Browse by topic
Getting started
One call through Inbound CX, in order: your number rings, your menu answers, your hours are checked, the right team is picked, and somebody answers.
Numbers & porting
Getting a business number, and moving an existing one without losing calls.
Call flows
Draw your phone menu, hours and greeting and press publish: 28 kinds of step, six ready-made menus, and callers already on the line finish where they started.
Teams & waiting
How a waiting call reaches the right person: teams like Sales, Support and Billing, who may take each one, and what the caller hears while they wait.
Calls & transfers
Hold a call, pass it straight through, or check with a colleague and hand over with an introduction: the same buttons in the browser and the Windows app.
Accounts & access
Decide what each person may see and do: 35 things in seven groups, three ready-made roles, and roles of your own, over your company's data alone.
Softphones
Making and taking calls from a computer or a phone: what a softphone is, what it needs, and when a desk phone still wins.
Billing
What you pay for on Inbound CX: seats, usage past the allowance, the monthly spend ceiling, invoicing, taxes, adding or removing seats, and cancelling.
Emergency calling
What happens when someone dials 9-1-1 from Inbound CX, the four ways it differs from a traditional telephone line, and what you must do before relying on it.
Recording & Law 25
What Quebec's Law 25 asks of a private business: who it applies to, the obligations now in force, and what each means for a phone system that records.
Data requests
How to ask what Inbound CX holds about you, how to have it corrected or deleted, how long a reply takes, and what we can and cannot answer today.
Security
How your calls and records are kept apart from every other customer's, what is encrypted, where each piece of data lives, how long it is kept, and who else touches it.
More resources
Every policy Inbound CX publishes, starting with the terms of service, is listed on the legal page.