Product User Manual » Get Started: TeleCMI VoIP Phone System User Guide
Get Started: TeleCMI VoIP Phone System User Guide
- Start using TeleCMI VoIP phone system right away with our step-by-step guide for admins.
Table Of Contents
1. Introduction - TeleCMI VoIP phone system
2. Get started with the TeleCMI VoIP phone system
A. Signup or log in to the TeleCMI account
B. Choose a virtual business number
C. Select your plan
3. Add users and teams
A. Adding users
B. Adding teams
4. Design incoming call flow
A. Using visual call flow designer
B. Using IVR
5. Monitoring calls and users
A. Admin dashboard analytics
B. User dashboard analytics
6. TeleCMI VoIP platform features, an overview
A. Call recording
B. Voicemail
C. IVR & call routing
D. Virtual number
E. SMS
F. International calling
7. Integrating TeleCMI into your CRM
8. Developers guide: API, SDK, and webhooks integrations
9. Billing management
10. Downloading TeleCMI apps
1. Introduction - TeleCMI VoIP phone system
- TeleCMI’s VoIP phone system enabled with WebRTC allows small businesses and enterprises make and receive calls over the internet connection/data line. As our VoIP platform runs on cloud, you can manage customer communications and calls from anywhere using our softphone and apps. And you don’t need on-premise PBX and expensive physical hardware, all you need is the TeleCMI app installed on your existing mobile and desktop devices.
2. Get started with the TeleCMI VoIP phone system
A. Signup or log in to the TeleCMI account
- Signup or log in to your TeleCMI business account by visiting https://dashboard.telecmi.com/login?action=signup
B. Choose a virtual business number
- After signing up, search and buy a virtual numbers for your desired countries.
C. Select your plan
- Select your calling plans from the list of our available plans that suit your business needs. You can also try our platform for free with a free trial.
3. Add users and teams
A. Adding users
- Admins can onboard their teammates by clicking ‘Team → User’ in the TeleCMI admin dashboard.
B. Adding teams
- Likewise above, admins can also set up teams like sales, support, and account management teams and assign users to the relevant teams or departments. It can be done by clicking ‘team’ in the dashboard.
4. Design incoming call flow
A. Using visual call flow designer
- Set up call flow rules for your incoming virtual number to forward calls to the right departments and team members. You can design multilevel call flow methods for various scenarios like sales, marketing, and customer service calls.
- TeleCMI supports all primary call flow attributes like play audio, greeting SMS, IVR, voice mail, calendar, office hours, etc. Admins can set up custom call flows for their customer facing numbers using the above mentioned call flow features.
- To set up a call flow, go to ‘call flow’ in the dashboard.
B. Using IVR
- To set IVR for your business number, click ‘call flow → IVR’ in the dashboard. Add IVR name, greeting music, IVR menu, and timeout music, to launch IVR call flow for automatically attending and routing incoming calls.
5. Monitoring calls and users
A. Admin dashboard analytics
- To view call reports and agent’s activities, go to your admin dashboard and all primary call reports are displayed in the screen.
- Click ‘call history’ in the dashboard menu to view history of all incoming, outgoing, and missed calls.
B. User dashboard analytics
- Your agents can view their call analytics and performance in their user dashboard. Like, the number of calls attended, missed, and calls in the callback list including average call duration and more.
6. TeleCMI VoIP platform features, an overview
A. Call recording
- Record all incoming and outgoing calls and listen to them for reviewing conversations.
B. Voicemail
- Collect queries from customers as a voicemail and arrange a callback later. Useful when agents are unavailable and during non-working hours.
C. IVR & call routing
- Create custom IVR menu for incoming calls and route them to the right departments.
D. Virtual number
- Easily buy virtual numbers for 57+ countries right away in the dashboard.
E. SMS
- Greet and notify your customers with tailored SMS messages.
F. International calling
- Make and receive international calls at affordable charges and reduce call charges with our local call termination feature.
7. Integrating TeleCMI into your CRM
- TeleCMI supports integrations to 80+ business tools including CRMs and helpdesk softwares. You can integrate our VoIP platform to your CRM tool like Zoho, Pipedrive, or your own CRM. With this facility, your teams can manage calls within the CRM and automatically log all call data.
- To integrate TeleCMI to your CRM, click ‘settings → CRM’ in the dashboard.
8. Developers guide: API, SDK, and webhooks integrations
- TeleCMI also allows developers at your organization to access all features of TeleCMI using our call API, SDK, and webhooks features.
- Check our developers guide to know how to use our call APIs.
9. Billing management
- TeleCMI allows customers manage billing and plans within the dashboard easily. To check balance, go to ‘balance’ in the dashboard menu.
- To upgrade your plan, click ‘settings → plan upgrade’ option in the admin dashboard.
10. Downloading TeleCMI apps
- Download our Windows and Android apps to get more flexibility on managing business calls. To download TeleCMI apps, visit https://www.telecmi.com/download