Talkswitch VS User manual

ANSWERS WITH INTELLIGENCE®
TALKSWITCH DOCUMENTATION
RESELLER
DEMONSTRATION
GUIDE
CT.TS005.007002
Use with:
TalkSwitch VS models
For use in:
North America

COPYRIGHT INFORMATION
TalkSwitch. Copyright 2008. All Rights Reserved.
Reproduction, adaptation or translation without prior written permission is prohibited,
except as allowed under the copyright laws.
Information in this user guide is subject to change without notice and does not
represent any commitment on the part of TalkSwitch. No part of this user guide may
be reproduced or transmitted in any form or by any means, electronic or mechanical,
including photocopying, recording, or information storage and retrieval systems, or
translated to another language, for any purpose other than the licensee’s personal use
and, as specifically allowed in the licensing agreement, without the express written
permission of TalkSwitch.
Third Edition, March 2008.
CT.TS005.007002
TalkSwitch is a division of Centrepoint Technologies Inc.

RESELLER DEMONSTRATION GUIDE I
TABLE OF CONTENTS
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Connecting the demonstration system. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
TalkSwitch unit 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
TalkSwitch unit 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Demonstration configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Downloading files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Loading the configuration file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Loading the auto attendant messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Loading the audio file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Setting up voicemail for extension 111. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using the demonstration system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Dialing in to TalkSwitch unit 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Demonstration 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Demonstration 2 — Call queueing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Demonstration 3 — Auto call back and call bridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Demonstration 4 — VoIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuration file settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Default configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
IP configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
On-hold/ringback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Local extensions / fax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Extension 111 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Voicemail 111 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Extension 112 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Extension 121 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Remote extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Ring groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Ring group 301 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Ring group 302 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Voicemail preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Telephone lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Line 1 main. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Line 1 distinctive ring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Line 2 main. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
VoIP numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Auto attendants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Auto attendant 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Auto attendant 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Call bridge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

RESELLER DEMONSTRATION GUIDE II
Using call bridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Auto call back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using auto call back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Prompted call back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Using prompted call back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Audio control options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Intercom call options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

RESELLER DEMONSTRATION GUIDE 1
INTRODUCTION
The following guide outlines how to use one or two TalkSwitch units to demonstrate the
features, functionality, and benefits of the phone system in a closed environment. The
TalkSwitch system comes with a built-in demonstration capability, allowing you to run a
demonstration without plugging into telephone lines.
The system includes special dialing capabilities allowing you to simulate calls through VoIP or
PSTN from another location. These calls will go to phones that are plugged into the same
TalkSwitch unit, but the ringtones will imitate calls from another location.
This guide does not cover all of the functions in the TalkSwitch system. Please feel free to
improvise and make any configuration changes to demonstrate other features. You should test
these features before a demonstration to ensure they function properly.
With a single unit, you can demonstrate all the features of the system except VoIP. With two
units, you can demonstrate VoIP calls in a closed environment.
CONNECTING THE DEMONSTRATION SYSTEM
This section shows how to connect the demonstration system, including TalkSwitch units,
phones, speakers, Ethernet hub/switch and computer. Note that the computer is only required
to configure the TalkSwitch units. It is not required to run demonstrations.
Although the two units will be networked together and some parameters will be shared in the
software, they should be treated as two separate systems.
For example, do not program ring groups to ring extensions on both systems. This would be
incorrect behavior for the demonstration setup.
TalkSwitch unit 1
TalkSwitch unit 1 simulates the main office.
• E1 — A phone connected to E1 is local extension 111.
• E2 — A phone connected to E2 is local extension 112.
• E5 — A phone connected to E5 will simulate an outside line calling in to the system. This
phone is referred to as the dial-in phone.
• E6 — A cordless phone connected to E6 will simulate out-of-office calls to a cellular phone.
Try to use a cordless phone that looks like a cellular phone (e.g. Uniden ELT 560).
• E7 — A phone cord connected to L1 will simulate line 1.
• E8 — A phone cord connected to L2 will simulate line 2.

RESELLER DEMONSTRATION GUIDE 2
• Ethernet — An ethernet cable connected to the hub/switch will allow you to configure the
TalkSwitch unit, and will allow two TalkSwitch units to communicate through VoIP.
• AC adapter — The AC adapter will provide power.
• PA — An amplified speaker connected to the PA jack will allow overhead paging.
• MUSIC — An optional external audio source connected to the MUSIC jack will provide music
on hold. It is not required if an audio file is loaded into the TalkSwitch unit.
TalkSwitch unit 2
TalkSwitch unit 2 optionally simulates an office at a remote location. It is used to demonstrate a
TalkSwitch VoIP network.
• E1 — A phone connected to E1 is local extension 121. It will represent an extension at a
remote location.
• Ethernet — An ethernet cable connected to the hub/switch will allow you to configure the
TalkSwitch unit, and will allow two TalkSwitch units to communicate through VoIP.
• AC adapter — The AC adapter will provide power.
• PA — An amplified speaker connected to the PA jack will allow overhead paging.
• MUSIC — An optional external audio source connected to the MUSIC jack will provide music
on hold. It is not required if an audio file is loaded into the TalkSwitch unit.
Figure 1: Demonstration system

RESELLER DEMONSTRATION GUIDE 3
DEMONSTRATION CONFIGURATION
This section shows how to download and use the configuration file, auto attendant messages,
and audio file. It then shows how to set up voicemail for extension 111.
Downloading files
1. Log in to the reseller site at www.talkswitch.com/reseller_program/resources/
selling_tools.asp.
2. Download the following files:
• Configuration file TS_Demonstration_Config_6.00.tsd. Alternatively, you can create
the configuration file using the settings described in the following pages.
• Auto attendant message ABC_Main_AA1.wav. Alternatively, you can record your own
auto attendant message.
• Auto attendant message ABC_Branch_AA2.wav. Alternatively, you can record your own
auto attendant message.
3. Go to www.talkswitch.com/musiconhold/ and then download an audio file for music on
hold. Alternatively, you can use your own 8 kHz, 8 bit, mono, µ-law .wav file, or you can use
an external audio source connected to the MUSIC jack.
Loading the configuration file
1. Power up the system.
2. Start the TalkSwitch management software. The Configuration Selection page appears.
3. Click Open a Configuration File or Template. The Open File or Template window appears.
4. Click Open a File. The Configuration File window appears.
5. Browse to TS_Demonstration_Config_6.00.tsd, and then click Open. The About page
appears, showing the configuration from the file.
6. Choose File > Save To > Location. The Location window appears.
7. Select the system, and then click OK. The system saves the configuration to the
TalkSwitch units.
8. Choose File > Close. The Configuration Selection page appears.
9. Click Configure Auto-Detected TalkSwitch System. The About page appears, showing the
configuration from the TalkSwitch units.
Loading the auto attendant messages
The auto attendant messages accompany the auto attendants described in Auto attendants on
page 21.
The ABC_Main_AA1.wav file accompanies auto attendant 1. It says “Welcome to the ABC
company. If you know your party’s extension, please dial it now. For sales inquiries, press 1. For
technical support, press 2. To reach our branch office location, press 3. For all other inquiries,
press 0.”

RESELLER DEMONSTRATION GUIDE 4
The ABC_Branch_AA2.wav file accompanies auto attendant 2. It says “Welcome to ABC
Company’s Branch Office Location. If you know your party’s extension, please dial it now. For
Marketing, press 1. For Accounts Receivable, press 2. To reach our Main Office, press 3. For all
other inquiries, press 0.”
1. Select the Auto Attendants (Menus) page.
2. Select auto attendant 1.
3. Click Load Greeting. The Select Wav File window appears.
4. Click Browse. The Select Wav File window appears.
5. Browse to ABC_Main_AA1.wav, and then click Select Wav File.
6. Click Load. The TalkSwitch system loads the .wav file.
7. Repeat steps 2 to 6 for auto attendant 2 and ABC_Branch_AA2.wav.
Loading the audio file
The audio file uses the setup in the On-Hold/Ringback page described in On-hold/ringback on
page 9.
1. Select the On-Hold/Ringback page.
2. Click Load Wav File. The Select Wav File window appears.
3. Click Browse. The Select Wav File window appears.
4. Browse to the audio file, and then click Select Wav File.
5. Click Load. The TalkSwitch system loads the .wav file.
Setting up voicemail for extension 111
1. Pick up the phone connected to E1 of TalkSwitch unit 1.
2. Press .
3. Follow the prompts to enter a password, record a greeting, and record a name for the dial-
by-name directory.
* * #

RESELLER DEMONSTRATION GUIDE 5
USING THE DEMONSTRATION SYSTEM
Dialing in to TalkSwitch unit 1
You can dial in to TalkSwitch unit 1 using the dial-in phone connected to E5 or the cordless
phone connected to E6. Refer to the following table.
Demonstration 1
1. Auto attendant — Using the dial-in phone, dial 107. Extensions 111 and 112 will first ring
twice, and then auto attendant 1 will play.
2. Call cascade — At auto attendant 1, dial 111. Extension 111 will first ring twice, and then
the cordless phone will start ringing. Record your name when prompted.
3. Call screening — Answer the ringing cordless phone. The system will play your recorded
name. Press to reject the call and route it to voicemail. (Note that you would press
to accept the call).
4. Voicemail — Leave a message when prompted.
5. Cell phone notification — Within ten seconds, the cordless phone will ring to notify you of
the new voicemail message. Answer the cordless phone, press to accept the call, and
then dial 1to listen to the message. While listening to the message you can demonstrate
message playback functions (e.g. rewind, fast forward, etc.). Dial 7to erase the message. Do
not hang up the cordless phone.
6. Conference call — Using the cordless phone, press to reach the system greeting, and
then dial 111. Answer extension 111, and then press Flash 112. Answer extension 112.
Using extension 111, press Flash 6. This connects the cordless phone, extension 111 and
extension 112 together in a conference call.
7. Conclusion — Hang up all phones to end the demonstration.
Demonstration 2 — Call queueing
1. Using extension 111, dial 112. Answer extension 112. You now have an intercom call
between 111 and 112.
2. Using the dial-in phone, dial 108. Auto attendant 1 will play.
3. At auto attendant 1, dial 112. Since 112 is busy, the system will queue the call.
4. Using extension 112, wait until you hear a beep. Press Flash 7 to toggle between extension
111 and the dial-in phone.
5. Hang up all phones to end the demonstration.
Line Normal ring Distinctive ring 1 Distinctive ring 2
Line 1 107 117 1*7
Line 2 108 118 1*8
*
#
#
*

RESELLER DEMONSTRATION GUIDE 6
Demonstration 3 — Auto call back and call bridge
1. Using the cordless phone, dial 117. Let the phone ring twice and then hang up. The system
will call the cordless phone back.
2. Answer the cordless phone, and then press to accept the call back.
3. Dial 9to get a telephone line, and then dial 105 to call the dial-in phone. This mimics an
outside call.
4. Answer the dial-in phone.
5. Using the cordless phone, press . Hang up the dial-in phone. This terminates the
call to the dial-in phone, maintains the connection between the cordless phone and the
TalkSwitch unit, and keeps the telephone line. You can now dial an outside number using
the same telephone line.
6. Dial 105 to call the dial-in phone a second time.
7. Answer the dial-in phone.
8. Using the cordless phone, press . Hang up the dial-in phone. This terminates the
call to the dial-in phone, maintains the connection between the cordless phone and the
TalkSwitch unit, frees the telephone line, and reaches the system greeting. You can now dial
an extension, voice mailbox, or 6to access prompted call back.
9. Hang up the cordless phone to end the demonstration.
Demonstration 4 — VoIP
The VoIP demonstration requires two TalkSwitch units.
1. VoIP to local extension — Using the cordless phone, dial 107. Extensions 111 and 112 will
first ring twice, and then auto attendant 1 will play.
2. At auto attendant 1, dial 262. Extension 121 on TalkSwitch unit 2 will ring, demonstrating
a connection to the extension across the TalkSwitch VoIP network.
3. Hang up the cordless phone.
4. VoIP to auto attendant — Using the cordless phone, dial 107. Extensions 111 and 112 will
first ring twice, and then auto attendant 1 will play.
5. At auto attendant 1, dial 261. Auto attendant 2 on TalkSwitch unit 2 will play,
demonstrating a connection to the auto attendant across the TalkSwitch VoIP network.
6. Hang up the cordless phone.
7. VoIP to call bridge — Using extension 121, dial 251. Auto attendant 1 on TalkSwitch unit
1 will play, demonstrating a connection to the auto attendant across the TalkSwitch
VoIP network.
8. Dial 9to get a telephone line. When prompted, dial 1234 .
9. Dial 105 to call the dial-in phone. The system will dial the phone using the available
telephone line, demonstrating a connection across the TalkSwitch VoIP network and
the PSTN.
10. Hang up extension 121 to end the demonstration.
#
# #
#*
#

RESELLER DEMONSTRATION GUIDE 7
CONFIGURATION FILE SETTINGS
This section describes the settings in the configuration file. You can modify the configuration
as required.
Default configuration
The following pages use the default configuration:
• Administration
• Email Service
• VoIP Configuration
• Licensed Add-Ons
• General Voice Mailboxes
• Permissions
• Line Hunt Groups
• Auto Route Selection
Scheduling
The Scheduling page renames the modes. The Use Automatic Mode Switching check box is
cleared so you can use the demonstration system at any time and it will operate in Mode 1 for
consistent behavior.
•Mode 1 label is set to Office Open.
•Mode 2 label is set to Office Closed.

RESELLER DEMONSTRATION GUIDE 8
IP configuration
The IP Configuration page sets up two TalkSwitch units in order to demonstrate a TalkSwitch
VoIP network. If only one TalkSwitch unit is connected, the IP Configuration page is unused.
•Unit 1 IP address is 192.168.1.200.
•Unit 2 IP address is 192.168.1.201.
•Default gateway is 192.168.1.200.

RESELLER DEMONSTRATION GUIDE 9
On-hold/ringback
The On-Hold/Ringback page sets up music on hold from an audio file.

RESELLER DEMONSTRATION GUIDE 10
Local extensions / fax
The Local Extensions / Fax page sets up two extensions connected to TalkSwitch unit 1 and
one extension connected to TalkSwitch unit 2. Each extension has a name in order to
demonstrate caller ID. Type of Phone is set to TalkSwitch TS-600. The TalkSwitch TS-200, TS-400
and TS-600 phones allow you to demonstrate the message waiting counter, intercom paging and
group paging.
Extension 111
Call handling for extension 111 allows you to demonstrate a call cascade.
•First name and Last name are John Doe.
•TheCall Handling area sets up a call cascade. If there is no answer after two rings, the call
goes to remote extension 211. If the remote extension is not answered after two rings, the
call goes to voice mailbox 111.

RESELLER DEMONSTRATION GUIDE 11
Voicemail 111
The Voicemail tab for extension 111 sets up caller options and notification settings. The system
will call the cordless phone connected to E6 if the caller dials 0while leaving voicemail for
extension 111, or if voicemail is created for extension 111.
•TheCaller Options for Mode 1 routes the call to remote extension 211 if the caller dials 0.
•TheNotification Settings for Cell/Pager Notification has the system dial 106 if voicemail is
created for extension 111.
•TheConfigure Notification Options window has the system try one notification attempt
using line hunt group 9, in order to indicate that voicemail was created.

RESELLER DEMONSTRATION GUIDE 12
Extension 112
Call handling for extension 112 allows you to demonstrate the call queue function.
•First name and Last name are Jane Doe.
•TheCall Handling area sets up the call queue function. If the extension is busy, the call is
placed in the extension’s call queue. If there is no answer after two rings, the call goes to
voice mailbox 112.
Extension 121
•Last name is Miami.
• Default call handling is used.

RESELLER DEMONSTRATION GUIDE 13
Remote extensions
The Remote Extensions page sets up remote extension 211.
If you dial 107 to call TalkSwitch unit 1, and then dial 211 at the auto attendant, the
TalkSwitch system will put you on hold. It will then dial 106 through line 2 causing the cordless
phone to ring. This mimics dialing a cell phone that is set up as a remote extension.
Call handling for remote extension 211 allows you to demonstrate call screening.
•Activate Extension 211 is selected.
•First name and Last name is John Doe, to match local extension 111.
•Remote phone number is 106.
•TheCall Handling area sets up call screening. If the call is answered, the system plays the
caller’s name, and then waits for the call to be accepted or rejected. If the call is rejected,
the call goes to voice mailbox 111. If the remote extension is busy, the call goes to voice
mailbox 111. If there is no answer after two rings, the call goes to voice mailbox 111.

RESELLER DEMONSTRATION GUIDE 14
Ring groups
The Ring Groups page sets up two ring groups. If you dial an extension directly it will use the
regular ring pattern. If you dial a ring group, the extensions will use an alternate ring pattern,
and the caller ID information will indicate the call is to a ring group. This way the user can tell
whether they are being called directly or as part of a team.
Ring group 301
If you call ring group 301, extensions 111 and 112 will ring.
•Activate Ring Group 301 is selected.
•Ring group name is Sales.
•Ring pattern is Alternate 1.
•Extensions to Ring is set to extensions 111 - John Doe and 112 - Jane Doe.
•Include ring group number in caller ID relayed to extensions is selected.

RESELLER DEMONSTRATION GUIDE 15
Ring group 302
If you call ring group 302, extension 111 will ring.
•Activate Ring Group 302 is selected.
•Ring group name is Support.
•Ring pattern is Alternate 2.
•Extensions to Ring is set to extensions 111 - John Doe.
•Include ring group number in caller ID relayed to extensions is selected.

RESELLER DEMONSTRATION GUIDE 16
Voicemail preferences
The Voicemail Preferences page sets up the system to notify the user every time a voicemail
is created.
•TheNotify the pager/remote phone after receiving list is set to Every new message.