Customer Solution Configuration
Customise communication features to match your customer’s business needs
Select Your Customer's Phone System
AVAILABLE PHONE SYSTEMS



Select Your Customer's Products
Choose the products your customer needs and specify the number of users for each
AVAILABLE PRODUCTS
Dynamic Wallboard
Real-time dashboards displaying team and queue metrics
Please select the number of users required (min 5 users)

Call Recording Archive
Secure long-term storage for all call recordings
Please select the storage volume required

Call Recording Controller
On-demand recording controls with pause and resume
Please select the number of users required (min 5 users)

CRM Integration
Seamless connection with your existing CRM platform
Please select the number of users required (min 5 users)

Analytics
Reporting and call analytics dashboard
Please select the total number of agents on the PBX

Advanced Analytics
Deep insight reports for agent status monitoring
Please select the total number of agents on the PBX

Call Recording AI
AI-powered analysis and insights from recordings
Please select the number of call hours required per month

Post-Call Actions (Call Reasons)
Capture call outcomes and reasons after each call
Please select the number of users required (min 10 users)

Select CRM Product Features
Choose the features your customer needs for the CRM Integration. Core features are enabled by default.
CORE FEATURES
Screen-popIncluded
Automatically display customer information when calls arrive
Click-to-callIncluded
Initiate calls directly from your CRM or browser
Transfer & ForwardIncluded
Seamlessly transfer or forward calls to colleagues
DialpadIncluded
Full-featured dialpad for manual number entry
OPTIONAL FEATURES
Call LoggingOptional
Automatically log all call activities and history

Call Metadata Only
Structured call details only (caller, callee, direction, answered, duration)

Call Summary
AI-generated summaries of your conversations

Call Transcript
Full text transcription of all calls

Wildix AI+Data Bundles
Powered by Wildix's native AI infrastructure

SoftTrain Cloud AI
Enterprise-grade AI from SoftTrain Cloud

Contact Details
Please provide your contact information and installation engineer details
YOUR DETAILS
Your Company name
Your Name
Your Email Address
INSTALLATION ENGINEER
Same
Engineer Name
Engineer Email Address
PBX Configuration
Please provide the customer's PBX details
PBX DETAILS
Customer Name
The name of the customer that the products will be configured for.
PBX Domain
The domain url configured for the Wildix PBX. For example: https://pbxname.wildixin.com
PBX Username
Normally 'admin'. Enter TBC if currently unknown
PBX Password
Final Details
Just a couple more items of information
Timezone
Date Required By
We will do everything we can to meet your required date - this just helps us plan our resources
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Thank you for completing the application form
We will be in contact soon to discuss further
QR Code
As this is a Wildix deployment, please also provide the QR code for the PBX.
You can do this now using the box below or send it via email to provisioning@softtrain.co.uk
See the following documentation for how to find the QR code:
2FA Documentation
You can do this now using the box below or send it via email to provisioning@softtrain.co.uk
See the following documentation for how to find the QR code:
2FA Documentation
Drag & Drop QR code here
or click to find file
or click to find file
Next Actions
To help expedite the provisioning, please ensure the following based on your selected products:- The admin user on the PBX has an extension assigned