If your company employs more than one person (or you strive for this, or want your clients to think so), a virtual PBX is needed for voice communication with clients.

Free PBX allows you to connect any number of telephone numbers in regions convenient for clients and direct calls to the right employees.

• Call recording and statistics - will help to control managers and analyze calls;
• Forwarding, voicemail, notification of missed calls - will help you not to miss a single call;
• Voice menus and working hours will raise prestige and simplify the work process.

How to set up a virtual PBX? Basic settings

In this section, we will consider the minimum required for the operation of the PBX; then all the functions will be described.

How to create a free PBX: On home page in the “Free PBX” section, click the “Create PBX” button. You will be taken to the PBX “Setup Wizard”:

Step 1 Extension numbers

You can create a three-digit extension number for each PBX user and configure a separate program, IP phone, forwarding, etc. on it. Usually they create 1 number for each employee, but you can create 2-3 numbers (for example, for a calling program and a desk phone).

Specify the number of employees or devices that will be connected to the PBX, check the “enable call recording for everyone” checkbox (if necessary) and click the “Next” button.

It is not necessary to create numbers “with a reserve”; you can always increase their number in the future.

Please note: free call recording is provided for three internal lines (more in office and corporate packages).

Step 2 Incoming calls

In this section, you configure the parameters according to which incoming calls will be received:

• Directly to employee internal numbers;
• First to the voice greeting “Hello, you have called..”, and then to the employees;
• On the voice menu “To contact the manager, press...” - you must specify the number of menu items (from 1 to 10).

In the second and third options, you can enter a greeting text that will be read by the robot or upload your own audio file.

Audio file sizes for downloading are up to 5 MB, acceptable formats are MP3, WAV.

WAV format: Bitrate = 8 bits, sample rate = 16 kHz.

MP3 format: Bitrate = 64 kbps, sampling rate = 16 kHz.

This is the maximum sound quality that the telephone network can transmit.

You can convert an audio file using appropriate programs or online services.

Select the option you need and click the “Next” button.

Step 2.1 Voice menu

If in the previous step you chose the third option (to the voice menu), the Settings Wizard will automatically create the number of menu items (scenarios) specified by you, as well as the main “no click” scenario - calls will be received to it if the caller is playing a voice greeting won't press a single button.

In the options “Directly to internal numbers of employees” and “First to a voice greeting, and then to employees”, only the “no click” scenario will be created.

Also, all previously created internal numbers will be added to this scenario (in the “Call First” block). If necessary, you can change the order of internal numbers, for example, remove a number from the “First to call” block and add it to the “Second to call” block.

Step 3 Download and configure programs on your computer and phone

To receive and make calls, you can use any software or equipment that operates using the SIP protocol. You can see examples of setting up some popular equipment and software in the “Support” - “Setup Instructions” section. We recommend using our proprietary Zadarma application for Windows, iOS, Android.

Step 4 Connect a virtual number

You have configured your equipment and can already make calls. To receive incoming calls from clients, you need to connect a virtual phone number to the PBX. You can select one or more virtual numbers in 90 countries in the “Settings” section - .

This completes the minimum setup for PBX operation. You can start using the PBX on a regular basis or configure additional functions.

Functions for daily work with PBX:

Call transfer and interception

To transfer a customer to another extension, press #, then the extension number and # again, for example, #101#.

To transfer a call with voice notification, press * extension number and #, for example, *101#. In this case, you will first connect to the dialed extension and be able to tell him who you are transferring and on what issue. After one of you ends the call, the client will be connected to the second.

If the dialed extension does not answer the call within 25 seconds, the client will return to you.

To intercept incoming call, if your extension number is not added to the incoming call processing script, dial the combination 40 and press the call button.

To transfer a call to a scenario (department): dial the scenario number in the voice menu, for example #1#

Dialing format

The dialing format for calls and forwarding is set in the section; by default, numbers are dialed in local format (for example, Moscow number in 8495 format...). You can also disable the "Call without country code" function in the "My Profile" section and dial the number in international format (country code, city code, number, without 8 or 0 before the number).

Fax

Automatic fax is available at extension 50. Currently, the fax works only for reception. By default, received faxes are sent to the registration email address. You can change your email address for receiving faxes in.

Additional functions and capabilities of PBX (benefits of virtual PBX)

1. Record conversations ▾

You can enable call recording on one or more internal PBX numbers. Entries are sent by mail or stored in the cloud (on our server).

You can record conversations on three internal numbers for free (in tariff plans“Office” on 8 numbers, and “Corporation” tariff plans on 20 numbers). The cost of recording on each subsequent extension is €1 per month.

Free size cloud storage- 200 megabytes for the “Standard” tariff, 2000 megabytes for the “Office” tariff package and 5000 megabytes for the “Corporation” tariff package (5000 megabytes of cloud - more than 250 hours of calls).

Recordings saved to the cloud can be listened to in the “My PBX” section - or uploaded using the API. After turning off call recording, the recordings are deleted from the cloud after 180 days.

You can enable call recording on the “My PBX” page -.

2. Integration of Zadarma PBX with CRM and other business systems ▾

You can integrate Zadarma PBX with one of the popular CRM or other business systems. Integrations are configured in the section. Detailed instructions You can find information on setting up integration in the corresponding section.

On this moment Official and completely free integrations with Bitrix24, Zoho CRM, AmoCRM, Salesforce, Megaplan, RetailCRM, ZohoDESK, PlanFix, WireCRM, RemOnline are available.

3. Incoming calls and voice menu ▾

4. Forwarding ▾

4.1 Forwarding incoming calls

Forwarding - directing a call to another mobile or landline phone number. Forwarding is required in order to accept a call without additional program or equipment and without an Internet connection.

In order not to miss a single call, you can set up conditional forwarding to your mobile or landline phone number.

To enable forwarding on the “My PBX” page - on the left in the settings of the desired extension, in the “Forwarding and voice mail” field, select the forwarding option “No answer, unavailable” to enable conditional forwarding or the “Always” option to enable unconditional.

In the first case, the call will first be sent via the Internet to the program or equipment you have configured, and if it is turned off or there is no answer within 20 seconds, the call will be forwarded.

When unconditional forwarding is enabled, the call will be immediately directed to the forwarding number, regardless of the presence of an active program/equipment.

In the "Phone" field, enter the forwarding number in accordance with the dialing prefixes (if they are set in the "My PBX" section -) without a plus and check the "Phone" checkbox to save the settings. If Call Without Country Code is enabled, enter the number in local format.

If prefixes are not specified, the number must be specified in the international format: [country code][city/operator code][number], for example, 74951270777.

Also in the section personal account“Settings” - you can enable the “Call without country code” function, in this case the number must be specified in local format, for example, 84951270777.

Call forwarding prices are fully consistent with our rates for outgoing calls.

4.2 Notification of redirection.

To ensure that when you receive an incoming call that it is a forwarded call and not a direct call to your mobile, you can set up an appropriate alert. It will be played when answering a call before connecting to the caller.

The standard alert is a single tone, similar to the start signal for voicemail recording. It is possible to set your own alert (for example, “Call for boiler sales”).

4.3 Setting your CallerID when forwarding

The option “Set your CallerID when forwarding” is responsible for what number you will see when you receive an incoming forwarded call. If you enable it, you will see the CallerID of this extension number on which you are setting up call forwarding, and if you disable it, you will be sent the number of the calling subscriber.

You can use different CallerIDs when calling from different devices, or when calling to different directions (countries or cities).

To enable CallerID by direction on the “My PBX” page, click “Add number identification rule” on the right. Enter the country and/or city code you are calling (for example, 7 for Russia, 44 for the UK, etc.), select the desired CallerID and click the “Create” button.

6. Additional outside line ▾

You can connect one number from a third-party provider to the Zadarma virtual PBX on the “My PBX” page -.

If you have a regular landline number connected via a copper line, you need to use a VoIP gateway with an FXO port, enable an external line on the website in the “Gateway” mode and specify the settings from the website in the gateway. If your number supports SIP, just turn on the line in “Server” mode and set the number settings.

Your provider must provide connection information: server, domain (can be the same as the server), login, password.

From our side, connection to the number occurs from the following IP addresses:

You can also port (transfer) the number of a third-party operator to us. A list of countries whose numbers can be ported can be found on this page.

7. ATS statistics ▾

You can find detailed statistics of calls to the PBX in the My PBX - section. Here you can select a statistics period, compare different periods, see the general graph and geography of calls. Statistics and graphs are available both for all calls and for calls to different virtual numbers(or external lines).

October 16, 2015 at 21:00

How to become a cloud IP PBX provider - Step by step guide

• Blog of 3CX Ltd. ,
• Asterisk

• Tutorial

Now almost anyone can become a cloud PBX operator. we talked about how to do this with only one server, today we will talk about the situation when there are several servers (cluster) and you need centralized management.

What is needed for this?

• Download a free hosting platform. (it costs nothing)
• We register as a 3CX partner, because... centralized management occurs through the Affiliate Portal (this is also free)
• Multiple servers or virtual machines

Method 1: Creating an IP PBX through the Partner Portal (ERP)

You can manage your PBXs through the 3CX Partner Portal. You can dynamically create and delete individual telephone exchanges. Step by step it would look like this:

After you have done this, on the portal go to the section Virtual PBX Instances > Virtual PBX Settings, chapter Google Cloud DNS Settings and fill in the required fields:

• Project ID- you need to take it from Google Cloud developer console (https://console.developers.google.com/);
• Service Account Email Address- You need to create a service account for the project Google Cloud, this is done through APIs & Auth > Credentials. A file with a public/private key (.p12) will be created with the help of which the Affiliate Portal is authorized on Google Cloud. You will receive a Server Account Client ID and email address as a service identifier. Enter this email here;
• Private Key File- upload a file with a public/private key;
• Private Key Password - Private key encrypted with a password. Enter it in this field. Unless otherwise specified, the default password is “notasecret” (you can change it).
• The default TTL is specified here.

Step 2: Create a Cluster

Before creating a PBX, you need to create at least one server cluster. A cluster is a group of servers, each of which can be located in different data centers, different regions, or just servers with different characteristics or SLA. To create a virtual PBX, the server with the least load is always selected.

1. Go to the tab Server Clusters.
2. Click Add to render a new cluster.
3. Enter a Cluster Code-a unique internal 4-character code, consisting of letters and numbers, needed to identify the cluster. Used to reference a cluster in Web Forms
4. Description- Regular text description.
5. Hosted Instance Domain- domain name of the cluster. Hotel PBXs will be subdomains, for example, user1.pbx.mycompany.eu. Typically you need to install a trusted SSL certificate for the domain and all servers in the cluster.
6. DNS Managed zone: must be taken from Google DNS Account.

Step 3: Creating a virtual PBX server

Download and install 3CX Phone System 14 on each of the servers. During installation, be sure to select the Multiple option. This will allow you to install up to 25 on each server. When all servers are installed, you can start adding a PBX.

1. In 3CX ERP, go to Virtual PBX Instances > Virtual PBX Servers.
2. Click Add and specify the server details:
Server Cluster - select a cluster from the drop-down list. In the example, we select a cluster in Asia.
Unique name - internal name of the server. May be the same as FQDN.
FQDN - domain name. Do not provide an IP address. If you are using an SSL certificate from a provider such as Thawte or Verisign, you need to specify the domain name corresponding to the certificate (for example, *.mycompany.eu);
The Partner Portal will itself create DNS records of the CNAME type for user PBXs.
Please note that the Portal will not create an A record. This is the responsibility of the administrator.
System Id - 'phonesystem' by default. This is the name of a specific PBX;
Password - Password from the PBX. One for each installation;
Omit from pool - Needed for tests. By default, the Portal creates, deletes and edits PBX data. Enable this option if you want to delete and create an IP PBX through Cloud Manager.
Untrusted SSL - When installing 3CX Phone System, a verified SSL certificate is required, or 3CX may generate an unverified proprietary SSL certificate. Enable this option if you are planning a certificate from 3CX.
3. Repeat steps to add more servers.

Programs for PBX administration.

↓ New in the category "PBX Programs":

Free
Avtoprozvonka 4.10.01 is a constructor of speech dialogue with any subscriber telephone network and has rich functionality. The Autodial program allows you not only to transfer voice messages or carry out intelligent responses to incoming calls, and also create a full-fledged dialogue with callers who will be able to control the program using touch tone dialing.

Free
WinTariff 2.07.1 is a program for tariffication and accounting of calls from PBX Samsung, Panasonic, NEC, Lucent, Siemens, Ericsson or Karel. The WinTariff program makes it possible to record phone calls, and subsequently process them.

Free
UserTrafManager 5.2.1 is automated system calculations for work on comprehensive services subscribers of telecommunications enterprises. The NetUP UserTrafManager program will help you carry out all the main steps in relationships with clients: implementation technical support, conclusion of contracts and calculation of services provided to clients.

Free
Phone Billing 2.0 is a convenient logger for telephone connections. The Phone Billing program has the ability to read registration records that are transmitted from the Com port with telephone exchange to a computer Com port, as well as write them to files and execute them in external program processing records.

To configure the station, we will use the wload85.exe program.

The configuration tags in this program look like this.

Table 3 PBX parameters

	Number of digits in the numbering plan
	Number of PCM paths
	Running diagnostics
	Diagnostic mask
	Diagnostic run interval
	Diagnostic start time
	Modem initialization
	Modem timeout
	Size of one SerRom KB
	Central station port number
	SORM signaling channel number
	Number of SORM decoupling paths
	Table output indexes RAP
	PBX/Hub
	PBX ID
	Music port number
	Using Ethernet

• - PBX name. The ASCII abbreviation of this vehicle in the operation and maintenance system (O&M) is entered in the parameter entry field;
• - Number of digits in the numbering plan. This parameter determines the number of digits
• - internal numbering plan. Up to 8 digits can be specified;
• - Autorun diagnostics. The parameter allows you to select the periodic mode
• - automatic start of diagnostics depending on its value:
  • · a) do not run diagnostics;
  • · b) run through the launch interval;
  • · c) run at a specified time of day.
• - Test results can be viewed from PBX status windows.
• - Depending on the selected value of this parameter, the parameters Start time
• - diagnostics, Diagnostics start interval and Diagnostic mask will be available for editing;
• - Diagnostic start interval DD:HH. In the entry field of this parameter, you set the time interval after which the automatic telephone exchange diagnostics should start. In this case, the parameter Autorun diagnostics should be set to "run at startup interval". Recording format: DD:HH, where DD is the number of days in the launch interval, possible values ​​from 00 to 31, HH - time in hours, possible values ​​from 00 to 23;
• - Diagnostic start time HH:MM. In the entry field of this parameter, you set the time of day at which you want to automatically launch the PBX diagnostics. In this case, the parameter Autorun diagnostics should have the value “run at the specified time of day”. Recording format: HH:MM, where HH is time in hours, possible values ​​from 00 to 23, MM is time in minutes, possible values ​​from 00 to 59;
• - Priority on synchronization ext. entrance. In the parameter entry field, the priority value is set for the external input on the TEZ BUKM connector (from 0 to 255), which is taken into account when determining the synchronization source of the DATS clock generator;
• - group of parameters Diagnostic mask defines the range of tests launched automatically.

Table 4 Location of boards

Table 5 Creating a numbering plan for the designed PBX

Table 6 Incoming directions

Table 7 Distribution of incoming directions