Knowledgebase

Everything the portal does, in plain language. Every page, every control. Written for normal portal users, not engineers.

• Getting around
• Home
• People
• Phone numbers
• Dial plans
• Call flow
• Call Analytics
• Billing
• Tasks
• Settings
• Tenant default values
• Admin
• Status

Step-by-step guides to call journeys, auto attendants, ring groups, call queues, service flags and your team's phone tools.

• Call journeys
• Auto attendants
• Ring groups
• Call queues
• Conferences
• Paging groups
• Service flags
• Park orbits

Connect VoxaLink to your CRM, helpdesk, and other tools so calls pop the right contact and log themselves — one page per integration, set up in Admin → CRM Integrations.

• HubSpot
• Salesforce
• Zoho CRM
• Pipedrive
• Microsoft Dynamics 365
• HighLevel
• ActiveCampaign
• monday CRM
• Odoo
• Zendesk
• Freshdesk
• Zammad
• Microsoft 365 User Sync
• Microsoft Contacts
• Microsoft Teams presence
• Slack
• Jitsi
• Generic video conference
• Cliniko
• Redtail
• Smokeball
• SME Professional

Everyday tools for working efficiently and keeping tenant and reseller accounts secure.

• Get an API key for AI features
• Click to Dial browser extension
• Password and MFA recovery
• Use Ellis with your own ChatGPT or Grok subscription

Make and take calls right in the browser — the WebRTC softphone, devices, and audio settings.

• Call queues in User Mode

Build and run AI voice agents that answer, book, and help your callers.

• Voice agents: overview and getting started
• Persona, voice and instructions
• The playbook and transfers
• Collecting details from the caller
• Business hours and escalations
• Agent knowledge
• Calendars
• Campaigns
• Testing and publishing
• Limits and troubleshooting

Brand a customer's portal, sign-in page and notification emails — or let them fall back to VoxaLink defaults.

• Portal & sign-in branding
• Notification emails