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How-To Guides

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How-To Guides

Step-by-step guides for common tasks and workflows.

35 articles

Give a User Permission to Send Text Messages from a Phone Number

How to grant a team member permission to send and receive SMS text messages from one of your phone numbers, in the Pulse app and Switchboard.

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How to Replace a Failed Poly Rove Handset

Step-by-step guide for deregistering a failed Poly Rove 20/30/40 cordless handset and registering a replacement on a Rove B2 or B4 base station.

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How to Replace a Failed Yealink DECT Handset

Step-by-step guide for deregistering a failed Yealink W73H, W58H, or W56H cordless handset and registering a replacement on a W70B or W60B base station.

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Call Queue Callback Option

How the queue callback feature works in Nova PBX and when to use it to reduce caller wait frustration.

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Setting Up the Yealink WH64 Headset with EHS62 Cable for a Polycom Phone

How to connect and configure the Yealink WH64 wireless headset with the EHS62 adapter for use with a Polycom desk phone.

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Enabling QoS for VoIP on Ubiquiti EdgeMax Routers

How to configure Quality of Service (QoS) on a Ubiquiti EdgeMax router to prioritize VoIP traffic for better call quality.

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Enabling QoS for VoIP on UniFi Gateways and Routers

How to configure Quality of Service (QoS) on Ubiquiti UniFi gateways and routers to prioritize VoIP traffic for reliable call quality.

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How to Manually Set a Speed Dial or BLF on a Polycom VVX

How to configure Speed Dial and Busy Lamp Field (BLF) keys on a Polycom VVX series phone through the device's web interface.

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How to Install a Polycom VVX Expansion Module (Sidecar)

Step-by-step guide to physically installing and configuring a Polycom VVX expansion module sidecar on a Polycom VVX series phone.

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Setting Up the Jabra 920 Wireless Headset with a Polycom VVX Using an EHS Cable

How to connect and pair the Jabra 920 wireless headset to a Polycom VVX desk phone using an EHS cable for remote call answering.

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How to Pair a Bluetooth Headset with a Polycom VVX 600 Series

Step-by-step instructions for pairing a Bluetooth headset with a Polycom VVX 600 series desk phone.

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Enabling QoS for VoIP on MikroTik Routers

How to configure Quality of Service (QoS) on a MikroTik router to prioritize VoIP traffic and maintain call quality.

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CRM Integrations

Connect your CRM or helpdesk to SIPSTACK Switchboard for automatic contact lookups, call notes, and lead management.

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Hot Desking (Login & Logout)

How to log in to a shared Nova PBX phone with your own extension and voicemail PIN, log out, and what administrators control.

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Send and Receive Text Messages via Email (SMS/MMS)

How to send and receive SMS/MMS text messages through your email client using a SIPSTACK phone number.

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Cisco / Linksys SPAXXX IP Phone Provisioning Guide

How to provision Cisco and Linksys SPA series IP phones on the SIPSTACK network via the phone's web interface.

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Completing a Call Transfer on a Polycom VVX Phone During an Incoming Call Interruption

How to complete a call transfer on a Polycom VVX phone when a new incoming call interrupts the transfer in progress.

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Factory Reset: Cisco / Linksys SPA 942 / SPAXXX Series

How to perform a factory reset on Cisco and Linksys SPA series IP phones to restore default settings before reprovisioning.

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How to Check Voicemail Remotely

How to access your Nova PBX voicemail from any phone outside the office.

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Polycom SoundPoint IP Phone Provisioning Guide

How to provision a Polycom SoundPoint IP phone on the SIPSTACK network, including factory reset steps for previously provisioned devices.

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Recording Your Voicemail Greeting

How to record or change your unavailable, busy, and temporary voicemail greetings on a Nova PBX extension.

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Set Network Ethernet Speed for Polycom SoundPoint Series

How to configure the LAN and PC port Ethernet speed settings on a Polycom SoundPoint IP phone to resolve network negotiation issues.

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Configure Linksys SPA5005 Attendant Console Sidecar

How to configure the Linksys SPA5005 attendant console sidecar with Nova PBX for call pickup and BLF monitoring.

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Configure Sidecar Expansion Extensions for Cisco / Linksys SPA

How to configure BLF and speed dial keys on a Linksys sidecar expansion module connected to a Cisco / Linksys SPA phone.

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Linksys / Sipura ATA (PAP2T + Compatible) Manual Configuration

How to manually configure a Linksys or Sipura ATA adapter (PAP2T and compatible models) for use on the SIPSTACK network.

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Setting Up Call Recordings and Audio Prompts

How to create greetings and audio prompts in Switchboard, and how to turn on call recording per extension.

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Setting Up Inbound Routes

How to configure inbound call routing for phone numbers (DIDs) in Switchboard, including schedule-based and operator-controlled routing.

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Setting Up Operator Managed Routes (Day / Night Mode)

How to use Operator routing mode on an inbound route in Switchboard to switch call routing between Day, Night, and Temporary modes from a phone.

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Setting Up Time Conditions (Schedules)

How to create time conditions in Switchboard to route calls automatically by business hours and after-hours.

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Factory Reset: Polycom SoundPoint Series

How to factory reset a Polycom SoundPoint IP phone and provision it for use on the SIPSTACK network.

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Creating Extensions

How to create SIP extensions in Switchboard and assign them to users and devices.

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Configuring Ring Groups (Hunt Groups)

How to create and configure ring groups in Switchboard to ring multiple extensions simultaneously or in sequence.

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Configuring an Auto Attendant (IVR)

How to create and configure an IVR menu (auto attendant) in Switchboard to greet callers and route calls automatically.

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Managing Music on Hold

How to upload hold music, build playlists, and assign them to queues and parking lots in Switchboard.

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How to Set Up Pulse on Your Mobile Device

Install and sign in to Pulse, the SIPSTACK softphone app, on iPhone or Android. Cloud Softphone (Acrobits) and Cloud ID are not used with SIPSTACK.

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