How To Guides
From VoIP.ms Wiki
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| + | | style="text-align: center;" | | ||
| + | <div style="font-size: 2.8em; font-weight: 200; color: #1e293b; margin-bottom: 15px; letter-spacing: -2px;">How-To Guides</div> | ||
| + | <div style="font-size: 1rem; color: #64748b; margin-bottom: 15px;"> | ||
| + | Step-by-step guides for getting things done with VoIP.ms. | ||
| + | </div> | ||
| - | = | + | <div style="font-size: 0.9rem; color: #94a3b8;"> |
| + | '''[https://wiki.voip.ms/article/Guide_g%C3%A9n%C3%A9ral 🇨🇦 Français]''' • '''[https://wiki.voip.ms/article/Gu%C3%ADa_General 🇲🇽 Español]''' | ||
| + | </div> | ||
| + | |} | ||
| - | + | __TOC__ | |
| - | + | = Getting Started = | |
| + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | ||
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | [[ | + | * '''[[Getting_Started|Full Getting Started Guide]]''' — Account setup, funding, DID, subaccount, and first call walkthrough |
| + | * '''[[Getting_Started_for_Residential_Users|Getting Started — Residential]]''' — Setting up a home phone replacement | ||
| + | * '''[[Getting_Started_for_Entrepreneurs_(1-2_Employees)|Getting Started — Solopreneurs (1–2 Employees)]]''' — Lightweight setup for individuals and micro-businesses | ||
| + | * '''[[Getting_Started_for_Small_Businesses_(3-10_Employees)|Getting Started — Small Business (3–10 Employees)]]''' — Multi-line setup for small teams | ||
| + | * '''[[Getting_Started_for_Growing_Businesses_(10%2B_Employees)|Getting Started — Growing Business (10+ Employees)]]''' — Larger deployments with queues, IVRs, and multiple locations | ||
| + | * '''[[Reseller_Detailed_Guide|Getting Started — Resellers & MSPs]]''' — Reseller account setup, client management, and white-label options | ||
| + | |} | ||
| - | + | = Account Management = | |
| - | == | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| + | * '''How to add funds''' — Go to [https://www.voip.ms/m/payment.php Finances → Add Funds]. Minimum deposit is $15 USD. | ||
| + | * '''How to set up auto-replenish''' — Go to Finances → Automatic Billing to top up automatically when balance drops below a threshold. | ||
| + | * '''How to check your balance and usage''' — Available on the [https://www.voip.ms/m/ Portal Home] and under Finances → Transaction History. | ||
| + | * '''How to generate an invoice''' — See [[Generate_invoice|Generate Invoice]]. | ||
| + | * '''[[Calculating_my_expenses|How to calculate your expenses]]''' — Understand your monthly costs. | ||
| + | * '''How to check a call rate''' — Visit the [https://www.voip.ms/m/rates/rates.php Rates section] in the portal. Search by country or phone number prefix. See [[Value_vs_Premium|Value vs. Premium routes]]. | ||
| + | * '''[[Account_Settings|How to configure account settings]]''' — Caller ID, restrictions, international calling, SIP password, and more. | ||
| + | * '''[[Finances|How to manage finances]]''' — Payments, transaction history, and billing details. | ||
| + | * '''[[Account_Verification|Account under review?]]''' — What to expect and what documents may be requested. | ||
| + | |} | ||
| - | + | = Phone Numbers (DIDs) = | |
| + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | ||
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | [[ | + | * '''How to order a DID''' — Go to [https://www.voip.ms/m/dids.php DID Numbers → Order DIDs] and select your area code or country. |
| + | * '''How to check if your number can be ported''' — Check at [https://voip.ms/m/didporting.php DID Numbers → DID Portability] in the portal, or contact [mailto:[email protected] [email protected]]. | ||
| + | * '''[[Porting_a_Number|How to port your number to VoIP.ms]]''' — Full guide to Local Number Portability (LNP). | ||
| + | * '''[[Manage_DID|How to manage and configure a DID]]''' — Routing, POP, voicemail, failover, and DID settings. | ||
| + | * '''How to route a DID to your device''' — Go to DID Numbers → Manage DIDs → Edit → Routing. Select your subaccount. Make sure the DID POP matches your registration server. | ||
| + | * '''[[Changing_DID_Billing_Plan|How to change a DID billing plan]]''' — Switch between per-minute and flat-rate plans. | ||
| + | * '''How to delete a DID''' — Go to DID Numbers → [https://voip.ms/m/didbilling.php DID Billing] and cancel. This cannot be reversed. | ||
| + | * '''How to port your number out''' — Start the request with your new provider. Contact [mailto:[email protected] [email protected]] with questions. | ||
| + | |} | ||
| + | = Devices & Configuration = | ||
| - | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| + | * '''[[Devices|How to configure a device or softphone]]''' — Hub for all ATA, IP phone, softphone, and PBX configuration guides. | ||
| + | * '''[[Sub_Accounts|How to create a subaccount]]''' — Each device needs its own subaccount credentials. | ||
| + | * '''[[Choosing_Server|How to choose the right server]]''' — Full server list with hostnames and IPs. Always match your DID's POP to your registration server. | ||
| + | * '''How to check if your device is registered''' — Log in to the [https://www.voip.ms/m/ Portal Home] and scroll to the bottom. | ||
| + | * '''[[Dialing_Codes|How to dial international numbers]]''' — Dialing codes and prefixes for all countries. | ||
| + | * '''[[Dialing_Rules|How to configure dialing rules]]''' — Set up dial patterns on your device or PBX. | ||
| + | * '''[[Caller_ID|How to set your outbound Caller ID]]''' — Configure in Account Settings (main account) or subaccount settings. Must be a valid 10-digit number for North America. | ||
| + | * '''[[CallerID_Filtering|How to filter incoming Caller ID]]''' — Block or redirect calls based on caller ID. | ||
| + | * '''[[Bulk_Import|How to bulk import configuration]]''' — Import multiple DID or subaccount settings at once. | ||
| + | |} | ||
| - | + | = Calling Features = | |
| + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | ||
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | + | * '''[[Voicemail|How to set up voicemail]]''' — Create a voicemail box and assign it to your DID or subaccount. | |
| + | * '''[[Call_Forwarding|How to set up call forwarding]]''' — Forward calls to any external number or SIP address. | ||
| + | * '''[[Digital_Receptionist_(IVR)|How to set up an IVR (auto-attendant)]]''' — Build a phone menu that routes callers to extensions, queues, or voicemail. | ||
| + | * '''[[Ring_Groups|How to ring multiple devices from one number]]''' — Ring several devices simultaneously or in sequence. | ||
| + | * '''[[Calling_Queues|How to set up a call queue]]''' — Route inbound calls to a pool of agents. | ||
| + | * '''[[Time_Conditions|How to route calls based on time of day]]''' — Send calls to different destinations depending on business hours. | ||
| + | * '''[[Call_Hunting|How to set up call hunting]]''' — Hunt through a list of numbers until someone answers. | ||
| + | * '''[[Call_Parking|How to park a call]]''' — Park an active call and pick it up from another extension. | ||
| + | * '''[[Call_Pickup|How to pick up a parked or ringing call]]''' — Retrieve calls from another extension. | ||
| + | * '''[[Callback|How to set up a callback]]''' — Let callers trigger an outbound call back to themselves. | ||
| + | * '''[[DISA|How to set up DISA]]''' — PIN-protected inbound dial tone for authorized outbound dialing. | ||
| + | * '''[[E911|How to set up E911]]''' — Register a physical address for enhanced 911 service. | ||
| + | * '''[[Call_Recording|How to enable call recording]]''' — Record inbound or outbound calls automatically or on-demand. | ||
| + | * '''[[Call_Transcription|How to enable call transcription]]''' — Automatically transcribe recorded calls. | ||
| + | * '''[[Custom_Music_on_Hold|How to set up music on hold]]''' — Upload custom audio for callers on hold or in a queue. | ||
| + | * '''[[Busy_Lamp_Field|How to configure Busy Lamp Field (BLF)]]''' — Monitor extension status and enable one-touch call pickup. | ||
| + | * '''[[SIP_URI|How to use SIP URIs]]''' — Route calls to or from any SIP address. | ||
| + | |} | ||
| - | = | + | = SMS & Messaging = |
| - | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | + | * '''[[SMS|How to enable and use SMS]]''' — Enable SMS on a DID, configure delivery, and send via portal, app, or API. | |
| + | * '''[[SMS|How to set up A2P / business SMS registration]]''' — 10DLC campaign registration for US business SMS. Contact [mailto:sms@voip.ms sms@voip.ms]. | ||
| + | * '''[[Virtual_Fax|How to set up virtual fax]]''' — Order and configure a fax number through the portal. | ||
| + | * '''[[Audio_Conferencing|How to set up audio conferencing]]''' — Host multi-party conference calls. | ||
| + | |} | ||
| - | + | = Security = | |
| - | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | + | * '''[[PBX_Security|How to secure your PBX]]''' — Best practices for preventing SIP fraud and unauthorized use. | |
| + | * '''[[General_Security|How to secure your VoIP.ms account]]''' — Account-level security settings and recommendations. | ||
| + | * '''[[Call_Encryption_-_TLS/SRTP|How to enable call encryption (TLS/SRTP)]]''' — Encrypt SIP signaling and audio between your device and VoIP.ms servers. | ||
| + | * '''[[Firewall|How to configure your firewall for VoIP]]''' — Port requirements and firewall settings for SIP and RTP. | ||
| + | * '''How to restrict international calling''' — Go to Account Settings → Account Restrictions and set spending limits and call duration caps. | ||
| + | * '''How to enable IP Authentication on a subaccount''' — Lock a subaccount to a specific IP address to prevent unauthorized registration. | ||
| + | * '''[[TOTP_Authentication|How to enable two-factor authentication (TOTP)]]''' — Add 2FA to your portal login. | ||
| + | |} | ||
| - | = | + | = Troubleshooting = |
| + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | ||
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | + | * '''[[Registration_issue|My device won't register]]''' — Credentials, servers, SIP ALG, firewall, 403 errors, intermittent drops. | |
| + | * '''[[Troubleshooting_Outgoing_Calls|My outbound calls aren't working]]''' — Diagnosing failed outbound calls. | ||
| + | * '''[[DID_Troubleshooting|My incoming calls aren't arriving]]''' — DID routing, POP mismatch, and inbound troubleshooting. | ||
| + | * '''[[Call_quality_issues|I have audio problems]]''' — One-way audio, echo, silence, codec issues. | ||
| + | * '''[[Easy_Troubleshooting_Steps_for_Common_Networking_Issues_Impacting_VoIP_Telephony|Networking issues affecting VoIP]]''' — Common router, ISP, and network problems. | ||
| + | * '''[[Diagnose_VoIP_Connectivity_Problems|How to diagnose VoIP connectivity problems]]''' — Step-by-step network diagnostics. | ||
| + | * '''[[SMS|My SMS isn't working]]''' — Sending, receiving, carrier filtering, A2P registration. | ||
| + | * '''How to use the echo test''' — Dial '''4443''' from any registered device. Free, no balance required. Confirms registration and two-way audio. | ||
| + | * '''How to check your CDR for failed calls''' — Go to [https://www.voip.ms/m/main.php CDR and Reports]. If a failed call doesn't appear there, the issue is on your device or network side. | ||
| + | |} | ||
| + | = Microsoft Teams Integration = | ||
| - | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| + | * '''[[VoIP.ms_Teams_Connector|How to connect VoIP.ms to Microsoft Teams]]''' — The VoIP.ms Teams Connector for Direct Routing. | ||
| + | * '''[[Anynode|How to use Anynode as an SBC for Teams]]''' — Session Border Controller for Teams Direct Routing. | ||
| + | * '''[[Session_Border_Controllers|Session Border Controllers (SBCs)]]''' — Overview of SBC options for Teams and enterprise deployments. | ||
| + | |} | ||
| - | + | = API & Automation = | |
| - | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" | |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | * [[ | + | * '''[[API_Overview|How to get started with the VoIP.ms API]]''' — Authentication, endpoints, available methods, and code examples. |
| + | * '''How to enable API access''' — Go to Main Menu → SOAP & REST/JSON API in the portal. Set an API password, enable access, and whitelist your IP. | ||
| + | |} | ||
| + | = Deep Dives & Learning = | ||
| - | == | + | {| cellspacing="0" style="width: 100%; background: white; border: 1px solid #e2e8f0; border-radius: 12px; padding: 25px; margin: 20px 0; box-shadow: 0 2px 10px rgba(0,0,0,0.06);" |
| + | |- | ||
| + | | style="vertical-align: top;" | | ||
| - | + | In-depth articles on VoIP concepts and technology: | |
| - | + | * '''[[Deep_Dive_into_Codecs|Deep Dive into Codecs]]''' — How audio codecs work and which to choose. | |
| + | * '''[[Deep_Dive_into_Messaging|Deep Dive into Messaging]]''' — SMS, MMS, short codes, long codes, and A2P explained. | ||
| + | * '''[[Deep_Dive_Into_PoE_Troubleshooting|Deep Dive into PoE Troubleshooting]]''' — Power over Ethernet issues affecting IP phones. | ||
| + | * '''[[Deep_Dive_into_North_American_Numbering_Plan|Deep Dive into the North American Numbering Plan]]''' — How NANP numbers are structured. | ||
| + | * '''[[Back_to_Basics,_What_is_VoIP_and_How_Does_it_Work%3F|Back to Basics — What is VoIP?]]''' | ||
| + | * '''[[Back_to_Basics_-_What_is_an_ATA%3F|Back to Basics — What is an ATA?]]''' | ||
| + | * '''[https://wiki.voip.ms/article/Back_to_Basics:_What_is_an_IP_Phone%3F Back to Basics — What is an IP Phone?]''' | ||
| + | * '''[[Back_to_Basics_%E2%80%93_What_is_a_PBX%3F|Back to Basics — What is a PBX?]]''' | ||
| + | * '''[[Back_to_Basics,_What_is_a_Softphone_and_How_to_Leverage_It%3F|Back to Basics — What is a Softphone?]]''' | ||
| + | * '''[[Back-to-Basics:_What_Is_Communication_REST_API%3F|Back to Basics — What is a REST API?]]''' | ||
| + | |} | ||
| - | + | [[Category:Guides]] | |
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Latest revision as of 16:56, 13 March 2026
|
How-To Guides
Step-by-step guides for getting things done with VoIP.ms. |
Contents |
Getting Started
|
Account Management
|
Phone Numbers (DIDs)
|
Devices & Configuration
|
Calling Features
|
SMS & Messaging
|
Security
|
Troubleshooting
|
Microsoft Teams Integration
|
API & Automation
|
Deep Dives & Learning
|
In-depth articles on VoIP concepts and technology:
|