Offisky Document: Virtual Office Phone System (Quick Start)
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Virtual Office Phone System (Quick Start)

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Document # 280Category: Phone System AdministrationType: User Manual Document
Last Update: Thu Nov02, 2017 09:44:41PM GMT(0)
What is Offisky Virtual Office:

With Offisky Virtual Office Phone System, you may have a complete operating phone system on the cloud without having a physical office. When your customer call, he/she will entered into your pre-configured auto attendant, announce with your company greetings, and provide their options to call extensions or any other options you have preset in the system (ie. press 1 for sales, press 2 for billing, etc). Whenever the call should reaches to a real person, the call will automatically forward to the appropriate cell phones by your choice. When the cell phone receive a customer call, you can see the original caller ID of the caller (instead of the company caller ID). When your Virtual Office receive a voicemail, it will automatically converted into an email and send it to you. Optionally, you may also setup fax to email for a more complete office settings (not cover in this document, see Offisky Virtual Fax Account List for details). Once you have a Virtual Office setup, you will have a 100% operating phone system and your customers will thought they are calling into an actual office.

This document describes how to setup your Offisky Virtual Office Phone System with basic settings (Quick Start) under pay-as-you-go calling plan. 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 Virtual Office Phone System with basic settings:






Quick-start Offisky Virtual Office with basic settings (Video):









What you need ?




The following is what you need to setup your Offisky Virtual Office Phone System.

  • A computer which internet access, and a updated browser (Firefox / Chrome).




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. Initialize your Phone System Account

  4. Setup Voicemail (or Voicemial to email)

  5. Setup Internal Extension Numbers and perform the appropriate cell phone forwarding

  6. Setup an Auto-Attendant (IVR) for your business

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

  8. Check and choose your current calling plan (and rate).

  9. Update the Caller ID Behavior









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: Initialize your Phone System Account.





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

  2. For the first time, you will see the initializing screen. Make sure the information is correct and correct country code (ie. 1 for North America).

  3. Finish up the wizard

  4. You will be redirect into the "Phone System Dashboard", in here you can your live phone system status.









Step 4: 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 5: Create Internal Extension Number and perform appropriate cell phone forwarding.





  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, and the registered voicemail for this extension.

  6. Provide the email address for Voicemail to Email operation.

  7. Provide the "Ringing(Sec)" where the call should ring your cell phone before process to your voicemail.

    • This is the ringing second where the phone system will ring your cell phone before process back to the phone system voicemail (not your cell phone voicemail). If you want to use your company voicemail service (not the cell phone voicemail), make sure this ringing seconds is less than your cell phone process to the voicemail, otherwise, the call will enter into your cell phone voicemail instead of your phone system voicemail.


  8. Under "Extension Forwarding", in "Always forward all inbound calls for" text box, provide the cell phone number you wish to forward to.

    • Make sure the phone number includes country code prefix (ie. North America Country Code Prefix: 1), otherwise, it will not work (ie. 19054756900).


  9. Click OK to save your settings

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









Step 6: 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 7: 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.









Step 8: Check and choose your current calling plan.





  1. Go to "PBX Base" menu, and select "Phone Line Settings".

  2. 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.

  3. This is how the usage charge is determined. When an inbound customer call is made to your cell phone, it process from the external network to your phone system, then from your phone system forward to your cell phone. Therefore:

    • For pay-as-you-go calling plan, The inbound minute charge for your inbound call + the outbound minute charge from your phone system to your cell phone = The total minute charge for a cell phone forwarding call.

    • For channel base calling plan, there will be no minute calling rate, but each call will use up 2 phone lines.


  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 9: Update the Caller ID Behavior.





  1. Go to "PBX Base" menu, and select "General Settings".

  2. In "Caller ID Pass-Thru" field, select "Enable" will ensure when the call forward to your cell phone, you can still see the original caller ID from your customer.

  3. Click "Apply" to save your settings.

  4. For more information, please see document: General Account Settings.









Test your Virtual Office Phone System.





  1. Now, you should have your complete Virtual Office Phone System setup and is ready for test.

  2. Go to "PBX Base" menu, and select "Dashboard" will give you a complete overview for your phone system status.

  3. Make calls to your external phone number to ensure your phone number and auto attendant is okay (and try out the options).

  4. Make calls to your external phone number, then select your extension number to ensure individual extension mapping is okay.

  5. Congratulations !!! Your Virtual Office Phone System is setup completely and is now ready to take your customer call.











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Member Comments:

William Wong
@Babysoft Corporation
Ticket Creator
Posted: Thu Nov02, 2017 06:06:02PM GMT(0)
Discussion: Virtual Office Phone System (Quick Start)
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