Onboarding Stage

While Onboarding is in process, the available functionalities will be limited, but the system will allow you to configure the major settings.

The limitations are as follows:

• You will see a notification about the Onboarding mode in CONTROL PANEL

  

• You will be able to purchase up to 2 concurrent user licenses as a maximum.

There are no limitations for:

• assigning Contact Center service for Users;
• enabling channels, addons or upgrading recording storage package under Subscription tab;
• assigning Geographic (Local) or Toll-Free numbers to Contact Center under Phone Numbers tab.

Once onboarding has been completed and Contact Center is ready to go live, contact Onboarding team to activate Contact Center.

Billing During Onboarding Stage

Contact Center products, addons and channels purchased during onboarding period will not be charged and will not be included in the current month's bill. If a customer buys a Toll-Free package of minutes, their toll-free usage will be charged as usual (i.e., no charge within package, overage for anything above/no package). Those charges are not affected by the onboarding phase.

Account Activation

When you are ready to go live with your Contact Center Pro or Elite, contact Onboarding team to activate your account.

Once the account is activated:

• you will no longer see the notification about the Onboarding mode in CONTROL PANEL;
• you will be able to purchase the unlimited number of concurrent user seats;
• Toll-Free packages will become available for upgrade (a variety of packages are available to best meet the account’s utilization needs)
• all the charges will be calculated normally, for all purchased products, channels and addons.

FAQ

Q: Can I activate the account myself when I am ready to go live?
A: No. You will want to contact Onboarding team to activate your account.

Q: Is there a time limit for Onboarding mode?
A: At this time, Onboarding team is responsible for all the time limits. In the future, all the accounts will be automatically activated after 60-days.

Q: Is it possible to undo the activation?
A: No. Once the account is activated, it cannot be undone.