Connection guide
VoIP and Cloud Phone Systems
General steps for Nextiva, Vonage, 8x8, Zoom Phone, Dialpad, Grasshopper, and similar services.
Sign in as an administrator.
Complete this step before moving forward.
Find call forwarding, routing rules, answering rules, hunt groups, or auto attendants.
Complete this step before moving forward.
Choose all calls, unanswered, busy, after hours, or overflow.
Complete this step before moving forward.
Enter the Agent number, save, and test.
Complete this step before moving forward.
Important: Provider interfaces change. Use this as a map and follow the current provider instructions.
Activation checklist
Test before you rely on it.
Call externally
Use a phone that is not part of the business system.
Check the summary
Verify caller identification, reason, urgency, and recipients.
Restore the original flow
Document the disable method before final launch.
We will walk you through it.
Telephone forwarding assistance is included in launch.