PERSONAL AGENT & VOICE MAIL PORTAL

TRAINING

TRAINING STAFFWilliam Hopstetter

Michael Pigg

Two Web Portal DifferencesPersonal Agent Portal Voice Mail Portal

• Update your preferences such as mobile number, office hours, etc.

• Manage how callers reach you with FindMe-Follow Me settings

• Control your MeetMe conferencing settings

• Access company directory, personal directories and call logs

• Access to your voice mail messages

• Configure your mailbox, greetings, password, etc.

• Set up voice mail notifications

Accessing Personal Agent Web Portal▫ Open any web browser and enter the following URL:▫ https://pa.razorline.net/pa

• Add this address as a bookmark or favorites in your web browser to easily access

• You can also access Personal Agent from the Personal Communicator softphone Tools menu (if enabled)

Logging Into Personal Agent

• Enter your Username ▫ Example: 9851234567@razorline.net

• Enter your Password▫ Your initial password is randomly

generated. Please call Support to have a new one programmed.

▫ Change your password to something unique, with a minimum length of 8 and containing at least 2 digits.

• Check Remember Me▫ Do this so it remembers your

Username the next time you access this page

NOTE: When you access the Personal Agent Portal from

Personal Communicator Client it will automatically log you in

Navigating the Portal

Personal & Global Address

Books

Logout

Home

Incoming, Outgoing &

Missed Calls

Click to Call

Preferences

Call Routes & Call Screening

Click to Call• You can call any contact you have in your personal or global address

books as well as any contact in your incoming, outgoing or missed call logs.

• You can also call any number using the click to call window on the home page▫ The system will call you at your defined number first then make

the call outward once you answer. Selecting “call me at my mobile,” allows you to call someone from your mobile with your office caller ID.

Setting Your Preferences• Select Preferences /

Personal▫ Ensure your Contact

Info is correct▫ Modify your Password▫ Set your personal office

hours and nights and weekends via My Times

Click Apply to save any changes or Cancel to exit the screen

Adding New Contacts • From the Personal Address Book• Click the icon to add a new entry• Enter the contact info and ensure the

mandatory elements with * are completed

• Click Apply• Click Back to go back to the list

Managing Your Incoming Calls – Find Me• Scroll down to Routes section on left• Click Call Routes tab

▫ Choose one of the following based upon how you want incoming calls: Sequential Ringing – ring devices in a row Simultaneous Ringing – ring all devices Presence Based Routing - route calls if unavailable or active on phone

(presence set via soft phone)▫ Modify the screen based upon your

personal preference Number of Rings What devices to Ring Route to Voicemail Enable/Disable feature

ClickLink

Managing Your Incoming Calls – By Time• Scroll down to Routes section on left• Click Call Screening tab

▫ Choose By Time of Day to route calls to voicemail by time of day▫ Choose One of Your My Times set in Preferences / Personal▫ Times shown in highlight shows when calls will be routed to voicemail▫ Toggle On/Off to Enable or Disable this routing

Use Advanced Routes for Routing to

other destinations

besides voicemail

Managing Your Incoming Calls – By Caller• Scroll down to Routes section on left• Click Call Screening tab

▫ Choose Calling Party to route calls to voicemail by Caller ID▫ Enter the Phone Number or alias to route to voicemail if they call you▫ Click Apply to save the changes▫ Toggle On/Off to Enable or Disable this routing

Use AdvancedRoutes for Routing to

other destinations

besides voicemail

Managing Advanced Routes• Scroll down to Routes section on left• Click Advanced link• Click New to add a new call route

▫ Name Your New Route a short & descriptive name ▫ Click OK▫ The new route appears in the list with a *

Managing Advanced Routes Continued• Click the Initiate Tab

▫ Choose one or more actions that wouldinvoke or trigger this route to work: When a call is received When an instant message is received (via PCC)

• Click the Conditions Tab▫ Choose one or more call filters and

further refine by clicking the underlined link Example: Choose

Specific Day/Time Ranges to route during Business hours or off hours

Managing Advanced Routes Continued• Click the Outcome Actions Tab

▫ Choose one or more actions you want to occur when these conditions are met: Ring your devices or numbers

Then Route to voicemail Send straight to voicemail

Managing Advanced Routes Continued• Click the Exceptions Tab

▫ Choose one or more conditions when this route should not apply: From People in your Personal Address Book

Click links to further filter From People in your Global Address Book From Groups You have created From certain telephone numbers From anyone who does not give their caller ID (anonymous) When your presence is:

Unavailable on Vacation Unavailable Busy Unavailable Offline Active on the Phone

▫ Read through the details at the bottom to make surethis is how you want calls routed

▫ Click OK to save this route

Configuring MeetMe Conferencing• To host MeetMe Conferencing Calls you need to setup your Moderator PIN • Click Preferences / Meet Me Conferencing / PIN

▫ Click Apply to save your changes• Click Preferences / Meet Me Conferencing /

Preferences▫ Lists your Join Access Code▫ Enable Fast Start – allows people to join your

conference before you join▫ End Conference When Chairperson Disconnects▫ Send IM when I am the Chairperson▫ Email Address to send recordings▫ Join/Leave Settings

• Click Apply to save changes

• *Conferencing is included in your monthly service

Accessing the Voicemail Web Portal▫ Open ANY web browser and enter the following URL:▫ http://imm.razorline.net:8082/VXView

• Add this address as a bookmark or favorites in your web browser to easily access

Logging Into The Voicemail Portal

▫ Enter your Account▫ Use your 10-digit

phone number▫ Enter Your PIN▫ Use pin number: 1111

▫ Click Login

Navigating the Mailbox

UnreadMessages

Bolded

Message Transcribed as

Text

Message EnvelopeSelect Messagefor Deletion, Mark as Unread, Re-Save

Use to Select All or Deselect All

Click to Select Unread or All

Voice MessageClick to Hear It

Message Aging

Message Length

Click to Sort By

Changing Your PIN▫ Click Settings▫ Click Change PIN▫ Enter your Current PIN

to authenticate the change▫ Enter your new PIN twice▫ Click Save to apply

Changing Your Voicemail Preferences▫ Click Settings▫ Click Preferences▫ Customize your Options▫ Your name▫ Time zone▫ Include in Company Directory▫ Language▫ Message Playback Order▫ Play Envelope Info▫ Confirm Deletion▫ Subscriber Transfer Example:

Press 1 to Ring My Mobile

▫ Etc.• Click Save

Email & Voice Call Notifications▫ Click Notification▫ Click Set Up Notification▫ For Email Notification:

▫ Enter the Email Address that you want to send your voice mail messages to

▫ Click Add Attachment to include the audio file as an attachment

▫ Enter Subject of email so you can find them easier

▫ Optional enter Body of message• For Voice Call Notification:

▫ Choose SIP Address orTelephone Number

▫ Enter destination to call when a new message arrives▫ Click Save to apply the changes

Notification Preferences▫ Click Notification▫ Click Activate Notification▫ Click Pause ALL if you are

going on vacation or long holiday and do not want to be notified

▫ Select Notification for:▫ Voicemail or Fax to see options

• Configure your Preferences for:▫ Notification through email▫ Notification through phone▫ Notification through Phone▫ When I receive an URGENT

message▫ When I receive a message from certain people

• Click Save to apply changes

Modifying Your Greetings▫ Click Settings▫ Click Greetings and

Name Announcements

▫ Set Which Greeting is Active▫ Generic/System▫ Extended Absence▫ Busy/No Answer

▫ Play, Upload and Remove Greetings

▫ Enable/Disable Greetings▫ Click Save to Apply any

changes you make

QUESTIONS?