CloudPhone

Create & Manage Users | Create a New User | Numbers – Purchase & Assign | Purchase a Phone Number
Assign Numbers to a User | Provision Devices | Autoprovision a Device | Manage User Features | Access User Features
Create & Manage User Groups | Create a Main Number | Create Office Hours Strategy & Set Office Holidays | Incoming Call Handling
Voicemail Boxes | Feature Codes | Easy Call Logs

A user-friendly and powerfully hosted PBX

The CloudPhone App combines the most common PBX functionality with a beautiful user interface. Mosaic NetworX offers a true unified telecom solution, providing voice, video, SMS and mobile that can be deployed by anyone, anywhere. All services are controlled via API’s, allowing you to extend the App functionality as needed. Within the interface, create, manage, and remove services for your users.  You can quickly create new client accounts and specify what access you want to provide. Features such as individual fax-to-email boxes, call forwarding and hot-desking are easy to understand and implement.

Track & Manage Everything

The CloudPhone dashboard provides a comprehensive overview of your entire product offering. Within this dashboard, review the total users, devices and associated phone types, conference bridges, main numbers and conference numbers. Also view the total amount of spare numbers and assigned numbers.
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Create & Manage Users

Create users and manage their settings all within the interface. Once you have created users, you can now create user groups. Stay organized when you create multiple users groups, while simultaneously adding new users.

Create a New User

  1. Click on the “Users” tab, just left of the dashboard.
  2. Within the “Users” tab, click on the “Add Users” button.
  3. Provide your user’s first and last name, email address for login, and create a password. You can also create a custom extension number and a Voicemail Box number.

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Numbers – Purchase & Assign

Provide each user with their unique direct-dial phone and extension number. Assign a spare number within the Interface, or buy numbers and then assign the number. When a number is purchased it will populate the Spare Numbers tab. You can also set office hours strategy, office holidays, and select the way callers reach clients.

Purchase a Phone Number – Optional

  1. Click on the “Users” tab of CloudPhone, just left of the dashboard.
  2. Within the “Users” dashboard, click on the “Phone Numbers” button for the specific user.
  3. Click on to the “Buy Numbers” button.
  4. To purchase a new number, decide whether you would like a local, toll-free, or a vanity number.
  5. Search for an available number by city or area code. You can then decide what and how many numbers to purchase.
  6. Add one number or multiple and then click “Buy Numbers.”
  7. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user.

Assign Numbers to a User – Required

  1. Click on the “Users” tab of CloudPhone, just left of the dashboard.
  2. Within the “Users” dashboard, click on the “Phone Numbers” button for the specific user.
  3. Click on to the “Add from Spare Numbers” button.
  4. Select what Spare Number you would like assigned to the user. Once
    you have chosen a spare number click “Add Selected Numbers.” This will link the number with the user in a few seconds.

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Provision Devices

With provisioning in CloudPhone, you can handle a large number of devices from multiple manufactures. The UI comes pre-populated with supported manufacturers and devices. If you had purchased a device through a certified manufacturer, you can provision a supported device by entering the Mac address and creating a name. If you did not, you will have to perform a few additional steps. If you do not have a supported device, you will have to manually provision your device.

Autoprovision a Device

  1. Click on the “Add Device” button within the “Devices” section of CloudPhone
  2. Decide what type of device you would like to add. In this instance we will add a SIP phone.
  3. Select the logo of the manufacturer for the device
  4. Select the model, which will be displayed along with a picture for easy identification. If you do not see your manufacturer or model, you will need to manually provision your device.
  5. Enter the MAC address and create a name for your device. The MAC address is on the back of your SIP device.

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Based on your device, Manufacturer you’ll need to do one of three things:

  1. If you have purchased a supported device through a Mosaic NetworX supplier, your device should be ready to use right away.
  2. Auto-Provision Devices using a non Mosaic NetworX Supplier varies among manufacturers, so you need to go into the manufacturers website to auto-provision each device. To do this, turn on your SIP device and enter the IP Address into your web browser. Included in the link are the step-by-step instructions to auto-provision a Mosaic NetworX-supported device based on the underlying manufacturer.
    Polycom
    Yealink
    Cisco

Manage User Features

Manage what features your users can access. Turn on/ off and manage Caller-ID, Call Forwarding, Hot-Desking, Voicemails, Faxbox, Conference Bridge, Find Me, Follow Me, Music-On-Hold, and Inbound Call Recording.

Access User Features

  1. Click on the “Users” tab of CloudPhone, just left of the dashboard.
  2. Within the “Users” tab, click on the “User Features” button for the specific user.
  3. This will show all available User Features, click on a specific feature and enable. For instructions on
    Caller-ID, Call Forwarding, Hot-Desking, Voicemails, Faxbox, Conference Bridge, Find Me, Follow Me, Music-On-Hold, or Inbound Call Recording.

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Create & Manage User Groups

  1. Once you have created enough users, you can begin creating user groups. This is extremely useful if you have users that work in the same department, such as a sales or marketing team. Stay organized by creating multiple groups, while simultaneously adding new users.
  2. Click on the “User Groups” tab of CloudPhone, just left of the dashboard.
  3. Within the “User Groups” dashboard, click on the “Add Group” button.
  4. The interface has a handy drag and drop. Drag the available users over to selected users, create a name for your new group, and add a number and if possible an extension.
  5. Once you have created a User Group, manage the group name, members, extensions, phone numbers, and group features in the interface. Manage members, numbers, extensions and group features.

Main Number

Set up your own office Main Number within CloudPhone. Once you’ve added a number, set up an office hours strategy, set office holidays, manage incoming call handling, and even set a Main Conference Number.

Create a Main Number

  1. Go to the dashboard in CloudPhone and click “Main Number.”
  2. Click “Main Company Numbers” and add a spare number or buy numbers.

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Create Office Hours Strategy & Set Office Holidays

  1. Go to the dashboard in CloudPhone and click “Main Number.”
  2. Click “Main Company Numbers” and add a spare number or buy numbers.
  3. You have the option to set a 24 hours Open Office or Custom Office Hours. If you want to customize, set the times during the week that your office will be open. Save changes.
  4. Click on “Office Holidays” within the Main Number tab.
  5. Click if you are closed on holidays and click the button “Add Holiday.”
  6. Add a specific holiday date, select a date range or select an advanced function. Add dates and save changes.

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Incoming Call Handling

  1. Go to the dashboard in CloudPhone and click “Main Number.”
  2. Click “Incoming Call Handling” and select how you would like to be reached during “Open Hours” and “After Hours.”
  3. Select whether you would like incoming calls to go straight to a Virtual Receptionist, a User and then a Virtual Receptionist, or a User and then a Voicemail Box.
  4. If using a Virtual Receptionist, add call routes to contact the appropriate department or person. If using a Voicemail, select what voicemail you would like to use.
  5. Select greetings. Decide whether you would like to use Text to Speech, upload your own file, or record it over the phone.

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Voicemail Boxes

Voicemail Boxes can be created and managed within the CloudPhone UI. Voicemail Boxes will be populated in the “Voicemail Boxes” tab once a new user is created. From there you have advanced options such as providing pins, greetings, and adding recipients.

To access Voicemail Boxes:

  1. Click on the “Voicemail Boxes” tab of CloudPhone, just left of the dashboard.
  2. Within the “Voicemail Boxes” dashboard, click on the “Add Voicemail Box” button.
  3. Fill out all the pertinent information in Basic Settings.
  4. Manage PIN, Auto-Login, Greetings, Instructions, Delete after Notification, Configurable via Menu via Advanced Settings and Add Recipients.

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Feature Codes

Feature Codes allows you to map common system-wide features to use keys you’re already familiar with. Feature codes include call parking, intercom, voicemail and more. These feature codes can be utilized by your device. For instructions to utilize feature codes, look at User Features Codes.
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Easy Call Logs

Diagnose call delivery problems with ease. Every call is tracked and every device that rings or that is attempted is shown. Call problems can also be reported with a single click.
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