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Getting Started Guide

How To Get Up & Running With Your Unitel Account

Step 1: Get To Know Unitel

Unitel Intro

Every business is different that’s why we built a phone system that can be customized to suit your unique needs. Get an idea of what Unitel is, how it works, and what it can do for your business.

Unitel Intro

Every business is different that’s why we built a phone system that can be customized to suit your unique needs. Get an idea of what Unitel is, how it works, and what it can do for your business.

Account Tour

Curious to look under the hood? Familiarize yourself with your account’s settings and navigation. Once you get the lay of the land, setting up your phone system will seem a lot less complicated.

Account Tour

Curious to look under the hood? Familiarize yourself with your account’s settings and navigation. Once you get the lay of the land, setting up your phone system will seem a lot less complicated.

Step 2: Learn The Core Features

Build Extensions & Invite Users

How to set up and assign your phone system’s extensions: Employee Extensions (Users)Department Extensions (Groups), and Dial-By-Name Directory

 

 

Build Extensions & Invite Users

How to set up and assign your phone system’s extensions: Employee Extensions (Users)Department Extensions (Groups), and Dial-By-Name Directory

Set Up & Record Greetings

How to set up and record your phone system’s greetings: Main GreetingAfter-Hours Greeting, and Voicemail Greetings.

Set Up & Record Greetings

How to set up and record your phone system’s greetings: Main GreetingAfter-Hours Greeting, and Voicemail Greetings.

Set Up Devices & Login

How to set up the Office mobile app, softphones, and IP-phones so your team can make audio and video calls, instant message, and see who’s available or who’s busy.

⚠️  Note: Your devices use a login that sync’s them to each user’s employee extension. This login is different than the master login created at signup.

Set Up Devices & Login

How to set up the Office mobile app, softphones, and IP-phones so your team can make audio and video calls, instant message, and see who’s available or who’s busy.

⚠️  Note: Your devices use a login that sync’s them to each user’s employee extension. This login is different than the master login created at signup.

Step 3: Choose How To Handle Calls

Setup #1

Greeting with Dept. & Employee Extensions

How to set up a main greeting with a menu for department and employee extensions, and use your dial-by-name directory and after-hours greeting to give your callers the best possible customer experience.

Setup #1

Greeting with Department & Employee Extensions

How to set up a main greeting with a menu for department and employee extensions, and use your dial-by-name directory and after-hours greeting to give your callers the best possible customer experience.

Setup #2

Greeting with No Department Extensions

How to setup a professional main greeting that forwards callers on to yourself or team.

Setup #2

Main Greeting with No Department Extensions

How to setup a professional main greeting that forwards callers on to yourself or team.

Setup #3

Simple Call Forwarding To A Number

How to deactivate your main greeting and simply forward your Unitel number directly to another phone number (or group of numbers).

Setup #3

Simple Call Forwarding To A Number

How to deactivate your main greeting and simply forward your Unitel number directly to another phone number (or group of numbers).

Setup #4

Simple Call Forwarding To Mobile App

How to deactivate your main greeting and simply forward your Unitel number directly to your mobile app.

Setup #4

Simple Call Forwarding To Mobile App

How to deactivate your main greeting and simply forward your Unitel number directly to your mobile app.

Setup #5

Simple Call Forwarding To Voicemail Box

How to deactivate your main greeting and simply forward your Unitel number directly to voicemail.

Setup #5

Simple Call Forwarding To Voicemail Box

How to deactivate your main greeting and simply forward your Unitel number directly to voicemail.

Need More Help?

Email us at [email protected] or call us at 855-888-6423

Help Desk

Visit Our Help Desk

Visit our Help Desk to learn more about Unitel and search our FAQ knowledge base.

Free Professional Recordings from Voice Talent Studio

Order a Recording

Order a professional recording from our voice talent studio to give your callers a great first impression.

Setup Session

Book A Setup Session

Schedule a call with a customer success expert who’ll personally help you get up and running.

Feedback

Give Us Your Feedback

Please tell us about your experience. Good, bad, or ugly, we’d love to hear from you!