Platform · Portal

The control room for your phone system.

Extensions, menus, groups, schedules, greetings, phones, numbers, texting, users, billing and compliance, changed by you from any browser and live in seconds. No ticket, no waiting, and a person a call away when you would rather we did it.

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What it does

The whole phone system, one portal.

No second console and no vendor to call for the other half. Every piece of the phone system is one page, and every page is yours to change.

The dashboard

Today at a glance. The calls so far with the busiest hour, the missed ones, the live calls, and a search over the whole account.

Extensions

The people and the numbers they ring on. Add several at once, each with an email and a phone, and every feature on its card.

Menus and queues

Open, closed and holiday menus, hunt groups with their ring order, and call centers with their agents and their hold music.

Greetings and hours

Reusable schedules attached to anything. A greeting recorded in the browser, uploaded, or typed and read by a voice.

Phones and numbers

A phone added by its MAC sets itself up. Numbers bought or ported in, the caller ID name on each, and the ports in progress.

Users and access

Logins with the areas each may open, and a scope held to a department or a queue. Or a reports-only login.

Billing and compliance

Every invoice, a statement and a pay link. The HIPAA agreement accepted online, and the access log kept six years.

Ask AI, in beta

Ask in plain words who has a number, why a call went where it did, or what changed this week. It answers from your account.

The portal’s pages

Five pages, as your administrators see them.

The same pages the office uses to run your account, with every change live the moment you save it.

Dashboard

It opens to today.

Before you click anything, you know whether the office is alright.

The calls so far, the busiest hour, the missed ones and the voicemails.
The live calls as they happen, and one sentence on the day.
A search over the whole account, a person, a number, a greeting, a setting.
Quick actions for the things an office does most.

An extension

One person, one page.

Everything about a seat on one page, with today across the top.

The calls today, answered, missed and the voicemails, with the average.
Who they talked to today, and where their calls come from.
Settings, voicemail, phones and apps, each on its own tab.
A feature added from the panel shows its card, and nothing else.

A menu

An auto attendant’s page shows the day’s callers key by key.

Open, closed and holiday menus, each with its greeting and its keys.
The schedule decides which menu plays, and a holiday needs nobody.
How many reached the menu, went on, left a voicemail or hung up.
A greeting recorded, uploaded, or typed and read by a voice.

A login

Every login is given the areas it may open, and a scope when you want one.

Basic, advanced, reports or extension only, the type sets the start.
Feature access by group, and recordings as three permissions of their own.
A scope held to a department, a queue or named extensions.
Email reports per login, daily or weekly, with a spreadsheet.

Settings

The policies, set once.

The company’s own page, with the defaults every extension inherits.

Recording for every extension, the new ones included, in one switch.
Google and Microsoft sign-in for the portal and the apps.
Departments, which a login’s scope and a report can follow.
One blocked list for calls and texts, on every number.

What offices use it for

One portal, a different setup in every office.

Every one of these is the portal as it ships, set up by the office itself, with the logins shaped for the people who run it.

Home care

The region’s coordinator

A coordinator’s login is held to the region’s department, so it sees that region’s calls and manages its extensions and nothing else, and the office hours schedule closes the menu at six.

Healthcare

The agreement, online

The practice accepts the Business Associate Agreement on the Compliance page, which switches HIPAA mode on, and the front desk’s login sees the calls without playing a recording.

Real estate

A number per building

Each building has its number, its greeting typed and read by a voice, and the holiday menu set once on the Schedules page, so the office closes for the holiday without a call to anyone.

Retail

The new cashier

A new cashier is an extension added with a phone by its MAC, the store hours schedule drives the open and closed menus, and the manager’s login sees the whole store, billing included.

Accounting

Tax season, scheduled

Tax season gets its own schedule and a queue with hold music in parts, the partner’s login is held to billing and reports, and a greeting changes in the browser in a minute.

Community

The holiday calendar

The office’s numbers each ring the right desk, the organization’s holiday schedule closes the menus for every date at once, and the board’s reports login sees the calls and nothing else.

Why it is different

Changes happen the moment you save.

Most phone systems take a ticket for every change and a day to make it. Ours is a page you open, and the office is a call away for the rest.

The usual way

A ticket for every change.

A greeting changed by emailing a file and waiting.
A new hire set up by the provider, next week.
The holiday menu switched on by a call to support.
One login for the whole office, or none at all.
The bill in a PDF, the agreement on paper.

The Vocatech way

The control room, yours.

Every page of the phone system, changed by you, live in seconds.
A new extension with its phone and its login, in one form.
Schedules and holidays set once and attached to anything.
Logins with the areas and the scope each one needs.
A person a call away when you would rather we did it.

How it starts

Three steps, and the account is yours to run.

We build it with you, and from then on every page is yours. A person walks you through it on a Webex call and sets up your logins the way you want.

01
We build the account
Your extensions, menus, groups and numbers, set up with you on a Webex call, and the first logins created for the people who will run it.
02
Sign in
Any browser, with a password an administrator sets, or Google and Microsoft when your company turns them on. One login can hold several companies.
03
Change anything
A greeting, a key on the menu, a forward, a new seat. Saved, it is live in seconds, and the office is a call away for the rest.

Straight answers

What offices ask about the Portal first.

“Do we have to use the portal?”

No. Call, text or email the office and a person makes the change for you the same day. The portal is there when you would rather do it yourself, and most offices do both, the small changes themselves and the rest by a call.

“How fast is a change live?”

Seconds. The portal writes to the phone system directly, with no queue and no review. A greeting, a key on the menu, a forward, a schedule or a new extension takes effect as soon as you save, on the next call.

“Can I sign in with Google or Microsoft?”

Yes. A company can turn on Google or Microsoft sign-in for the portal and for the Webex app, for an email that already belongs to a login. Otherwise a login has a password that an administrator sets on its page.

“Who can see what?”

Every login is given the areas it may open, and it can be held to a department, a queue or named extensions. Playing recordings, reading summaries and reading transcripts are three separate permissions on the login.

“Where do I pay the bill?”

On the Billing page. Every invoice as a PDF, a statement with every payment, a card or a bank account on file, and a secure pay link in every invoice email. A card update link goes out when a card is about to expire.

“What about HIPAA?”

The Compliance page holds the Business Associate Agreement. An authorized person accepts it there at no charge, which switches the account into HIPAA mode and lists the channels to keep off. The access log is kept six years.

“Can I add a phone myself?”

Yes. On the extension’s Phones tab, pick the family and type the phone’s MAC, and the phone sets itself up when it is plugged in. The first phone is the primary, and later ones share the line with it.

“Can one login hold several companies?”

Yes. A login with more than one office or company lands on a picker when it signs in, and each company keeps its own numbers, menus, schedules and scope. One password, or one Google account, for every location.

“What if someone forgets their password?”

An administrator sets a new one on the login’s page. The current password cannot be read back by anyone, and there is no forgot-password link, so the reset is a person’s decision rather than a form on the sign-in page.

“Can I set the holiday menu myself?”

Yes. A holiday schedule on the Schedules page, with every date you close, and the Holiday tab on the menu with its own greeting and keys. On the day, the holiday menu plays by itself and the open one comes back after.

One service, eight parts. Everything on this page runs on the same phone system, is set in the same portal, and lands in the same Reports.

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