User Guide
This article will help new Users get started with Aptela service. Log into my.aptela.com and change your default password and Voicemail PIN. Check your email for your login credentials Record your Name Prompt and Voicemail Greeting Set up your Find Me List if you wish to have your mobile or an ...
- User Dashboard Overview
To view a video tutorial of the User Dashboard, click here. The Aptela User Dashboard is broken into 4 main sections: Active Calls Room Find Me List Company Phonebook New Alerts Active Calls Room This area displays a real-time view of active phone calls. You can: Place call on hold: put cal ...
- How to Change Outbound Caller Number for Users
Outbound Caller ID has two components: a phone number and a name. Name: To change the name, your account administrator must submit an account change ticket. Please specify the phone number and a 15 character maximum caller ID name that you wish to use. Listing changes are subject to a change ...
- Toll-Free Number as Outbound Caller ID
An Outbound Caller ID can be customized for user extensions. Users may select any active number associated with the account, including a toll-free number. The most common use case is an outbound call center who wants to display their inbound toll free number for a product/service as their Outbo ...
- How to Use My Mobile Voicemail Instead of Aptela Voicemail
If you wish to have unanswered calls go to your mobile phone voicemail instead of your Aptela voicemail, you can set up this rule in the "Call Preferences" section. NOTE: Aptela features, including the Aptela Anywhere Menu and Call Recording, are not available for calls that are transferred to n ...
- How to import contacts
Users can import existing contacts from an electronic address book into their Aptela address book. If you haven’t already done so, please export your existing contacts from the electronic source to a CSV file before proceeding. To import contacts: Log into your user account: my.aptela ...
- What if I forgot my login password, user name, security answer or Client ID?
Forgot Password If you forgot your Aptela account password, go to the login page and click Forgot your password under the Log In button. Complete the Password Request form using your company email address. Aptela will email you a new temporary password. The next time you log into your account, ...
- Call Screening
The Aptela system offers several options to screen an incoming call, allowing a User or a Department Member to decide how or whether to answer it. If an extension is enabled for Call Screening, the User will hear a brief announcement before being connected to the call. Depending on the extens ...
- Setting up Inbound Caller ID: Users and Departments
User and Department extensions can set a custom Inbound Caller ID if the admin has opted to allow extensions to override the account-wide setting. By default, all incoming calls will display the account-wide Inbound Caller ID setting established by the account administrator. If, however, a call ...
- How Users Customize On Hold Music/Messages
To play a custom message or music while callers are on hold for a User: Login to www.aptela.com/my-account Click on the My Account tab Click on the Call Preferences tab Under the Audio Preferences section, look for Custom Hold Music Select the Change button Recording options include: Recor ...
- Voicemail PIN
The Voicemail PIN enables the user to navigate the Aptela voicemail menu to access new voicemail messages or setup/change the voicemail greeting and name prompt. The default Voicemail PIN is set by the account administrator. To change the Voicemail PIN: Log into my.aptela.com Click My Account ...
