Quick Guide to Getting Started

Activating Your AVOXI Account


Your AVOXI portal is ready! Follow these simple steps to activate your account and get started.

Step 1: Check Your Email

Look for an activation email in your inbox. Once you find it, click the Activate Account button.

Step 2: Create Your Password

On the activation page, create and confirm a new password. To keep your account secure, your password must include:

  • At least 10 characters

  • One uppercase letter (A, B, C)

  • One lowercase letter (a, b, c)

  • One number (1, 2, 3)

  • One special character (such as !, @, #, $)


Click Activate when you are finished.

Security Note (PCI DSS 3.2.1Compliance): If your business handles credit card information, we recommend changing your password every 90 days to stay secure. You can manage these rules in your Security Control Settings for PCI Compliance..

Step 3: Log In

Now you can log in to your portal!

  1. Go to the login page.

  2. Enter your email address and your new password.

  3. Select Log In.


Important: New Number Activation

If you purchased a phone number using a personal email that does not match your business domain, you can still log in immediately.

However, your new virtual number may stay "pending" for 24-48 hours. During this time, an AVOXI expert will verify your account details to ensure everything is set up correctly.


Login to your AVOXI Account


Follow these steps to access your AVOXI account:

Step 1: Visit the Login Page

Go to https://genius.avoxi.com in your web browser.

Step 2: Enter Your Credentials

  1. Type in your email address and select Continue.

  2. Enter your password and select Log In.


Alternative: Sign in with Google

If your business uses Google, you can log in faster:

  • Select the Sign in with Google button.

  • Follow the prompts to choose your Google account and verify your identity.

Note: Please ensure the Google account you select is the one associated with your AVOXI profile.




Reset your Password

If you forgot your password you can reset it at any time using the below steps? 


  • Type the email address that matches your account
  • Select Submit.
  • A secure link to reset your password will be sent to that email address if it matches what we have on file. 
  • Genius Tip: Passwords must contain at least ten characters and contain one uppercase letter, lowercase letter, number, and special character (!@#$%^&*)


Adjusting Your Browser Settings

To ensure the best user experience on AVOXI platforms and webphones we recommend you follow the below applicable browser configuration guidelines.  Please note the AVOXI platform works best on Google Chrome but is also compatible with the Firefox and Edge Browser.

Google Chrome Browser

Effective from February 2019 Google’s Chrome browser now blocks auto-playing video with sound on both desktop and mobile. This change while positive may unintentionally block audio from legitimate websites.  

ATTENTION! Before you start, ensure you are using the Google Chrome web browser that supports WebRTC (Web Real-Time Communication), a browser-based communication protocol to make calls. Next, it's important to upgrade your Google Chrome sound settings to avoid missed calls.

To ensure Chrome does not block the audio for your Genius webphone please configure your sound settings for Genius using the below steps:

To update your Genius Google Chrome sound settings first Log into your Genius account. 

  • Select the lock icon in the URL address bar.
  • Make sure the Microphone is set to allow. 
  • Then click the Site settings located at the bottom of the drop-down. 
  • Next, scroll down to your Sound setting and select the drop-down and adjust the setting to AllowGenius Tip: To enable Genius to call notifications, make sure you’ve allowed them in your Chrome browser. This can be done by selecting the lock icon in the URL address bar and then select Allow next to Notifications. 

Firefox Browser

To ensure Firefox does not block the audio for your Genius webphone please configure your sound settings for Genius using the below steps:

  • To update your Genius Fixfox sound settings first Log into your Genius account using the Firefox Browser. 
  • Next, select the lock icon in the URL address bar. 
  • Then click the "Connection Secure" extension.
  • Click the "More Information" located at the bottom of the window.
  • Select the "Permissions" tab located on the top of the settings screen. 
    • Untick the Autoplay default setting and click "Allow Audio and Video".
    • Untick the Open Pop-up Windows default setting and click "Allow".
    • Untick the Send Notifications default setting and click "Allow"
    • Untick the Use the Microphone default setting and click "Allow" 
  • Genius Audio Device Settings: To enable selecting an audio device in Firefox, follow these steps:
    • Edit your Firefox configurations: type "about:config" in your URL bar and press enter 
    • Click "accept the risk and continue" when the warning pops up (don't worry, we won't do anything dangerous)
    • In the search bar, type "media.setsinkid.enabled" until this config appears beneath 
    • Click the "switch" button to the right to toggle this config to "true" 
    • Reload your Genius tab to apply the new setting
  • Genius Tip": screenshot for double-checking allowed Notifications, Audio, and Microphone.

Edge Browser

To ensure Edge does not block the audio for your Genius webphone please configure your sound settings for Genius using the below steps:

  • First Log into your Genius account. 
  • Select the lock icon in the URL address bar.
  • Next, click the "Site Permissions" icon
  • Adjust your "microphone" setting to "Allow"
  • Adjust your notifications setting to "Allow"
  • We also recommend you check all other settings and adjust as so required.
  • When you are ready, select the "Reset permissions" arrow
  • Click "Reset" to complete your changes 


Using Your Webphone

Minimize and Expanding your Webphone

Making and Receiving Calls

IMPORTANT: Before you start, ensure you are using a browser that supports WebRTC (Web Real-Time Communication), a browser-based communication protocol to make calls.

The webphone is a 100% web-based application, with no software or additional equipment required to make it work.  It's available to all License holders and all user "roles" (Agent, Admin, Supervisor, Billing Admin, Limited Agent, and Inbound Agent). Virtual numbers only customers are required to purchase a license to make use of the webphone functionality.

 

Making an Outbound Call


 

Locate your web phone in the lower right corner of your screen. Then select the + sign to maximize the phone’s display. 


 

Type “+” and then select the dial pad numbers to dial the phone number you wish to call. 

Next,  press the phone icon

Making a call to someone outside of your organization? Be sure to dial “+” followed by the country code and number (no spaces or dashes).

Making a call to an internal extension? Just dial that extension number, no “+” needed.


 

Tip: If you wish to use your computer’s keyboard to enter the number you wish to dial, make sure to click on the phone’s screen first to reveal the cursor and then use your keyboard’s keypad to enter the phone number.

 


 

Receiving Inbound Calls 

When you are receiving an incoming call, you have the option to Answer or Decline the call. 

Make sure your volume is turned up so that you are able to hear your call coming in.

Understanding your Phone Settings

Select the "Settings" icon to view and update the following:

  • Auto Answer: TO set your webphone to auto-answer, simply click the toggle to "ON"
  • Microphone: Choose your microphone settings and then speak to test it's working. 
  • Speaker: Choose your speaker and then use the test button to ensure it's working.
  • Data Center: Choose the data center to route your calls through

 

Viewing Call History in AVOXI

 

On your webphone, select the clock icon to view all past incoming and outgoing calls.

 

 

Select the phone icon next to a number to quickly redial that number. This will also, if possible, use the Outbound Caller ID you had selected when making that prior call (will not use currently selected Outbound Caller ID).

 

 

If you’d like to go back to your dial pad, select the headset icon .

 

 

 

 

 

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Updated:

June 10th, 2021

Author:

Pablo Gonzalez

Updated By:

Louise Ross

KB ID:

569380

Page Views:

10218

Tags:

login, using webphone, making calls, receiving calls, call history

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