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Cloud PBX (AICloudPBX)

Where it is: Home → Your apps → AICloudPBX (at the top of the screen the module shows as Cloud PBX) Address: /app/modulos/aicloudpbx

What it is for

The phone number your business already has with us (the Contact Tracking one) now rings for several people at once. Each person who answers is an extension: someone on the computer, answering right here in the panel with nothing to install, or a mobile number.

You can also turn on a phone menu — the recording "for sales, press 1; for support, press 2". Each key takes the caller to the right group of extensions, or to the AI agent, if your business has AI Phone Support.

And if nobody answers? Extensions ring for 20 seconds and the call goes to the business's main mobile, the same one that received calls before. No customer is left unanswered.

The three tabs

Phone

This is the phone inside the panel. Whoever is a computer extension opens this tab and keeps it open. The first time, the browser asks to use the microphone — just allow it. When someone calls, the screen rings and shows the caller's number; click Answer, talk with your headset or computer microphone, and click Hang up at the end.

Extensions

Here you choose how many extensions you want and add who answers:

  1. Under Extensions, pick the quantity and click Get extensions (or Change quantity, if you already have some). Each extension is billed monthly.
  2. Under New extension, give it a name (e.g. Sales – Ana), choose whether the person answers on the computer (and who they are on the team) or on a mobile (and the number with area code), and click Add extension.
  3. In the list, the On checkbox pauses an extension without deleting it — handy when someone is on vacation.
  1. Check Menu on for this number.
  2. Write the greeting (e.g. Hello, thanks for calling Silva Plumbing.).
  3. Click Add option for each key: write the option name (e.g. quote) and choose whether it rings extensions (and which ones) or goes to the AI agent.
  4. Check the Callers will hear box and click Save menu.

If the caller presses nothing, or a key that is not in the menu, all extensions ring — nobody gets stuck in the recording.

How to read the results

Calls answered by extensions show up in Contact Tracking, as before, with the source, the duration and the recording (if recording is on). Talk minutes come out of the same minutes balance.

Common questions

Do I need to install an app? No. Computer extensions use the Phone tab; mobile extensions get a normal call.

The Phone tab says I am not an extension. Ask whoever manages the account to create a computer extension with your name in the Extensions tab.

The browser does not ring. Make sure the Phone tab is open and the browser may use the microphone (the padlock next to the address shows it). Then reload the page.