ESI ePhone4x Operator's manual

Getting Started with the
ESI ePhone4x™
for ESI eSIP Evolution Series™ & ESI eCloud PBX™
Copyright © 2019, Estech Systems, Inc. (ESI). ESI systems are protected by various
US patents, granted and pending. For more information on ESI and its products, visit
www.esi-estech.com.
#0455-0203 Rev. B
Call History
This presents a list of the last 100 dialed, answered, and missed calls to/from your
extension.
1. Press History soft key, Up navigation key or Menu soft key > 6 Call Logs > 1
Local Call Logs.
2. Scroll to (using navigation keys) and select the desired call by pressing the OK
key.
3. Press either Dial soft key to dial the number or Option soft key > 4 Delete > Yes
soft key to remove the call record.
Note: The Missed Calls icon ( ) will appear on the
Home screen with the number of missed calls.
Recording
This feature allows you to record a call. All users have access to this feature.
Recordings are located with your system administrator.
1. While on an active call, press the Record DSS key.
2. To end the recording, press the Record DSS key or hang up.
Note: A Record DSS key needs to be programmed.
Status Indicator
The programmable feature/DSS keys flash to indicate that you have either a new
incoming call or a new voice mail message. The DSS key will stay lit (red) during an
active call. The DSS key will flash (yellow) when a call is on hold.
Redial
1. Press Redial key.
2. Scroll to desired call.
3. Press Dial soft key, pick up handset, press Headset key, or Speaker key.
Phonebook
Access Phonebook:
1. Press Phonebook key or Dir soft key.
2. Select Contacts (Press 1on keypad, Enter soft key, or OK navigation key).
3. To dial an entry, press Dial soft key or pickup handset or press Headset or
Speaker.
Add new entry:
1. Press Phonebook key or Dir soft key > 1 Contacts > press Add.
2. Enter name and number, then press Save soft key.
Intercom
To send a quick announcement to someone without ringing his/her phone, press
Intercom feature/DSS key and enter the extension you want to call. If the other user's
phone is idle, it will auto-answer via the speakerphone. Intercom applies to internal
calls made from ESI SIP phones.
Personalizing your ePhone
Programming Feature/DSS keys from the Phone
1. Press Menu soft key.
2. Scroll to to and select 3 Settings > 1 Basic Settings > 1 Keyboard > 1 DSS Key
Settings.
3. Scroll to and choose (Enter soft key or OK) the desired DSS key (1-36).
4. Scroll to choose the desired key "Type" (Memory, Line, Key Event, DTMF, URL,
BLF List Key, Multicast, or Action URL) and enter the associated information.
5. Press Save or OK.
Tip: Programmable keys start with key number 1 at the top-left corner
on page 1; top to bottom, left to right, ending with key 36 on page 4.
Programming a Speed Dial key
A speed dial key can be programmed for phone numbers or extensions that you dial
most often.
1. Press Menu soft key. Scroll to and select 5 Phonebook, then 6 Speed Dial.
2. Scroll to and select (OK navigation key or Edit soft key) the desired key to
program.
3. Enter the desired name and number and press Save soft key or OK.
Programming Feature/DSS keys from the Console
For eSIP systems, use the Communicator Console. For eCloud systems, use the
eConsole dashboard.
Voice Mailbox Options
Here you can change your greetings, record your name and you can change the
password for your voicemail.
1. Access your voice mailbox, press the Voice mail key.
2. Enter your password and press #. The system will then tell you the number of
messages you have.
eSIP eCloud Function
Dial 0 - Mailbox Options
Dial 1 - Record your Unavailable Message
Dial 2 - Record your Busy Message
Dial 3 Dial 5, then 2 Record your Name
Dial 4 - Record your Temporary Greeting
Dial 5 Dial 5, then 1 Change your Password
Dial *# Return to the Main Menu
- Dial 6 Change Greeting
- Dial 1 For New Messages
- Dial 2 For Old Messages
- Dial 3 To Send Messages
Note: Check the back of your phone to determine if you are on eSIP or eCloud:
If serial number is 5000-0911, you're on an eSIP system.
If 5000-0921, you're on an eCloud system.

Welcome to the ESI ePhone4x
The following icons are referenced throughout this guide:
The 4 keys along the
bottom row are Soft keys.
When your phone is idle,
the Home Screen shows
date/time & new voice mail
message counts.
The left and right side of the screen
displays a list of programmable
feature/DSS keys. There are 9
keys per page (36 total).
OK key Navigation keys
Getting Started
Placing an external call
1. Lift the handset or press Speaker key or Headset key.
2. Enter the phone number and press # or Dial soft key to dial immediately, or wait
for the phone to send the number automatically.
3. To end end the call, press End or either replace the handset or press Speaker
key or Headset key.
Note: Steps 1 & 2 can be reversed.
Answering a call
• Lift the handset, or press Speaker key or Headset key. Pressing the Answer soft
key will connect you to the call through the speaker.
• Pressing the Headset key will connect your call through the headset.
• If auto-answer is enabled, you'll automatically connect to the inbound call through
the speaker.
Adjust Phone Preferences
Press Menu soft key then scroll to and select 3 Settings > 1 Basic Settings. From
there, you can program Display, Energy saving, Sleep Time, Ring Settings, Voice
Volume and more.
Hold
While on an active call, press Hold key or Hold soft key. To return to the held call,
press the Hold key, the line DSS key, or the Resume soft key.
Connecting to a second inbound call
If you receive a second call while you're on an active call, the display will split and you
will hear a beep, indicating a new call:
1. Press line 2 button
2. Bottom left soft key/button changes
3. Select Answer
To return to previous call:
1. Press Line 1
2. Bottom left soft key/button changes
3. Select Resume
Call transfer
1. While on an active call, press Transfer key or XFER soft key.
2. Dial the number to which you want to transfer the call (or press a programmable
feature/DSS key to which that number has been assigned).
3. To make a "blind" transfer, press #, Dial, Transfer key or XFER soft key and
hang up or press End soft key.
To make a supervised transfer, wait for the call to be answered by the transfer-to-
destination. After confirming that the person will accept the call, simply press Transfer
key or XFER soft key and hang up to complete the transfer.
Key System Features
Some keys mentioned herein may need to be assigned to a programmable feature/
DSS key. For more details, consult your System Administrator.
Three-way Conference
1. Call the first participant of the conference call and when he/she answers, press
Conference key or Conf soft key, 1st caller is put on hold.
2. Call the second participant and, when he/she answers, press Conference key or
Conf soft key. This will join all three participants (counting you).
3. To end the three-way conference call, hang up or press End soft key
Call Forwarding
1. Press Menu > 2 Features > 1 Call Forward.
2. Select the line, the type of Forward, toggle to Enabled (using navigation keys),
enter the destination number and Save. Once enabled, the Call Forward
activated icon will appear on the display (top right corner).
3. To disable call forwarding, select Menu soft key > 2 Features > 1 Call Forward.
Then select Disabled and save.
Note: Unconditional forward is synonymous to Call Forward Always.
Call Park
Call Park places a call in a holding state but can be picked up by any phone on the
system.
• Press Park DSS key to park the call. An announcement will state where the call
is located (i.e. 10, 11).
• To retrieve the parked call, dial the park number followed by # (i.e. 10#, 11#).
Mute & Do Not Disturb (DND)
Mute - While on a call, press Mute key to disable outbound audio via the microphone
in your phone's speaker, handset, or (optional) headset. The screen will display the
Mute activated icon and say Mute to indicate that muting is enabled. To disable, press
Mute key again. (Mute will automatically disable when you hang up the call.)
DND - When the phone is idle, you can put the phone in DND (do-not-disturb) mode
by following these steps:
1. Press DND soft key, or go to Menu > 2 Features > 5 DND.
2. Select the Mode and Type, and press Save soft key.
This sends incoming calls directly to voice mail. The DND activated icon will appear
on-screen to indicate that DND is enabled. To disable, repeat the above steps.
Voice Mail (VM)
1. To access your voice mail messages, press the Voice mail key, or Menu >
Applications > 3 Voice Messages.
2. Select the line and press Dial soft key to call.
3. At the prompt, enter your password, then press #. The system will tell you how
many messages you have. (This is displayed on your LCD screen - i.e. MWI: 2).
Select the desired voice mail message and follow the prompts to repeat, forward,
delete, reply, hear the next message, or save the message.
Note: The New VM icon ( ) will appear
on the Home screen with the number of missed voice mails.
Call Queue
A call queue is created during system programming. While on an active call, press
Transfer key or XFER soft key, then Call Queue DSS key to place the call in queue.
To retrieve the calls from the queue login to the queue using the Agent Login/out key.
Agent Login/Logout
This feature allows an agent to log into and out of an automatic call distribution (ACD)
queue to manage incoming calls.
• To log in, press pre-programmed DSS key.
• To log out, press pre-programmed DSS key again.
Feature Icon Feature Icon
Call Forward Mute
Conference Phonebook
DND Redial
DSS Key Speaker
Headset Transfer
Hold Voice Mail
Use the Page-Jump key
to switch between the 4
DSS pages.