Configuring a Device and Logging in to MicroSIP Softphone

Step-by-step guide to registering in MicroSIP softphone.

To make calls via your PBX, you must register the necessary extension (device) in a softphone application or an IP phone.

If the device is a fixed one, at this point, the agent is ready to make calls. For ad hoc devices , you should also be able to log the agent into the softphone/IP phone.

If you want more information about device types, please refer to the Devices article.

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NOTE

To demonstrate the steps where a softphone application is required, we will use MicroSIP, an application available for Windows. This is third-party software used for illustration only.
Instead, you can use Zoiper or any other softphone available for download.

Below are the steps needed to start making calls for fixed and ad hoc devices.

Configuring a Fixed Device

  1. In PBX Stats, go to Configuration > Devices.

  2. You can find the device you want to register in the softphone: you will need its credentials.
    To find out the password:

    1. Click Reset Password in the Password column and proceed.

      Screenshot of the **Configuration > Devices** tab: \*Reset Password\*\* option

      Configuration > Devices tab: *Reset Password** option

    2. Copy the password in the following window.

      Screenshot of the New password screen

      New password screen

  3. Start your MicroSIP application and then click the down arrow button to configure it.

    Screenshot of the MicroSIP application dialpad

    MicroSIP application dialpad

  4. Click Add Account.

    Screenshot of the **Add Account** option

    Add Account option

  5. In the next window, enter your PBX data as follows:

    • Account Name: name your account in MicroSIP

    • SIP Server: your PBX domain

    • Username: your device name in PBX Stats

    • Domain: your PBX domain

    • Login: your device name in PBX Stats

    • Password: your device password in PBX Stats

      Screenshot of the PBX Stats **Account** form

      PBX Stats Account form

  6. Click Save.
    Now your agent can log in to the agent workspace and make and receive calls.

Configuring an Ad Hoc Device and Logging in an Agent

First, take the steps needed for a fixed device described in the previous section. This time, register your ad hoc device.

After that, proceed as follows:

  1. In PBX Stats, go to Configuration > Agents.

  2. Find the agent who will be using the previously registered device and take their login.

    Screenshot of the **Configuration > Agents** tab: **Login** and **Password** columns

    Configuration > Agents tab: Login and Password columns

  3. To find out the password:

    1. Click Reset Password in the Password column and proceed.

      **Configuration > Agents** tab: **Reset Password** option

      Configuration > Agents tab: Reset Password option

    2. Copy the password in the following window.

      Screenshot of the new password screen

      New password screen

  4. In your softphone, dial *11 to start the agent log-in process.

    Screenshot of the Softphone dialpad

    Softphone dialpad

  5. Dial the agent's login and then password using voice prompts, each followed with #.

    Screenshot of the screen with dialing agent's login and password

    Dialing agent's login and password

    You will hear a voice message informing you that the agent is logged in.

    Now, the agent is ready to make and receive calls.

  6. At the end of the shift, log out by dialing *12 on the keypad.