Symptoms Contacts imported but not in the right list   Procedure Verify that you selected the correct list under Add to lists or that it is mapped to the correct list name column.  Escalation Information Escalation Information: SD3 If you have any questions, concerns, or issues, contact the Service Desk III (SD3 If you have any questions, concerns, ...

Description The VIP Web Phone allows the user to utilize their computer as a “soft phone” to make and receive calls as if they were using a physical desk phone. The VIP Web Phone has all the features of your physical desk phone or mobile app, including: Make/Receive calls to your extension. Access to your contacts. Access to your new and saved voice...

Symptoms I am having problem with my Night Mode button   Procedure Go to Inventory, then select the Phone Number routing. Drag the Night Mode time frame to the bottom of the other time frames. Select Save and test again.   Escalation Information Escalation Information: SD1 If you need additional assistance, contact Crexendo Support at 855-211-2255 o...

Objective MMS (Multimedia Messaging) in Business Marketing Messaging lets you send a file attachment (like an image, PDF, or contact card) along with a subject line and message text—helpful for marketing, announcements, and richer customer communications.  Symptoms I don’t see Attach message (MMS) My file won’t upload I’m trying to send MMS from my ...

Symptoms Import fails contacts show as invalid   Procedure Confirm file type is one of the following: .csv .xls .xlsx  Re-check phone number formatting (international prefixes where needed).  Escalation Information Escalation Information: SD3 If you have any questions, concerns, or issues, contact the Service Desk III (SD3 If you have any questions,...

Objective Crexendo VIP Group Messaging provides the platform for your business to send and receive SMS/MMS to/from your clients using several tools including auto responses, drip campaigns, text blasts, reminders, and more.  Symptoms How to search for user guides?   Procedure Select at the top of the screen, which will open the User Guides.  Select ...

Symptoms How can I answer a call   Procedure When you are not on another call Lift the handset (or press Speaker/Headset if applicable).  When you are already on a call: Press the Answer soft key (or press the flashing line button for the incoming call). Your original call is placed on hold automatically. To switch between calls, press the correspon...

Objective The CAIRO AI Receptionist is a customizable virtual assistant that answers calls, shares information, routes callers, and can schedule appointments using natural conversation. You can create multiple AI Receptionists for different needs (e.g., reception, support, sales, billing) and customize each one with your business information, voice ...

Objective You can access your voicemail and its settings through multiple platforms, including your desk phone, mobile app, web phone, and the Portal. This guide will walk you through accessing and managing your voicemail.  Symptoms I need to manage my voicemail settings   Procedure Checking your Voicemail Log in to your VIP Portal Select the Messag...

Symptoms How to add a button in SNAPbuilder How to edit a button in SNAPbuilder   Procedure Adding a Button On the right, navigate to the desired page and choose a button entry that is marked Unassigned. Click on the entry, and it will expand and allow you to modify it. Editing a Button Navigate to the desired page and click on any unlocked button e...

Description The VIP Portal for Users is a web-based tool that is available to be used to access your own settings, including messages (voicemail, SMS, and fax), add personal contacts, customize your own answering rules and time frames, edit your physical phone settings, music on hold options, and your call history for your extension.  Users No infor...

Symptoms Star codes are not working   Procedure Some star codes require permissions (monitoring, recording, call center agent codes). Try pressing [SEND] after dialing the code (some phones won’t auto-send star codes). Codes can vary by configuration—if you suspect a mismatch, contact support.  Escalation Information Escalation Information: SD1 If y...

How To: VIP Mobile App - Add Another Caller to a Call Symptoms How can I add another call to my current call How can I do a conference  Symptoms How can I add another call to my current call How can I do a conference call How can I do a three-way call I want to bring in another caller   Procedure To bring in another caller for a conference or three-...

Symptoms VIP LOUP - Hubspot Custom Search URL   Procedure Create a new Loup integration with the following search URL by replacing 99999 with the company ID: https://app.hubspot.com/reports-dashboard/99999/view/4712798?globalSearchQuery=[number]   Escalation Information Escalation Information: SD1 If you need additional assistance, contact Crexendo ...

Symptoms There is an outdated article   Cause If the article has the following: Outdated information Broken links and hyperlinks Blurred and unclear screenshots  Procedure IMPORTANT: Change requests will undergo review with the proper channels before being approved and published.   Flagging a Specific Section Go to the article and highlight the cont...

Scope This policy applies to all physical products distributed by the company.  Policy Statement Customers are not permitted to return unopened physical products more than 90 days after installation (cutover date). This policy applies to both cash purchases and rental equipment.  Return Eligibility Unopened Products: Returns are only accepted within...

Symptoms I want to enable my Microsoft SSO I want to enroll my account   Procedure To enable SSO for accounts, refer to How To: Microsoft - Enable SSO Open portal.crexendovip.com/portal and click on the Sign in with Google button Google Sign-in window will open up. Input your GSuite/Google credentials. TIP: If the pop-up does not appear, your pop-up...

Symptoms How to check notes in Zendesk   Procedure IMPORTANT: Skipping this step would affect your QA scores under Parameter 2.2: Did the representative utilize all available tools/resources to assist the caller efficiently?    Before handling any tickets or customers, always check the domain notes in Zendesk.  To check: Go to the ticket Select Doma...

Symptoms How to sign in to the VIP Mobile app? How to log in to the VIP Mobile app?   Eligibility To use the VIP Mobile App, the following requirements must be met: You have an operational Android or iOS-based mobile device and have downloaded VIP Mobile from your app store. You have been given access to VIP Mobile in the Crexendo phone system. You ...

Symptoms I want to setup the enhanced voicemail   Procedure If you would like to add the option to dial another extension or return to an operator or auto attendant from a user's voicemail, follow the steps below: Log in to the VIP web portal. Access the Voicemail settings from either your Messages tab or from the Edit User and Voicemail tab. In the...

Symptoms What are the available features for SNAPbuilder   Procedure Feature Description Target Line Appearance Assigns an extension number that creates a phone "line" on which the user can take and receive calls. Set to your extension. Shared Line Appearance Allows you to "see" a phone line for another user. When a call comes into that user's phone...

Symptoms Message is longer than expected My message uses multiple credits   Eligibility This article is eligible for all users sending SMS from the MessageMedia web platform Prerequisites: You can sign in to the MessageMedia web platform You have access to at least one Sender ID (or sending number) to send messages Your recipients (mobile numbers/co...

Symptoms I am missing contacts  I am missing lists I am missing segments   Eligibility This article is eligible for all users sending SMS from the MessageMedia web platform Prerequisites: You can sign in to the MessageMedia web platform You have access to at least one Sender ID (or sending number) to send messages Your recipients (mobile numbers/con...

Symptoms VIP Webphone is not working properly   Procedure Follow the instructions below: Confirm the user is using Google Chrome. Verify that Chrome is up to date. Check that the correct Chrome permissions are enabled for Webphone: Microphone Sound Notifications Pop-ups and redirects  Open the Webphone in Incognito Mode to test whether the issue is ...

Objective Ensure proper escalation of tickets from Service Desk Tier 1 (SD1) to Service Desk Tier 2 (SD2), with complete tagging and documentation for accurate tracking and reporting.  Symptoms How to escalate a ticket to sd2   Eligibility This process applies to all SD1 agents escalating tickets to SD2 for further troubleshooting or resolution.  Pr...

Objective Create a Night Mode / Time Frame Toggle button that routes calls to an after-hours destination.  Symptoms How to create a night mode button How to toggle after-hours destination I can’t get out of Night Mode The Night Mode button doesn’t show up on the phone Calls aren’t routing to after-hours when Night Mode is ON   Eligibility Access to ...

Objective MMS (Multimedia Messaging) in Business Marketing Messaging lets you send a file attachment (like an image, PDF, or contact card) along with a subject line and message text—helpful for marketing, announcements, and richer customer communications.  Symptoms I’m trying to send MMS from my phone   Procedure If MMS sending is not available in t...

How To: VIP Mobile App - Make a Call Symptoms I want to make a call in the mobile app   Procedure NOTE: The process be Symptoms I want to make a call in the mobile app I want to make a call on the webphone   Procedure via Contacts Scroll through your contacts Click the desired entry Click the Call button (phone icon)  via Call History Scroll through...

Objective MMS (Multimedia Messaging) in Business Marketing Messaging lets you send a file attachment (like an image, PDF, or contact card) along with a subject line and message text—helpful for marketing, announcements, and richer customer communications.  Symptoms I don’t see Attach message (MMS)   Procedure MMS is not enabled on your account yet. ...

Symptoms I can’t log in to the Marketplace authentication fails   Procedure Verify these: Confirm you used the correct CSP Short Name: crexendovip . Verify you are using a Support user with Superuser privileges. Try a private/incognito browser window to avoid cached credentials.  Escalation Information Escalation Information: SD1 If you need additio...

Description A Crexendo desk phone is a VoIP (Voice over Internet Protocol) device optimized for Crexendo’s cloud communication platform, allowing businesses to make/receive calls, manage transfers, hold, and use advanced features like conferencing. Used for daily business operations, these devices are essentially IP phones tailored for Crexendo user...

What’s the difference between Hold and Park? Hold keeps the call on your phone only. Park places the call into a shared spot so another user can retrieve it.     Why don’t my soft keys match what’s shown here? Soft keys change by phone model and what your phone is doing (idle vs. active call vs. ringing). Use the closest equivalent (Answer/Transfer/...

Symptoms enabled the domain I don’t see the AI Receptionist user or ConfigUI    Procedure Refresh the domain view and confirm the correct domain was enabled. Re-open the CAIRO app, then go to Manage Domains and confirm the domain shows as enabled. If objects still do not appear, refer to the escalation information below.  Escalation Information Esca...

Symptoms How can I transfer a call   Procedure There are two common transfer types: Attended (consult first) and Unattended (blind transfer). Attended While on the call, press Transfer (soft key or hard key). Dial the extension or phone number, then press Send. Announce the call and confirm they can take it. Press Transfer again to complete the tran...

Symptoms How to filter call history in VIP Portal   Procedure Select Filter from the top left side of the Call History page. Select the date or dates you would like to see and any other information, including Caller Number, Dialed Number, or Call Type. Select Filter to run the search. NOTE: If you are a call center agent who receives calls through a...

Description Go Integrator Nava is a unified communications client designed for the NetSapiens hosted telephony platform. It enhances productivity by offering CRM integration (click-to-dial, contact popping), presence status, and softphone call control. Nava connects with Windows and Microsoft Teams to streamline workflows. To learn more about Go Int...

Objective MMS (Multimedia Messaging) in Business Marketing Messaging lets you send a file attachment (like an image, PDF, or contact card) along with a subject line and message text—helpful for marketing, announcements, and richer customer communications.  Symptoms I can’t receive MMS replies   Procedure Confirm your account has a dedicated number a...

Symptoms Contacts are still unsubscribed after import   Procedure Reimporting does not resubscribe. Unsubscribed contacts remain unsubscribed and must be resubscribed manually.  Escalation Information Escalation Information: SD3 If you have any questions, concerns, or issues, contact the Service Desk III (SD3 If you have any questions, concerns, or ...

Symptoms Where can I get the access code for Nava   Procedure After installation, Go Integrator Nava is available from the Launchpad. On first start, Go Integrator Nava will request an "Access Code," which is provided by your service provider, to set default parameters.  NOTE: The Access Code will only need to be entered once.   After successful Int...

Symptoms How can I block spam calls   Procedure If you would like to block a SPAM or Robocall number from being able to call you: Select the Blocked Numbers button. Enter the number into the blank and press the + button. TIP: You can also block a number from the Call Details section by selecting the Block Call icon.     Related Information Calls Lab...

Symptoms How can I add a contact in VIP Portal   Procedure To filter your contacts, select the drop-down menu and choose the category you would like to see, including All contacts, Favorites, Shared, My Contacts, Coworkers, Departments, Sites, Available, Busy, or Offline. Internal contacts are marked with colored dots: Green They are available for a...

Symptoms Create a new answering rule   Procedure You can create a new Answering Rule in two different tabs: In the Time Frames tab and in the Answering Rules tab. Answering Rules Tab From the VIP Portal, select Answering Rules Select Add Rule at the top right side of the screen. Select the time frame that you want to apply the rule to from the drop-...

Symptoms How can I answer a call   Procedure Call Park places a call into a shared “hold queue” so another user can pick it up (instead of transferring it directly). Call parks must be created by an administrator.  NOTE: To create a Call Park, use one of the following extensions in the range 9000 to 9999. Use these extension ranges (9000 to 9999) ex...

Symptoms I want to make a call in the mobile app I want to make a call on the webphone   Procedure via Contacts Scroll through your contacts Click the desired entry Click the Call button (phone icon)  via Call History Scroll through the entries Click the one you want to return the call to  via Voicemail If you wish to call someone who has left you a...

Symptoms Where is the Quick Message icon in MessageMedia   Eligibility This article is eligible for all users sending SMS from the MessageMedia web platform Prerequisites: You can sign in to the MessageMedia web platform You have access to at least one Sender ID (or sending number) to send messages Your recipients (mobile numbers/contacts/lists) are...

Symptoms I am having problems with my Night mode button Night mode button not showing in my phone The Night Mode button doesn’t show up on the phone   Procedure Confirm the following: You selected the correct MAC address in Inventory > Phone Hardware. The line key is set to Timeframe Toggle, and Night Mode is selected. You clicked Save in SNAP Bu...

Objective Crexendo VIP Group Messaging provides the platform for your business to send and receive SMS/MMS to/from your clients using several tools including auto responses, drip campaigns, text blasts, reminders, and more.  Symptoms How to create a new conversation in using group messaging?   Procedure via Desktop Select the Conversations button on...

Objective After you send a campaign, Business Marketing Messaging displays status notifications that show where your send is up to and whether anything is preventing delivery. These notifications help you understand delays, reporting availability, and actions you may need to take. Transparency: You can quickly see your campaign's status. Reporting e...

Symptoms VIP - Offloading Call Recordings to Third Party Services    Procedure After remote storage has been configured, the table in the Remote Recording Session screen has editing options available to the right of every configuration.   Editing and deleting a configuration are only available when there are no archived recordings linked to it. That...

Symptoms How can I place a call on hold using my desk phone   Procedure Press Hold (soft key or hard key) during an active call. The line will typically flash to indicate the call is on hold. NOTE: To resume a call on hold, press the flashing line/hold key for the call, or press Resume if shown.     Related Information Overview: Crexendo Desk Phone ...

Symptoms Offloading Call Recordings to Third Party Services   Procedure Go to the VIP Portal and navigate to the Call History section.  Click on the Recording Storage Settings button. This opens a Remote Recording Session page, nested under the Call History page. These are all remote call recording configurations in your system.   NOTE: The green ac...

Objective After you send a campaign, Business Marketing Messaging displays status notifications that show where your send is up to and whether anything is preventing delivery. These notifications help you understand delays, reporting availability, and actions you may need to take. Transparency: You can quickly see your campaign's status. Reporting e...

Symptoms VIP - Offloading Call Recordings to Third Party Services   Procedure For playback in the VIP Portal, use the same process as listening to any recorded call from the Call History page. If the file is remote and not local, there will be a small added delay while the recording is fetched. This only happens when the Play button is actually pres...

Symptoms Custom field missing from mapping dropdown   Procedure Use + Add custom field during mapping, then reselect it from the dropdown.  Escalation Information Escalation Information: SD3 If you have any questions, concerns, or issues, contact the Service Desk III (SD3 If you have any questions, concerns, or issues, contact the Service Desk III (...

Description Crexendo VIP Group Messaging provides the platform for your business to send and receive SMS/MMS to/from your clients using several tools, including auto responses, drip campaigns, text blasts, reminders, and more.  Users No information yet   Eligibility No information yet   Summary Features Desktop App NOTE: Your view may differ dependi...

Objective Time-based call routing allows you to determine where calls are routed based on when they come in. This can be useful for setting up after-hours greetings, holiday greetings, lines that point to shift/duty phones, or temporary closures. IMPORTANT: While most help articles have parts you can skip, it is highly recommended to read this artic...

Symptoms I need to check voicemail on my app   Procedure If you have missed a call or received a new voicemail, you will receive a notification on your phone, and the app icon will notify you. There are two ways to check your voicemail from your mobile application: The Keypad and Visual Voicemail. Keypad When you have a new voicemail, your keypad wi...

Symptoms How to park a call in Webphone   Procedure Select Park call Select an available call park to send the call to by selecting the P icon, and the call will be instantly parked. To retrieve a parked call: Select the Call Parks option on the side navigation pane. Select the   icon and select Answer to retrieve the call or ignore to send it to vo...

Symptoms How can I send an SMS campaign   Eligibility Login access to the Business Marketing Messaging platform An approved/available Sender ID (number or configured sender) A recipient list (copy/paste numbers, saved contacts/lists/segments, or a CSV/XLSX file) Message content prepared (or use templates / AI assistant)  Procedure Go to Messaging &g...

Symptoms How can I add another call to my current call How can I do a conference call How can I do a three-way call I want to bring in another caller   Procedure To bring in another caller for a conference or three-way call. Select Add call, which will place the first caller on hold. Choose the number to add to the call from your contacts or dial a ...

Symptoms How can I do a conference call   Procedure NOTE: You can add up to 3 people for a Conference Call   During an active call, press Conference. The active call is placed on hold. Dial the second party’s extension/number and press Send. When they answer, press Conference again to join all parties.  Related Information Overview: Crexendo Desk Ph...

Objective The CAIRO AI Receptionist is a customizable virtual assistant that answers calls, shares information, routes callers, and can schedule appointments using natural conversation. You can create multiple AI Receptionists for different needs (e.g., reception, support, sales, billing) and customize each one with your business information, voice ...

Objective The CAIRO AI Receptionist is a customizable virtual assistant that answers calls, shares information, routes callers, and can schedule appointments using natural conversation. You can create multiple AI Receptionists for different needs (e.g., reception, support, sales, billing) and customize each one with your business information, voice ...

Night Mode button Why is the Night Mode time frame set to “Always”? The phone button controls when Night Mode is active. Setting it to Always allows the toggle to enable/disable routing without relying on a schedule.     Why do we uncheck “Enabled” on the answering rules? The rule is typically left disabled so the Timeframe Toggle can control it fro...

Symptoms How can I make a call   Procedure Internal Call Lift the handset. Dial the extension. Press Send (or wait if your phone auto-dials).     External Call Lift the handset (or press Speaker). Dial the 10-digit number. Press Send or wait ~4 seconds for the system to dial automatically (varies by model/config).       Related Information Overview:...

Symptoms call park is not working   Procedure Confirm you are dialing the correct park extension (often 9001, 9002, etc.). Call Parks must be created by an administrator—if no parks exist, parking will fail. If using a programmed park button, confirm it’s assigned to the correct park location.  Escalation Information Escalation Information: SD1 If y...

Symptoms I want to enable my Microsoft SSO I want to enroll my account   Procedure To enable SSO for accounts, refer to How To: Microsoft - Enable SSO Open portal.crexendovip.com/portal and click on the Login with Office 365 button Microsoft Sign In window will open up. Input your Office 365 credentials. TIP: If the pop up does not appear, your pop ...

Objective The CAIRO AI Receptionist is a customizable virtual assistant that answers calls, shares information, routes callers, and can schedule appointments using natural conversation. You can create multiple AI Receptionists for different needs (e.g., reception, support, sales, billing) and customize each one with your business information, voice ...

Symptoms The Office Manager doesn’t see the CAIRO tile in VIP Portal No CAIRO icon in VIP Portal   Procedure Confirm the following: Have the Office Manager log out and log back in. Confirm CAIRO was enabled on the correct domain.  Escalation Information Escalation Information: SD1 If you need additional assistance, contact Crexendo Support at 855-21...

Symptoms I am having problems with my Night Mode button Calls aren’t routing to after-hours when Night Mode is ON   Procedure Confirm the following: The after-hours number/extension is correct on the Night Mode answering rule. Night Mode is added to the phone number’s time-of-day routing with the correct destination. The toggle’s Target User is the ...

Objective Provides guidance on importing contacts into Business Marketing Messaging, including file formatting, field mapping (standard and custom), and completing the import with appropriate list and subscription settings.  Symptoms How to import a contact   Eligibility Access to the Business Marketing Messaging web portal A contact file in .csv, ....

Symptoms How to transfer a call   Procedure Select the Transfer button Select either to transfer to one of your contacts or dial a new number with the dial pad. Select to transfer by either Blind Transfer or Assisted Transfer   Blind Transfer   Assisted Transfer     Once you select the number or user to transfer to, the transfer is complete.   Once ...

Objectives The CAIRO AI Receptionist is a customizable virtual assistant that answers calls, shares information, routes callers, and can schedule appointments using natural conversation. You can create multiple AI Receptionists for different needs (e.g., reception, support, sales, billing) and customize each one with your business information, voice...

Symptoms How to access the VIP Mobile App   Procedure via Web Browser Using your web browser, navigate to Crexendo VIP Webphone Enter your VIP username (extension@domain) and password Click LOG IN to access the web phone. If you cannot remember your username or password, you can click the links to recover them.     via VIP Portal Log in to the VIP P...

Symptoms How to send outbound faxes in VIP Portal   Procedure VIP Faxing allows you to send and receive faxes via email, the VIP Portal, or through a physical fax machine, depending on your setup. Crexendo configures the fax system so that only authorized users can send faxes on behalf of your organization. Customers should provide a list of email a...

Objective SNAPmobile iOS is a softphone with portal capabilities including a SIP softphone, contact management, answering rule management, extension dialing, visual voicemail, presence, and call recording. This article is a comprehensive guide to logging into SNAPmobile iOS for the first time and utilizing its features.  Symptoms How to log in to Sn...

What is created automatically when CAIRO is enabled for a domain? ConfigUI: CXDO_MKTPLACE_CAIRO System user: AI Receptionist Answering rule that routes calls to CAIRO       Escalation Information Escalation Information: SD1 If you need additional assistance, contact Crexendo Support at 855-211-2255 or em If you need additional assistance, contact Cr...

Symptoms I want to add a new voicemail greeting   Procedure Select the Manage button Select Add Greeting at the bottom of the window. Select the method you would like to use to add your new greeting: Text-To-Speech: Allows you to type in your message and select a voice inflection that will read your message. Upload: Allows you to upload a recording ...

Objective You can access your voicemail and its settings through multiple platforms, including your desk phone, mobile app, web phone, and the Portal. This guide will walk you through accessing and managing your voicemail.  Symptoms I want to manage my voicemail settings Can you help me manage my voicemail settings   Procedure Checking your Voicemai...

Symptoms How can I speak with the person before transferring the call   Procedure Select Attended Transfer. This action will place the caller on hold. NOTE: This may appear as Atten...ansfer   Dial the number, extension, or choose Contacts to dial the number of the person you would like to transfer the call to.  Once you speak to the person and they...

Objective After you send a campaign, Business Marketing Messaging displays status notifications that show where your send is up to and whether anything is preventing delivery. These notifications help you understand delays, reporting availability, and actions you may need to take. Transparency: You can quickly see your campaign's status. Reporting e...

Objective After you send a campaign, Business Marketing Messaging displays status notifications that show where your send is up to and whether anything is preventing delivery. These notifications help you understand delays, reporting availability, and actions you may need to take. Transparency: You can quickly see your campaign's status. Reporting e...

Sending a Message When should I use Quick Message vs New Message? Quick Message: best for fast, one-off texts. New Message: best for larger sends and additional sending tools.     Can I copy/paste recipients from a spreadsheet? Yes. In New Message using Manual Entry, you can copy/paste a list of numbers directly into the recipient field.     How do ...

Symptoms I need to send a campaign   Eligibility Access to Business Marketing Messaging Permission to create and send campaigns Sufficient account balance (if your account uses prepaid/trial credits)  Procedure Before sending, a confirmation pop-up may appear. You must click Confirm to proceed or Cancel to stop and make changes. TIP: You can skip th...

Symptoms Where is the Send Now button in MessageMedia Send now button is disabled Nothing is sending   Eligibility This article is eligible for all users sending SMS from the MessageMedia web platform Prerequisites: You can sign in to the MessageMedia web platform You have access to at least one Sender ID (or sending number) to send messages Your re...

Symptoms How can I access my SNAPbuilder   Procedure NOTE: SNAPbuilder is only used for feature buttons (not Soft Keys). Feature/line buttons are located on the left and right sides of your desk phone display screen.     To access SNAPbuilder, log in to the VIP Portal. SNAPbuilder works the same for all users and only works on desk phones. It is not...

Symptoms How to check voicemail   Procedure Within the Crexendo Web Phone, select Voicemail from the navigation pane. The Voicemail option displays a list of your voicemails. It displays both new and saved voicemails, to which you can listen by clicking the Play button.  The image below shows a voicemail that has been transcribed using our premium t...

Description VIP Mobile is a mobile app that you log into using your iPhone or Android device, and it functions as a Crexendo phone. This app has all the features of a regular Crexendo desk phone and allows you to: Make and receive internal office calls as if you were at a desk phone. Transfer both internal and external calls. Internal and external (...

Objective Provides step-by-step instructions for setting up your CAIRO AI Receptionist. The CAIRO AI Receptionist is a customizable virtual assistant that answers calls, shares information, routes callers, and can schedule appointments using natural conversation. You can create multiple AI Receptionists for different needs (e.g., reception, support,...

Objective Crexendo VIP Group Messaging provides the platform for your business to send and receive SMS/MMS to/from your clients using several tools including auto responses, drip campaigns, text blasts, reminders, and more.  Symptoms How can I access the VIP group messaging in the Portal? How can I access the VIp group messaging via Mobile app?   Pr...

Symptoms I need to enable the SSO for my account   Procedure IMPORTANT: Internal ONLY. Do not share with customers.    Click on Edit Domain Change Single Sign-On to Enable Save the changes  Escalation Information Escalation Information: SD2 If you have any questions, concerns, or issues, contact the Service Desk II (SD2) If you have any questions, c...

Symptoms I need to receive inbound faxes   Procedure Once the fax feature is enabled by Crexendo, incoming faxes will be delivered to the email address/es enabled by your administrator.  You can have faxes delivered to one or more recipients (email addresses). When a fax is received at your fax number, it is delivered to all email addresses associat...

Objective Outlines the steps for enabling CAIRO AI Receptionist on a customer's domain via the Crexendo Marketplace. Who is this Guide For? Crexendo Support users with Superuser access in the NetSapiens portal Admins enabling CAIRO AI Receptionist for a customer domain via the Crexendo Marketplace What You’ll Accomplish Log in to the Crexendo Market...

Symptoms Service Request Severities Ozonetel Support & Escalation Procedures   Procedure NOTE: Contact the support team at partner.support@ozonetel.com This email is the preferred contact method. SL1 & SL2 will gain a rapid response, and you should be available for a Teams meeting in about 15 minutes after sending the email.   The severity l...

Symptoms I can’t find the Quick Message icon. The Send now button is disabled or nothing sends. My message is longer than expected / uses multiple credits. I’m missing contacts   Eligibility This article is eligible for all users sending SMS from the MessageMedia web platform Prerequisites: You can sign in to the MessageMedia web platform You have a...

Description SNAPmobile is a softphone with portal capabilities including a SIP softphone, contact management, answering rule management, extension dialing, visual voicemail, presence, and call recording. This article is a comprehensive guide to logging into SNAPmobile iOS for the first time and utilizing its features.  Users No information yet   Eli...

Symptoms I want to transfer a call How can I transfer a call in VIP Mobile app   Procedure Select Transfer Dial the number or extension you would like to transfer the call to Press the green call button to complete the transfer TIP: If you would like to transfer the call to one of your contacts:  Select Transfer Choose Contacts Navigate to the conta...