Ringotel is an all-in-one softphone integration for your phone system. It comes with the built-in provisioning portal where you set up a connection to your PBX server, create or import users, configure softphones settings, etc. To start using Ringotel softphone apps, you need to start here - it's easy and will take less than 10 minutes of your time.
After creating an account on Ringotel website, you will be redirected to the administration portal to continue your setup. In the admin portal, firstly, we need to create a new organization.
STEP 1. Creating an organization.
Organizations allow you to group and manage users from single or multiple connected phone systems.
- Enter the name of the organization that you are about to create.
- Come up with the unique domain for this organization. Note: you can't change this later.
- Select region closest to your PBX server location. Note: you can't change this later.
- Hit Next
STEP 2. Connecting your PBX.
Now when you created an organization, let's set up a new PBX connection profile. It will define a configuration template for all softphone users that you will create under this particular Connection. You can create any number of Connections within an organization.
- Enter the name for this Connection profile.
- Specify a public IP address or a domain name of your PBX server. Note: If the firewall restricts access to this server, please configure it to accept incoming connections from Ringotel servers [Learn more - Add article]
- Optionally, specify a SIP port that is configured on your PBX server.
- Select a transport protocol. One of these is available: UDP, TCP or TLS/SRTP.
- Click + More options to specify addtional options:
- SIP Proxy. You can specify SIP Outbound Proxy if required.
- DTMF Mode. Defines a mechanism to use when sending DTMF digits to the server.
- Registration TTL. The maximum number of seconds between consecutive registrations on the server.
- Hit Next.
STEP 3. Adding users.
Before creating users, please make sure that appropriate extensions are already configured on your PBX(s). To create users, you can either do it manually for each user or import all at once via the CSV file.
3.1. Adding users manually
In Ringotel Shell, you can create two types of users - activated and unactivated. Activated users are regular users who can register with Ringotel apps and use all the features within the subscription plan. Unactivated users can’t use Ringotel apps, but their contact records will be pulled into the contacts lists of all Ringotel users with BLFs auto-provisioned. Please read more here: [Learn more - Add article]
To create a user manually, fill in the following fields:
Click + Add user button.
Display name. The name of the user, visible to all team members within the Organization.
User email. (Optional) An email with provisioning instructions will be sent to the specified address. This will greatly simplify an onboarding process for your team members.
PBX extension. Extension number already configured on your PBX for this user.
SIP Username. (Optional) Required if different from the user’s extension.
Authorization Name. (Optional) Required if different from the SIP Username.
SIP Password. SIP password(secret) configured on your PBX for this user.
If the specified SIP credentials are correct and no errors were returned from the PBX, a user will be created.
3.2. Import users from a CSV file
Please refer to [Learn more - Add article] for more info regarding the required format for a CSV file.
Select the format of a CSV file you will use for the import. You can select from the number of preconfigured formats from the selection of phone systems.
Choose a CSV file in the previously selected format.
If a CSV file contains records and the format is correct, you can see how many users will be imported.
If a CSV file contains users email addresses, a message with provisioning instructions will be sent to the specified emails.
Please note that after the is created, a separate password will be generated, which should be used to register users with Ringotel apps.
Once you finish creating or importing users, click Done.
Once the users are created, download Ringotel apps on your devices. If you have specified email addresses while creating the users, the links to the apps were included in the provisioning email, along with further instructions. Otherwise, please go to App Store or Google Play and search for Ringotel.
Login to the downloaded Ringotel app using the credentials (or just scanning a QR code) specified in the provisioning email or the admin portal.
After you log into the app, a status indicator on the menu icon should be blue, which indicates that you are currently online.
Switch to the Contacts tab to see your team members and their real-time statuses.
To start a conversation, tap on the team member’s contact and select how would like to contact this person - by chat, audio or video call.
Alternatively, switch to the Keypad (iOS)/Calls (Android) tab to make a call through your PBX extension.
For more information on how to get started with Ringotel apps, please refer to [Learn more - Add article]