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Browse step-by-step guides for managing your Click2Call phone system.
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Understanding Your Free Trial
What the $11 credit covers, what to do in your 7 days, and how to upgrade after the trial ends.
Making Your First Call
How to add a phone number, register a device (softphone, desk phone, or mobile divert), and make your first outbound call.
Adding Account Credit
How to load credit onto your account and set up auto top-up.
Adding a Phone Number
How to add a new local or 1300 number to your account.
Adding a New Extension
How to create a new extension on your Cloud PBX.
Registering a Desk Phone
How to register a Yealink or compatible SIP desk phone to your extension.
Activating Your Account
How to activate your Click2Call account and log in to the portal for the first time.
Understanding Your Free Trial
What the $11 credit covers, what to do in your 7 days, and how to upgrade after the trial ends.
Making Your First Call
How to add a phone number, register a device (softphone, desk phone, or mobile divert), and make your first outbound call.
Adding Account Credit
How to load credit onto your account and set up auto top-up.
Adding a Phone Number
How to add a new local or 1300 number to your account.
Porting an Existing Number
How to transfer your current phone number to Click2Call with no downtime.
Adding a New Extension
How to create a new extension on your Cloud PBX.
Adding a New User
How to add a staff member to your account and assign their credentials.
Setting Outbound Caller ID
How to set which number displays when your extensions make outbound calls.
Setting Up Global Contacts and Speed Dials
How to save contact names and assign speed dial codes so you can dial contacts quickly from any phone on your account.
Registering a Desk Phone
How to register a Yealink or compatible SIP desk phone to your extension.
Setting Up a Softphone or Mobile App
How to install and configure the softphone app on your PC or mobile device.
Setting Up Linphone (Free Third-Party Softphone)
How to download and configure Linphone on iPhone, Android, Windows, or Mac as a free SIP softphone with Click2Call.
Setting Up a Call Flow
How to build a call flow to route incoming calls to the right destination.
Creating a Ring Group
How to set up a ring group so multiple extensions ring simultaneously.
Configuring Business Hours
How to set your open and closed hours so calls route correctly after hours.
Setting Up Voicemail
How to enable voicemail on an extension and configure voicemail-to-email.
Viewing Call Recordings
How to access and download call recordings from the portal.
Adding Concurrent Call Channels
How to increase the number of simultaneous calls your system can handle.
Viewing Account History & Downloading Invoices
How to view your transactions and download PDF receipts or invoices from the portal.
Using Reports & Records
How to run call reports, search individual billing records, and export call data as CSV.
Setting Up the AI Receptionist
How to enable and configure the AI Receptionist to answer calls automatically.
Setting Up AI Agents
How to create a conversational AI voice agent that answers calls and responds to questions 24/7.
Using AI Speech Tools
How to use Click2Call's AI speech synthesis and voice cloning tools.
Setting Up AI Voicemail
How to enable AI-powered voicemail transcription and smart summaries.
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