Getting started
6 guidesSet up your phone system for the first time and find your way around the portal.
How can we help?
Step-by-step guides for every part of the platform. Share them with your customers, or use the partner guides to run your business.
Customer guides
Guides you can hand to your customers
Brand-neutral and written for end users, so they can make their own changes in the portal.
Billing and account
17 guidesBalance, payments, invoices, administrators and account settings.
More billing and account guides
Services
23 guidesOrder and manage licences, phone numbers, porting, SIP trunks and other services.
More services guides
- Number porting overview
- Porting FAQs
- Call recording storage
- Prepare for porting cutover
- 1800 and 1300 numbers
- Speech-to-text
- CAT A and CAT C porting
- Order phones and accessories
- Virtual mobile numbers
- Hardware warranty
- Mobile number porting
- International numbers
- Order an internet connection
- Porting rejections
- SMS to email
- SMS to Webphone users
- Voiceover productions
- Announcement scripts
- Smart numbers from ACMA
- Port your numbers in the UK
- UK number types
- Port your numbers in Ireland
- Irish number types
- Port your numbers in New Zealand
- New Zealand number types
- Port your numbers in the US
- US number types
- SMS registration for US numbers (A2P 10DLC)
PBX
43 guidesBuild your call flow: every PBX object, device and setting explained.
More pbx guides
- Announcement
- Voice menu
- Fax to email
- Caller ID prefix
- Queue
- Queue wallboard
- Blocklist
- Inbound number (DID)
- Devices
- SIP trunk
- Webhook
- Call recording
- Time conditions
- Notification
- DTMF prefix
- Queue priority
- Call parking wallboard
- PIN code
- Website widget
- Phonebooks
- Voicemail
- Stop call recording
- GEO routing
- Conference
- Queue callback
- Internal number
- General settings
- Call diversion
- Contact match
- Set caller ID
- Call parking
- Export, import and roll back a call flow
- Dial tone access
- Call flow control
- Ring group
- Dial plans
- Music on hold
- Pickup groups
- Global blocklist
Call-flow recipes
7 guidesStep-by-step recipes for common call flows, built from PBX objects.
- Small office call flow, end to end
- Business hours and after-hours calls
- Phone menu (IVR)
- Missed calls to voicemail
More call-flow recipes guides
Phones and apps
41 guidesWebphone, desk phones, DECT phones, softphones and adapters.
More phones and apps guides
- MicroSIP
- Set up the Webphone
- Transfer calls on a Yealink phone
- Snom phones
- Bria Solo
- Sign in to the Webphone for the first time
- Set up a Yealink desk phone manually
- Fanvil phones
- Webphone mobile app
- Set up a Yealink phone from the handset
- PortSIP
- Webphone notifications and ringtone
- Set up Yealink DECT cordless phones
- Grandstream HT802 adapter
- Softphone errors
- Reset Webphone two-factor authentication
- BLF and speed dial keys
- Cisco ATA 191 adapter
- Click-to-call on Windows
- Yealink common issues
- Webphone troubleshooting
- Reset a Yealink phone to factory settings
- Join or leave queues and ring groups in the Webphone
- Choose a Yealink phone
- Answer a colleague's call in the Webphone
- Advanced auto-provisioning settings
- During a call in the Webphone
- Caller ID on transferred calls
- Headsets and audio devices in the Webphone
- Paging on Yealink phones
- Voicemail in the Webphone
- TLS and SRTP encryption on Yealink phones
- Webphone device management
- Stop ghost calls on Yealink phones
- Contacts and call history in the Webphone
- Logo and wallpaper on Yealink phones
- Send and receive SMS in the Webphone
Microsoft Teams and SIP trunking
12 guidesConnect Microsoft Teams and third-party PBXs to the platform.
Reports
9 guidesCall history, recordings and statistics for users, queues and ring groups.
Integrations
6 guidesCRM integrations, Zapier, the API and webhooks.
Security and compliance
14 guidesProtect your account, stop scam and fraud calls, and consumer policies.
Troubleshooting
16 guidesFix call quality, audio and connection problems.
More troubleshooting guides
- Device offlinePartners too
- One-way or no audioPartners too
- Poor call qualityPartners too
- Calls drop after a few seconds
- Echo on callsPartners too
- Caller ID wrong or anonymous
- Voicemail emails not arriving
- SMS not received
- International calls blocked
- Account suspended or low balance
- Numbers not working after porting
- nbn connection issues
Support and release notes
4 guidesContact support, network status and what changed in each release.
More support and release notes guides
Partner guides
Run your partner business
The partner portal, customer accounts, billing, branding and wholesale configuration, step by step.
Every partner
20 guidesPartner portal, customers, billing settings and support.
- Partner portal overview
- Partner portal administrators
- Add and manage customers
- Customer account settings
- Review requests
- Customer billing
More guides
- Suspension and overdue settings
- Call plans and rates
- Margins and pricing
- SMS plans and rates
- Numbers and porting for customers
- Reserve and release numbers
- Orders and hardware
- Reports and service status
- Partner support
- Investigate spam and scam calls
- Marketing material
- Send customer emails from your domain (DKIM)
- Partner API
- HubSpot for partners
Channel partners
4 guidesCo-branding, commissions and payouts.
White-label partners
8 guidesBranding, domain, invoices, payment gateways and email.
Wholesale partners
4 guidesPlatform configuration, plans, rates and margins.
More guides
Release notes
What’s new on the platform
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