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How to Setup your Account for Aptela Conferencing

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.
  1. Log in to www.aptela.com/my-account either as the User or as the Account Operator.
  2. Click on People.
  3. From the Directory tab, scroll to Directory Commands (lower right) and verify that “Conference Calling” is displayed.  You may also verify from the Departments tab by scrolling to the “Department Commands” section.
  4. If “Conference Calling” does not display, the feature has not been added to your account.  If the feature has not been requested for your account, the Account Operator must submit a support request at www.aptela.com/support/account-changes.
Below is an example of what users will see to confirm if the feature is enabled on the account.






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.

  • If the necessary departments are already on your account, skip this step.
  • To learn how to create a Department, click here.


Step 3:  Associate users to a Department
Only the “Inactive” and “Active” users of a department can host or join a conference via their SIP phone or the web portal.  Be sure that the necessary users are part of the department.

  • If the necessary users are already part of the department, skip this step.
  • To learn how to associate users to a Department, click here and scroll to "Users in this Department" step.


Step 4:  Add a Conference Block to your Call Tree
In order for callers to dial in to a conference bridge, your account call tree must provide an option for callers to select from.  For associated fees, Aptela can record and setup the Conference Block for you.  To request support from Aptela’s recordings department, click here.

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).
  • If you choose to connect callers directly to the bridge, select the department name from the “Conference” pick list
  • If you choose to allow callers to select the bridge, choose “Caller Selectable” from the “Conference” pick list.  This allows callers to access any conference bridge by entering the extension number and PIN (if required) provided by the conference organizer.  This is useful for companies who use multiple departments to host conference calls.  We suggest that the audio file be generic when using this “Conference” option (for example, “Press 7 to join a conference bridge”)
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:
  • Depending on the setup of your call tree, the access information participants use to access a bridge will vary:
    • If the “Conference” option on your call tree routes directly to the conference (department) and is not set to “Caller Selectable,” organizers must:
      • Provide callers with the conference PIN (if PIN is selected as required in the department.  See Step 5 below.)
    • If the “Conference” option on your call tree is set to “Caller Selectable,” organizers must:
      • Provide callers with the conference (department) extension number
      • Provide callers with the conference PIN (if PIN is selected as required in the department.  See Step 5 below.)


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. 

Note
s:
  • The Conference PIN is not the same as the PIN used to access your voicemail system.
  • Only the Account Operator can view if this box is checked or enable and disable the setting.
  1. Log in to www.aptela.com/my-account as the Account Operator
  2. Click on People
  3. Click on the Departments tab
  4. Click the name of the department you wish to require a conference PIN for
  5. The department's Edit page will open and the first section on this page is "Department Settings"
  6. Check the box next to Use conference PIN to require a conference PIN.  Uncheck to not require one.
  7. Enter and re-type the new Conference PIN.  This must be 4 digits.  We suggest you assign a new PIN for every new bridge.
  8. Scroll to the bottom of the page and click Save (Important!)




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
  1. From any phone, dial your Aptela main phone number
  2. Enter your extension number and remain on the line until you are prompted to leave a voicemail message (to bypass the hold time, press # to go directly to voicemail)
  3. After prompted, leave the voicemail message with the audio you need to record. After you've recorded the audio, wait 1 second before disconnecting the call 
B)   Download the audio to your hard drive
  1. Log in to www.aptela.com/my-account as the Account Operator.
  2. By default, you will be on the Messages page
  3. Find Browse Folders located toward the bottom right of the screen.
  4. Use the dropdown to select the user's name where you left the voicemail.
  5. You will find your new voicemail highlighted in bold (this should be the voicemail of the audio prompt).
  6. Click on the Voice Mail under the Message column to listen to the audio.
  7. Using your mouse right click on the link "Click here to download the message" and Save the .wav file to your hard drive.
  8. Name the .wav file so you can identify it when you upload it.

C)   Upload the audio
  1. Logged in as the Account Operator, click on Settings from the Navigation Bar.
  2. Under "Call Tree Settings," click on Company Name Audio.
  3. Browse for the audio file you saved to your hard drive.
  4. Next to Use Custom Company Name Audio click Yes.
  5. Click Save.

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