The Panel

Think of the panel as your phone system's control center - a visual workspace where you can drag, drop, and connect different pieces to build exactly what you need. Whether you're setting up a simple voicemail or creating a complex call center, everything happens right here in this intuitive interface.

For simpler setups, you can just set up a user and contact method from the main menu - no need to use modules.

note

While the panel will load on a smartphone fine, we suggest using a desktop to configure your call logic.

Main Components

Component	Location	Purpose
Workspace	Center	The canvas where you build call flows by placing and connecting modules
Main Menu	Left side	Access system resources: users, contact methods, numbers, settings
Module Menu	Right side	Drag building blocks (voicemail, menus, routing, etc.) onto the workspace
Cables	Between modules	Connect modules to define how calls flow from one step to the next
Call Flows	Top left dropdown	Separate workspaces for managing different phone systems
Workspace Tabs	Top bar	Organize a single call flow across multiple pages
Trash Bin	Bottom right	Remove modules from the workspace

Workspace

The workspace is the central canvas where you assemble your call flows. To build a flow:

1. Drag modules from the Module Menu onto the workspace
2. Position them where needed
3. Configure each module using the settings dialog that appears automatically
4. Connect modules using cables to create the call flow logic

You can reposition modules at any time by dragging them to new locations.

note

All required fields in the module configuration must be completed before saving the module to the workspace.

Main Menu

The Main Menu provides access to all core functions and settings:

• Call Flows - Organize call routing based on departments or functions
• Users - Manage user accounts and app devices in the phone system interface
• Contact Methods - Configure SIP accounts, routing, and email settings
• Numbers - Manage phone numbers and internal extensions
• Time Schedules - Set up working hours for "Users"
• Delivery Methods - Configure delivery of voicemails and notifications via Email, Dropbox, FTP, SFTP, Google Drive, or OneDrive
• Audio Files - Manage audio recordings for greetings and music
• Settings - Access system-wide configurations and feature codes

Module Menu

The Module Menu contains all available modules for building call flows:

Available modules include:

• Phone Number
• Internal Number
• Ring Group
• Voice Menu
• Audio Playback
• Conference
• Voicemail
• Fax
• Call Recorder
• Caller Router
• Blocklist
• Queue
• Time Router
• Notification
• Forwarding

The Module Menu can be minimized by clicking the X icon in the bottom right corner. Click the + icon to expand it again.

Modules

Each module performs a specific function in your call flow. Modules connect to each other through sockets:

Socket	Position	Purpose
Input	Left side	Receives calls from a previous module
Output	Right side	Sends calls to the next module

Most modules have both sockets, but entry-point modules like Phone Number and Internal Number only have output sockets since they're where calls begin. When connecting modules, valid connection points highlight in blue.

Module Configuration

When you place a module on the workspace, a configuration dialog opens automatically. You must:

1. Complete all required fields
2. Click Save to add the module to your call flow

Duplicating Modules

To save time when creating similar configurations, you can duplicate existing modules:

MacOS

Hold the Option key while dragging a module

Windows

Hold the Ctrl key while dragging a module

The new module will retain all settings from the original.

note

Some modules, like Phone Number and Internal Number, cannot be duplicated since they require unique numbers

Selecting Multiple Modules

To select and move multiple modules:

MacOS

• Hold Command to select individual modules
• Hold Shift to select a connected group of modules

Windows

• Hold Ctrl to select individual modules
• Hold Shift to select a connected group of modules

Selected modules will show a blue border and can be:

• Moved together on the workspace
• Moved to another tab
• Deleted using the Trash Bin

Cables

Cables create logical connections between modules to define call flows.

Basic Connections

To connect modules:

1. Hover over the right socket of the source module
2. Click and drag to create a cable
3. Connect it to the left socket of the destination module

When you start dragging, valid connection points will highlight in blue.

Multiple Functions

Some modules, like Voice Menu, can have multiple cables with different functions:

• Extension number routing
• Invalid extension handling
• Timeout handling

When connecting these cables, a configuration window appears to set the specific function. For example below, when adding modules after the voice menu, you'll be prompted for the digit(s) a user would need to press to get said module.

Yes/No Logic

Modules like Time Router and Caller Router have two output sockets:

• Green socket (Yes): For successful condition matching
• Red socket (No): For condition matching failures

Removing Cables

To remove a connection:

1. Hover over the cable until the delete icon appears
2. Click the delete icon
3. Confirm the deletion in the popup dialog

caution

When a module has no outgoing connection (no cable from its right socket), calls will end after that module's function is complete

Troubleshooting

Common connection issues and solutions:

• Can't connect modules? Make sure you're dragging from an output socket (right side) to an input socket (left side). Valid targets highlight in blue.
• Calls ending unexpectedly? Check that all modules have outgoing cables where needed. A module without an outgoing cable will end the call after completing its function.
• Wrong destination? Hover over the cable to see the delete icon, remove it, and create a new connection.

Call Flows

Call Flows are separate, independent phone system workspaces. Most users only need one (the default). You would create additional Call Flows if you manage completely separate phone systems from a single account—for example, different businesses.

Call Flows vs Workspace Tabs

• Call Flows = Separate phone systems (different numbers, different users)
• Workspace Tabs = Pages within a single Call Flow for visual organization (share the same numbers and users)

If you just want to organize a complex call flow visually, use workspace tabs instead of creating new Call Flows.

Creating a Call Flow

To create a new Call Flow:

1. Click the + button in the bottom right
2. Enter a name for the Call Flow
3. Add users who will be part of this Call Flow
4. Click Save

Managing Call Flows

You can quickly switch between Call Flows by clicking the Call Flow name at the top of the workspace.

To edit an existing Call Flow:

1. Click the Actions button
2. Select Edit
3. Make your changes
4. Click Save

To delete a Call Flow:

1. Click the Actions button
2. Select Delete
3. Confirm the deletion

warning

Once deleted, a Call Flow cannot be restored. All associated data and settings will be permanently lost

Workspace Tab Menu

Workspace tabs help organize complex call flows across multiple pages within a single Call Flow. This is useful when your routing logic has many branches that would clutter a single workspace view.

Managing Tabs

To add a new tab:

1. Click the + icon in the top right of the Workspace Tab Menu
2. Enter a name for the new tab
3. Click Save

To manage existing tabs:

• Hover over a tab to see the settings icon
• Click the settings icon to rename the tab
• Use the delete button to remove a tab (requires at least one other tab)
• Drag tabs horizontally to reorder them

caution

Deleting a tab will remove all modules and configurations on that workspace page. Use caution when deleting tabs

Moving Modules

You can move modules between different workspace tabs to organize your call flows better:

To move a module to a different tab:

1. Drag the module over the destination tab
2. Wait for the tab to activate (shown in blue)
3. Continue dragging the module down into the workspace
4. Release in the desired position

important

When moving a module that's connected to other modules, the connections will be maintained. A special icon will appear to indicate the connection spans across different tabs

Connecting Across Tabs

You can connect modules that are on different workspace tabs:

1. Start dragging a cable from a module's output socket
2. Drag it over the destination tab
3. Wait for the tab to activate
4. Continue dragging to the target module's input socket
5. Release to create the connection

The connection between modules on different tabs will be shown with a special icon that you can click to quickly navigate between the connected tabs.

tip

Instead of building everything on one tab and then moving modules around, it's often easier to:

1. Create all needed workspace tabs first
2. Build each section of your call flow on its appropriate tab
3. Connect the sections together using cross-tab cables

Search

The search tool helps you find resources across your phone system:

1. Click the magnifying glass icon in the Workspace tab menu
2. Enter your search term
3. Results will be grouped by resource type

For each search result, you can:

• Use the locate icon (🔍) to find the item in the workspace
• Use the settings icon (⚙️) to access the item's configuration

Trash Bin

The Trash Bin allows you to remove modules from the workspace:

1. Drag a module toward the + or X icon in the bottom right corner
2. The icon will change to a Trash Bin
3. Drop the module on the Trash Bin to delete it

warning

The Trash Bin does not have a recovery feature. Deleted items cannot be restored

You can also delete multiple selected modules by dragging them to the Trash Bin together

Relations

The Relations feature provides a comprehensive view of how various components in your phone system are interconnected. This powerful tool helps you visualize all connections between numbers, users, modules, and contact methods.

Accessing Relations

You can access Relations from multiple areas in the phone system:

1. Numbers section: Click the action menu (three dots) next to any phone number or internal number, then select "Relations"
2. Contact Methods: View relations for any contact method to see where it's used
3. Modules: Check which numbers and other components interact with specific modules

Understanding the Relations View

The Relations view organizes connections into logical categories:

Inbound Calls

This section shows which modules or contact methods will receive calls when this number is dialed:

• Displays linked modules (like Support Internal Number)
• Shows destination users or departments
• Reveals the complete inbound call path

Outbound CLI / Internal CLI

CLI (Calling Line Identity) shows how this number is used for outbound caller identification:

• User assignments
• App configurations
• SIP account settings
• This helps identify which users or apps use this number as their caller ID

Call Flows

This section displays all call flows that include or reference this component:

• Shows where the item is used in routing logic
• Provides links to relevant call flows
• May show "No relations" if not used in any call flows

Benefits of Using Relations

Relations offers several important advantages for phone system management:

• Troubleshooting: Quickly diagnose call routing issues by seeing the complete path
• System Mapping: Understand how different components connect together
• Change Management: Assess the impact of changes before making them
• Dependency Tracking: Identify which modules depend on specific numbers

tip

Always check Relations before removing or changing a component's configuration to understand the potential impact on your call routing.