Office Portal

Daily tools in your web portal dashboard

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Switching Between Locations in Your Portal

Learn to find your current location, switch to another location and confirm the change. Includes real portal screenshots, a short animated walkthrough and tips for finding location-specific settings.

Active Panel-Calls: Live Call Monitoring & Quick Actions

Open Active Panel-Calls to check live call counters and extension status. Learn how monitoring, conference and transfer options work when a call is active and your permissions allow them.

How to Access & Download Call Recordings from Call Logs

Find recorded calls with Call Logs filters, then use Play or Download in the Recordings column. Learn about notes, exports and recording availability.

Understand Your Zonitel Office Dashboard

Understand dashboard totals, independent Calls and Messages periods, SMS segments, Office Summary, AI Wallet and daily shortcuts.

How to Configure Inbound Call Info in Office

Select the business numbers that show caller information, upcoming appointments, and connected CRM details for your Office user.

How to Review Callback Requests in the Waiting List

Find callback requests, filter by client, business number, status and date, and organize follow-up without confusing the list with the live queue.

How to Enable Desktop Notifications for New Messages in Office

Enable message alerts on this computer and troubleshoot browser permissions, Focus mode, and Office notification settings.

Make and Receive Calls from Your Browser

Open the Zonitel web phone from Office, set up audio, make and receive calls, and troubleshoot connection or ringing issues.