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Initial set up guide

Initial set up guide

Jan 07, 2020

To get to grips with the basics of the system, add a user's identity to a device and connect it to a ring group. Next, connect the ring group to the phone number on the Call Flow page. Now you can make and receive calls, and all you have to do is adapt the call flow to your business needs.

There are a few core steps in the set-up of the system once you have purchased all the functions that you need.

  • Get a phone connected to the system so that you can make a call.

  • Create ring groups so that you can direct inbound calls.

  • Create a simple call flow to confirm you can receive a call.

  • Add users into the system.

  • Decide on your call flow strategies.

Byphone Application

(Available on Android, iOS, Windows and MacOS)

Android Play Store Link | iOS App Store Link | Microsoft Store Link | Windows Download Link | MacOS Download Link

The system will support a lot of different kinds of devices, desk phones, soft phones (computer phones), mobiles, browser phones. However, the easiest initial install is to set up a soft phone on your mobile (Android or iOS). It will configure automatically and will allow you to test if the core functionality is working properly. Ensure the byphone application is installed from your preferred app store before proceeding.

There are two methods of provisioning currently which will be covered individually below

Quick Setup

Byphone user logins can be used on initial screen of the app once installed and permissions granted. This method will use the primary identity for that user (oldest identity created) and store those SIP credentials.

  1. Enter your standard byphone username, followed by @BYPHONE, into the username field, and password for that account into the password field as below:

  1. Hit Sign in and you will be authenticated, the app provisioned with standard settings and your primary identity credentials.

You can now make and receive calls via the app. Push notifications are used by default for inbound calls to reduce battery usage and improve usability on iOS devices.

 

Specific Identity Setup

If you wish to provision a specific identity to the softphone which is not your primary identity, this method can be used.

  1. Login to https://app.byphone.co.uk within your use Account, expand the Identities section and select or create an identity as required.

  2. Once created, the Identity settings will become available when selected, and will show the following buttons at the bottom of the pop-up modal.

  1. Show QR Code will present the QR code on-screen and allow it to be scanned from the app. (Requires QR code to be loaded on a different device other than the mobile being provisioned.)

  2. Save and E-mail QR Code will send an email, containing the QR code image, to the email address stored for the User who owns the Identity that was selected.

Once scanned, the app will automatically provision your SIP credentials for you.

Contacts

Address Book

These are contacts that are stored on your device only. For mobile, this will include your existing mobile contacts as well as any manually added via the app

Quick Dial

When the app is auto-provisioned, all internal user extensions are provisioned as Quick Dials. Busy Lamp Field can be enabled for each of these records showing the call presence of the user also.

Office 365

By signing in with your Office 365 account, you can pull in the contacts stored on your Microsoft account.

Web Service

This is a combination of the global contacts for the organisation as well as the personal contacts for the user stored on the Byphone system. These contacts will attempt to update once per hour while the app is active. If there have been changes made to the Byphone contacts since the last attempt, an updated list will be returned. These contacts should be managed from the Byphone portal.

 

Setup Notes

Currently we recommend the use of Voicemail2Email for mailbox notifications while we continue to work on Message Waiting Indicator functionality.

User presence can be added by creating a Quick Dial contact on the app, setting the Number or SIP address field to the following format: UserExtensionNumber_OrganisationID i.e. 1000_123

Ensure the OrganisationID is correct for your own organisation. Toggle the Busy Lamp Field option, save and you will have visibility of whether that user is on a call or not.

 

Outstanding issues with iPhone on Three and EE mobile networks

Setting up Softphone on Mobile

Ensure the Zoiper application is installed from your preferred app store before proceeding.

  1. On your Byphone system, go into your user settings and create a new device.

  2. Give it a Friendly label so that it can be easily recognised later.

  3. Chose an Identity within the Search Identities box to associate with this device.

  4. Scroll down and toggle on the Enable Zoiper option.

  5. Press the Save and Activate Auto-Provisioning button, now you should be presented with a QR code.

  6. Open the Zoiper App on your mobile and select Login with a QR code (Android) or select the QR icon in the top left (iOS).

     

  7. Scan the QR code on screen using your mobile.

  8. Your device should now be registered and ready to make calls.

 

 

DDI

Now, make a call into your DDI from a mobile, or some other device, and confirm it rings on your softphone. You can answer and hear the audio both ways.

You should also be able to dial out from your softphone as well. Now, it's just a case of building on this simple call flow to extract the functionality you require from the system.