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QVOICE Platform Onboarding

Step 1: Discovery Call

The onboarding process begins with a discovery call between the customer/partner and the QVOICE Platform team. This step ensures alignment on goals, requirements, and the roadmap for successful migration.

 

Step 2: Customer/Partner Responsibilities

To facilitate the setup, the customer or partner must provide the following:

Existing Invoice: 

  • Share a copy of the latest invoice from the current service provider.
     

User Details Spreadsheet: Complete a provided spreadsheet containing the following details for each user:

  • First Name
  • Last Name
  • Extension Number
  • Phone numbers mapped to users
  • Main Phone numbers
     

IVR Prompts and Greetings:

  • Provide pre-recorded audio files for Auto Attendant (IVR) greetings or scripts for the QVOICE Platform team to record.
     

Phone Details:

  • Provide MAC addresses of all current phones.
  • Specify the phone manufacturer and model for each device.
     

 

Step 3: QVOICE Platform Team Responsibilities

Once the customer provides the necessary information, the QVOICE Platform team will handle the following tasks:

Customer Account Creation: 

  • Create a new customer account on the QVOICE Platform platform.

User and Extension Setup: 

  • Configure users and their extensions based on the provided spreadsheet.

User Invitations: 

  • Send platform invitations to all users, enabling them to log in and access the system.

IVR Configuration: 

  • Upload or record provided prompts and set up Auto Attendant greetings.

Temporary Testing Number:

  • Assign a temporary phone number for testing purposes.

Configuration Document: 

  • Provide a detailed document outlining configuration details, including setup instructions and credentials.
     

 

Step 4: Joint Responsibilities (Customer + QVOICE Platform Team)

To complete the onboarding process, the following collaborative steps are required:

Phone Migration:

  • Work together to migrate existing phones to the QVOICE Platform platform.

Number Forwarding:

  • Forward existing phone numbers from the current provider to the temporary testing number provided by QVOICE Platform.

 

Final Notes


This structured approach ensures a seamless transition to the QVOICE Platform platform, minimizing downtime and maximizing efficiency.
A typical transition takes between one or two weeks depending on the customer engagement.