP 2: SETUP G ATEWAY FOR PHONE SERVICESTEP 3: FIND THE PRODUCT WALKTHROUGHALSO:USE OUR FULL SETUP SERVICE FOR FASTEST, EASIEST SETUPHOW TO CONTACT SUPPORTHOW TO REQUEST A PRODUCT LICENSE KEY A PRIMER ON VOIP PHONE SERVICESYSTEM REQUIREMENTSPRODUCT CATALOG GLOSSARY OF TERMSSETUP (OPTIONAL) SMS TEXT MESSAGINGS OME CONTENT IN THIS GUIDE REQUIRES AN I NTERNET CONNECTION TO ACCESS .

2. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 2 STEP 1: DOWNLOAD AND INSTALL VOICENT SOFTWARE1) Download Voicent software from http://www.voicent.com/download.2) After the download is completed, click the Install Voicent Programs button.3) Now choose the Voicent program or programs you want to install. If you are conducting a trial of Voicent software, you can try as many programs as you like. Most of our software programs require you to first install the Voicent Gateway component. Just click on Install Gateway and follow the installer screen prompts. After installation, you should see desktop icons for each program you installed. The Voicent Gateway icon should appear on the Windows taskbar at the lower right corner of your desktop. The Gateway icon may be hidden. Click the < button to expose hidden icons. To open the Voicent Gateway, simply click once on the icon. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO STARTN EXT 3. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8PAGE | 3 STEP 2: SETUP GATEWAY FOR PHONE SERVICE In order for Voicent software to make and receive phone calls, you must setup the Voicent Gateway to use your VoIP phone service or corporate PBX system. Click the selection below that best describes your needs: I ALREADY HAVE PHONE SERVICEI DONT HAVE PHONE SERVICE Help me setup the Gateway with myGive me a quick recommendation VoIP phone service Help me setup Gateway with my Corporate PBX Help setup Gateway with my SIP Trunk Service In a hurry? Click here to learn about our guaranteed Full Setup Service,the fastest, easiest way to get Voicent running on your system. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO STARTN EXT 4. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 4 STEP 2: SETUP GATEWAY FOR PHONE SERVICE:A quick recommendation For your convenience, here are two recommendations for VoIP phone service: Note: Its easy to swap out VoIP phone services, so dont worry about being stuck with a particular company. Later, when youve had time to investigate the choices, you can change your service. So, which service should you choose? In general:Choose Callcentric if you only need service for one or two lines. Callcentric has limited scalability, so it maynot be the right choice for you if you are going to need a lot of lines.Choose SkypeConnect, if you expect to need numerous lines. Unlike standard Skype, SkypeConnect uses anindustry standard SIP connection technology, providing business-quality service levels. It also has excellentscalability to hundreds or even thousands of lines. Click on either of the two links above to learn more or to create an account. Once you choose your VoIP service, you can have your Voicent test up and running in minutes. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO START N EXT 5. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8PAGE | 5 STEP 2: SETUP GATEWAY FOR PHONE SERVICE:Identify your service Find your VoIP Phone service below to get help setting up the Voicent Gateway to use it: Click here to setup the Voicent Gateway to use Callcentric Click here to setup the Voicent Gateway to use SkypeConnect For help setting up the Voicent Gateway to use another VoIP service, click the name of the service below. If your service is not listed, try using the set-up instructions shown for Callcentric. The setup should be similar.RingCentral | Vonage | Nextiva | ViaTalk | Vocalocity | Gradwell | FreshTel | i2telecomRapidvox | Broadvoice | DiamondCard | CallWithUs C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO START N EXT 6. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 6STEP2: SETUP GATEWAY FOR PHONE SERVICE:Using Callcentric To use Callcentric: Click once on the Gateway icon in the lower right corner of your desktop. From the Gateway menu choose Setup > Phone Call Setup Wizard When asked to pick a VoIP service, select: Recommended and Use a VOIP Service (as shown on page 8). Click Next. On the next screen, select Use Callcentric. Click Next. If you already have an account, fill in your account number, password and number of lines, click Next and turn to page 7. If you dont yet have a Callcentric account, click here. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO STARTN EXT 7. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 7 STEP 2: SETUP GATEWAY FOR PHONE SERVICE:Using Callcentric Click I want to call landline and Yes, I have selected a correct calling plan as shown at right. If you are testing with a free account, select I do not want to call regular phone numbers now. If you have multiple lines, select Yes, I have enabled Multiple Calls option in my Callcentric account. Click Finish. Thats it! You should be able to start using your Voicent software. Click here to learn how to find the Product Walkthrough included with every Voicent product. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO STARTN EXT 8. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8PAGE | 8 STEP 2: SETUP GATEWAY FOR PHONE SERVICE:Using SkypeConnect To use SkypeConnect: Click once on the Gateway icon in the lower right corner of your desktop. Choose Setup > Phone Call Setup Wizard When asked to choose a phone service, select: Recommended and Use a VOIP Service (as shown at right). Click Next. On the next screen, select Use SkypeConnect. Click Next. If you already have a SkypeConnect profile, login to your Skype Manager account, click on SkypeConnect Profile > Profile Settings > Authentication Details. Skip to the next page to see where to enter this information. If you dont yet have an account, click on Click here to create a SkypeConnect account. Your Internet browser will open to a web page with detailed instructions for creating a Skype Manager account and a SkypeConnect profile. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO START N EXT 9. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8PAGE | 9 STEP2: SETUP GATEWAY FOR PHONE SERVICE:Using SkypeConnectEnter your SkypeConnect SIP ID and password in theappropriate fields (shown at right).Now set the number of lines/channels for which youvepurchased subscriptions. Thats it! The Gateway will automatically configure the rest for you. You should now be able to close the Gateway and launch the Voicent program you are testing and get started. Click here to learn how to find the Product Walkthrough included with every Voicent product. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO STARTN EXT 10. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 10 STEP2: SETUP GATEWAY FOR PHONE SERVICE: Using SIP Trunk Service Setup Gateway to use SIP Trunk Service:1) Get the connection information from your SIP trunking provider. Theconnection info is usually the IP address of the trunk service server.2) Select Setup > Options > SIP from Gateway main menu. Click the Add buttonto specify your SIP account. SIP trunk setup is very easy. Usually, you just need to enter the SIP trunk servers IP address in the domain field, and turn off domain registration (uncheck the Register with domain box, as shown at right). Thats it! You should be able to start using your Voicent software. Click here to learn how to find the Product Walkthrough included with every Voicent product. For additional help or to test your SIP service, go here: http://voicent.com/sip/setup-sip-trunk-for-voicent.php. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO START N EXT 11. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 11 STEP 2: SETUP GATEWAY FOR PHONE SERVICE: Using PBX System Setup Voicent Gateway to use PBX System: The easiest method to configure Voicent software to use a PBX system is through the PBX systems IP extensions. Most major PBX brands support IP extensions. Before you start, take a look at your PBX connections. If your PBX is using a SIP trunking service, you should configure Voicent to use it. Follow the easy instructions on page 11. To setup Voicent software to use a PBX system, first contact your PBX system administrator or consult your PBX manual to make sure your system supports extensions for IP phones or softphones. If it does, you will just need to get a SIP extension number for each line/channel you want to use. Go here for step-by-step directions for setting up Voicent software to use a corporate PBX system: http://voicent.com/sip/setup-pbx-for-voicent.php. On that page you will find links to instructions for specific PBX brands. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO START N EXT 12. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8 PAGE | 12STEP 3: PRODUCT WALKTHROUGH The best place to get started with your Voicent trial is the Product Walkthrough. Every product has one. Simply open the Voicent software program. Then, from the programs menu, select Help, then select Product Walkthrough The Walkthrough will take you on a step-by-step tour of the product and show you its various features. C OPYRIGHT 2003 2012 V OICENT C OMMUNICATIONS , I NC . A LL RIGHTS RESERVEDB ACK TO START N EXT 13. V OICENT Q UICK S TART G UIDE FOR R ELEASE 8PAGE | 13HOW TO REQUEST YOUR PRODUCT LICENSE KEY The trial versions of Voicent software are full-featured, however, Voicent mark