Offisky Document: Hosted PBX (Quick Start)
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Hosted PBX (Quick Start)

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Document # 278Category: Phone System AdministrationType: User Manual Document
Last Update: Wed Dec13, 2017 11:47:50PM GMT(0)
What is Offisky Hosted PBX:

Offisky is a cloud based business phone system provides all the features (such as, call transfer, voicemail / fax to email, call hold, call queue (call center), etc.) through your internet connection. You no longer need to maintain your PBX phone system in your premise, and require your local phone provider to "hook up" your "phone lines" for your business. What you need is an Offisky account, setup how you want your phone system to operate for your business, order (instantly activate) your phone lines / extensions, and you are good to go.

This document describes how to setup your Offisky Hosted PBX Phone System with basic settings (Quick Start). Once the phone system is up and running, you may update more detail settings within your Offisky master account phone system configuration panel. If you have all your equipment ready and you are experienced with Offisky, this should take you just couple of minutes.







See Video: Quick Start Offisky Hosted PBX Phone System with basic settings:






Quick-start Offisky Phone System with basic settings (Video):









What you need ?




The following is what you need to setup your Offisky Hosted PBX phone system.

  • A computer which connected to your local network, and with internet connection.

  • IP Phones (hardware) or SIP SoftPhones (Software phone) depending on your preferences. Connect all phones power and internet connection.




What you need to do is to perform the following 8 steps in your Offisky Account.

  1. Create Offisky Group or Master Account

  2. Add Offisky Credit into your account for use by the phone system (Monthly or Pay-as-you-go)

  3. Check and choose your current calling plan.

  4. Create Device Accounts and set your phone (IP Phones / SIP SoftPhone) to use the account.

  5. Setup Voicemail (or Voicemial to email)

  6. Create Internal Extension Number and connect to your Device Account (to ring your phones)

  7. Create an Auto-Attendant (IVR) for your business

  8. Buy a new phone number to connect to your Auto Attendant.









Step 1: Create Offisky Group or Master Account





  1. Visit mydesk.offisky.com.

  2. Select "Create new account".

  3. Fill in the new account information information, accept terms and conditions, and privacy agreement, then create your account.

  4. Check your mailbox for validation email (make sure you also check your SPAM folder just in case), then click on the provided link to activate your account.









Step 2: Add Offisky Credit into your account for use by the phone system (Monthly or Pay-as-you-go)



For more information or tutorial video, please see document: Offisky billing overview.

  1. Once you are in the Offisky Master Account, go to the "User Menu" and select [ Billing]

  2. You are now in the "Billing Dashboard", in here you can see your current Offisky Credit Balance. Click on the Paypal button "Pay Now" to process to paypal.

  3. Provide the amount you wish to pay to purchase Offisky Credit. This is the amount after government tax. Credit are in 1 Offisky Credit = 1 CAD.

  4. Follow the Paypal payment process and finish your transaction. You may need to wait for paypal to confirm the transaction before you see your credit in your account, it will normally take less than 1 minute.

  5. Once the credit is available, it will show in the "Billing Dashboard".









Step 3: Check and choose your current calling plan.





  1. Go to the "User Menu" and select [ Phone System Configuration]

  2. You are now in the "Phone System Dashboard", in here you can your live phone system status. Now, go to "PBX Base" menu, and select "Phone Line Settings".

  3. You will see your current "Phone Line Mode" (Calling Plan), which is either "Minute Base" (a.k.a. Pay-as-you-go), or "Channel Base" (a.k.a. Monthly Plan). Pick the one you wish to use.

  4. In the "Check Minute Charge" section, you may also check the calling charge based on your current calling plan, by providing a phone number (make sure you have provide the country code along with your number).









Step 4: Create Device Accounts and set your phone (IP Phones / SIP SoftPhone) to use the account.





  1. Go to "PBX Base" menu, and select "Phone Device Account".

  2. Click on to add a new device account.

  3. Follow the ordering procedure and select which type of device you wish to choose, minute or monthly base, then confirm the order.

  4. Once the order confirmed, it will show in the "Phone Device List" screen. Edit the one you wish to use by the phone by click on .

  5. Select the "Settings" tab, and provide the meaningful name for this device account (this is important to identify each phone account for other setup).

  6. Select the "Credential" tab, which will give you a warning message. Make sure you read and understand the security risk of showing the password, then select "Show me the information".

  7. Now, you may use this credential settings to configure your IP Phone / SIP SoftPhone. Please see Offisky Phone Device Setup Information for more information.









Step 5: Setup Voicemail (or Voicemial to email).





  1. Go to "PBX Base" menu, and select "Voicemail Account".

  2. Click on to add a new voicemail account.

  3. The new voicemail account will show in the "Voicemail Account List" screen. Edit the new account by click on .

  4. Click on the "Settings" tab

  5. Provide the meaningful name for this voicemail account (this is important to identify each account for other setup).

  6. Select Voicemail Mode: "Save incoming voicemail and email extension owner".

  7. Provide a number only password when you wish to check your voicemail using your phone (or extension).

  8. Provide a phase to send along with your fax-to-email message, so that you know this is not a spam.

  9. Click OK to save your settings.

  10. For more information, please see document: Voicemail Account Settings.









Step 6: Create Internal Extension Number and connect to your Device Account (to ring your phones).





  1. Go to "PBX Base" menu, and select "Number Management".

  2. Click on and select "Create an Internal Extension Number", then provide your new extension number, then click on "Create".

  3. The new extension number will show in the "Number Management" screen. Edit it by click on .

  4. In "Extension Mode", select "User Extension Mode".

  5. Provide first / last name, email, the registered voicemail, the registered device account for this extension, then press OK.

  6. For more information, please see document: Number Settings.









Step 7: Create an Auto-Attendant (IVR) for your business.





  1. Go to "PBX Base" menu, and select "Auto Attendant Wizard".

  2. Follow the wizard, and answer all the necessary information to create your Auto Attendant (IVR).

  3. Once done, your new Auto Attendant will display within "IVR Editor".

  4. For more information, please see document: Auto Attendant Wizard.









Step 8: Buy a new phone number to connect to your Auto Attendant.





  1. Go to "PBX Base" menu, and select "Number Management".

  2. Click on and select "Order a new Canada Local Number".

  3. Follow the ordering process and select your new local number, then confirm your order.

  4. The new phone number will show in the "Number Management" screen. Edit it by click on .

  5. Under "Execution Mapping" Section, select Map number to Method "IVR", select the IVR you wish to map to, then click OK.

  6. For more information, please see document: Number Settings.






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Member Comments:

William Wong
@Babysoft Corporation
Ticket Creator
Posted: Thu Sep28, 2017 04:35:26PM GMT(0)
Discussion: Hosted PBX (Quick Start)
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