This article explains how to order a new PBX by providing answers to a series of questions in your CommPeak Portal account. You'll be asked to enter key information such as:

• PBX name and size
• Location, DID Numbers, and software for making calls
• Technical configuration
• Customizations.

Once submitted, your request is reviewed by the CommPeak support team, who will provision and configure the PBX for you.

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NOTE

Ensure that you have sufficient account balance to cover PBX setup costs, DID numbers, and any call charges. If the balance is too low, the PBX request will be saved as draft and not subitted:

Ordering a PBX

To start ordering a PBX:

1. In the CommPeak Portal, expand Cloud PBX in the main menu on the left. Then click PBX Instances.

2. Click Order PBX Instance in the top-right.

   

Submit the required information by completing the following steps.

Step 1: Setup

1. Enter a PBX name that reflects your company's activities and avoid using generic names unrelated to your organization.

   

2. Choose the number of agents who will be operating on this PBX.

   

3. Select the PBX size based on the expected number of calls. Contact support if you require a larger size.

   

   ❗️Exceeding the recommended call capacity for the chosen package may affect the call quality.

4. Click Save and continue.

Step 2: Call Center and Location

1. Choose your call center region.

   • If you know your region, select it from the drop-down list

   • If not sure which region to select, run a speed test:

     1. Click Speed Test.

        

     2. The test will open in a new tab. When completed, click Share and copy the link.

        

     3. Then paste it to share the result.

        

   ❗️Using a VPN may affect call routing. Using shared VPN IPs across call centers can impact the reported location, potentially requiring adjustments to PBX numbers or settings.

2. Decide which DID numbers you wish to use.

   • You have the option to order DIDs from CommPeak. Add countries and choose the number of DIDs.

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     NOTE

     DID number usage requires that you create and verify an identity.

   

   • If you plan to use DID numbers from providers other than CommPeak:
     • Verify DID numbers for outbound calls
     • For inbound calls, contact support.

3. Select whether you plan to call the displayed countries.

   

   ❗️In some countries, regulations may require specific numbers to be used as Caller IDs or place restrictions on their use.

4. By default, CommPeak Softphone will be configured to make calls. Optionally, specify whether you wish to use a third-party softphone (such as Zoiper, Bria, or MicroSIP).

   

5. Click Save and continue.

Step 3: Technical Configuration

1. Provide the IP address you will use for accessing the PBX. Alternatively, you can provide it later (select the checkbox).

   

   ❗️For better security, consider using static IP addresses from your ISP or VPN provider. They allow for precise access control. In contrast, dynamic IPs change over time and require broader access permissions, which can increase security risks.

2. Specify a PBX type:

   • Default or

   • Customized - you will be prompted to provide additional details in the next step.

     

3. Provide and verify an email address to which we will forward voice recordings. After you click Verify, a message with an OTP code will be sent to it. Enter the code to complete the verification.

4. Select voice recording options by uploading a greeting file or allowing the system to generate one for you.

• Upload an audio file for a greeting. Choose the file on your computer and click Open.

  

• If you don't have any audio file for voicemail, click Generate for me, select a voice, and enter the text. Then click Generate. The system will convert it to audio.
  ❗️Make sure to include your company name in the greeting text.

  

5. If you want to integrate Click2Call into your CRM, select the corresponding option and provide your CRM's IP address.

   

6. Provide any additional information about your PBX not covered by the questions.

   

7. Finally, click Place your PBX order.

   ❗️If you selected the Customized option in step 9, click Save and continue to proceed to step 4.

Step 4: Customizations

If you need a customized system, answer additional questions:

1. Describe custom rules for inbound calls.

   

2. Describe your custom rules for outbound calls.

   

3. Provide any additional information about your PBX not covered by the questions.

   

4. Click Place your PBX order.

PBX Requests

Once you've ordered your Cloud PBX, you can track the status of your request in the PBX Requests section:

• Draft: You started the questionnaire but haven’t completed all the steps. Click Edit to renew the process.

• Pending: The PBX request has been submitted and is being processed by the CommPeak support team.

  

Completed requests will appear below in PBX Instances.

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NOTE

PBX setup may take up to two business days.