How to Setup your Account for Aptela Conferencing
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Aptela Conferencing allows organizers to host conference bridges, enabling multiple callers and/or account users to join a conference call. This feature is useful for companies who need to host meetings amongst multiple people via phone calls. It is also recommended for companies who enjoy the advantages of hosting conference bridges via a single service provider. Be sure to read the "Important Notes" on the Getting Started page before using Aptela Conferencing. Step 1: Verify that Conferencing is setup for your account Note: if you are currently logged in to the web portal, you will need to log out then log in again.
![]() Step 2: Create a Department To use Aptela Conferencing, your account must have at least one department. The department may be one that currently exist on the account. You may also add departments solely dedicated for conferencing. The department is used to host conferences. If you need to host multiple conferences, we recommend adding multiple departments.
Step 3: Associate users to a Department
Step 4: Add a Conference Block to your Call Tree 1. Log in to www.aptela.com/my-account as the Account Operator 2. Click on Call Tree 3. On your "Business Hours" call tree, click on Main Menu 4. Scroll down to Menu Block Items 5. From the Add Block to Menu pick list choose Conference Block and select Add 6. Enter the Block Name (e.g. Conference Bridge) 7. Enter the Key (this is the number callers will select from the call tree menu when calling in) 8. Browse for audio file from your hard drive (the audio format must be 8kHz, 8-bit, Mono wav) 9. Choose how to connect the caller from the Conference pick list. You may choose to connect callers directly to the bridge, or you may allow callers to select the bridge they wish to join (see example screen shot below).
10. Click Save to save changes 11. Click Publish to activate the changes ("Publish" will display to the lower left of the screen after clicking "Save") 12. If your company uses an Off Hours call tree and wishes to add a conference block to it, repeat the above steps for your "Off Hours" call tree. The below example shows the different options from "Conference" pick list. ![]() Notes:
Step 5: Choose whether to require a PIN in order for participants to join a bridge. This is optional. Participants calling in to the bridge via the call tree menu can be prompted to enter a PIN or not. This is useful for security reasons, ensuring that the invited participants are the only members on the bridge. Notes:
![]() Step 6: Record your company name audio. This is optional. Account Operators can record and upload a custom audio that will play when conference organizers invite someone via the web portal or when users join a bridge via the web portal. If no custom audio is established, participants who join or are invited via the web portal will hear "Aptela" when answering their phone. Note: The audio format for Aptela must be in the following format: WAV File (.wav), 8kHz, Mono, 8-bit. Following the below instructions guarantee the proper format. A) Record your company name
C) Upload the audio
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