Welcome to the guide on getting started with the CommPeak Cloud PBX for agents!

Here, we will walk you through the basics of using the Cloud PBX, from logging in to the system and resetting your password to understanding the workspace.

Launching Cloud PBX

To access your account, log in to the system directly from your browser. Your manager will send you the login link, your username, and a temporary password.

The system will ask you to create a permanent password upon your first login:

If two-factor authentication is enabled for your account, check 2FA login steps.

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NOTE

If you can't remember your password, click Forgot Password? on the login screen. Then submit your username or email to reset the password.

Agent Workspace

After logging in, you will automatically be directed to the agent's workspace.

Main Page

Your workspace is simple and easy to use. The following image shows it together with the built-in softphone, which opens in a pop-up window.

1. The Cloud PBX icon and the menu. Clicking the Cloud PBX icon on any page will return you to the main page.

2. The navigation search bar. You can learn how to use search from this article.

3. Your state controls in the top right corner:

   • Hover over the wifi sign to check the quality of your Internet connection.

   • Hover over the avatar icon to check your extension and domain or log out.

     

4. Your dashboard. Learn how to use and customize it from this article.

Recent Calls Page

This page is made to check your last 30 calls. To go there, select Workspace > Recent Calls.

By default, all 30 calls are displayed here. However, you can apply multiple filters to see specific calls.

Getting Help

Submit a support ticket or contact your manager for more information.